JOHN H WARNER JR AND HELGA M WARNERFOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN H WARNER JR AND HELGA M WARNERFOUNDATION (EIN 26-0789554)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-10
- IRS object ID
- 201321019349100102
- Schema version
- 2012v2.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-10T22:08:56-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUENCH AND SHAFFER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7816 ivanhoe ave 4 | AddressLine1 |
| City | la jolla | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260789554 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H WARNER JR AND HELGA M WARNER | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 8584540063 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7209 ROMERO DR | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN H WARNER | Name |
| Title | Secretary | Title |
| Date Signed | 2013-04-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY SHAFFER CPA | Name |
| PTIN | P00526468 | PTIN |
| Phone | 8585871112 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 231046 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1729 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1729 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1729 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 73638 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 73638 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 73638 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 234527 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 281046 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 234527 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 540940 | TotalRevenueAndExpenses |
| Total Net Investment Income | 309894 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 75367 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 549 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 549 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 950 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5148 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 5148 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 3310 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 3310 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 11342 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 11342 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1561 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1561 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22860 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22860 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 88850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 88850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 111710 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 111710 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 429230 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 309894 | NetInvestmentIncome |
| Adjusted Net Income | 75367 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10214 | CashBOY |
| Cash EOY | 135925 | CashEOY |
| Investments Corp Stock BOY | 676691 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 748080 | InvestmentsCorpStockEOY |
| Investments Corp Bonds BOY | 629208 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 874051 | InvestmentsCorpBondsEOY |
| Investments Other BOY | 123410 | InvestmentsOtherBOY |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 1439523 | TotalAssetsBOY |
| Total Assets EOY | 1758057 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1439523 | CapitalStockBOY |
| Capital Stock EOY | 1758057 | CapitalStockEOY |
| Total Net Assets BOY | 1439523 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1758057 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1439523 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1758057 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1439523 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 429230 | ExcessOfRevenueOverExpenses |
| Subtotal | 1868753 | Subtotal |
| Other Decreases | 110696 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1758057 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2000 USB CAPITAL XII | P | 2009-12-10 | 2012-05-18 | 50000 | 46025 | 3975 | 3975 |
| 8772 SAIC | P | 1978-06-14 | 2012-03-16 | 114588 | 244 | 114344 | 114344 |
| 9000 SAIC | P | 1978-06-14 | 2012-02-17 | 116458 | 250 | 116208 | 116208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 234527 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6198 | InvestmentIncomeExciseTax |
| Subtotal | 6198 | Subtotal |
| Tax Based On Investment Income | 6198 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 121 | PenaltyForUnderpayment |
| Tax Due | 6319 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H WARNER | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7209 ROMERO DR | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| RICHARD K CIRCUIT | ||||||
| 1205 PROSPECT ST | LA JOLLA | CA | 92037 | Director | 1.00 | 549 |
| HELGA M WARNER | ||||||
| 7209 ROMERO DR | LA JOLLA | CA | 92037 | Director | 1.00 | 0 |
| JOHN H WARNER | ||||||
| 7209 ROMERO DR | LA JOLLA | CA | 92037 | Director | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 6198 | TaxBasedOnInvestmentIncome |
| Total Tax | 6198 | TotalTax |
| Distributable Amount Before Adj | 6198 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6198 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 111710 | ExpensesAndContributions |
| Qualifying Distributions | 111710 | QualifyingDistributions |
| Adj Qualifying Distributions | 111710 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 20000 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 21045 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 91043 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44340 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22372 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 198800 | TotalExcessDistriCarryover |
| Qualifying Distributions | 111710 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 111710 | RemainingDistriFromCorpus |
| Total Corpus | 310510 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 20000 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 290510 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 21045 | ExcessFromYear4 |
| Excess From Year3 | 91043 | ExcessFromYear3 |
| Excess From Year2 | 44340 | ExcessFromYear2 |
| Excess From Year1 | 22372 | ExcessFromYear1 |
| Excess From Current Year | 111710 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELGA M WARNER | ContributingManager |
| Contributing Manager | JOHN H WARNER | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN AND HELGA WARNER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7209 ROMERO DR | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8584540844 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT APPLICATIONS SHOULD INCLUDE A DESCRIPTION AND HISTORY OF THE ORGANIZATION, FINANCIAL STATEMENTS AND FUTURE FINANCIAL NEEDS OF THE ORGANIZATION | FormAndInfoAndMaterials |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ECOLIFE | |||||||
| 324 STATE PL | ESCONDIDO | CA | 92029 | NONE | EXEMPT | CHARITABLE | $350 |
| THE ATHENAEUM | |||||||
| 1008 WALL ST | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $3,100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 9404 GENESSEE AVE 240 | SAN DIEGO | CA | 92037 | NONE | EXEMPT | CHARITABLE | $500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 8515 ARJONS DR SUITE A | SAN DIEGO | CA | 92126 | NONE | EXEMPT | CHARITABLE | $2,400 |
| SAN DIEGO HISTORY CENTER | |||||||
| 1649 EL PRADO SUITE 3 | SAN DIEGO | CA | 92101 | NONE | EXEMPT | CHARITABLE | $21,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON DC | DC | 20037 | NONE | EXEMPT | CHARITABLE | $500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | EXEMPT | CHARITABLE | $500 |
| SAN DIEGO HUMANE SOCIETY | |||||||
| 5500 GAINES ST | SAN DIEGO | CA | 92110 | NONE | EXEMPT | CHARITABLE | $500 |
| LA JOLLA MUSIC SOCIETY | |||||||
| 7946 IVANHOE AVE SUITE 309 | LA JOLLA | CA | 92037 | NONE | EXEMPT | CHARITABLE | $3,500 |
| RITZ ZOOOLOGICAL SOCIETY OF SAN DIE | |||||||
| PARK BLVD | SAN DIEGO | CA | 92101 | NONE | EXEMPT | HARITY | $34,000 |
| RAIN | |||||||
| 3199 N 24TH WAY | BOISE | ID | 83702 | NONE | EXEMPT | CHARITY | $2,500 |
| SCRIPPS HEALTH FOUNDATION | |||||||
| P O BOX 2669 | LA JOLLA | CA | 92038 | NONE | EXEMPT | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 88850 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $1,729 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $73,638 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 234527 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,367 | ExclusionAmount |
| Related Or Exempt Function Income | 234527 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 309894 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JERRY SHAFFER CPA | Category |
| Amount | $950 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 950 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATION | Description |
| Amount | $110,696 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| TELEPHONE | 328 | 328 |
| MERRILL LYNCH FEES | 150 | 150 |
| FINANCIAL PUBLICATIONS | 1083 | 1083 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FTB | $5,073 | 5073 |
| CHARITABLE TRUSTS | $75 | 75 |