FRANCIS BACON FOUNDATION INCORPORATED: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FRANCIS BACON FOUNDATION INCORPORATED (EIN 95-1921362)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349100990
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T18:22:38-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911033841 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951921362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANCIS BACON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 6267445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY GIBBONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6267445100 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARIEL E DRACHENBERG | PreparerPersonNm |
| PTIN | P00086688 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2014-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,651,188 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49,104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,018 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $338,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,166,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $338,443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $466,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $466,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,097 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,097 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,290 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,957 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,957 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $332,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $446,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,435 | CashBOYAmt |
| Cash EOY | $25,911 | CashEOYAmt |
| Cash EOYFMV | $25,911 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $142,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,436 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,037,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,266,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,266,391 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,182,001 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $765,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $765,378 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $387,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $387,072 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,374,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,651,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,651,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,374,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,651,188 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,374,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,651,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,374,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,651,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,374,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $332,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,707,708 | SubtotalAmt |
| Other Decreases | $56,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,651,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,166,660 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,828,217 | CostOrOtherBasisAmt |
| Gain Or Loss | $338,443 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $338,443 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $338,443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $338,443 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $231,489 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,398,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068118 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,022 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,417,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042146 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,327,510 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053678 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,474 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,940,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,336 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,436,922 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055962 | DistributionYr5Rt |
| Total Distribution | 0.257471 | TotalDistributionRt |
| Average Distribution | 0.051494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,507,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,976 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,923 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,923 | SubtotalAmt |
| Tax Based On Investment Income | $8,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,810 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,810 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,887 | OverpaymentAmt |
| Applied To ES Tax | $5,887 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | SIRFRANCISBACON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LHMP LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267445100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST CORSON ST SUITE 200 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY J GIBBONS | ||||||||
| 1689 KAWEH | PASADENA | CA | 91107 | MEMBER | 0.00 | $5,000 | $0 | $0 |
| CORENE L PINDROH | ||||||||
| 100 E CORSON STREET SUITE 200 | PASADENA | CA | 91103 | MEMBER | 0.00 | $5,000 | $0 | $0 |
| KARL I SWAIDAN | ||||||||
| 301 E COLORADO BLVD 9TH FLOOR | PASADENA | CA | 91101 | MEMBER | 0.00 | $5,000 | $0 | $0 |
| RICHARD FADEM | ||||||||
| P O BOX 247 | ORCAS LANDING | WA | 98280 | MEMBER | 0.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,327,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,560,575 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,560,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,507,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,923 | TotalTaxAmt |
| Distributable Before Adj | $166,435 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $166,435 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $166,435 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,976 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,435 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,888 | UndistributedIncomePYAmt |
| Qualifying Distributions | $111,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,888 | AppliedToYear1Amt |
| Applied To Current Year | $90,088 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $76,347 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | EXEMPT | PROGRAM SUPPORT | $45,837 |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | EXEMPT | PROGRAM SUPPORT | $30,000 |
| MAYFIELD SENIOR SCHOOL | |||||||
| 500 BELLEFONTAINE ST | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,837 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,018 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $338,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $466,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $466,565 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,097 | Amt |
| Disbursements Charitable Prps | $4,097 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| HENRY J GIBBONS |
| CORENE L PINDROH |
| KARL I SWAIDAN |
| RICHARD FADEM |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $765,378 | EOYBookValueAmt |
| EOYFMV | $765,378 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,266,391 | EOYBookValueAmt |
| EOYFMV | $2,266,391 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $387,072 | BookValueAmt |
| EOYFMV | $387,072 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSS | $53,870 |
| BOOK-TAX REALIZED GAIN/LOSS DIFF | $2,650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEE-CA FTB | $10 | $10 |
| REGISTRY OF CHARITABLE TRUSTS | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $20,290 | Amt |
| Net Investment Income | $20,290 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,299 | |
| FOREIGN TAXES | $107 | $107 |
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