KATHERINE ESTES ROGERS FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KATHERINE ESTES ROGERS FOUNDATION INC (EIN 95-4669012)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201501339349102870
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)
Return2015-05-13T14:58:44-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Romberger Wilson & Beeson IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 NORTH CENTRAL AVE SUITE 325AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954669012EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KATHERINE ESTES ROGERS FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone8056919628PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 OSTER STEDAddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93463ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonF BENTLEY MOONEY JRPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY BEESON CPAPreparerPersonNm
PTINP00027409PTIN
Phone8182408322PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$446,808FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,297DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,297DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$31,685NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$244,537GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,685CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,985TotalRevAndExpnssAmt
Total Net Invst Incm$39,985TotalNetInvstIncmAmt
Total Adj Net Incm$8,300TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,132LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,132LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,080AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$411TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$399TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,325OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,912OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,413OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,004TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,444TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,448TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,004TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,444TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,537ExcessRevenueOverExpensesAmt
Net Investment Income$32,981NetInvestmentIncomeAmt
Adjusted Net Income$8,300AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,621SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,859SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,859SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$259,046CorporateStockBOYAmt
Corporate Stock EOY$288,064CorporateStockEOYAmt
Corporate Stock EOYFMV$362,218CorporateStockEOYFMVAmt
Corporate Bonds BOY$42,446CorporateBondsBOYAmt
Corporate Bonds EOY$39,430CorporateBondsEOYAmt
Corporate Bonds EOYFMV$37,763CorporateBondsEOYFMVAmt
Other Investments BOY$51,719OtherInvestmentsBOYAmt
Other Investments EOY$37,017OtherInvestmentsEOYAmt
Other Investments EOYFMV$33,968OtherInvestmentsEOYFMVAmt
Total Assets BOY$362,832TotalAssetsBOYAmt
Total Assets EOY$377,370TotalAssetsEOYAmt
Total Assets EOYFMV$446,808TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$362,832UnrestrictedBOYAmt
Unrestricted EOY$377,370UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$362,832TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$377,370TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$362,832TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$377,370TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$362,832TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,537ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$377,370SubtotalAmt
Tot Net Ast Or Fund Balances EOY$377,370TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$31,685CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,147NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,432AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$406,858NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04776DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,476AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$381,081NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04848DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,063AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$390,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04628DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$372,802NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04802DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,123AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$348,148NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06067DistributionYr5Rt
Total Distribution0.25121TotalDistributionRt
Average Distribution0.05024AverageDistributionRt
Net Vl Noncharitable Assets$447,546NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,486AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$330NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,816AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,444QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$660InvestmentIncomeExciseTaxAmt
Subtotal$660SubtotalAmt
Tax Based On Investment Income$660TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$669TaxDueAmt

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 Line1F BENTLEY MOONEY JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8056919628PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1221 OSTER STEDAddressLine1Txt
CitySOLVANGCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93463ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GERANE MOONEY
4605 LANKERSHIM BLVD 718NORTH HOLLYWOODCA91602SEC/TREAS2.00$0
F BENTLEY MOONEY JR
2131 PATAGONIA DRIVELA CANADA FLINTRIDGECA91011President2.00$0
F BENTLEY MOONEY III
2131 PATAGONIA DRIVELA CANADA FLINTRIDGECA91011Director1.00$0
JENNIFER L MOONEY
2131 PATAGONIA DRIVELA CANADA FLINTRIDGECA91011Director1.00$0
TIFFANY A GRALEY
2131 PATAGONIA DRIVELA CANADA FLINTRIDGECA91011Director1.00$0
SUSAN MOONEY
2131 PATAGONIA DRIVELA CANADA FLINTRIDGECA91011Director1.00$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$436,098AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$454,361TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$454,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,815CashDeemedCharitableAmt
Net Vl Noncharitable Assets$447,546NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,377MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,377MinimumInvestmentReturnAmt
Tax Based On Investment Income$660TaxBasedOnInvestmentIncomeAmt
Total Tax$660TotalTaxAmt
Distributable Before Adj$21,717DistributableBeforeAdjAmt
Distributable Before Ded$21,717DistributableBeforeDedAmt
Distributable As Adjusted$21,717DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,444ExpensesAndContributionsAmt
Qualifying Distributions$18,444QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,444AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,717DistributableAsAdjustedAmt
Undistributed Income PY$17,968UndistributedIncomePYAmt
Qualifying Distributions$18,444QualifyingDistributionsAmt
Applied To Year1$17,968AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$476AppliedToCurrentYearAmt
Undistributed Income CY$21,241UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VILLA ESPERANZA SERVICES
2116 EAST VILLA STREETPASADENACA91107NONEPCPROGRAMS FOR DISABLED INDIVIDUALS$1,000
MERCY FOUNDATION
2700 STEWART PARKWAYROSEBURGOR97470NONEPCMEDICAL PROVISION FOR NEEDY$1,500
THE JONSSON COMPREHENSIVE CANCER CE
10833 LE CONTE AVELOS ANGELESCA90095N/APCCANCER RESEARCH$2,500
YESS
PO BOX 4563CHATSWORTHCA91311N/APCYOUTH EDUCATIONAL SPORTS SCHOLARSHIP$300
GOLDEN HILL ELEMENTARY SCHOOL
15006 LADOSA DRIVEWHITTIERCA90605NONEPCCLASSROOM SUPPLIES/EQUIPMENT$1,500
FIRST DESCENTS
6000 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO80111NONEPCYOUNG ADULT CANCER SURVIVOR SUPPORT$500
MD ANDERSON CANCER CENTER
PO BOX 301439 705HOUSTONTX77230NONEPCCANCER RESEARCH$2,500
STUPID CANCER
40 WORTH ST 808NEW YORKNY10013NONEPCCANCER VICTIM SUPPORT$500
IMERMAN ANGELS
205 W RANDOLPH 19TH FLOORCHICAGOIL60606NONEPCSUPPORT FOR CANCER VICTIMS$500
FAMILY RELIEF NURSERY
3910 SE STARK STPORTLANDOR97214NONEPCPROVIDES INTERVENTION/PREVENTION PROGRAM FOR FAMILIES WITH YOUNG CHILDREN AT SERIOUS RISK OF ABUSE OR NEGLECT.$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,297ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,832ExclusionAmt
Related Or Exempt Function Incm-$2,147RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,132ExclusionAmt
Related Or Exempt Function Incm-$2,147RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,985TotalIncomeProducingActyAmt

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$1,580Amt
Net Investment Income$1,080NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$1,132LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,132DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL MEETING$4,393$4,393
BANK CHARGES$50$50
INVESTMENT FEES$5,862$5,862
OFFICE & MISCELLANEOUS$20$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$12$12
FRANCHISE TAX BOARD$10$10
IRS$389$389

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