EDWIN AND JEANNE WOODS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EDWIN AND JEANNE WOODS FAMILY FOUNDATION (EIN 20-0968659)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-09
IRS object ID
201500689349100510
Schema version
2014v5.0
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)
Return2015-03-09T15:23:48-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-03-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMaggie M ThomasonPreparerPersonNm
PTINP00192192PTIN
Phone9259447662PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,972,399FMVAssetsEOYAmt
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$128InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$128InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$267,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$267,297DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$42,141NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,046,923GrossSalesPriceAmt
Total Rev And Expnss$225,284TotalRevAndExpnssAmt
Total Net Invst Incm$267,425TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$69,152OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$69,152OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,760TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$197OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$197OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,859TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,527TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,632TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$570,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$570,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$648,359TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,527TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$573,132TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$423,075ExcessRevenueOverExpensesAmt
Net Investment Income$195,898NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$280,327CashBOYAmt
Cash EOY$204,952CashEOYAmt
Cash EOYFMV$204,592CashEOYFMVAmt
US Government Obligations BOY$1,071,958USGovernmentObligationsBOYAmt
US Government Obligations EOY$536,243USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$581,382USGovtObligationsEOYFMVAmt
Corporate Stock BOY$755,482CorporateStockBOYAmt
Corporate Stock EOY$1,140,675CorporateStockEOYAmt
Corporate Stock EOYFMV$1,432,552CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,954,171CorporateBondsBOYAmt
Corporate Bonds EOY$5,756,993CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,753,873CorporateBondsEOYFMVAmt
Total Assets BOY$8,061,938TotalAssetsBOYAmt
Total Assets EOY$7,638,863TotalAssetsEOYAmt
Total Assets EOYFMV$10,972,399TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$8,061,938CapitalStockBOYAmt
Capital Stock EOY$7,638,863CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$8,061,938TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,638,863TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,061,938TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,638,863TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,061,938TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$423,075ExcessRevenueOverExpensesAmt
Subtotal$7,638,863SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,638,863TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
282000 US Treasury 1.0 due 1/15/14.P2011-02-082014-01-15$282,000$279,622$2,378$2,378
250000 US Treasury 4.75 due 5/15/14P2004-07-232014-05-15$250,000$256,094-$6,094-$6,094
6800 Ishares MSCI Emerging Mkts IndxP2011-02-082014-02-20$264,923$309,875-$44,952-$44,952
250000 Pfizer, Inc 4.5.P2004-07-232014-02-18$250,000$243,473$6,527$6,527
FieldValueIRS element (for citing)
Capital Gain Net Income-$42,141CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$186,506AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,916,780NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.01881DistributionYr1Rt
Adjusted Qlfy Distri Yr2$392,648AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,189,652NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04273DistributionYr2Rt
Adjusted Qlfy Distri Yr3$491,731AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,065,531NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05424DistributionYr3Rt
Adjusted Qlfy Distri Yr4$414,306AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,075,242NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05131DistributionYr4Rt
Adjusted Qlfy Distri Yr5$334,020AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,008,257NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04766DistributionYr5Rt
Total Distribution0.21474TotalDistributionRt
Average Distribution0.04295AverageDistributionRt
Net Vl Noncharitable Assets$10,584,456NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$454,592AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,959NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$456,551AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$573,132QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,959InvestmentIncomeExciseTaxAmt
Subtotal$1,959SubtotalAmt
Tax Based On Investment Income$1,959TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,851EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,851TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,892OverpaymentAmt
Applied To ES Tax$1,892AppliedToESTaxAmt

