LAURENCE C GAEBE FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAURENCE C GAEBE FAMILY FOUNDATION INC (EIN 77-0440553)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-02
- IRS object ID
- 201631549349100713
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-02T14:01:55-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHORRO ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CHORRO ST STE D1 | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 934052377 | 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 | 770440553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURENCE C GAEBE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 8055436315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 693 | AddressLine1Txt |
| City | AVILA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93424 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE GAEBE HALL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul D Porter CPA | PreparerPersonNm |
| PTIN | P00289920 | PTIN |
| Phone | 8055437227 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $422,224 | 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 |
| Dividends Rev And Expnss | $13,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $639,643 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,914 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $350 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,680 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,143 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,010 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,168 | CashBOYAmt |
| Cash EOY | $5,567 | CashEOYAmt |
| Cash EOYFMV | $5,567 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,685 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $432,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $402,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $410,972 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $457,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $413,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $422,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $457,769 | RetainedEarningBOYAmt |
| Retained Earning EOY | $413,807 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $457,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $413,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $457,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $413,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $457,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,962 | ExcessRevenueOverExpensesAmt |
| Subtotal | $413,807 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $413,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 57.327 FIRST EAGLE GLB A | P | 2001-01-01 | 2015-08-26 | $2,888 | $2,930 | -$42 | -$42 |
| 3117.560 FIRST EAGLE US VAL A | P | 2015-08-26 | 2015-11-12 | $61,104 | $58,080 | $3,024 | $3,024 |
| 3412.878 GS HI YLD A | P | 2001-01-01 | 2015-11-16 | $21,365 | $22,515 | -$1,150 | -$1,150 |
| 2447.890 GS MLP ENERGY INFRA A | P | 2001-01-01 | 2015-08-06 | $22,227 | $27,208 | -$4,981 | -$4,981 |
| 2640.662 HGHLND GLB ALLOC A | P | 2001-01-01 | 2015-08-12 | $26,327 | $27,916 | -$1,589 | -$1,589 |
| 6129.258 JPM EQ INC A | P | 2001-01-01 | 2015-06-02 | $86,116 | $85,325 | $791 | $791 |
| 110.717 LORD ABB GRW LDRS A | P | 2015-08-13 | 2015-10-07 | $2,500 | $2,638 | -$138 | -$138 |
| 2407.118 LORD ABB GRW LDRS A | P | 2015-08-13 | 2015-11-20 | $57,602 | $57,362 | $240 | $240 |
| 1562.500 MAINSTY INTL OPPS A | P | 2015-08-13 | 2015-10-21 | $13,000 | $13,766 | -$766 | -$766 |
| 4112.869 MAINSTY INTL OPPS A | P | 2015-08-13 | 2015-11-13 | $33,561 | $36,234 | -$2,673 | -$2,673 |
| 141.933 VAGH NEL VAL OPP A | P | 2001-01-01 | 2015-12-22 | $2,886 | $3,035 | -$149 | -$149 |
| 53.199 PUTNAM EQ SPECTDRUM Y | P | 2001-01-01 | 2015-08-24 | $2,000 | $2,338 | -$338 | -$338 |
| 168.366 OPPEN STLPTH MLP INC Y | P | 2001-01-01 | 2015-02-05 | $1,825 | $1,833 | -$8 | -$8 |
| 865.296 THORN GLB OPP | P | 2015-08-14 | 2015-10-21 | $21,520 | $24,090 | -$2,570 | -$2,570 |
| 1284.888 VIRTUS EQ TREND I | P | 2001-01-01 | 2015-02-04 | $17,063 | $17,830 | -$767 | -$767 |
| 1095.743 FIRST EAGLE GLB A | P | 2001-01-01 | 2015-08-26 | $55,193 | $54,673 | $520 | $520 |
| 1997.337 VAUGH NEL VAL OPP A | P | 2014-12-19 | 2015-12-22 | $40,606 | $45,000 | -$4,394 | -$4,394 |
| 1452.785 PUTNAM EQ SPECTRUM Y | P | 2013-12-09 | 2015-08-24 | $54,625 | $60,000 | -$5,375 | -$5,375 |
| 2364.961 OPPEN STLPTH MLP INC Y | P | 2001-01-01 | 2015-02-05 | $25,636 | $23,167 | $2,469 | $2,469 |
| 801.925 THORN COR GRW I | P | 2013-09-05 | 2015-08-14 | $24,090 | $20,000 | $4,090 | $4,090 |
| 5083.530 VIRTUS EQ TREND I | P | 2001-01-01 | 2015-02-04 | $67,509 | $64,860 | $2,649 | $2,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,157 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,883 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34 | SubtotalAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,122 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,122 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,088 | OverpaymentAmt |
| Applied To ES Tax | $2,088 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | ANNE GAEBE-HALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055436315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 193 FRONT STREET | AddressLine1Txt |
| City | AVILA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93424 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAURENCE R GAEBE | ||||||
| 1942 RAYMOND AVE | TEMPLETON | CA | 93405 | Vice President | 0.00 | $0 |
| JOHN F SACHS | ||||||
| 1510 HIGHERA STREET | SAN LUIS OBISPO | CA | 93401 | Secretary | 0.00 | $0 |
| PAUL D PORTER | ||||||
| 555 CHORRO STREET STE D1 | SAN LUIS OBISPO | CA | 93405 | Treasurer | 0.00 | $0 |
| ANN E GAEBE HALL | ||||||
| 106 FEL MAR DRIVE | SAN LUIS OBISPO | CA | 93405 | President | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONOPERATING PRIVATE FOUNDATION MADE CHARITABLE CONTRIBUTIONS OF $34,500 TO OTHER CHARITABLE ORGANIZATIONS DURING THE YEAR. SEE PART XV FOR DETAILS OF DONATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $435,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $471,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $471,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $464,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $23,171 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,171 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,171 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,029 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,561 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,329 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,890 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,216 | ExcessFromYear3Amt |
| Excess From Year2 | $5,029 | ExcessFromYear2Amt |
| Excess From Year1 | $4,316 | ExcessFromYear1Amt |
| Excess From Current Year | $11,329 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL SHELTER ADOPTION PARTNERS | |||||||
| 900 STAGECOACH ROAD | ARROY GRANDE | CA | 93420 | NONE | NONE | SEE PART IX-A | $7,000 |
| NORTH COUNTY FELINE NETWORK | |||||||
| 2300 RAMONA ROAD | ATASCADERO | CA | 93422 | NONE | NONE | SEE PART IX-A | $3,000 |
| LAVONNE GAEBE NURSING FUND | |||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | NONE | NONE | SEE PART IX-A | $10,000 |
| FOOD BANK COALITION | |||||||
| 2212 GOLDEN HILL RD | PASO ROBLES | CA | 93446 | NONE | NONE | SEE PART IX-A | $13,000 |
| CHIROFEED CO PRADO DAY CENTER | |||||||
| 43 PRADO ROAD | SAN LUIS OBISPO | CA | 93401 | NONE | NONE | SEE PART IX-A | $500 |
| VETERANS EXPRESS | |||||||
| 3620 SACRAMENTO DRIVE STE 201 | SAN LUIS OBISPO | CA | 93401 | NONE | NONE | SEE PART IX-A | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,157 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,757 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $1,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CA ATTORNEY GENERAL RRF-1 FEE | $25 | $25 | $0 | $0 |
| INVESTMENT FEES | $9,118 | $9,118 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 |
| INTERNAL REVENUE SERVICE | $1,000 | $1,000 |
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