EDWIN AND JEANNE WOODS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
EDWIN AND JEANNE WOODS FAMILY FOUNDATION (EIN 20-0968659)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-16
IRS object ID
201630769349100403
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

FieldValueIRS element (for citing)
Return2016-03-16T10:12:48-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RK Taylor & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12890 North Main St Suite 305AddressLine1Txt
CityWalnut CreekCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94597ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200968659EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Edwin and Jeanne Woods Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWIBusinessNameControlTxt
Phone9252289821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line196 Fountainhead CourtAddressLine1Txt
CityMartinezCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPrudence Jeanne Woods NoonPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2016-03-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL Wayne BostickPreparerPersonNm
PTINP01218042PTIN
Phone9259447662PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,273,350FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$256,484DividendsRevAndExpnssAmt
Dividends Net Invst Incm$256,484DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$32,017NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257,347GrossSalesPriceAmt
Total Rev And Expnss$224,505TotalRevAndExpnssAmt
Total Net Invst Incm$256,522TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$70,491OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,491OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$260TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$901OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$901OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72,891TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,361TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$561,028ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$561,028ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$637,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72,891TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$564,389TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$412,975ExcessRevenueOverExpensesAmt
Net Investment Income$183,631NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$204,952CashBOYAmt
Cash EOY$81,340CashEOYAmt
Cash EOYFMV$81,340CashEOYFMVAmt
US Government Obligations BOY$536,243USGovernmentObligationsBOYAmt
US Government Obligations EOY$536,243USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$575,336USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,140,675CorporateStockBOYAmt
Corporate Stock EOY$962,556CorporateStockEOYAmt
Corporate Stock EOYFMV$1,184,664CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,756,993CorporateBondsBOYAmt
Corporate Bonds EOY$5,645,749CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,432,010CorporateBondsEOYFMVAmt
Total Assets BOY$7,638,863TotalAssetsBOYAmt
Total Assets EOY$7,225,888TotalAssetsEOYAmt
Total Assets EOYFMV$10,273,350TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$7,638,863CapitalStockBOYAmt
Capital Stock EOY$7,225,888CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,638,863TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,225,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,638,863TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,225,888TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,638,863TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$412,975ExcessRevenueOverExpensesAmt
Subtotal$7,225,888SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,225,888TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3000 Shares Oaktree CapitalP2014-07-012015-05-01$157,347$178,119-$20,772-$20,772
100,000 Shares Proctor & GambleP2011-03-012015-12-01$100,000$111,245-$11,245-$11,245
FieldValueIRS element (for citing)
Capital Gain Net Income-$32,017CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$20,772NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$571,173AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,584,456NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05396DistributionYr1Rt
Adjusted Qlfy Distri Yr2$186,506AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,916,780NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01881DistributionYr2Rt
Adjusted Qlfy Distri Yr3$392,648AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,189,652NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04273DistributionYr3Rt
Adjusted Qlfy Distri Yr4$491,731AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,065,531NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05424DistributionYr4Rt
Adjusted Qlfy Distri Yr5$414,306AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,075,242NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05131DistributionYr5Rt
Total Distribution0.221045TotalDistributionRt
Average Distribution0.044209AverageDistributionRt
Net Vl Noncharitable Assets$10,629,794NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$469,933AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,836NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$471,769AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$564,389QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,836InvestmentIncomeExciseTaxAmt
Subtotal$1,836SubtotalAmt
Tax Based On Investment Income$1,836TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,892EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,892TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$56OverpaymentAmt
