KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KINSEY FAMILY FOUNDATION (EIN 77-0526511)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349102634
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:31:36-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262833194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIA PARTNERS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W EL CAMINO REAL STE 390 | AddressLine1 |
| City | SUNNYVALE | City |
| State | CA | State |
| ZIP Code | 940871975 | 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 | 770526511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINSEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KINS | BusinessNameControlTxt |
| Phone | 4082148570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0999 | AddressLine1 |
| City | MENLO PARK | City |
| State | CA | State |
| ZIP Code | 94026 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD KINSEY | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 4082148570 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY MINER | PreparerPersonNm |
| PTIN | P00342684 | PTIN |
| Phone | 4082148570 | PhoneNum |
| Preparation | 2014-11-12 | 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 | $387,758 | 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 | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,685 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,802 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,881 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,881 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $681 | CashBOYAmt |
| Cash EOY | $682 | CashEOYAmt |
| Cash EOYFMV | $682 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,981 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $196,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $231,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $335,095 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $257,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $284,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $387,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $257,041 | UnrestrictedBOYAmt |
| Unrestricted EOY | $284,456 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $257,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $284,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $257,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $284,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $257,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,415 | ExcessRevenueOverExpensesAmt |
| Subtotal | $284,456 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $284,456 | 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 |
|---|---|---|---|---|---|---|---|
| 300 SHS OF CENTURYLINK INC | P | 2013-07-01 | 2013-08-01 | $10,881 | $10,589 | $292 | $292 |
| 50 SHS PERRIGO CO | P | 2013-07-18 | 2013-12-19 | $7,767 | $6,443 | $1,324 | $1,324 |
| 150 SHS CATERPILLAR INC. | P | 2011-10-12 | 2013-11-04 | $12,582 | $12,977 | -$395 | -$395 |
| 50 SHS EQUITY ONE INC | P | 2011-01-04 | 2013-06-13 | $1,141 | $903 | $238 | $238 |
| 100 SHS PEPSICO INC NC | P | 2011-03-24 | 2013-08-01 | $8,406 | $6,440 | $1,966 | $1,966 |
| 200 SHS OF RENAISSANCE RE HOLDINGS L | P | 2011-08-01 | 2013-08-01 | $17,210 | $13,630 | $3,580 | $3,580 |
| 200 SHS ABBOTT LABS | P | 2008-05-02 | 2013-07-18 | $7,141 | $4,750 | $2,391 | $2,391 |
| 450 SHS AMERICA MOVIL SA DE CV ADR L | P | 2005-01-11 | 2013-07-01 | $9,920 | $3,697 | $6,223 | $6,223 |
| 300 SHS CONOCOPHILLIPS | P | 2010-08-02 | 2013-08-01 | $19,814 | $13,268 | $6,546 | $6,546 |
| 100 SHS MICROSOFT CORP | P | 2005-10-06 | 2013-08-01 | $3,164 | $2,468 | $696 | $696 |
| 250 SHS ORACLE CORP | P | 2009-01-05 | 2013-08-01 | $8,185 | $4,518 | $3,667 | $3,667 |
| 150 SHS OF PEPSICO INC NC | P | 2005-01-19 | 2013-08-01 | $12,608 | $7,975 | $4,633 | $4,633 |
| 50 SHS YUM BRANDS INC | P | 2004-12-23 | 2013-08-01 | $3,683 | $1,159 | $2,524 | $2,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,685 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,616 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $313,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060809 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,544 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $307,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,120 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $284,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168866 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $287,797 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011119 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $383,336 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052174 | DistributionYr5Rt |
| Total Distribution | 0.314223 | TotalDistributionRt |
| Average Distribution | 0.062845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $344,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $343 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,876 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $686 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $686 | SubtotalAmt |
| Tax Based On Investment Income | $686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $166 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $530 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD KINSEY | IndividualWithBooksNm |
| Phone | 4082148570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 ISABELLA AVENUE | AddressLine1 |
| Address Line2 | 91 ISABELLA AVENUE | AddressLine2 |
| City | ATHERTON | City |
| State | CA | State |
| ZIP Code | 94027 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LISA KINSEY | |||||||||
| PO BOX 0999 | PO BOX 0999 | MENLO PARK | CA | 94026 | PRESIDENT/SE | 0.00 | $0 | $0 | $0 |
| EDWARD KINSEY | |||||||||
| PO BOX 0999 | PO BOX 0999 | MENLO PARK | CA | 94026 | CFO | 0.00 | $0 | $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 | $298,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $349,435 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $349,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $344,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $686 | TotalTaxAmt |
| Distributable Before Adj | $16,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,876 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,876 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,876 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,524 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $29,522 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,387 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,876 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,876 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,648 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,648 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,261 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,874 | ExcessFromYear3Amt |
| Excess From Year1 | $3,387 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA KINSEY | ContributingManagerNm |
| Contributing Manager | EDWARD KINSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON STATE UNIVERSITY SCHOLARSHIP | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 ADAMS HALL | AddressLine1 |
| City | CORVALLIS | City |
| State | OR | State |
| ZIP Code | 97331 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARI | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLOARSHIP | GrantOrContributionPurposeTxt |
| Amt | $6,876 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,876 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,802 | 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 | APERCEN PARTNERS LLC | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| LISA KINSEY |
| EDWARD KINSEY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - SECURITIES | StockNm |
| EOY Book Value | $231,793 | EOYBookValueAmt |
| EOYFMV | $335,095 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FTB & SOS PENALTIES | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY FEES | CategoryTxt |
| Amt | $3,881 | Amt |
| Net Investment Income | $3,881 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $30 | Amt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Comments