PITZER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PITZER FAMILY FOUNDATION (EIN 68-6099475)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-04-26
IRS object ID
201211179349100416
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)
Timestamp2012-04-26T11:27:26-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN946357165EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOWAT MACKIE & ANDERSON LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1
CityOAKLANDCity
StateCAState
ZIP Code946123577ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN686099475EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PITZER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPITZNameControl
Phone5108931120Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MMA 1999 HARRISON ST SUITE 1500AddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94612ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN S PITZERName
TitleTRUSTEETitle
Phone5108931120Phone
Date Signed2012-04-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSC ANDEREGGName
PTINP00053427PTIN
Phone5108931120Phone
Date Prepared2012-04-23DatePrepared
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 EOY9222441FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss310InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm310InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss223167DividendsRevAndExpnss
Dividends Net Invst Incm223167DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss23649NetGainSaleAssetsRevAndExpnss
Gross Sales Price2521874GrossSalesPrice
Capital Gain Net Incm Net Invst Incm23649CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss90OtherIncomeRevAndExpnss
Other Income Net Invst Incm90OtherIncomeNetInvstIncm
Total Revenue And Expenses247216TotalRevenueAndExpenses
Total Net Investment Income247216TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss5715AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps5715AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss6462TaxesRevAndExpnss
Taxes Net Invst Incm3872TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss1683TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps0TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss50715OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm50715OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss64575TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm54587TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps5715TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss70000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps70000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss134575TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm54587TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps75715TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses112641ExcessOfRevenueOverExpenses
Net Investment Income192629NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY495168SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY312018SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV312018SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY7616798InvestmentsCorpStockBOY
Investments Corp Stock EOY7912589InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV8910423InvestmentsCorpStockEOYFMV
Total Assets BOY8111966TotalAssetsBOY
Total Assets EOY8224607TotalAssetsEOY
Total Assets EOYFMV9222441TotalAssetsEOYFMV
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 BOY8111966RetainedEarningsBOY
Retained Earnings EOY8224607RetainedEarningsEOY
Total Net Assets BOY8111966TotalNetAssetsBOY
Total Net Assets EOY8224607TotalNetAssetsEOY
Total Liabilities Net Assets BOY8111966TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY8224607TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY8111966TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses112641ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal8224607Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY8224607TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
MSSB #831 PUBLICLY TRADED SECURITIESP9000092159-2159-2159
MSSB #831 PUBLICLY TRADED SECURITIESP248111293115-45004-45004
MSSB #832 PUBLICLY TRADED SECURITIESP397576425686-28110-28110
MSSB #832 PUBLICLY TRADED SECURITIESP3606173323602825728257
MSSB #834 PUBLICLY TRADED SECURITIESP266211288973-22762-22762
MSSB #834 PUBLICLY TRADED SECURITIESP4070843802792680526805
MSSB #835 PUBLICLY TRADED SECURITIESP8030682615-2309-2309
MSSB #835 PUBLICLY TRADED SECURITIESP20531119931060016001
MSSB #838 PUBLICLY TRADED SECURITIESP573974860187968796
MSSB #838 PUBLICLY TRADED SECURITIESP1884981403344816448164
MSSB #839 PUBLICLY TRADED SECURITIESP6500290452-25450-25450
MSSB #839 PUBLICLY TRADED SECURITIESP1498561243412551525515
SECURITIES LITIGATION SETTLEMENTSP690690690
BASIS ADJUSTMENTP108108108
CAPITAL GAINS DIVIDENDSP510751075107
FieldValueIRS element (for citing)
Capital Gain Net Income23649CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1125555QualifyingDistributionsYear1
Noncharitable Assets Year18415580NoncharitableAssetsYear1
Distribution Ratio Year10.014919DistributionRatioYear1
Qualifying Distributions Year21120924QualifyingDistributionsYear2
Noncharitable Assets Year28139842NoncharitableAssetsYear2
Distribution Ratio Year20.137708DistributionRatioYear2
Qualifying Distributions Year31174821QualifyingDistributionsYear3
Noncharitable Assets Year310771221NoncharitableAssetsYear3
Distribution Ratio Year30.109070DistributionRatioYear3
Qualifying Distributions Year41090781QualifyingDistributionsYear4
Noncharitable Assets Year413012817NoncharitableAssetsYear4
Distribution Ratio Year40.083824DistributionRatioYear4
Qualifying Distributions Year5993506QualifyingDistributionsYear5
Noncharitable Assets Year512665138NoncharitableAssetsYear5
Distribution Ratio Year50.078444DistributionRatioYear5
Total Distribution Ratio0.423965TotalDistributionRatio
Average Distribution Ratio0.084793AverageDistributionRatio
Net Noncharitable Assets9273160NetNoncharitableAssets
Adjusted Noncharitable Assets786299AdjustedNoncharitableAssets
One Percent Net Investment Income1926OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One788225AdjNonchrtblAssetsAndOnePct
Qualifying Distributions75715QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3853InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3853Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3853TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment3600EstTaxPaymentsAndOverpayment
Total Credits And Payments3600TotalCreditsAndPayments
Penalty For Underpayment5PenaltyForUnderpayment
Tax Due258TaxDue

