PAUL STANFORD BERNHARD FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PAUL STANFORD BERNHARD FOUNDATION (EIN 27-4160093)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201631329349102133
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)
Return2016-05-11T15:14:23-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953309779PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GURSEY SCHNEIDER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11888 CENTURY PARK EAST SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900671735ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274160093EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL STANFORD BERNHARD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone3104726991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURIE JO BERNHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104726991PhoneNum
Signature2016-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTANLEY B SCHNEIDERPreparerPersonNm
PTINP00087267PTIN
Phone3105520960PhoneNum
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$551,650FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,799ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,649DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,649DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$226NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$226GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$226CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,674TotalRevAndExpnssAmt
Total Net Invst Incm$9,875TotalNetInvstIncmAmt
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$3,993AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,993AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$198TaxesRevAndExpnssAmt
Taxes Net Invst Incm$198TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,191TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,191TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,017ExcessRevenueOverExpensesAmt
Net Investment Income$5,684NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$146,364SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$119,688SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$119,688SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$343,554OtherInvestmentsBOYAmt
Other Investments EOY$353,213OtherInvestmentsEOYAmt
Other Investments EOYFMV$431,962OtherInvestmentsEOYFMVAmt
Total Assets BOY$489,918TotalAssetsBOYAmt
Total Assets EOY$472,901TotalAssetsEOYAmt
Total Assets EOYFMV$551,650TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$489,918CapitalStockBOYAmt
Capital Stock EOY$472,901CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$489,918TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$472,901TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$489,918TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$472,901TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$489,918TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,017ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$472,901SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$472,901TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$226GrossSalesPriceAmt
Gain Or Loss$226GainOrLossAmt
Gains Minus Excess Or Losses$226GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$226CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,603AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$556,747NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092687DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,834AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$486,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.125001DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$339,763NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038851DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,055AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$222,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072226DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,525AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$194,513NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.012981DistributionYr5Rt
Total Distribution0.341746TotalDistributionRt
Average Distribution0.068349AverageDistributionRt
Net Vl Noncharitable Assets$560,696NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,323AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$57NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,380AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$114InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$114SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$762EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$762TotalPaymentsAndCreditsAmt
Overpayment$648OverpaymentAmt
Applied To ES Tax$648AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksLAURIE J BERNHARDIndividualWithBooksNm
Phone3104726991PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
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)
PersonLAURIE J BERNHARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$440,401AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$569,235TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$569,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,539CashDeemedCharitableAmt
Net Vl Noncharitable Assets$560,696NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,035MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,035MinimumInvestmentReturnAmt
Tax Based On Investment Income$114TaxBasedOnInvestmentIncomeAmt
Total Tax$114TotalTaxAmt
Distributable Before Adj$27,921DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,921DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,921DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,921DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,422ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$37,233ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,560ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$65,215TotalExcessDistributionCyovAmt
Qualifying Distributions$24,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,421ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,421ExcessDistributionCyovAppCYAmt
Total Corpus$61,794TotalCorpusAmt
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$61,794ExcessDistriCyovToNextYrAmt
Excess From Year4$1ExcessFromYear4Amt
Excess From Year2$37,233ExcessFromYear2Amt
Excess From Year1$24,560ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S HOSPITAL LA
4650 W SUNSET BLVDLOS ANGELESCA90027NONEPUBLICCHARITABLE CONTRIBUTION$12,500
LIFESAIL
14045 PANAY WAYMARIN DEL REYCA90292NONEPUBLICCHARITABLE CONTRIBUTION$2,000
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVDDENVERCO80208NONEPUBLICCHARITABLE CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,500TotalGrantOrContriPdDurYrAmt
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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,649ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$226ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,875ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,875TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementDIVIDENDS/ INTEREST INCOME FROM INVESTMENTSRelationshipStatementTxt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,993Amt
Net Investment Income$3,993NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EMERGING MARKETSAT COST$22,676$17,626
EUROPEAN STOCK INDEXAT COST$19,872$21,626
GNMA FUND INVESTOR SHARESAT COST$39,854$38,575
INTER-TERM BOND INDEXAT COST$41,415$39,403
INTERNATIONAL VALUE FUNDAT COST$22,776$24,008
PACIFIC STOCK INDEXAT COST$19,110$20,596
GROWTH INDEX FUNDAT COST$49,203$75,318
REIT INDEX FUND ADMAT COST$32,031$42,526
SMALL- CAP INDEXAT COST$54,241$78,046
VALUE INDEX FUND ADMAT COST$52,035$74,238

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$163$163$0
FTB TAXES$10$10$0
SOS & ATTORNEY GENERAL$25$25$0

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