FURP.ORG / PUBLIC DATA EXPLORER

KIRKPATRICK FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KIRKPATRICK FAMILY FOUNDATION (EIN 46-2771414)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-11
IRS object ID
201602249349101210
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)
Return2016-08-11T16:00:10-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205593296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YABUKI & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118321 VENTURA BLVD 715AddressLine1Txt
CityTARZANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91356ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462771414EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIRKPATRICK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIRKBusinessNameControlTxt
Phone8188811200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118321 VENTURA BLVD 715AddressLine1Txt
CityTARZANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRANT KIRKPATRICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8188811200PhoneNum
Signature2016-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG YABUKI CPA MSTPreparerPersonNm
PTINP00006024PTIN
Phone8188811200PhoneNum
Preparation2016-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,944FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$657DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,882NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,882CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,539TotalRevAndExpnssAmt
Total Net Invst Incm$10,539TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,332ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,332ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,024TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,332TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,485ExcessRevenueOverExpensesAmt
Net Investment Income$10,539NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$481SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$481SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,888CorporateStockBOYAmt
Corporate Stock EOY$2,359CorporateStockEOYAmt
Corporate Stock EOYFMV$32,463CorporateStockEOYFMVAmt
Total Assets BOY$9,325TotalAssetsBOYAmt
Total Assets EOY$2,840TotalAssetsEOYAmt
Total Assets EOYFMV$32,944TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,325RetainedEarningBOYAmt
Retained Earning EOY$2,840RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,325TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,840TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,325TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,840TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,325TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,485ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,840SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,840TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property80 APPLEPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2005-12-31AcquiredDt
Sold2015-05-15SoldDt
Gross Sales Price$10,068GrossSalesPriceAmt
Cost Or Other Basis$186CostOrOtherBasisAmt
Gain Or Loss$9,882GainOrLossAmt
Gains Minus Excess Or Losses$9,882GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,882CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,231AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$54,257NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.299150DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,276AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,407NetVlNoncharitableAssetsYr2Amt
Distribution Yr26.111782DistributionYr2Rt
Total Distribution6.410932TotalDistributionRt
Average Distribution3.205466AverageDistributionRt
Net Vl Noncharitable Assets$43,313NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$138,838AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$105NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$138,943AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,332QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$211InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$211SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$211TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$211TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksYABUKI ASSOCIATESIndividualWithBooksNm
Phone8188811200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line118321 VENTURA BLVD 715AddressLine1Txt
CityTARZANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91356ZIPCd
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
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)
PersonGRANT KIRKPATRICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 18321 VENTURA BLVD 715AddressLine1Txt
CityTARZANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91356ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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$40,048AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,925AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,973TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$43,973AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,313NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,166MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,166MinimumInvestmentReturnAmt
Tax Based On Investment Income$211TaxBasedOnInvestmentIncomeAmt
Total Tax$211TotalTaxAmt
Distributable Before Adj$1,955DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,955DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,955DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,332ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,332QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,332AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,955DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$99,657ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,532ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$113,189TotalExcessDistributionCyovAmt
Qualifying Distributions$15,332QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,955AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,377RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$126,566TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$126,566ExcessDistriCyovToNextYrAmt
Excess From Year2$99,657ExcessFromYear2Amt
Excess From Year1$13,532ExcessFromYear1Amt
Excess From Current Year$13,377ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTWORX LA
1140 N CITRUS AVELOS ANGELESCA90038NONEPUBLIC CHARITYGENERAL USE$3,500
AVON WALK TO END BREAST CANCER
4929 WILSHIRE BLVD 255LOS ANGELESCA90010NONEPUBLIC CHARITYGENERAL USE$280
CANCER SUPPORT
1715 YANKEE DOODLE ROADEAGANMN55121NONEPUBLIC CHARITYGENERAL USE$100
CHADWICK SCHOOL
26800 S ACADEMY DRPALOS VERDESCA90274NONENON-PROFIT SCHOOLGENERAL USE$2,500
INDEPENDENCE FOUNDATION
200 SOUTH BROAD STREETPHILADELPHIAPA19102NONEPUBLIC CHARITYGENERAL USE$1,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPUBLIC CHARITYGENERAL USE$250
GRADES OF GREEN
519 MAIN STEL SEGUNDOCA90245NONEPUBLIC CHARITYGENERAL USE$5,270
GROWING GREAT
2711 N SEPULVEDA BLVDMANHATTAN BEACHCA90266NONEPUBLIC CHARITYGENERAL USE$100
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303NONEPUBLIC CHARITYGENERAL USE$500
THINK CURE
9420 WILSHIRE BLVD 300BEVERLY HILLSCA90212NONEPUBLIC CHARITYGENERAL USE$100
MOVEMBER FOUNDATION
PO BOX 1595CULVER CITYCA90232NONEPUBLIC CHARITYGENERAL USE$152
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARKLOS ANGELESCA90089NONENON-PROFIT UNIVERSITGENERAL USE$500
VISTAMAR SCHOOL
737 HAWAII STEL SEGUNDOCA90245NONENON-PROFIT SCHOOLGENERAL USE$680
GIVESMART US
5777 W CENTURY BLVDLOS ANGELESCA90045NONEPUBLIC CHARITYGENERAL USE$100
US OLYMPIC COMMITTEE
ONE OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPUBLIC CHARITYGENERAL USE$50
GLOBAL TRAINING NETWORK
7558 W THUNDERBIRD RD STE 1PEORIAAZ85381NONEPUBLIC CHARITYGENERAL USE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,332TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$9,882ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,539ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,539TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
291 SHARES APPLE$680$30,631
4.32599 APPLE$323$455
5.412 APPLE$657$570
7.66301 APPLE$699$807

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK CHARGESCategoryTxt
Amt$32Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCA INCOME TAXCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt