J F SHEA COMPANY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
J F SHEA COMPANY FOUNDATION (EIN 95-2554052)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-23
IRS object ID
201211149349100611
Schema version
2011v1.2
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)
Timestamp2012-04-23T12:52:43-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN941530032EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JF SHEA CO INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1655 BREA CANYON ROADAddressLine1
CityWALNUTCity
StateCAState
ZIP Code91789ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN952554052EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1J F SHEA COMPANY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJFSHNameControl
Phone9095940941Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BREA CANYON ROADAddressLine1
CityWALNUTCity
StateCAState
ZIP Code91789ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRONALD L LAKEYName
TitleASSISTANT SECRETARYTitle
Phone9095940941Phone
Date Signed2012-04-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRONALD L LAKEYName
PTINP01251459PTIN
Phone9095949500Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY5814650FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss21345DividendsRevAndExpnss
Dividends Net Invst Incm21345DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss248718NetGainSaleAssetsRevAndExpnss
Gross Sales Price248718GrossSalesPrice
Capital Gain Net Incm Net Invst Incm248718CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses270063TotalRevenueAndExpenses
Total Net Investment Income270063TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss6880TaxesRevAndExpnss
Taxes Net Invst Incm60TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6880TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm60TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss252105ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps252105ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss258985TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm60TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps252105TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses11078ExcessOfRevenueOverExpenses
Net Investment Income270003NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY6647CashBOY
Cash EOY2663CashEOY
Cash EOYFMV2663CashEOYFMV
Savings And Temp Cash Invst BOY13504SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY42427SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV42427SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY387935InvestmentsCorpStockBOY
Investments Corp Stock EOY374074InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV5769560InvestmentsCorpStockEOYFMV
Total Assets BOY408086TotalAssetsBOY
Total Assets EOY419164TotalAssetsEOY
Total Assets EOYFMV5814650TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY408086RetainedEarningsBOY
Retained Earnings EOY419164RetainedEarningsEOY
Total Net Assets BOY408086TotalNetAssetsBOY
Total Net Assets EOY419164TotalNetAssetsEOY
Total Liabilities Net Assets BOY408086TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY419164TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY408086TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses11078ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal419164Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY419164TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
1000 SHS - AES CORPD1982-01-202011-01-26126201262012620
9000 SHS - NOVELL INCD1982-12-232011-02-02537305373053730
29154 SHS - NOVELL INCD1982-12-232011-04-28177839177839177839
CAPITAL GAINS DIVIDENDSP452945294529
FieldValueIRS element (for citing)
Capital Gain Net Income248718CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1165753QualifyingDistributionsYear1
Noncharitable Assets Year15475511NoncharitableAssetsYear1
Distribution Ratio Year10.030272DistributionRatioYear1
Qualifying Distributions Year2380739QualifyingDistributionsYear2
Noncharitable Assets Year25100851NoncharitableAssetsYear2
Distribution Ratio Year20.074642DistributionRatioYear2
Qualifying Distributions Year3342155QualifyingDistributionsYear3
Noncharitable Assets Year37200956NoncharitableAssetsYear3
Distribution Ratio Year30.047515DistributionRatioYear3
Qualifying Distributions Year4523324QualifyingDistributionsYear4
Noncharitable Assets Year410297040NoncharitableAssetsYear4
Distribution Ratio Year40.050823DistributionRatioYear4
Qualifying Distributions Year5319846QualifyingDistributionsYear5
Noncharitable Assets Year510093233NoncharitableAssetsYear5
Distribution Ratio Year50.031689DistributionRatioYear5
Total Distribution Ratio0.234941TotalDistributionRatio
Average Distribution Ratio0.046988AverageDistributionRatio
Net Noncharitable Assets5909727NetNoncharitableAssets
Adjusted Noncharitable Assets277686AdjustedNoncharitableAssets
One Percent Net Investment Income2700OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One280386AdjNonchrtblAssetsAndOnePct
Qualifying Distributions252105QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax5400InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal5400Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income5400TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment7546EstTaxPaymentsAndOverpayment
Total Credits And Payments7546TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment2146Overpayment
Amount Credited To Next Year2146AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMONICA ESPARZABooksInCareOfPersonName
Books In Care Of Phone Number9095949500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1655 BREA CANYON ROADAddressLine1
CityWALNUTCity
StateCAState
ZIP Code91789ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN F SHEA
655 BREA CANYON ROADWALNUTCA91789PRESIDENT1.00000
PETER O SHEA
655 BREA CANYON ROADWALNUTCA91789TREASURER1.00000
RONALD L LAKEY