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 NameMOWAT MACKIE ANDERSON LLPBooksInCareOfPersonName
Books In Care Of Phone Number5108931120BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1
CityOAKLANDCity
StateCAState
ZIP Code94612ZIPCode
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 Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
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
RUSSELL M PITZER
1308 CASTLETON ROAD NOCOLUMBUSOH43220TRUSTEE2.00000
ANN E PITZER
1586 CRESPO DRIVELA JOLLACA92037TRUSTEE2.00000
JOHN S PITZER
1276 N WAYNE STREET UNIT 522ARLINGTONVA22201TRUSTEE5.00000
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 Securities9056313AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances358063AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9414376TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets9414376AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable141216CashDeemedCharitable
Net Noncharitable Assets9273160NetNoncharitableAssets
Minimum Investment Return463658MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return463658MinimumInvestmentReturn
Tax Based On Investment Income3853TaxBasedOnInvestmentIncome
Total Tax3853TotalTax
Distributable Amount Before Adj459805DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded459805DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted459805DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions75715ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions75715QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions75715AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted459805DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5373237ExcessDistriCarryoverYear5
Excess Distri Carryover Year4458578ExcessDistriCarryoverYear4
Excess Distri Carryover Year3641618ExcessDistriCarryoverYear3
Excess Distri Carryover Year2717714ExcessDistriCarryoverYear2
Total Excess Distri Carryover2191147TotalExcessDistriCarryover
Qualifying Distributions75715QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year75715AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus384090ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY384090ExcessDistriCyovAppliedCY
Total Corpus1807057TotalCorpus
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 Year1807057ExcessDistriCyovToNextYear
Excess From Year4447725ExcessFromYear4
Excess From Year3641618ExcessFromYear3
Excess From Year2717714ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UNIVERSITY OF CALIFORNIA BERKELEY
2080 ADDISON STREETBERKELEYCA94720N/APUBLIC CHARITYCENTER FOR THEORETICAL CHEMISTRY$50,000
UC DAVIS FOUNDATION
1480 DREW AVENUEDAVISCA95618N/APUBLIC CHARITYSCHOLARSHIP FUND$20,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year70000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$310ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$223,167ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$90ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$23,649ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$247,216ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA247216TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryMOWAT MACKIE & ANDERSONCategory
Amount$5,715Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps5715DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
VANGUARD INDEX TRUST-50014108011819470
MSDW A/C #1483121448192066509
MSDW A/C #1483212243061442716
MSDW A/C #1483411348431238596
MSDW A/C #14835765972780567
MSDW A/C #14838703903838880
MSDW A/C #14839527945723685

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINVESTMENT FEESDescription
Revenue And Expenses Per Books50715RevenueAndExpensesPerBooks
Net Investment Income50715NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
WORLD SCIENTIFIC PUBLISHING CO838383
MORGAN STANLEY A/C #296-014835777

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
IRS$2,53000
FRANCHISE TAX BOARD$1000
CALIFORNIA ATTORNEY GENERAL$5000
FOREIGN TAXES WITHHELD$3,87238720

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