BRIDGES-LARSON FOUNDATION CHARITABLE TR 03301993: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BRIDGES-LARSON FOUNDATION CHARITABLE TR 03301993 (EIN 95-4422320)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-05
IRS object ID
201642799349100014
Schema version
2015v2.1
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)
Return2016-10-05T18:55:51-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770181453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NASIF HICKS HARRIS & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 WEST ANAPAMU STREET SUITE BAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954422320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGESLARSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRIDBusinessNameControlTxt
Phone3105522220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 COAST VILLAGE RDAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN ROGERSPersonNm
Person TitleSUCCESSOR TRUSTEEPersonTitleTxt
Phone3105522220PhoneNum
Signature2016-10-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFERY P HARRISPreparerPersonNm
PTINP01070180PTIN
Phone8059661521PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,347,260FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,273,736ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$70,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,967DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1,845GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,845GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$11,712NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$16,224NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$706,670GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,224CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,140OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,140OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,377,913TotalRevAndExpnssAmt
Total Net Invst Incm$104,177TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$38,566CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$38,566CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$46,331TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,934TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$5,363DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$5,235DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$1,421OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$599OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$91,681TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,334TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$211,681TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,334TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,166,232ExcessRevenueOverExpensesAmt
Net Investment Income$51,843NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$237,671CashBOYAmt
Cash EOY$1,161,810CashEOYAmt
Cash EOYFMV$1,161,810CashEOYFMVAmt
Prepaid Expenses BOY$3,542PrepaidExpensesBOYAmt
Corporate Stock BOY$2,105,688CorporateStockBOYAmt
Corporate Stock EOY$3,287,632CorporateStockEOYAmt
Corporate Stock EOYFMV$3,990,877CorporateStockEOYFMVAmt
Corporate Bonds BOY$635,560CorporateBondsBOYAmt
Corporate Bonds EOY$329,614CorporateBondsEOYAmt
Corporate Bonds EOYFMV$320,925CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$925,000InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$5,363InvstLandAccumDepreciationAmt
Land Bldg Investments EOY$919,637LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$925,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$500,000OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$498,648OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,450,000LandBldgEquipCostOrOtherBssAmt
Land BOY$0LandBOYAmt
Land EOY$2,450,000LandEOYAmt
Land EOYFMV$2,450,000LandEOYFMVAmt
Total Assets BOY$3,482,461TotalAssetsBOYAmt
Total Assets EOY$8,648,693TotalAssetsEOYAmt
Total Assets EOYFMV$9,347,260TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,482,461CapitalStockBOYAmt
Capital Stock EOY$3,482,461CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$5,166,232RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,482,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,648,693TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,482,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,648,693TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,482,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,166,232ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,648,693SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,648,693TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CITY NATIONAL BANK #9410P$95,418$101,647-$6,229-$6,229
CITY NATIONAL BANK #9410P$339,533$276,991$62,542$62,542
CITY NATIONAL BANK #9410P$16,499$10,139$6,360$6,360
CITY NATIONAL BANK #6510P$204,047$276,249-$72,202-$72,202
CITY NATIONAL BANK #6510P$16,723$25,420-$8,697-$8,697
CAPITAL GAINS DIVIDENDSP$34,450$34,450$34,450
FieldValueIRS element (for citing)
Capital Gain Net Income$16,224CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,976,189NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052517DistributionYr1Rt
Adjusted Qlfy Distri Yr2$156,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,414,690NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064729DistributionYr2Rt
Adjusted Qlfy Distri Yr3$156,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,248,024NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.069750DistributionYr3Rt
