UPSIDE DOWN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UPSIDE DOWN FOUNDATION (EIN 20-3701540)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201531359349102443
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)
Return2015-05-15T10:12:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954659692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUCAS HORSFALL MURPHY & PINDROH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E CORSON ST STE 200AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911033841ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203701540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPSIDE DOWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPSIBusinessNameControlTxt
Phone8189524120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERRY WADAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8189524120PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAURORA N GOPreparerPersonNm
PTINP00171927PTIN
Phone6267445100PhoneNum
Preparation2015-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$730,995FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,896ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,832DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,832DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,333NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$307,261GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,688CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$99,061TotalRevAndExpnssAmt
Total Net Invst Incm$13,520TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,173TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,173TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,679TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$149,613ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$149,613ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$153,292TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,179TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$149,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,231ExcessRevenueOverExpensesAmt
Net Investment Income$12,341NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$115CashBOYAmt
Sav And Temp Cash Invst BOY$111,219SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,846SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,846SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$495,912CorporateStockBOYAmt
Corporate Stock EOY$504,920CorporateStockEOYAmt
Corporate Stock EOYFMV$647,467CorporateStockEOYFMVAmt
Other Investments BOY$33,858OtherInvestmentsBOYAmt
Other Investments EOY$40,107OtherInvestmentsEOYAmt
Other Investments EOYFMV$41,682OtherInvestmentsEOYFMVAmt
Total Assets BOY$641,104TotalAssetsBOYAmt
Total Assets EOY$586,873TotalAssetsEOYAmt
Total Assets EOYFMV$730,995TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$641,104RetainedEarningBOYAmt
Retained Earning EOY$586,873RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$641,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$586,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$641,104TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$586,873TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$641,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,231ExcessRevenueOverExpensesAmt
Subtotal$586,873SubtotalAmt
Tot Net Ast Or Fund Balances EOY$586,873TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,688CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,750AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$695,150NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.170826DistributionYr1Rt
Adjusted Qlfy Distri Yr2$157,056AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$308,854NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.508512DistributionYr2Rt
Adjusted Qlfy Distri Yr3$248,120AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$345,586NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.717969DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$209,068NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.263072DistributionYr4Rt
Adjusted Qlfy Distri Yr5$97,090AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$159,894NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.607215DistributionYr5Rt
Total Distribution2.267594TotalDistributionRt
Average Distribution0.453519AverageDistributionRt
Net Vl Noncharitable Assets$744,933NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$337,841AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$123NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$337,964AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$149,613QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$247InvestmentIncomeExciseTaxAmt
Subtotal$247SubtotalAmt
Tax Based On Investment Income$247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$553EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$553TotalPaymentsAndCreditsAmt
Overpayment$306OverpaymentAmt
Applied To ES Tax$306AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJERRY WADAIndividualWithBooksNm
Phone8189524120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JERRY WADA
399 FLLINTRIDGE OAKS DRLA CANADACA91011PRESIDENT &0.00$0$0$0
JANE WADA
399 FLINTRIDGE OAKS DRLA CANADACA91011SECRETARY &0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$715,810AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,467AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$756,277TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$756,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,344CashDeemedCharitableAmt
Net Vl Noncharitable Assets$744,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$247TaxBasedOnInvestmentIncomeAmt
Total Tax$247TotalTaxAmt
Distributable Before Adj$37,000DistributableBeforeAdjAmt
Distributable Before Ded$37,000DistributableBeforeDedAmt
Distributable As Adjusted$37,000DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,613ExpensesAndContributionsAmt
Qualifying Distributions$149,613QualifyingDistributionsAmt
Adjusted Qualifying Distri$149,613AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,000DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$89,105ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,662ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$231,121ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$141,725ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,545ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$591,158TotalExcessDistributionCyovAmt
Qualifying Distributions$149,613QualifyingDistributionsAmt
Applied To Current Year$37,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$112,613RemainingDistriFromCorpusAmt
Total Corpus$703,771TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$89,105ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$614,666ExcessDistriCyovToNextYrAmt
Excess From Year4$44,662ExcessFromYear4Amt
Excess From Year3$231,121ExcessFromYear3Amt
Excess From Year2$141,725ExcessFromYear2Amt
Excess From Year1$84,545ExcessFromYear1Amt
Excess From Current Year$112,613ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJERRY AND JANE WADAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJERRY WADARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRIVEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8189524120RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EPICENTRE CHURCH
133 ELECTRIC DRPASADENACA91103NONECHURCHVARIOUS MISSION TRIPS$10,000
INTERNATIONAL CHILDCARE MINISTRIES
770 N HIGH SCHOOL RDINDIANAPOLISIN46214CHURCHCHILDREN'S EDUCATION IN HAITI$10,800
HOLLENBACK PALMS
573 S BOYLE AVELOS ANGELESCA90033NONENONPROFITGENERAL CHARITLY$23,453
UNION RESCUE MISSION
P O BOX 53629LOS ANGELESCA90053NONEPUBLICHELP THE POOR$1,000
OVERSEAS MISSION
10 W DRY CREEK CIRCLELITTLETONCO80120NONEPUBLICHELP FOR POOR AND HOMELESS$10,000
JEWS FOR CHRIST
60 HAIGHT STSAN FRANCISCOCA94102NONECHURCHEVANGELISM$2,000
THRU THE BIBLE RADIO NETWORK
P O BOX 7100PASADENACA91109NONEPUBLICEVANGELISM THRU RADIO BROADCAST$2,000
BIBLE STUDY
19001 HUEBNER RDSAN ANTONIOTX78258NONECHURCHPROPAGATE FAITH$2,000
CRISIS PREGNANCY CLINIC
1911 W GLENOAKS BL AGLENDALECA91201NONEPUBLICGENERAL CHARILTY$1,000
CONVALESCENT AID SOCIETY
3255 E FOOTHILL BLVDPASADENACA91107NONEPUBLICFREE DURABLE MEDICAL EQUIPMENT$1,000
FLINTRIDGE PREP
4543 CROWN AVELA CANADACA91011NONENONPROFITPROMOTE EDUCATION$1,000
CHRISTIAN MINISTRY TRAINING
BOX 1500TEMPLE CITYCA91780NONECHURCHMINISTRY$5,000
HEAVENLY TREASURES
P O BOX 1982GLENDORACA91740NONEPUBLICDAVID GAULTON, MISSIONARY$10,000
SALVATION ARMY
P O BOX 93002LONG BEACHCA90809NONEPUBLICFEED THE POOR$1,000
FOCUS ON THE FAMILY
8655 EXPLORER DRCOLORADO SPRINGSCO80920NONEPUBLICGENERAL CHARITY$1,000
AADAP
2900 CRENSHAW BLVDLOS ANGELESCA90016NONEPUBLICDRUG REHABILITATION$1,000
UPWARD BOUND
603 N NEW AVEMONTEREY PARKCA91755NONECHURCHRELIGIOUS STUDY$10,360
KEVIN RACHEL MAYNARD
1490 WESLEY AVEPASADENACA91104NONECHURCHINTERNATIONAL MISSIONS$8,000
JASON SARAH KERNER
19500 SOUTHWEST ALDERWOODALOHAOR97006NONECHURCHINTERNATIONAL MISSION$10,000
TERESA CHIA
132 N THIRD ST BALHAMBRACA91801NONECHURCHINTERNATIONAL MISSION$3,000
ROBERT AND PEARL ALLEN
17541 JOHNSTOWN CTFT MYERSFL33967NONECHURCHMISSION WORK$15,000
I PLANTED A SEED
17541 JOHNSTOWN CTFT MYERSFL33967NONECHURCHMISSION IN URUGUAY$15,000
ATWATER PARK CENTER
3370 PERLITA AVELOS ANGELESCA90039NONEPUBLICCHILD DEVELOPMENT$1,000
FRONTIERS FOR MISSIONARY
BOX 60730PHOENIXAZ85082NONECHURCKMISSION IN INDIA$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$149,613TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,832ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,688ExclusionAmt
Related Or Exempt Function Incm$66,645RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,520ExclusionAmt
Related Or Exempt Function Incm$66,645RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,165TotalIncomeProducingActyAmt