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$10,441,948AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$303,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,745,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,745,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,584,456NetVlNoncharitableAssetsAmt
Minimum Investment Return$529,223MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$529,223MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,959TaxBasedOnInvestmentIncomeAmt
Total Tax$1,959TotalTaxAmt
Distributable Before Adj$527,264DistributableBeforeAdjAmt
Distributable Before Ded$527,264DistributableBeforeDedAmt
Distributable As Adjusted$527,264DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$573,132ExpensesAndContributionsAmt
Qualifying Distributions$573,132QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,959PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$571,173AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$527,264DistributableAsAdjustedAmt
Undistributed Income PY$263,048UndistributedIncomePYAmt
Qualifying Distributions$573,132QualifyingDistributionsAmt
Applied To Year1$263,048AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$310,084AppliedToCurrentYearAmt
Undistributed Income CY$217,180UndistributedIncomeCYAmt

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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Allan Hancock College Fdn
PO Box 5170Santa MariaCA93456PublicCharitable Support$33,000
SM Public Library
421 S McClelland StreetSanta MariaCA93454PublicCharitable Support$25,000
PathPoint
315 W Haley Street Suite 102Santa BarbaraCA93101PublicCharitable Support$10,000
PCPA Fdn
800 S College DrSanta MariaCA93454PublicCharitable Support$25,000
Central Coast Literary Council
412 South McClellandSanta MariaCA93456PublicCharitable Support$5,500
Cuyuma Valley HS FFA
2300 Highway 166CuyumaCA93254PublicCharitable Support$1,500
E Righetti HS FFA
2560 Skyway DrSanta MariaCA93455PublicCharitable Support$2,500
SM Valley Discovery Museum
705 S McClelland StSanta MariaCA93454PublicCharitable Support$40,000
Santa Maria YMCA
3400 Skyway DriveSanta MariaCA93455PublicCharitable Support$25,000
California 4H Fdn
1 Hopkins RoadDavisCA95616PublicCharitable Support$15,000
Orcutt Children's Art Fdn
500 Dyer StOrcuttCA93455PublicCharitable Support$8,000
Food Bank of SBC
490 W Foster RdSanta MariaCA93455PublicCharitable Support$20,000
Marian Hospital Foundation
1400 East Church StSanta MariaCA93454PublicCharitable Support$25,000
Pacific Wildlife Care
1387 Main SMorro BayCA93408PublicCharitable Support$25,000
Friends of Orcutt Library
175 S BroadwayOrcuttCA93455PublicCharitable Support$10,000
Comm Partners in Caring
120 E Jones Street Suite 123Santa MariaCA93454PublicCharitable Support$8,000
OASIS
420 Soares AvenueOrcuttCA93455PublicCharitable Support$20,000
SM Union High School
650 North Delaware StreetSanta MariaCA94401PublicCharitable Support$2,000
Santa Maria Valley Humane Society
1687 W Stowell RdSanta MariaCA93458PublicCharitable Support$40,000
Woods Humane Society
875 Oklahoma AveSan Luis ObispoCA93405PublicCharitable Support$30,000
Children's Resource Network
POBox 454Pismo BeachCA93448PublicCharitable Support$10,000
Transitions Mental Health Assn
PO Box 15408San Luis ObispoCA93406PublicCharitable Support$25,000
Therapeutic Riding Program
195 Refugio RdSanta YnezCA93460PublicCharitable Support$12,000
Angels Foster Care
1130 1st Street 232NapaCA94559PublicCharitable Support$15,000
CASA Santa Barbara
118 E Figueroa StSanta BarbaraCA93101PublicCharitable Support$25,000
DANA Adobe
NipomoNipomoCA93444PublicCharitable Support$20,000
Animals in Need
525 Sandydale DriveNipomoCA93444PublicCharitable Support$10,000
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$50,000
Santa Maria FFA
Santa MariaSanta MariaCA93454PublicCharitable Support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$570,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$267,297ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$42,141ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$225,284ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$225,284TotalIncomeProducingActyAmt

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$4,750Amt
Net Investment Income$2,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fee$80$80
Office Expenses$117$117

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment managementCategoryTxt
Amt$69,152Amt
Net Investment Income$69,152NetInvestmentIncomeAmt
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$3,700

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