655 BREA CANYON ROADWALNUTCA91789VICE PRESIDENT1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities5997576AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2147AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5999723TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets5999723AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable89996CashDeemedCharitable
Net Noncharitable Assets5909727NetNoncharitableAssets
Minimum Investment Return295486MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return295486MinimumInvestmentReturn
Tax Based On Investment Income5400TaxBasedOnInvestmentIncome
Total Tax5400TotalTax
Distributable Amount Before Adj290086DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded290086DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted290086DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions252105ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions252105QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions252105AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted290086DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year243249ExcessDistriCarryoverYear2
Total Excess Distri Carryover43249TotalExcessDistriCarryover
Qualifying Distributions252105QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year252105AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus37981ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY37981ExcessDistriCyovAppliedCY
Total Corpus5268TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year5268ExcessDistriCyovToNextYear
Excess From Year25268ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
ALZHEIMER ASSOCIATION N CAL
1060 LA AVENIDAMOUNTAIN VIEWCA94043NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
AMERICAN HEART ASSOCIATION
ONE ALAMEDA BLVD SUITE 500SAN JOSECA95113NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
ARCHDIOCESE OF LOS ANGELES
3424 WILSHIRE BOULEVARDLOS ANGELESCA90010NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$96,640
THE BEAVERS CHARITABLE TRUST
2053 GRANT RD PMB-370LOS ALTOSCA94024NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$5,000
BOURGADE HIGH SCHOOL
4602 N 31ST AVEPHOENIXAZ85017NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,000
CIRCLE THE CITY
C/O SISTER ADELE OSULLIVAN 220 SPHOENIXAZ85007NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,50012TH AVENUE
CORNELIA CONNELLY SCHOOL
2323 WEST BROADWAYANAHEIMCA92804NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,352
DIOCESE OF ORANGE
2811 EAST VILLA REAL DRIVEORANGECA92867NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$347
FIRST TEE OF THE TRI-VALLEY
2843 HOPYARD ROAD SUITE 143PLEASANTONCA94588NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$40
HOMEAID AMERICA
9 EXECUTIVE CIRCLE SUITE 275IRVINECA91614NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$10,000
JUNIOR ACHIEVEMENT
ONE EDUCATION WAYCOLORADO SPRINGSCO80906NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,000
KIDWORKS FOUNDATION FOR SUCCESS
1902 W CHESTNUT AVENUESANTA ANACA92703NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,000
BRAIN TUMOR FOUNDATION
124 WATERTOWN STREET SUITE 3HWATERTOWNMA024722500NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
MULTIPLE SCLEROSIS SOCIETY
12121 SCRIPPS SUMMIT DRIVE SUITESAN DIEGOCA92131NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500190
NATURE'S HOTLINE
1444 W MARTIN LUTHER KING BLVDLOS ANGELESCA90062NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,000
OC COUNCIL-BOY SCOUTS AMERICA
1211 E DYER ROADSANTA ANACA92705NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,220
OVARIAN CANCER RESEARCH FUND
14 PENNSYLVANIA PLAZA SUITE 1400NEW YORKNY10122NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$25,000
ST CATHERINE'S ACADEMY
215 N HARBOR BLVDANAHEIMCA92805NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$12,840
SALVATION ARMY
1532 WEST 11TH STREETLOS ANGELESCA90015NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
SHEPHARD'S GATE
1660 PORTOLA AVENUELIVERMORECA94551NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
SIMPSON UNIVERISITY
2211 COLLEGE VIEW DRIVEREDDINGCA96003NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$50,000
SUSAN G KOMEN -SAN FRANCISCO
26 OFARRELL ST SUITE 900SAN FRANCISCOCA94108NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
THE TAYLOR FAMILY FOUNDATION
5555 ARROYO ROADLIVERMORECA94550NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
UC DAVIS MIND INSTITUTE
4900 BROADWAY SUITE 1150SACRAMENTOCA95820NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
USC LUSK CENTER
650 CHILDS WAY RGL 331LOS ANGELESCA900073624NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$10,000
USC TROJAN MARCHING BAND
837 DOWNEY WAY STO-BLOS ANGELESCA900891141NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,500
URBAN LAND INSTITUTE
1025 THOMAS JEFFERSON NW SUITE 500WASHINGTONDC20007NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$12,500WEST
VERBUM DEI HIGH SCHOOL - WORK STUDY
11100 SOUTH CENTRAL AVENUELOS ANGELESCA90059NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$10,216
WHEELCHAIR FOUNDATION
3820 BLACKHAWK ROADDANVILLECA945064617NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$450
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year252105TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$21,345ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$248,718ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$270,063ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA270063TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
98,654 SHS SYMMETRICOM INC18750531745
15,000 SHS ALTERA CORP1509556500
18,500 SHS HCP, INC.353815766455
330,647 SHS AES CORP03914860

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FRANCHISE TAX BOARD$10100
CA ATTORNEY GENERAL$50500
UNITED STATE TREASURY$6,82000

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.