UPSIDE DOWN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
UPSIDE DOWN FOUNDATION (EIN 20-3701540)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-23
IRS object ID
201431749349100418
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-06-23T19:04:45-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CASHION GO & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E CORSON STREET SUITE 200AddressLine1
CityPASADENACity
StateCAState
ZIP Code91103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203701540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPSIDE DOWN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUPSIBusinessNameControlTxt
Phone8189524120PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRAddressLine1
CityLA CANADACity
StateCAState
ZIP Code91011ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERRY WADAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8189524120PhoneNum
Signature2014-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAURORA N GOPreparerPersonNm
PTINP00171927PTIN
Phone8185076874PhoneNum
Preparation2014-06-17PreparationDt
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$752,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,685ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,694DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,694DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,061NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$241,797GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,061CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,440TotalRevAndExpnssAmt
Total Net Invst Incm$27,755TotalNetInvstIncmAmt
Taxes Rev And Expnss$110TaxesRevAndExpnssAmt
Taxes Net Invst Incm$110TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$110TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$110TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,420ExcessRevenueOverExpensesAmt
Net Investment Income$27,645NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$115CashBOYAmt
Cash EOY$115CashEOYAmt
Cash EOYFMV$115CashEOYFMVAmt
Sav And Temp Cash Invst BOY$61,824SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,219SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,219SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$622,233CorporateStockBOYAmt
Corporate Stock EOY$495,912CorporateStockEOYAmt
Corporate Stock EOYFMV$602,852CorporateStockEOYFMVAmt
Other Investments BOY$25,352OtherInvestmentsBOYAmt
Other Investments EOY$33,858OtherInvestmentsEOYAmt
Other Investments EOYFMV$38,261OtherInvestmentsEOYFMVAmt
Total Assets BOY$709,524TotalAssetsBOYAmt
Total Assets EOY$641,104TotalAssetsEOYAmt
Total Assets EOYFMV$752,447TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$709,524RetainedEarningBOYAmt
Retained Earning EOY$641,104RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$709,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$641,104TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$709,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$641,104TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$709,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,420ExcessRevenueOverExpensesAmt
Subtotal$641,104SubtotalAmt
Tot Net Ast Or Fund Balances EOY$641,104TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS SHORT-TERMP2013-03-252013-05-16$903$743$160$160
VARIOUS LONG-TERMD2011-08-022013-05-24$232,620$223,993$8,627$8,627
FieldValueIRS element (for citing)
Capital Gain Net Income$17,061CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$160NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$157,056AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$308,854NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.508512DistributionYr1Rt
Adjusted Qlfy Distri Yr2$248,120AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$345,586NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.717969DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$209,068NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.263072DistributionYr3Rt
Adjusted Qlfy Distri Yr4$97,090AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$159,894NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.607215DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,961AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$155,102NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.289880DistributionYr5Rt
Total Distribution2.386648TotalDistributionRt
Average Distribution0.477330AverageDistributionRt
Net Vl Noncharitable Assets$695,150NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$331,816AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$276NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$332,092AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$553InvestmentIncomeExciseTaxAmt
Subtotal$553SubtotalAmt
Tax Based On Investment Income$553TaxBasedOnInvestmentIncomeAmt
Tax Due$553TaxDueAmt

