TEBO FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TEBO FAMILY FOUNDATION (EIN 95-4834341)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201411299349102136
- 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 Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T16:16:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYDBERG & ASSOCIATES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NEWPORT WAY NW SUITE C | AddressLine1 |
| City | ISSAQUAH | City |
| State | WA | State |
| ZIP Code | 980273119 | 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 | 954834341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEBO FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEBO | BusinessNameControlTxt |
| Phone | 3104706010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90402 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL L TEBO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3104706010 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON B RYDBERG CPA | PreparerPersonNm |
| PTIN | P00501313 | PTIN |
| Phone | 2062578865 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $508,846 | 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 |
| Dividends Rev And Expnss | $9,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $608 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,346 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $987 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $914 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $30 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $30 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $352,555 | CorporateStockBOYAmt |
| Corporate Stock EOY | $336,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $492,521 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,733 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,662 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,662 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $358,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $353,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $508,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $358,772 | RetainedEarningBOYAmt |
| Retained Earning EOY | $353,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $358,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $353,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $358,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $353,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $358,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,764 | ExcessRevenueOverExpensesAmt |
| Subtotal | $353,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $353,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES TRUST RUSSEL 2000 | P | 2012-12-27 | 2013-05-03 | $1,373 | $1,247 | $126 | $126 |
| ISHARES TRUST RUSSEL 2000 | P | 2009-12-31 | 2013-05-03 | $1,061 | $951 | $110 | $110 |
| ISHARES TRUST RUSSEL 2000 | P | 2010-12-30 | 2013-05-03 | $1,123 | $1,045 | $78 | $78 |
| ISHARES TRUST RUSSEL 2000 | P | 2005-03-10 | 2013-05-03 | $1,997 | $1,767 | $230 | $230 |
| ISHARES TRUST RUSSEL 2000 | P | 2008-06-30 | 2013-05-03 | $2,121 | $2,336 | -$215 | -$215 |
| ISHARES TRUST RUSSEL 2000 | P | 2011-06-28 | 2013-05-03 | $2,433 | $2,255 | $178 | $178 |
| ISHARES TRUST RUSSEL 2000 | P | 2008-01-04 | 2013-05-03 | $2,808 | $3,509 | -$701 | -$701 |
| ISHARES TRUST RUSSEL 2000 | P | 2005-03-11 | 2013-05-03 | $7,113 | $6,311 | $802 | $802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $608 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $126 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,801 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $386,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051234 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $318,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046483 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,028 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $329,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066798 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $293,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060162 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,135 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $372,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043352 | DistributionYr5Rt |
| Total Distribution | 0.268029 | TotalDistributionRt |
| Average Distribution | 0.053606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $449,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,090 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,911 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $163 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $163 | SubtotalAmt |
| Tax Based On Investment Income | $163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $252 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $252 | TotalPaymentsAndCreditsAmt |
| Overpayment | $89 | OverpaymentAmt |
| Applied To ES Tax | $89 | 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 | Yes (true) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CHERYL L TEBO | IndividualWithBooksNm |
| Phone | 3104592283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90401 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL L TEBO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $448,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $456,226 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $456,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $449,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $163 | TotalTaxAmt |
| Distributable Before Adj | $22,306 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,306 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,306 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,911 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,911 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,306 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,099 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $725 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,911 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,911 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,395 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,395 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,076 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $351 | ExcessFromYear3Amt |
| Excess From Year1 | $725 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERYL L TEBO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104592283 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, DIRECTED TO CHERYL L. TEBO, TRUSTEE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANYON CHARTER SCHOOL | |||||||
| 421 ENTRADA DR | SANTA MONICA | CA | 90402 | NONE | PUBLIC CHRTY | GENERAL BUDGET | $2,500 |
| HOLLYGROVE CHILDREN | |||||||
| 815 NORTH EL CENTRO AVE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHRTY | GENERAL BUDGET | $2,500 |
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHRTY | GENERAL BUDGET | $2,000 |
| GLOBAL AIDS INTERFAITH ALLIANCE | |||||||
| PO BOX 29110 | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHRTY | GENERAL BUDGET | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,738 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,346 | 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 | $1,975 | Amt |
| Net Investment Income | $988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $987 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL L TEBO | PersonNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TRUST MSCI EAFE INDEX FUND | $120,417 | $124,059 |
| ISHARES TRUST RUSSELL 2000 INDEX | $10,743 | $55,027 |
| STANDARD & POORS DEP RECEIPTS (NET) | $205,523 | $313,435 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $1,733 | BOYBookValueAmt |
| EOY Book Value | $1,662 | EOYBookValueAmt |
| EOYFMV | $1,662 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE EXPENSE | CategoryTxt |
| Amt | $1,828 | Amt |
| Net Investment Income | $914 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $914 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $267 | $267 | |
| FRANCHISE TAX BOARD | $10 | $10 |
Comments