PARMA FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PARMA FAMILY FOUNDATION (EIN 33-0810947)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-14
IRS object ID
201530739349100503
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)
Return2015-03-14T11:47:01-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330810947EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARMA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARMBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22209AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921922209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEON W PARMAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2015-02-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M BETYARPreparerPersonNm
PTINP00234311PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,741FMVAssetsEOYAmt
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$154InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$154InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,481OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,481OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,635TotalRevAndExpnssAmt
Total Net Invst Incm$1,635TotalNetInvstIncmAmt
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$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$640AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$160AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$810TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$640TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$170TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,310TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$640TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,670TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,675ExcessRevenueOverExpensesAmt
Net Investment Income$995NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$452CashBOYAmt
Cash EOY$373CashEOYAmt
Cash EOYFMV$373CashEOYFMVAmt
Sav And Temp Cash Invst BOY$170,964SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,368SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,368SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,852LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,852LandBldgEquipAccumDeprecAmt
Total Assets BOY$171,416TotalAssetsBOYAmt
Total Assets EOY$125,741TotalAssetsEOYAmt
Total Assets EOYFMV$125,741TotalAssetsEOYFMVAmt
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$171,416RetainedEarningBOYAmt
Retained Earning EOY$125,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$171,416TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$125,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$171,416TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,741TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$171,416TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,675ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$125,741SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$125,741TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,082AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$178,242NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.107057DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,290AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$201,349NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.210033DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$222,771NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.248619DistributionYr3Rt
Adjusted Qlfy Distri Yr4$315,970AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$243,707NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.296516DistributionYr4Rt
Adjusted Qlfy Distri Yr5$197,243AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$577,933NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.341290DistributionYr5Rt
Total Distribution2.203515TotalDistributionRt
Average Distribution0.440703AverageDistributionRt
Net Vl Noncharitable Assets$147,417NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$64,967AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$64,977AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,670QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$20TaxDueAmt

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 BooksLEON W PARMA PRESIDENTIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16390 GREENWICH DRIVE SUITE 150AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92122ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEON W PARMA
PO BOX 2262LA JOLLACA92038PRESIDENT0.50$0$0$0
BARBARA B PARMA
PO BOX 2262LA JOLLACA92038SECRETARY/CFO0.50$0$0$0
MARGIE CLARK
PO BOX 2262LA JOLLACA92038ASSISTANT SECRETARY0.50$0$0$0
PATRICIA KRESSIN
PO BOX 2262LA JOLLACA92038DIRECTOR0.50$0$0$0
JULIE KANTNER
PO BOX 2262LA JOLLACA92038DIRECTOR0.50$0$0$0
MIKE PARMA
PO BOX 2262LA JOLLACA92038ASSISTANT CFO0.50$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$149,662AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$149,662TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$149,662AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,245CashDeemedCharitableAmt
Net Vl Noncharitable Assets$147,417NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,371MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,371MinimumInvestmentReturnAmt
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Total Tax$20TotalTaxAmt
Distributable Before Adj$7,351DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,351DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,351DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,670ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,670QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,670AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,351DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$168,640ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$303,865ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$44,078ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,342ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,170ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$559,095TotalExcessDistributionCyovAmt
Qualifying Distributions$46,670QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,351AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,319RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$598,414TotalCorpusAmt
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$168,640ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$429,774ExcessDistriCyovToNextYrAmt
Excess From Year4$303,865ExcessFromYear4Amt
Excess From Year3$44,078ExcessFromYear3Amt
Excess From Year2$32,342ExcessFromYear2Amt
Excess From Year1$10,170ExcessFromYear1Amt
Excess From Current Year$39,319ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEON W PARMAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S FOUNDATION OF AMERICA
322 EIGHT AVENUE NO 7 FLNEW YORKNY10001NONEPCGENERAL$200
ARMED SERVICES YMCA
6359 WALKER LANE SUITE 200ALEXANDRIAVA22310NONEPCGENERAL$1,000
HONORARY DEPUTY SHERIFFS ASSOCIATION SAN DIEGO
PO BOX 421260SAN DIEGOCA92142NONEPCGENERAL$550
MCCALLUM THEATRE FOR THE PERFORMING ARTS
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPCGENERAL$6,000
PROMISES 2 KIDS
9400 RUFFIN COURT SUITE ASAN DIEGOCA92123NONEPCGENERAL$2,500
SIGMA CHI FOUNDATION
1714 HINMAN AVENUEEVANSTONIL60201NONEPCGENERAL$1,000
SING FOR AMERICA FOUNDATION
463 BUENA VISTA AVE EASTSAN FRANCISCOCA94117NONEPCGENERAL$250
THE BISHOPS SCHOOL
7607 LA JOLLA BLVDLA JOLLACA92037NONEPCGENERAL$5,000
THE CAMPANILE FOUNDATION
5500 CAMPANILE DRIVESAN DIEGOCA92182NONEPCGENERAL$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,481ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,635ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,635TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$800Amt
Net Investment Income$640NetInvestmentIncomeAmt
Disbursements Charitable Prps$160DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAMERICAN ASSETS INV FUND - SETTLEMENTDesc
Revenue And Expenses Per Books$1,481RevenueAndExpensesPerBooksAmt
Net Investment Income$1,481NetInvestmentIncomeAmt
Adjusted Net Income$1,481AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA FILING FEECategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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