BETA

C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201533179349102023
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)
Return2015-11-13T16:09:57-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 AVENUE OF THE STARS 28TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203972504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CR STEVENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRSTBusinessNameControlTxt
Phone8054090220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLINTON R STEVENSONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8054090220PhoneNum
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGG BLOOMBERGPreparerPersonNm
PTINP00735953PTIN
Phone3108439700PhoneNum
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$1,326,607FMVAssetsEOYAmt
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$8,001InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,001InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$51,568DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,568DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,273NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,273GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,273CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,842TotalRevAndExpnssAmt
Total Net Invst Incm$61,842TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,545TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,780TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$60,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62ExcessRevenueOverExpensesAmt
Net Investment Income$61,842NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,068CashBOYAmt
Cash EOY$27,610CashEOYAmt
Cash EOYFMV$27,610CashEOYFMVAmt
Corporate Stock BOY$299,099CorporateStockBOYAmt
Corporate Stock EOY$299,099CorporateStockEOYAmt
Corporate Stock EOYFMV$494,523CorporateStockEOYFMVAmt
Corporate Bonds BOY$284,864CorporateBondsBOYAmt
Corporate Bonds EOY$284,768CorporateBondsEOYAmt
Corporate Bonds EOYFMV$343,150CorporateBondsEOYFMVAmt
Other Investments BOY$432,636OtherInvestmentsBOYAmt
Other Investments EOY$432,636OtherInvestmentsEOYAmt
Other Investments EOYFMV$461,324OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,032,667TotalAssetsBOYAmt
Total Assets EOY$1,044,113TotalAssetsEOYAmt
Total Assets EOYFMV$1,326,607TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,000,000CapitalStockBOYAmt
Capital Stock EOY$1,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$32,667RetainedEarningBOYAmt
Retained Earning EOY$44,113RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,032,667TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,044,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,032,667TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,044,113TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,032,667TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62ExcessRevenueOverExpensesAmt
Other Increases$11,384OtherIncreasesAmt
Subtotal$1,044,113SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,044,113TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCHPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-01-01AcquiredDt
Sold2014-12-31SoldDt
Gross Sales Price$2,273GrossSalesPriceAmt
Gain Or Loss$2,273GainOrLossAmt
Gains Minus Excess Or Losses$2,273GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,273CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,319AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,198,397NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041154DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,070AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,025,298NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045909DistributionYr2Rt
Total Distribution0.087063TotalDistributionRt
Average Distribution0.043532AverageDistributionRt
Net Vl Noncharitable Assets$1,249,979NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$54,414AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$618NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,032AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$618InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$618SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$618TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$631TaxDueAmt

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 BooksCR STEVENSON FAMILY FOUNDATIONIndividualWithBooksNm
Phone8054090220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130112 CUTHBERT ROADAddressLine1Txt
CityMALIBUCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90265ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLINTON R STEVENSON JR
30112 CUTHBERT ROADMALIBUCA90265PRESIDENT0.00$0$0$0
CLINTON RSTEVENSON III
30112 CUTHBERT ROADMALIBUCA90265SECRETARY0.00$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$1,229,934AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,080AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,269,014TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,269,014AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,249,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$618TaxBasedOnInvestmentIncomeAmt
Total Tax$618TotalTaxAmt
Distributable Before Adj$61,881DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$61,881DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$61,881DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$618PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$59,582AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,881DistributableAsAdjustedAmt
Undistributed Income PY$58,400UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$60,200QualifyingDistributionsAmt
Applied To Year1$58,400AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,800AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$60,081UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
BOYS & GIRLS CLUB OF SANTA MONICA
1238 LINCOLN BLVDSANTA MONICACA90401NONEPCCHARITABLE$2,000
CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS
1910 MAGNOLIA AVENUELOS ANGELESCA90007NONEPCCHARITABLE$10,000
DOCTORS WITHOUT BORDERS USA INC
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY100015004NONEPCCHARITABLE$10,000
NATIONAL MS SOCIETY
POBOX 4527NEW YORKNY10163NONEPCCHARITABLE$5,000
WOMEN'S VOICES NOW
46-E PENINSULA CENTERROLLING HILLS ESTATESCA902743562NONEPCCHARITABLE$10,000
MALIBU HIGH SCHOOL
30215 MORNING VIEW DRIVEMALIBUCA90265NONEPCCHARITABLE$10,000
ONE FOR ALL
1127 E 67TH STREETINGLEWOODCA90302NONEPCCHARITABLE$700
SMILE TRAIN
PO BOX 96231WASHINGTONDC20090NONEPCCHARITABLE$2,500
THE SALVATION ARMY
PO BOX 93002LONG BEACHCA90809NONEPCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,200TotalGrantOrContriPdDurYrAmt
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$8,001ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,568ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,273ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,842ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,842TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENT - CORPORATE BONDSBondNm
EOY Book Value$284,768EOYBookValueAmt
EOYFMV$343,150EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - CORPORATE STOCKStockNm
EOY Book Value$299,099EOYBookValueAmt
EOYFMV$494,523EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$432,636BookValueAmt
EOYFMV$461,324EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ATTORNEY GENERAL$25$0$0$0
FRANCHISE TAX BOARD$10$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$11,384Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$1,545Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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