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DONAVAN AND RANDIE JUDKINS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DONAVAN AND RANDIE JUDKINS FAMILY FOUNDATION (EIN 20-0761150)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201541349349103049
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)
Return2015-05-14T16:33:43-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453623581PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TAYLOR & GALYAN CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 30TH ST STE 170AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200761150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DONAVAN AND RANDIE JUDKINSBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone6618362996PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 20582AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93390ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONAVAN JUDKINSPersonNm
Person TitleFOUNDATION MNGRPersonTitleTxt
Phone6618362996PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVAL D TAYLORPreparerPersonNm
PTINP00399060PTIN
Phone6616312257PhoneNum
Preparation2015-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$5,055,101FMVAssetsEOYAmt
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$38,142InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,142InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,356DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,356DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$149,653NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$149,653GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$149,653CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,407OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$473OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$4,934OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$273,558TotalRevAndExpnssAmt
Total Net Invst Incm$268,624TotalNetInvstIncmAmt
Total Adj Net Incm$4,934TotalAdjNetIncmAmt
Interest Rev And Expnss$6,250InterestRevAndExpnssAmt
Interest Net Invst Incm$6,250InterestNetInvstIncmAmt
Taxes Rev And Expnss$4,913TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,913TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30,682OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,682OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$41,845TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,845TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$231,855ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$231,855ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$273,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,845TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$142ExcessRevenueOverExpensesAmt
Net Investment Income$226,779NetInvestmentIncomeAmt
Adjusted Net Income$4,934AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,127SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,317SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,269SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$16,000AcctRcvblAmt
Acct Rcvbl BOY$16,000AcctRcvblBOYAmt
Acct Rcvbl EOY$16,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$16,000AcctRcvblEOYFMVAmt
Other Investments BOY$4,240,557OtherInvestmentsBOYAmt
Other Investments EOY$4,904,623OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,018,832OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,272,684TotalAssetsBOYAmt
Total Assets EOY$4,940,940TotalAssetsEOYAmt
Total Assets EOYFMV$5,055,101TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,272,684UnrestrictedBOYAmt
Unrestricted EOY$4,940,940UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,272,684TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,940,940TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,272,684TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,940,940TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,272,684TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$142ExcessRevenueOverExpensesAmt
Other Increases$668,398OtherIncreasesAmt
Subtotal$4,940,940SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,940,940TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFROM K-1 PARTNERSHIPSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$149,653GrossSalesPriceAmt
Gain Or Loss$149,653GainOrLossAmt
Gains Minus Excess Or Losses$149,653GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$149,653CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$149,653NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$209,425AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,558,279NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045944DistributionYr1Rt
Adjusted Qlfy Distri Yr2$210,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,300,649NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048900DistributionYr2Rt
Adjusted Qlfy Distri Yr3$212,160AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,248,895NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049933DistributionYr3Rt
Adjusted Qlfy Distri Yr4$224,580AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,439,184NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050590DistributionYr4Rt
Adjusted Qlfy Distri Yr5$225,010AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,437,305NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050709DistributionYr5Rt
Total Distribution0.246076TotalDistributionRt
Average Distribution0.049215AverageDistributionRt
Net Vl Noncharitable Assets$4,908,993NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$241,596AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,268NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$243,864AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$231,855QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,536InvestmentIncomeExciseTaxAmt
Subtotal$4,536SubtotalAmt
Tax Based On Investment Income$4,536TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$87EsPenaltyAmt
Tax Due$4,623TaxDueAmt

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
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
Individual With BooksDONAVAN JUDKINSIndividualWithBooksNm
Phone6618362996PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 20582AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93390ZIPCd
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
DONAVAN JUDKINS
10908 PRINCEVILLE CTBKRFLDCA93311FOUND. MNGR.4.00$0$0$0
RANDIE JUDKINS
10908 PRINCEVILLE CTBKRFLDCA93311FOUND. MNGR.4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RELIGIOUS INSTRUCTIONDescription1Txt
Expenses1$8,048Expenses1Amt
Description2HEALTH CAREDescription2Txt
Expenses2$2,906Expenses2Amt
Description3EDUCATIONDescription3Txt
Expenses3$224Expenses3Amt

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$4,968,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,983,749TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,983,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,756CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,908,993NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,450MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,450MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,536TaxBasedOnInvestmentIncomeAmt
Total Tax$4,536TotalTaxAmt
Distributable Before Adj$240,914DistributableBeforeAdjAmt
Distributable Before Ded$240,914DistributableBeforeDedAmt
Distributable As Adjusted$240,914DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,855ExpensesAndContributionsAmt
Qualifying Distributions$231,855QualifyingDistributionsAmt
Adjusted Qualifying Distri$231,855AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,914DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,472ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,777ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,872ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$11,121TotalExcessDistributionCyovAmt
Qualifying Distributions$231,855QualifyingDistributionsAmt
Applied To Current Year$231,855AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$9,059ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,059ExcessDistributionCyovAppCYAmt
Total Corpus$2,062TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,062ExcessDistriCyovToNextYrAmt
Excess From Year3$2,062ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CROSSROADS CHRISTIAN FELL
5115 OFFICE PARK DRBAKERSFIELDCA93309501 (C) 3RELIGIOUS INSTRUCTION$75,000
JASON FRENN MINISTIRES
17951 COWAN SUITE 101IRVINECA92614501 (C) 3RELIGIOUS INSTRUCTION$40,000
HEARTLIGHT MINISTRIES
PO BOX 286HALLSVILLETX75650501 (C) 3TROUBLED YOUTH EDUCATION AND SUPPORT$35,000
MEMORIAL HOSPITAL
420 34TH STBAKERSFIELDCA93303HEALTH CARE$780
ANGIOMA ALLIANCE
520 W 21STNORFOLKVA23517HEALTH CARE$60,000G2-411
HERMANO PABLO MINISTRIES
PO BOX 100COSTA MESACA92628RELIGIOUS INSTRUCTION$21,000
GARDEN PATHWAYS
1616 29TH STREETBAKERSFIELDCA93301EDUCATION$75
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$231,855TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$38,142ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$80,356RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$473RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$149,653RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNEXT PHASE DIVERSIFIEDDesc
Related Or Exempt Function Incm$4,934RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$38,142ExclusionAmt
Related Or Exempt Function Incm$235,416RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$273,558TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementALL INVEST. RETURN WAS CONTRIB. TO EXMPT. PURPOSE ORGANIZ.RelationshipStatementTxt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIP CAPITAL BALANCEFMV$4,409,532$4,506,652
PARTNERSHIP CAPITAL BALANCEFMV$495,091$512,180

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PORTFOLIO DEDUCTIONS$30,667$30,667
BANK FEES$15$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NEXT PHASE STRATG.. INC. FUND$420$420
NEXT PHASE DIVERSIFIED$53$53
NEXT PHASE DIVERSIFIED$4,934$4,934

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREAL. GAINSDesc
Amt$668,398Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INTERNAL REVENUE SERVICE$3,929$3,929
FRANCHISE TAX BOARD$10$10
FOREIGN TAX PAID$924$924
REGISTRY OF CHARITABLE TRUST$50$50

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