LAURENCE C GAEBE FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAURENCE C GAEBE FAMILY FOUNDATION INC (EIN 77-0440553)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-17
- IRS object ID
- 201432609349100103
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-17T10:36:52-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHORRO ASSOCIATES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CHORRO ST STE D1 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 934052377 | 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 | 770440553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURENCE C GAEBE FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INCORPORATED | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 8055436315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 693 | AddressLine1 |
| City | AVILA BEACH | City |
| State | CA | State |
| ZIP Code | 93424 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE GAEBE HALL | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2014-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul D Porter CPA | PreparerPersonNm |
| PTIN | P00289920 | PTIN |
| Phone | 8055437227 | PhoneNum |
| 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 | $510,797 | 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 | $19,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $354,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,018 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,671 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,630 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,395 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,092 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,392 | CashBOYAmt |
| Cash EOY | $5,306 | CashEOYAmt |
| Cash EOYFMV | $5,306 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,464 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $434,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $431,281 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $499,027 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $452,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $443,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $510,797 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $452,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $452,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $443,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $452,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $443,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $452,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,971 | ExcessRevenueOverExpensesAmt |
| Subtotal | $443,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $443,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10721.187 EVGLB MACRO ABS ADVTG | P | 2001-01-01 | 2013-09-04 | $101,851 | $106,782 | -$4,931 | -$4,931 |
| 465.436 EV NATL MUN INCM A | P | 2001-01-01 | 2013-06-04 | $4,678 | $4,767 | -$89 | -$89 |
| 911.791 GATEWAY Y | P | 2001-01-01 | 2013-03-11 | $25,530 | $25,163 | $367 | $367 |
| 1677.181 JH ALT ASSET ALLOC | P | 2013-06-28 | 2013-09-13 | $24,873 | $24,437 | $436 | $436 |
| 92.251 JH GLB ABSOL RET STRD A | P | 2012-10-04 | 2013-06-13 | $1,000 | $992 | $8 | $8 |
| 2254.292 JH GLB ABSOL RET STR A | P | 2001-01-01 | 2013-06-28 | $24,437 | $24,232 | $205 | $205 |
| 260.063 PRIN GLB DIVRS INCM A | P | 2001-01-01 | 2013-12-05 | $3,654 | $3,665 | -$11 | -$11 |
| 245.527 EV NATL MUN INCM A | P | 2001-01-01 | 2013-06-04 | $2,468 | $2,412 | $56 | $56 |
| 211.185 PRIN GLB DIVRS INCM A | P | 2001-01-01 | 2013-12-05 | $2,967 | $2,886 | $81 | $81 |
| 9908.899 EV NATL MUN INCM A | P | 2001-01-01 | 2013-06-04 | $99,584 | $87,096 | $12,488 | $12,488 |
| 524.843 PRIN GLB DIVRS INCM A | P | 2011-04-29 | 2013-10-25 | $7,500 | $7,253 | $247 | $247 |
| 419.874 PRIN GLB DIVRS INCM A | P | 2011-04-29 | 2013-10-25 | $6,000 | $5,803 | $197 | $197 |
| 3575.922 PRIN GLB DIVRS INCM A | P | 2001-01-01 | 2013-12-05 | $50,242 | $49,278 | $964 | $964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,018 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $444 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $411 | SubtotalAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,701 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,701 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,290 | OverpaymentAmt |
| Applied To ES Tax | $1,290 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE GAEBE-HALL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055436315 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 193 FRONT STREET | AddressLine1 |
| City | AVILA BEACH | City |
| State | CA | State |
| ZIP Code | 93424 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| LAURENCE R GAEBE | ||||||
| 1942 RAYMOND AVE | TEMPLETON | CA | 93405 | President | 0.00 | $0 |
| JOHN F SACHS | ||||||
| 1510 HIGHERA STREET | SAN LUIS OBISPO | CA | 93401 | Secretary | 0.00 | $0 |
| PAUL D PORTER | ||||||
| 555 CHORRO STREET STE D1 | SAN LUIS OBISPO | CA | 93405 | Treasurer | 0.00 | $0 |
| ANN E GAEBE HALL | ||||||
| 106 FEL MAR DRIVE | SAN LUIS OBISPO | CA | 93405 | Vice President | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONOPERATING PRIVATE FOUNDATION MADE CHARITABLE CONTRIBUTIONS OF 29,500 TO OTHER CHARITABLE ORGANIZATIONS DURING THE YEAR. SEE PART XV FOR DETAILS OF DONATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $488,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $505,210 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $505,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $497,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $24,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,471 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,142 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,216 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,029 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,387 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,142 | ExcessFromYear4Amt |
| Excess From Year1 | $2,216 | ExcessFromYear1Amt |
| Excess From Current Year | $5,029 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOOD BANK OF SLO | |||||||
| 2212 GOLDEN HILL ROAD | PASO ROBLES | CA | 93446 | NONE | NONE | SEE PART IX-A | $13,000 |
| WOODS HUMANE SOCIETY | |||||||
| 875 OKLAHOMA AVENUE | SAN LUIS OBISPO | CA | 93405 | NONE | NONE | SEE PART IX-A | $10,000 |
| CUESTA COLLEGE NURSING | |||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | NONE | NONE | SEE PART IX-A | $5,000 |
| CHIROFEED CO PRADO DAY CENTER | |||||||
| 43 PRADO ROAD | SAN LUIS OBISPO | CA | 93401 | NONE | NONE | SEE PART IX-A | $500 |
| CAMP NATOMA | |||||||
| 340 POMEROY AVENUE | PISMO BEACH | CA | 93449 | NONE | NONE | SEE PART IX-A | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,671 | 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 | CategoryTxt |
| Amt | $1,630 | Amt |
| Net Investment Income | $1,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CA ATTORNEY GENERAL RRF-1 FEE | $25 | $0 | $0 | $0 |
| INVESTMENT FEES | $6,395 | $6,395 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $86 | $86 |
| FRANCHISE TAX BOARD | $10 | $10 |
| INTERNAL REVENUE SERVICE | $996 | $996 |
Comments