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

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 PersonJERRY WADAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd
FieldValueIRS element (for citing)
Total Contributions$18,896TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property16 SHS OF GOOGLE STOCKNoncashPropertyDesc
Fair Market Value$18,896FairMarketValueAmt
Received2014-01-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,500Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DISNEY2014-01PURCHASE2014-06$101$89$12
IBM2014-03PURCHASE2014-07$91$86$5
MARKEL CORP2014-01PURCHASE2014-10$65,992$56,507$9,485
TIME WARNER2014-06PURCHASE2014-06$163$154$9
APPLE2012-02PURCHASE2014-07$83,941$73,743$10,198
DISNEY2012-12PURCHASE2014-06$14,222$9,519$4,703
EQUINIX2012-10PURCHASE2014-01$32,436$32,943-$507
GOOGLE2011-10PURCHASE2014-01$58,027$31,650$26,377
IBM2013-06PURCHASE2014-07$5,823$3,746$2,077
TIME WARNER2011-08PURCHASE2014-06$10,359$8,526$1,833
3M2008-12PURCHASE2014-06$30,418$17,965$12,453

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS PUBLICLY-TRADED SECURIStockNm
EOY Book Value$504,920EOYBookValueAmt
EOYFMV$647,467EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJANUS TWENTYCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$40,107BookValueAmt
EOYFMV$41,682EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$6$6

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWADA FAMILY TRUSTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE FILING FEES$35$35
FEDERAL TAXES$560$560
PENALTY$25$25
ESTIMATED TAX$553$553

Comments

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