BETA

C A M JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
C A M JOHNSON FAMILY FOUNDATION (EIN 75-2970248)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201521359349100882
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)
Return2015-05-15T13:04:33-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954485080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEDMAN PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY ROAD SUITE 200AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752970248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C A M JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMJBusinessNameControlTxt
Phone6612541139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6612541139PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonILENE COOKPreparerPersonNm
PTINP00319227PTIN
Phone6612876333PhoneNum
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$576,194FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,715DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,715DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,251NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$157,142GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,251CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$342OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$342OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$44,308TotalRevAndExpnssAmt
Total Net Invst Incm$44,308TotalNetInvstIncmAmt
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$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$24InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$24InterestDsbrsChrtblAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$566OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,558TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,879TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,379TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,750ExcessRevenueOverExpensesAmt
Net Investment Income$44,308NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,091SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$738SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$738SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$514,249CorporateStockBOYAmt
Corporate Stock EOY$526,852CorporateStockEOYAmt
Corporate Stock EOYFMV$575,456CorporateStockEOYFMVAmt
Total Assets BOY$547,340TotalAssetsBOYAmt
Total Assets EOY$527,590TotalAssetsEOYAmt
Total Assets EOYFMV$576,194TotalAssetsEOYFMVAmt
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$547,340RetainedEarningBOYAmt
Retained Earning EOY$527,590RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$547,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$527,590TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$547,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$527,590TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$547,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,750ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$527,590SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$527,590TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT-TERM INVESTMENTSP2014-12-31$31,300$27,729$3,571$3,571
SCHWAB LONG-TERM INVESTMENTSP2014-12-31$116,933$104,162$12,771$12,771
CAPITAL GAINS DIVIDENDSP$8,909$8,909$8,909
FieldValueIRS element (for citing)
Capital Gain Net Income$25,251CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,539AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$587,485NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.014535DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,883AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$540,086NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022002DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,213AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$541,638NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.101937DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,501AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$548,919NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019130DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,060AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$508,585NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039443DistributionYr5Rt
Total Distribution0.197047TotalDistributionRt
Average Distribution0.039409AverageDistributionRt
Net Vl Noncharitable Assets$588,552NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,194AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$443NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,637AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$63,379QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$443InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$443SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$443TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$96EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$96TotalPaymentsAndCreditsAmt
Tax Due$347TaxDueAmt

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 BooksARTHUR JOHNSONIndividualWithBooksNm
Phone6612541139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
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)
PersonARTHUR J JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.10AverageHrsPerWkDevotedToPosRt
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

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$580,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,915AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$597,515TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$597,515AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,963CashDeemedCharitableAmt
Net Vl Noncharitable Assets$588,552NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$443TaxBasedOnInvestmentIncomeAmt
Total Tax$443TotalTaxAmt
Distributable Before Adj$28,985DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,985DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,985DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,379ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,379QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$443PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,936AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,985DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$10,430ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$55,521ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,883ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$77,834TotalExcessDistributionCyovAmt
Qualifying Distributions$63,379QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,985AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,394RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$112,228TotalCorpusAmt
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$112,228ExcessDistriCyovToNextYrAmt
Excess From Year4$10,430ExcessFromYear4Amt
Excess From Year3$55,521ExcessFromYear3Amt
Excess From Year2$11,883ExcessFromYear2Amt
Excess From Current Year$34,394ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR J JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
27001 AGOURA ROAD 260CALABASASCA91301PUBLIC CHARITYTO SUPPORT A NETWORK OF CHAPTERS WHICH COORDINATE CERTIFIED CLINICAL CARE CENTERS AND RESEARCH TREATMENTS AND A CURE FOR AMYOTROPHIC LATERAL SCLEROSIS.$2,500
ASSISTANCE LEAGUE OF SANTA CLARITA - 5K RUN
24364 SAN FERNANDO RAODNEWHALLCA91321PUBLIC CHARITYSPONSORED A 5K RUN BENEFITING DISADVANTAGED CHILDREN. PROCEEDS HELP PUT CLOTHING ON ELEMENTARY SCHOOL AND JUNIOR HIGH SCHOOL STUDENTS.$3,500
SANTA CLARITA FOOD PANTRY
24133 RAILROAD AVEUNESANTA CLARITACA91321PUBLIC CHARITYTO ALLEVIATE HUNGER THROUGHOUT SANTA CLARITA VALLEY.$1,500
SCV SCHOLARSHIP FOUNDATION
PO BOX 220236SANTA CLARITACA91322PUBLIC CHARITYPROVIDES SCHOLARSHIPS FOR SCV HIGH SCHOOL GRADUATING SENIORS.$3,000
SPECIAL OLYMPICS
3712 BENSON DRIVE SUITE 102RALEIGHNC27609PUBLIC CHARITYTO ASSIST INDIVIDUALS WITH INTELLECTUAL DISABILITIES OVERCOME BARRIERS THROUGH SPORTS.$1,000
UCLA STEM CELL RESEARCH CENTER
615 CHARLES E YOUNG DRIVELOS ANGELESCA90095PUBLIC CHARITYTO CONTRIBUTE TO ADVANCED STEM CELL RESEARCH FOR THE PURPOSE OF REVOLUTIONIZING THE TREATMENT OF DISEASE THROUGH PERSONALIZED CELLULAR THERAPIES AND REGENERATIVE MEDICINE.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,715ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$342ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,251ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,308ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,308TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$526,852EOYBookValueAmt
EOYFMV$575,456EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES & LICENSES$20$0$20
OTHER EXPENSE$546$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$342RevenueAndExpensesPerBooksAmt
Net Investment Income$342NetInvestmentIncomeAmt
Adjusted Net Income$342AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$35$0$35
FOREIGN TAXES$133$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.