Adjusted Qlfy Distri Yr4$156,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,446,863NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064082DistributionYr4Rt
Adjusted Qlfy Distri Yr5$158,050AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,432,959NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064962DistributionYr5Rt
Total Distribution0.316040TotalDistributionRt
Average Distribution0.063208AverageDistributionRt
Net Vl Noncharitable Assets$4,257,377NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$269,100AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$518NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$269,618AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,037InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,037SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,037TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$32,200TotalPaymentsAndCreditsAmt
Overpayment$31,163OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$31,163RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCITY NATIONAL BANKIndividualWithBooksNm
Phone8059812760PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11205 COAST VILLAGE ROADAddressLine1Txt
CityMONTECITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCITY NATIONAL BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11205 COAST VILLAGE ROADAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos7.00AverageHrsPerWkDevotedToPosRt
Compensation$21,316CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,052,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$269,674AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,322,210TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,322,210AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,833CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,257,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$212,869MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$212,869MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,037TaxBasedOnInvestmentIncomeAmt
Total Tax$1,037TotalTaxAmt
Distributable Before Adj$211,832DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$211,832DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$211,832DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$120,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$211,832DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$37,505ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,663ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,168TotalExcessDistributionCyovAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$120,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$77,168ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$77,168ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$14,664UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
USC SCHOOL OF CINEMATIC ARTS
UNIVERSITY PARK CAMPUS ADM 160 MC4017LOS ANGELESCA900894017NONECHARITYEDUCATION/SCHOLARSHIP SUPPORT$25,000
THE UNIVERSITY OF CENTRAL ARKANSAS
201 DONAGHEY AVE UCA BOX 4986CONWAYAR720350001NONECHARITYEDUCATION/SCHOLARSHIP SUPPORT$10,000
KCET
PO BOX 469028ESCONDIDOCA920469027NONECHARITYSUPPORT FOR PUBLIC BROADCASTING$35,000
AMERICAN FILM INSTITUTE
2021 NORTH WESTERN AVENUELOS ANGELESCA900271657NONECHARITYEDUCATION/SCHOLARSHIP SUPPORT$15,000
UCLA SCHOOL OF THEATRE FILM AND TELEVISION
PO BOX 7145PASADENACA911097145NONECHARITYEDUCATION/SCHOLARSHIP SUPPORT$25,000
COLUMBIA UNIVERSITY SCHOOL OF THE ARTS
622 WEST 113TH ST MAIL CODE 4524NEW YORKNY10025NONECHARITYEDUCATION/SCHOLARSHIP SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,967ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$11,712ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,140ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,224ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$90,620ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,620TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtLifeLifeRt
LAND2015-10-29$277,500L$0$0
BUILDING2015-10-29$555,000SL$4,207$4,20727.500000000000
LAND IMPROVEMENTS2015-10-29$92,500150DB$1,156$1,02815.000000000000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$329,614EOYBookValueAmt
EOYFMV$320,925EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK & MUTUAL FUNDSStockNm
EOY Book Value$3,287,632EOYBookValueAmt
EOYFMV$3,990,877EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND$277,500$0$277,500$277,500
BUILDING$555,000$4,207$550,793$555,000
LAND IMPROVEMENTS$92,500$1,156$91,344$92,500

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCERTIFICATES OF DEPOSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$500,000BookValueAmt
EOYFMV$498,648EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$150$150$0
OTHER MISCELLANEOUS EXPENSE$822$0$0
INSURANCE$449$449$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME$14,314$14,314$14,314
CLASS ACTION LAWSUIT PROCEEDS$826$826$826

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
BRIDGES CHARITABLE REMAINDER UNITRUST
1205 COAST VILLAGE RDSANTA BARBARACA93108
ESTATE OF JACK LARSON (IRA FUNDS)
1205 COAST VILLAGE RDSANTA BARBARACA93108
JACK LARSON LIVING TRUST
1205 COAST VILLAGE RDSANTA BARBARACA93108

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID/WITHHELD$189$189$0
U.S. TREASURY - EXCISE TAX$34,630$0$0
FRANCHISE TAX BOARD$225$0$0
U.S. TREASURY - PY OVERPAYMENT APPLIED$3,542$0$0
REAL PROPERTY TAXES$7,745$7,745$0

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