ROBERT A WALLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A WALLER FOUNDATION (EIN 95-4509776)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202421209349100522
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T11:20:52-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205947643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEOREM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15706 CRENSHAW BLVD | AddressLine1Txt |
| City | GARDENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954509776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A WALLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6264415111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A WALLER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6265770758 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | WALLER JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA LEE | PreparerPersonNm |
| PTIN | P00006585 | PTIN |
| Phone | 2133445829 | PhoneNum |
| Preparation | 2024-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,689,465 | 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 | $3,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,147 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,943 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,097,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,778 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $410,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,538 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $104,654 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $600 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $187,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $367,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $367,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $555,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $361,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $242,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $401,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $401,134 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,576,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,273,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,288,331 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,818,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,674,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,689,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,818,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,674,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,818,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,674,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,818,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,674,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,818,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,674,522 | SubtotalAmt |
| Other Decreases | $376 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,674,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,816 | $4,854 | $962 | $962 |
| PUBLICLY TRADED SECURITIES | P | $1,091,345 | $876,898 | $214,447 | $214,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,778 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $962 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,026 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,026 | SubtotalAmt |
| Tax Based On Investment Income | $5,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,594 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,594 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,568 | OverpaymentAmt |
| Applied To ES Tax | $23,568 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT A WALLER JR | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | PRESIDENT | 2.00 | $6,500 | $0 | $0 |
| JUDY T WALLER | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | SEC/TREASURE | 2.00 | $0 | $0 | $0 |
| WILLIAM J WALLER | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $6,500 | $0 | $0 |
| SARAH W RIDDLE | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $6,500 | $0 | $0 |
| JOHN G WALLER | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $6,500 | $0 | $0 |
| MARK W WALLER | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $6,500 | $0 | $0 |
| ELLEN W HOTCHKIS | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $6,500 | $0 | $0 |
| ASHLEY FONTANETTA | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | EXECUTIVE DI | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT/PHILANTHRO | ServiceTypeTxt |
| Compensation | $139,538 | CompensationAmt |
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 | $12,249,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $439,673 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,689,124 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,689,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,498,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $624,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $624,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,026 | TotalTaxAmt |
| Distributable Before Adj | $619,913 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $619,913 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $619,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,889 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $505,889 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $619,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,100 | UndistributedIncomePYAmt |
| Qualifying Distributions | $505,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,100 | AppliedToYear1Amt |
| Applied To Current Year | $500,789 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $119,124 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDY WALLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR INTERNATIONAL REFOREST | |||||||
| 4514 CHABMLEE DUNWOODY RD | UNIT 496 | ATLANTA | GA | 30338 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 |
| ALZHEIMER'S ASSOCIATION CA SOUTHLA | |||||||
| 4221 WILSHIRE BLVD | SUITE 400 | LOS ANGELES | CA | 90010 | 509(A)(1) | GENERAL OPERATING SUPPORT | $8,000 |
| AMERICAN AUTOIMMUNE RELATED DISEASE | |||||||
| 19176 HALL ROAD SUITE 130 | CLINTON TOWNSHIP | MI | 48038 | 509(A)(2) | GENERAL OPERATING SUPPORT | $7,000 | |
| AMERICAN MARTYRS CHURCH | |||||||
| 624 15TH ST | MANHATTAN BEACH | CA | 90266 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| AMERICAN RED CROSS LOS ANGELES REGI | |||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| ASPIRE | |||||||
