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JAMES AND EDITH ROSS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JAMES AND EDITH ROSS FOUNDATION (EIN 34-6565430)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202611319349101971
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T12:33:50-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN432020880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALVAREZ & SHELLEY PROF CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114156 MAGNOLIA BLVD STE 102AddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346565430EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES & EDITH ROSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3102920405PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1248 ASHDALE PLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH BACH KALLICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102920405PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS A ALVAREZPreparerPersonNm
PTINP00052937PTIN
Phone8185013060PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$665,681FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,726DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,726DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,214NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$224,329GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,214CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$41,953TotalRevAndExpnssAmt
Total Net Invst Incm$41,953TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,005OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,005OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$935TaxesRevAndExpnssAmt
Taxes Net Invst Incm$265TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,508TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,508TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,646OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,594TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,270TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,508TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,112ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,112ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,706TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,270TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,753ExcessRevenueOverExpensesAmt
Net Investment Income$38,683NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,639SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,803SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,803SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$530,296CorporateStockBOYAmt
Corporate Stock EOY$500,503CorporateStockEOYAmt
Corporate Stock EOYFMV$630,878CorporateStockEOYFMVAmt
Other Assets BOY$237OtherAssetsBOYAmt
Other Assets EOY$237OtherAssetsEOYAmt
Total Assets BOY$544,172TotalAssetsBOYAmt
Total Assets EOY$535,543TotalAssetsEOYAmt
Total Assets EOYFMV$665,681TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,876OtherLiabilitiesBOYAmt
Total Liabilities BOY$3,876TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$540,296RetainedEarningBOYAmt
Retained Earning EOY$535,543RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$540,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$535,543TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$544,172TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$535,543TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$540,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,753ExcessRevenueOverExpensesAmt
Subtotal$535,543SubtotalAmt
Tot Net Ast Or Fund Balances EOY$535,543TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS Y6 06305 STP$61,007$57,458$3,549$3,549
UBS Y6 06305 LTP$106,194$100,399$5,795$5,795
UBS Y6 06306 STP$12,674$11,551$1,123$1,123
UBS Y6 06306 LTP$40,111$29,707$10,404$10,404
FieldValueIRS element (for citing)
Capital Gain Net Income$25,214CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$20,871NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$538InvestmentIncomeExciseTaxAmt
Subtotal$538SubtotalAmt
Tax Based On Investment Income$538TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$519EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$519TotalPaymentsAndCreditsAmt
Tax Due$19TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEBORAH B KALLICKIndividualWithBooksNm
Phone3102920405PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1248 ASHDALE PLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORAH BACH KALLICK
248 ASHDALE PLLOS ANGELESCA90049PRESIDENT1.00$0$0$0
IVAN KALLICK ESQ