Applied To ES Tax$56AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Prudence Jeanne Woods NoonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9252289821PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line196 Fountainhead CourtAddressLine1Txt
CityMartinezCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Francine Newhall Woods
3707 Kallin AveLong BeachCA90808President0.00$0
Prudence Jeanne Woods Noon
PO Box 491Santa MariaCA93456Secretary0.00$0
Edwin Woods Jr
PO Box 5153Santa MariaCA934565153CFO0.00$0
John Noon
96 Fountainhead CourtMartinezCA94553Director0.00$0
Margaret Bell
3707 Kallin AveLong BeachCA90808Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,604,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$186,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,791,669TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,791,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,875CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,629,794NetVlNoncharitableAssetsAmt
Minimum Investment Return$531,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$531,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,836TaxBasedOnInvestmentIncomeAmt
Total Tax$1,836TotalTaxAmt
Distributable Before Adj$529,654DistributableBeforeAdjAmt
Distributable Before Ded$529,654DistributableBeforeDedAmt
Distributable As Adjusted$529,654DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$564,389ExpensesAndContributionsAmt
Qualifying Distributions$564,389QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,836PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$562,553AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$529,654DistributableAsAdjustedAmt
Undistributed Income PY$217,180UndistributedIncomePYAmt
Qualifying Distributions$564,389QualifyingDistributionsAmt
Applied To Year1$217,180AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$347,209AppliedToCurrentYearAmt
Undistributed Income CY$182,445UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPrudence Jeanne Woods NoonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line196 Fountainhead CourtAddressLine1Txt
CityMartinezCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94553ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9252289821RecipientPhoneNum
Form And Info And MaterialsUpon written request, the Foundation will furnish application materials to potential applicants.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsGenerally, grants will be made to organizations in Northern Santa Barbara County.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
SM Public Library
421 S McClelland StreetSanta MariaCA93454PublicCharitable Support$10,500
PathPoint
315 W Haley Street Suite 102Santa BarbaraCA93101PublicCharitable Support$10,000
PCPA Fdn
800 S College DrSanta MariaCA93454PublicCharitable Support$30,000
SM Valley Discovery Museum
705 S McClelland StSanta MariaCA93454PublicCharitable Support$35,000
Santa Maria YMCA
3400 Skyway DriveSanta MariaCA93455PublicCharitable Support$25,000
California 4H Fdn
1 Hopkins RoadDavisCA95616PublicCharitable Support$15,000
Food Bank of SBC
490 W Foster RdSanta MariaCA93455PublicCharitable Support$25,000
Marian Hospital Foundation
1400 East Church StSanta MariaCA93454PublicCharitable Support$25,000
Friends of Guadalupe Library
421 South McClelland StreetSanta MariaCA93454PublicCharitable Support$1,000
Comm Partners in Caring
120 E Jones Street Suite 123Santa MariaCA93454PublicCharitable Support$10,000
OASIS
420 Soares AvenueOrcuttCA93455PublicCharitable Support$25,000
Santa Maria Valley Humane Society
1687 W Stowell RdSanta MariaCA93458PublicCharitable Support$32,100
Woods Humane Society
875 Oklahoma AveSan Luis ObispoCA93405PublicCharitable Support$25,000
Children's Resource Network
POBox 454Pismo BeachCA93448PublicCharitable Support$15,000
Transitions Mental Health Assn
PO Box 15408San Luis ObispoCA93406PublicCharitable Support$35,000
Therapeutic Riding Program
195 Refugio RdSanta YnezCA93460PublicCharitable Support$6,000
Angels Foster Care
1130 1st Street 232NapaCA94559PublicCharitable Support$20,000
CASA Santa Barbara
118 E Figueroa StSanta BarbaraCA93101PublicCharitable Support$30,000
DANA Adobe
NipomoNipomoCA93444PublicCharitable Support$25,000
GenSpan Fdn
1414 East Main StreetSanta MariaCA93454PublicCharitable Support$8,000
Central Coast Rescue Mission
1207 North McClelland StreetSanta MariaCA93454PublicCharitable Support$20,000
SM Valley BoysGirls Club
901 N Railroad AvenueSanta MariaCA93458PublicCharitable Support$20,000
Santa Maria FFA
Santa MariaSanta MariaCA93454PublicCharitable Support$3,000
Land Conservation of SLO County
PO Box 12206San Luis ObispoCA93406PCCharitable Support$25,000501(c)(3) public charity
Legal Aid of Santa Barbara Cty
301 E Canon Perdido StreetSanta BarbaraCA93101PCCharitable Support$31,928501(c)(3) public charity
Domestic Violence Solutions
PO Box 1536Santa BarbaraCA93101PCCharitable Support$20,000
Central Coast Group
8272 Moss Landing RoadMoss LandingCA95039PCCharitable Support$25,000
Guadalupe School District
4465 Ninth StreetGuadalupeCA93434PCCharitable Support$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$561,028TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$256,484ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$32,017RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$256,522ExclusionAmt
Related Or Exempt Function Incm-$32,017RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$224,505TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$4,800Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fee$30$30
Office Expenses$371$371
Web Design$500$500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment managementCategoryTxt
Amt$70,491Amt
Net Investment Income$70,491NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Filing Fees$50$50
Franchise Tax Board$10$10
IRS Excise Tax$200

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