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C A M JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
C A M JOHNSON FAMILY FOUNDATION (EIN 75-2970248)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201401339349101850
Schema version
2013v3.0
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)
Return2014-05-13T12:21:23-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954485080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEDMAN PARTNERSBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY ROAD SUITE 200AddressLine1
CityVALENCIACity
StateCAState
ZIP Code91355ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752970248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C A M JOHNSON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCAMJBusinessNameControlTxt
Phone6612541139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1
CityVALENCIACity
StateCAState
ZIP Code91355ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6612541139PhoneNum
Signature2014-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMI M STOFFELPreparerPersonNm
PTINP00094445PTIN
Phone6612876333PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$618,834FMVAssetsEOYAmt
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$16,427DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,427DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,438NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,855GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,438CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,351OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,351OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$35,216TotalRevAndExpnssAmt
Total Net Invst Incm$35,216TotalNetInvstIncmAmt
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$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$4InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$4InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,015TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,019TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,039TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,519TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,539TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,697ExcessRevenueOverExpensesAmt
Net Investment Income$35,216NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,091SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,091SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$518,414CorporateStockBOYAmt
Corporate Stock EOY$514,249CorporateStockEOYAmt
Corporate Stock EOYFMV$585,743CorporateStockEOYFMVAmt
Total Assets BOY$521,643TotalAssetsBOYAmt
Total Assets EOY$547,340TotalAssetsEOYAmt
Total Assets EOYFMV$618,834TotalAssetsEOYFMVAmt
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$521,643RetainedEarningBOYAmt
Retained Earning EOY$547,340RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$521,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$547,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$521,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$547,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$521,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,697ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$547,340SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$547,340TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT-TERM INVESTMENTSP2013-12-31$44,572$46,613-$2,041-$2,041
SCHWAB LONG-TERM INVESTMENTSP2013-12-31$157,548$144,804$12,744$12,744
SCHWAB WASH SALESP2013-12-31$12$12$12
CAPITAL GAINS DIVIDENDSP$6,723$6,723$6,723
FieldValueIRS element (for citing)
Capital Gain Net Income$17,438CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,883AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$540,086NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.022002DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,213AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$541,638NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.101937DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,501AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$548,919NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.019130DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,060AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$508,585NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039443DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,958AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$581,687NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.029153DistributionYr5Rt
Total Distribution0.211665TotalDistributionRt
Average Distribution0.042333AverageDistributionRt
Net Vl Noncharitable Assets$587,485NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,870AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$352NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,222AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,539QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$704InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$704SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$704TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Overpayment$96OverpaymentAmt
Applied To ES Tax$96AppliedToESTaxAmt
Refund$0RefundAmt

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 PALADARAddressLine1
CityVALENCIACity
StateCAState
ZIP Code91355ZIPCode
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 PALADARAddressLine1
CityVALENCIACity
StateCAState
ZIP Code91355ZIPCode
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$578,260AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,171AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$596,431TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$596,431AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$587,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,374MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,374MinimumInvestmentReturnAmt
Tax Based On Investment Income$704TaxBasedOnInvestmentIncomeAmt
Total Tax$704TotalTaxAmt
Distributable Before Adj$28,670DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,670DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,670DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,539ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,539QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,539AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,670DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$20,060ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,501ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,521ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,883ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$97,965TotalExcessDistributionCyovAmt
Qualifying Distributions$8,539QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,539AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$20,131ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,131ExcessDistributionCyovAppCYAmt
Total Corpus$77,834TotalCorpusAmt
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$77,834ExcessDistriCyovToNextYrAmt
Excess From Year3$10,430ExcessFromYear3Amt
Excess From Year2$55,521ExcessFromYear2Amt
Excess From Year1$11,883ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
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
SCV SCHOLARSHIP FOUNDATION
PO BOX 220236SANTA CLARITACA91322PUBLIC CHARITYPROVIDES SCHOLARSHIPS FOR SCV HIGH SCHOOL GRADUATING SENIORS.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,500TotalGrantOrContriPdDurYrAmt
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$16,427ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,351ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,438ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,216ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,216TotalIncomeProducingActyAmt

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$2,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$514,249EOYBookValueAmt
EOYFMV$585,743EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$601$601$601
NON-DIVIDEND DISTRIBUTIONS$750$750$750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$35$0$35
FOREIGN TAXES$125$0$0
FEDERAL TAXES$855$0$0

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