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
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJERRY WADAIndividualWithBooksNm
Phone8189524120PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRAddressLine1
CityLA CANADACity
StateCAState
ZIP Code91011ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JERRY WADA
399 FLLINTRIDGE OAKS DRLA CANADACA91011PRESIDENT &1.00$0$0$0
JANE WADA
399 FLINTRIDGE OAKS DRLA CANADACA91011SECRETARY &1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$643,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$705,736TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$705,736AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,586CashDeemedCharitableAmt
Net Vl Noncharitable Assets$695,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,758MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,758MinimumInvestmentReturnAmt
Tax Based On Investment Income$553TaxBasedOnInvestmentIncomeAmt
Total Tax$553TotalTaxAmt
Distributable Before Adj$34,205DistributableBeforeAdjAmt
Distributable Before Ded$34,205DistributableBeforeDedAmt
Distributable As Adjusted$34,205DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,750ExpensesAndContributionsAmt
Qualifying Distributions$118,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$118,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,205DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,323ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,105ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$44,662ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$231,121ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$141,725ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$543,936TotalExcessDistributionCyovAmt
Qualifying Distributions$118,750QualifyingDistributionsAmt
Applied To Current Year$34,205AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,545RemainingDistriFromCorpusAmt
Total Corpus$628,481TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,323ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$591,158ExcessDistriCyovToNextYrAmt
Excess From Year4$89,105ExcessFromYear4Amt
Excess From Year3$44,662ExcessFromYear3Amt
Excess From Year2$231,121ExcessFromYear2Amt
Excess From Year1$141,725ExcessFromYear1Amt
Excess From Current Year$84,545ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJERRY AND JANE WADAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJERRY WADARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1399 FLINTRIDGE OAKS DRIVEAddressLine1
CityLA CANADACity
StateCAState
ZIP Code91011ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8189524120RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
EPICENTRE CHURCH
133 ELECTRIC DRPASADENACA91103NONECHURCHVARIOUS MISSION TRIPS$20,200
INTERNATIONAL CHILDCARE MINISTRIES
770 N HIGH SCHOOL RDINDIANAPOLISIN46214CHURCHCHILDREN'S EDUCATION IN HAITI$9,000
ENGINEERING MINISTRIES INTERNATIONA
130 E KIOWA ST 200COLORADO SPRINGSCO80903NONECHURCHBUILD SCHOOL IN ETHIOPIA$200
UNION RESCUE MISSION
P O BOX 53629LOS ANGELESCA90053NONEPUBLICHELP THE POOR$5,000
LA MISSION
303 E 3RD STLOS ANGELESCA90013NONEPUBLICHELP FOR POOR AND HOMELESS$2,000
JEWS FOR CHRIST
60 HAIGHT STSAN FRANCISCOCA94102CHURCHEVANGELISM$1,000
THRU THE BIBLE RADIO NETWORK
P O BOX 7100PASADENACA91109PUBLICEVANGELISM THRU RADIO BROADCAST$1,000
CRYSTAL POWERS
17541 JOHNSTOWN CTFT MYERSFL33967NONECHURCHROBERT AND PEARL ALLEN MISSION WORK$5,000
GRACE IN CHRIST INC
P O BOX 4869PALOS VERDESCA90274NONECHURCHMISSIONARIES IN CHINA$5,000
CONVALESCENT AID SOCIETY
3255 E FOOTHILL BLVDPASADENACA91107NONEPUBLICFREE DURABLE MEDICAL EQUIPMENT$500
RAINWATER FOUNDATION
319 E MOONEY DRMONTEREY PARKCA91755NONEPUBLICWHEELCHAIRS FOR TIBET$6,550
EPICENTRE CHURCH
133 ELECTRIC DRPASADENACA91103NONECHURCHKARREN SIGGINS MISSION WORK$10,000
HEAVENLY TREASURES
P O BOX 1982GLENDORACA91740NONEPUBLICDAVID GAULTON, MISSIONARY$1,000
SALVATION ARMY
P O BOX 93002LONG BEACHCA90809NONEPUBLICFEED THE POOR$10,000
CA CARE NETWORK FDN
4005 VERDUGO BLVDGLENDALECA91203NONEPUBLICHEALTHCARE FOR INDIGENTS$2,500
AADAP
2900 CRENSHAW BLVDLOS ANGELESCA90016NONEPUBLICDRUG REHABILITATION$1,000
WOMEN'S MEMORIAL FDN
P O BOX 96742WASHINGTONDC20077NONEPUBLICUPKEEP OF MEMORIAL TO WOMEN IN MILIT$100
HEAVENLY TREASURES
P O BOX 1982GLENDORACA91740NONEPUBLICINTERNATIONAL MISSIONS$5,000
PARALYZED VETERAN OF AMERICA
P O BOX 758532TOPEKAKS66675NONEPUBLICHELP PARALYZED MILITARY VETERANS$200
CRYSTAL POWERS
17541 JOHNSTOWN CTFT MYERSFL33967NONECHURCHMISSIONARIES IN URUGUAY$15,000
ROBERT AND PEARL ALLEN
17541 JOHNSTOWN CTFT MYERSFL33967NONECHURCHMISSION WORK$10,000
FRONTIERS
P O BOX 60730PHOENIXAZ85082NONECHURCHMISSIONARIES IN LEBANON$3,000
FRONTIERS
P O BOX 60730PHOENIXAZ85082NONECHURCHMISSIONARY IN INDIA$1,500
USCWA
1605 ELIZABETH STPASADENACA91104NONEPUBLICMISSIONARIES IN LEBANON$3,000STE 1037
HEAVENLY TREASURES
P O BOX 1982GLENDORACA91740NONEPUBLICMISSIONARY WORK$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,694ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,061ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,755ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,755TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
WADA FAMILY TRUST
1399 FLINTRIDGE OAKS DRLA CANADACA91011$5,576Yes (X)
JERRY AND JANE WADA IRREVOCABLE TR
2399 FLINTRIDGE OAKS DRLA CANADACA91011$8,083Yes (X)
MATTHEW WADA
3399 FLINTRIDGE OAKS DRLA CANADACA91011$8,526Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1WALT DISNEY STOCK$5,5762013-12-28
2GOOGLE STOCK$5,1282013-11-04
2APPLE STOCK$1,6792013-12-27
2OCWEN FINANCIAL CORP STOCK$1,2762013-12-27
3TIME-WARNER STOCK$8,5262013-11-13

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

JERRY WADA
JANE WADA

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS PUBLICLY-TRADED SECURIStockNm
EOY Book Value$495,912EOYBookValueAmt
EOYFMV$602,852EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJANUS TWENTYCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$33,858BookValueAmt
EOYFMV$38,261EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
WADA FAMILY TRUST
399 FLINTRIDGE OAKS DRLA CANADACA91011
JERRY AND JANE WADA IRREVOCABLE TR
399 FLINTRIDGE OAKS DRLA CANADACA91011
MATTHEW WADA
399 FLINTRIDGE OAKS DRLA CANADACA91011

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$110Amt
Net Investment Income$110NetInvestmentIncomeAmt

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