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SHAILESH AND KALPA MEHTA CHARITIBLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SHAILESH AND KALPA MEHTA CHARITIBLE FOUNDATION (EIN 94-3322790)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201501319349102400
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)
Return2015-05-11T16:46:08-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131639826PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNERAMPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MARKET LANDMARK SUITE 620AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941051522ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943322790EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHAILESH & KALPA MEHTA CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHAIBusinessNameControlTxt
Phone6503442055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 EL CERRITO AVEAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAILESH MEHTAPersonNm
Person TitleTRUSTEESPersonTitleTxt
Phone6503442055PhoneNum
Signature2015-04-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT F LANEPreparerPersonNm
PTINP01225994PTIN
Phone4159746000PhoneNum
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$1,156,487FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$23,547DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,547DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$173,547TotalRevAndExpnssAmt
Total Net Invst Incm$23,547TotalNetInvstIncmAmt
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$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$185TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$185TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$568OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$568OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,763TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,763TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,325ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,325ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,088TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,763TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$165,459ExcessRevenueOverExpensesAmt
Net Investment Income$17,784NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,637CashBOYAmt
Cash EOY$155,025CashEOYAmt
Cash EOYFMV$155,025CashEOYFMVAmt
Acct Rcvbl$956,750AcctRcvblAmt
Acct Rcvbl BOY$956,750AcctRcvblBOYAmt
Acct Rcvbl EOY$956,750AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$956,750AcctRcvblEOYFMVAmt
Corporate Stock BOY$36,466CorporateStockBOYAmt
Corporate Stock EOY$53,537CorporateStockEOYAmt
Corporate Stock EOYFMV$44,712CorporateStockEOYFMVAmt
Total Assets BOY$999,853TotalAssetsBOYAmt
Total Assets EOY$1,165,312TotalAssetsEOYAmt
Total Assets EOYFMV$1,156,487TotalAssetsEOYFMVAmt
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$999,853RetainedEarningBOYAmt
Retained Earning EOY$1,165,312RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$999,853TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,165,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$999,853TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,165,312TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$999,853TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$165,459ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,165,312SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,165,312TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,658NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,803AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,125NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.111562DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$41,107NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.349089DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$217,586NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.004596DistributionYr4Rt
Adjusted Qlfy Distri Yr5$840AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$269,692NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.003115DistributionYr5Rt
Total Distribution0.468362TotalDistributionRt
Average Distribution0.093672AverageDistributionRt
Net Vl Noncharitable Assets$53,838NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,043AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$178NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,221AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,325QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$356InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$356SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$356TaxDueAmt

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 BooksSHAILESH MEHTA CFOIndividualWithBooksNm
Phone6503442055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 EL CERRITO AVEAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KALPA MEHTA
401 EL CERRITO AVEHILLSBOROUGHCA94010EXEC. DIRECT0.00$0$0$0
SHAILESH MEHTA
401 EL CERRITO AVEHILLSBOROUGHCA94010VP, CFO, SEC0.00$0$0$0
SHEETAL MEHTA FISHER
401 EL CERRITO AVEHILLSBOROUGHCA94010DIRECTOR0.00$0$0$0
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$35,892AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,766AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$54,658TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$54,658AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$820CashDeemedCharitableAmt
Net Vl Noncharitable Assets$53,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Tax$356TotalTaxAmt
Distributable Before Adj$2,336DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,336DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,336DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,325ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,325QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,325AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,336DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$11,391ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,547ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$12,938TotalExcessDistributionCyovAmt
Qualifying Distributions$2,325QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,325AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11ExcessDistributionCyovAppCYAmt
Total Corpus$12,927TotalCorpusAmt
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$12,927ExcessDistriCyovToNextYrAmt
Excess From Year3$11,380ExcessFromYear3Amt
Excess From Year2$1,547ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ANIMAL LEAGUE DEF
170 EAST COTATI AVECOTATICA94931N/AEXEMPTGENERAL$15
FOUNDATION FOR EXCELLENCE
1270 OAKMEAD PARKWAY SUITE 111SUNNYVALECA94085N/AEXEMPTGENERAL$1,000
MONTE VISTA ELEMENTARY SCHOOL PTA
730 N HOPE AVESANTA BARBARACA93110N/AEXEMPTGENERAL$200
PENINSULA HUMANE SOCIETY
1450 ROLLINS ROADBURLINGAMECA94010N/AEXEMPTGENERAL$40
PCRM
5100 WISCONSIN AVE NW STE 400WASHINGTONDC20016N/AEXEMPTGENERAL$20
MOLASAR SCHOOL
N/AEXEMPTGENERAL$100SH 7NAGAURRAJASTHANIN341506
321 EDUCATION SOCIETY
N/AEXEMPTGENERAL$950ROAD NO 7 JANABHAI SCHOOLMUMBAIMASJID BANDARIN40004
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,325TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,547ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,547ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,547TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSHAILESH KALPA MEHTAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1401 EL CERRITO AVEAddressLine1Txt
CityHILLSBOROUGHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS #08624StockNm
EOY Book Value$53,537EOYBookValueAmt
EOYFMV$44,712EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEPARTMENT OF TREASURY$329$329$0
BANK CHARGES$29$29$0
DONATION MEAL$210$210$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategoryTxt
Amt$10Amt
Net Investment Income$10NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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