248 ASHDALE PLLOS ANGELESCA90049TRUSTEE1.00$0$0$0
ROBERT M BERNS MD
4001 MT BLACKBURN AVESAN DIEGOCA92111SECRETARY000.00$0$0$0
SPENCER KALLICK
3927 LAMARR AVECULVER CITYCA90232TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$617,673AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,898AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$631,571TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$631,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$622,097NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$538TaxBasedOnInvestmentIncomeAmt
Total Tax$538TotalTaxAmt
Distributable Before Adj$30,567DistributableBeforeAdjAmt
Distributable Before Ded$30,567DistributableBeforeDedAmt
Distributable As Adjusted$30,567DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,620ExpensesAndContributionsAmt
Qualifying Distributions$36,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,567DistributableAsAdjustedAmt
Undistributed Income PY$24,419UndistributedIncomePYAmt
Qualifying Distributions$36,620QualifyingDistributionsAmt
Applied To Year1$24,419AppliedToYear1Amt
Applied To Current Year$12,201AppliedToCurrentYearAmt
Undistributed Income CY$18,366UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
BEVERLY HILLS POLICE FOUNDATION
464 NORTH REXFORD DRIVEBEVEWRLY HILLSCA90210NONEPCGENERAL OPERATIONS$2,697
CEDARS-SINAI MEDICAL CARE
6500 WILSHIRE BLVDLOS ANGELESCA900484920NONEPCGENERAL OPERATIONS$4,350FOUNDATION19TH FLOOR
FELLOWS OF CONTEMPORARY ART
970 N BROADWAYLOS ANGELESCA900121784NONEPCGENERAL OPERATIONS$10,283STE 208
FULFILLMENT FUND
1150 S OLIVE STLOS ANGELESCA90015NONEPCGENERAL OPERATIONS$1,000SUITE 600
HAMMER MUSEUM
10899 WILSHIRE BLVDLOS ANGELESCA90024NONEPCGENERAL OPERATIONS$250
HOLOCAUST MUSEUM
100 THE GROVE DRIVELOS ANGELESCA90036NONEPCGENERAL OPERATIONS$500
LOS ANGELES COUNTY
5905 WILSHIRE BLVDLOS ANGELESCA90036NONEPCGENERAL OPERATIONS$650MUSEUM OF ART
MOISHE HOUSE
441 SAXONY ROADENCINITASCA92024NONEPCGENERAL OPERATIONS$10,000BARN 2
MUSEUM OF CONTEMPORARY
250 SOUTH GRAND AVENUELOS ANGELESCA90012NONEPCGENERAL OPERATIONS$2,257ART
RODEF SHALOM
450 S KEARNEY STDENVERCO802241238NONEPCGENERAL OPERATIONS$2,625
THE UCLA FOUNDATION
10889 WILSHIRE BLVDLOS ANGELESCA90024NONEPCGENERAL OPERATIONS$500SUITE 1100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,112TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,726ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,214ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$41,953ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,953TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$4,500Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER FUNDS EUROPACIFIC$9,454$11,284
AMERICANBN LNDN INC EQ Y
BLACKROCK STRATEGIC INC$54,556$55,741
BOEING COMPANY$9,156$6,079
FEDERAL NATL MTG ASSN SER S$11,045$9,138
FEDERAL NATL MTGE ASSOC$25,000$13,950
GOLDMAN SACHS GQG$12,205$15,146
GUGGENHEIM MACRO OPPORTUNITIES$21,712$22,381
IMPG DOLAN MCENIRY$53,393$55,759
INVESCO CORE BOND FUND CLASS Y$49,915$51,597
INVESCO DEVELOPING MARKETS
ISHARES CORE MSCI EMERGING$10,322$13,310
ISHARES CORE S&P TOTAL US$20,460$42,525
ISHARES CORE S&P TOTAL US$9,467$26,913
ISHARES MSCI EAFE VALUE ETF$1,947$3,499
ISHARES MSCI EAFE VALUE ETF$7,122$11,812
ISHARES MSCI USA VALUE FACTOR$6,571$13,536
JANUS HENDERSON ENTERPRISE$12,753$12,377
LOOMIS SAYLES GROWTH FUND CLASS Y$26,778$38,147
T ROWE PRICE SMALL CAP$7,104$7,017
VANGUARD FTSE EMERGING MRKTS$16,682$19,407
VANGUARD GROWTH ETF$20,835$34,150
VANGUARD GROWTH ETF$32,261$49,762
VANGUARD INTERNATIONAL VALUE
VANGUARD MID CAP ETF$6,473$8,126
VANGUARD SMALL-CAP ETF DE$2,385$3,095
VANGUARD SMALL CAP GRWTH ETF$2,008$3,021
VANGUARD SMALL CAP VALUE ETF$2,217$3,600
VANGUARD TOTAL INTL STOCK
VANGUARD VALUE ETF$23,832$33,423
VANGUARD VALUE ETF$7,746$10,695
WCM FOCUSED INTERNATIONAL GROWTH FUN$9,277$10,667
VANGUARD MID CAP ETF$7,590$13,640
VANGUARD TOTAL INTL STOCK$11,672$18,558
VANGUARD TOTAL INTL STOCK$8,565$12,523

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLE & UNSETT TRDDesc
BOY Book Value$237BOYBookValueAmt
EOY Book Value$237EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE SUPPLIES$1,646

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$3,876BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
UBS 306 ACCOUNT FEE (735-53)$791$791
UBS 305 ACCOUNT FEE$2,214$2,214
UBS 205 ACCOUNT FEE
OTHER P&L

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FRANCHISE TAX BOARD
FOREIGN TAXES WITHHELD
FOREIGN TAXES WITHELD$265$265
FEDERAL TAX$645
CA CHARITY REGISTRATION$25

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