| PO BOX 100 | COTTLEVILLE | MO | 63338 | 509(A)(1) | GENERAL OPERATING | $3,000 | |
| BALLET PACIFICA | |||||||
| PO BOX 3006 | MANHATTAN BEACH | CA | 90266 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| BOISE HIGH SCHOOL LACROSSE CLUB | |||||||
| 1002 E BANNOCK ST | BOISE | ID | 837127914 | 509(A)(2) | SPRING FUNDRAISING CAMPAIGN | $1,000 | |
| BOISE PUBLIC SCHOOLS EDUCATION FOUN | |||||||
| 8169 WEST VICTORY ROAD | BOISE | ID | 83709 | 509(A)(1) | BOOSTERS SUPPORT | $6,200 | |
| BOYS & GIRLS CLUB OF HOLLYWOOD | |||||||
| 805 N CAHUENGA BLVD | LOS ANGELES | CA | 90038 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| BRAIN RESEARCH FOUNDATION | |||||||
| 111 W WASHINGTON ST | SUITE 1460 | CHICAGO | IL | 606022858 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH ST | SUITE 609 | NEW YORK | NY | 10036 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| BROADWAY CARESEQUITY FIGHT AIDS | |||||||
| 165 WEST 46TH ST | SUITE 1300 | NEW YORK CITY | NY | 10036 | 509(A)(1) | GENERAL OPERATING SUPPORT | $500 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | MC 5-32 | PASADENA | CA | 911250001 | 509(A)(1) | CAL TECH ASSOCIATES | $4,000 |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 10006 | 509(A)(1) | GENERAL OPERATING SUPPORT | $3,000 | |
| CANCER SUPPORT COMMUNITY REDONDO BE | |||||||
| 2601 AIRPORT DR | SUITE 100 | TORRANCE | CA | 90505 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 2965 DUTTON AVENUE | SANTA ROSA | CA | 95407 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| CATE SCHOOL | |||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| CATHEDRAL OF ST JOHN THE EVANGELIS | |||||||
| 707 N 8TH STREET | BOISE | ID | 83702 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| CHILDREN OF THE NIGHT | |||||||
| 3450 CAHUENGA BLVD W | SUITE 602 | LOS ANGELES | CA | 91411 | 509(A)(1) | GENERAL OPERATING SUPPORT | $11,165 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 1 | LOS ANGELES | CA | 90027 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,500 | |
| CHINOCK HORSES | |||||||
| 2816 PALM DR | BILLINGS | MT | 59102 | 509(A)(1) | ACCESS TO EQUINE LEARNING & THERAPY | $1,000 | |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 | |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 361 NEWBURY STREET | 5TH FLOOR | BOSTON | MA | 02115 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 1309 BEACON STREET | BROOKLINE | MA | 02146 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,500 | |
| DIAN FOSSEY GORILLA FUND INTERNATIO | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| DISABLED AMERCIAN VETERANS CHARITAB | |||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,165 | |
| DR SUSAN LOVE RESEARCH FOUNDATION | |||||||
| 8605 SANTA MONICA BLVD | SUITE 89002 | WEST HOLLYWOOD | CA | 90069 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | 509(A)(1) | HORSEMANSHIP PROGRAM | $10,000 | |
| FAMILY HOPE (DBA ELIZABETH HOUSE) | |||||||
| PO BOX 94077 | PASADENA | CA | 91109 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| FAMILY PROMISE OF GALLATIN VALLEY | |||||||
| 1603 TSCHACHE LANE | BOZEMAN | MT | 59715 | 509(A)(1) | GENERAL OPERATING UPPORT | $2,500 | |
| FAMILY PROMISE OF THE SOUTH BAY | |||||||
| 2930 EL DORADO ST | TORRANCE | CA | 90503 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| FIVE ACRES - THE BOYS & GIRLS AID S | |||||||
| 760 W MOUNTAIN VIEW STRE | ALTADENA | CA | 91001 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | |||||||
| 4543 CROWN AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| FOUNDERS PLEDGE INC | |||||||
| 228 PARK AVE S | PMB71081 NE | NEW YORK CITY | NY | 100031502 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 |
| GRADES OF GREEN | |||||||
| 1730 EAST HOLLY AVE | EL SEGUNDO | CA | 90245 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| HAVEN | |||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| HEALTH CENTER INC | |||||||
| 421 E PEACH ST | BOZEMAN | MT | 59715 | 509(A)(1) | GENERAL OPERATING SUPPORT | $3,000 | |
| HEROES AND HORSES INC | |||||||
| 1445 WEAVER RD | BELGRADE | MT | 59714 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 | |
| HILLSIDES | |||||||
| 940 AVE 64 | PASADENA | CA | 91105 | 509(A)(1) | GENERAL OPERATING UPPORT | $5,000 | |
| HOLISTIC LIFE FOUNDATION INC | |||||||
| 1014 W 36TH ST | BALTIMORE | MD | 21211 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| HUNTINGTON LIBRARY ART MUSEUM | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| HUNTINGTON MEDICAL RESEARCH INSTITU | |||||||
| 686 S FAIR OAKS AVE | PASADENA | CA | 91105 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BOULE | PASADENA | CA | 91105 | 509(A)(1) | GENERAL OPERATING SUPPORT | $3,000 | |
| IDAHO HUMANE SOCIETY | |||||||
| 4775 DORMAN ST | BOISE | ID | 83705 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 | |
| IDAHO YOUTH RANCH INC | |||||||
| 5465 W IRVING | BOISE | ID | 83706 | 509(A)(1) | GENERAL OPERTAING SUPPORT | $2,500 | |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | 509(A)(1) | PSYCHEDELIC & CONSCIOUSNESS RESEARCH | $2,000 | |
| JOURNEY OF FAITH | |||||||
| 1243 ARTESIA BLVD | MANHATTAN BEACH | CA | 90266 | 509(A)(1) | GENREAL OPERATING SUPPORT | $1,000 | |
| LAS MADRINAS | |||||||
| PO BOX 80378 | CITY OF INDUSTRY | CA | 91716 | 509(A)(1) | GENREAL OPERATING SUPPORT | $62,000 | |
| MAKE-A-WISH GREATER LOS ANGELES | |||||||
| 11390 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | 509(A)(1) | GENERAL OPERATING SUPPORT | $8,000 | |
| MAKE-A-WISH IDAHO | |||||||
| 310 W IDAHO STREET | BOISE | ID | 83702 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,100 | |
| MANHATTAN BEACH EDUCATION FOUNDATIO | |||||||
| PO BOX 1110 | MANHATTAN BEACH | CA | 90267 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 W EDINGER AVE | SANTA ANA | CA | 92707 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| MIDNIGHT MISSION | |||||||
| 601 SOUTH SAN PEDRO STREE | LOS ANGELES | CA | 90014 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| MIGHTY OAKS FOUNDATION | |||||||
| PO BOX 1405 | MONTGOMERY | TX | 77356 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| MIND & LIFE INSTITUTE | |||||||
| 977 SEMINOLE TRAIL | PMB363 | CHARTLOTTESVILLE | VA | 229012824 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| MINDFUL SCHOOLS | |||||||
| 1260 45TH ST | EMERYVILLE | CA | 94608 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| MOUNTAIN VALLEY TREATMENT | |||||||
| 703 RIVER ROAD | PLAINFIELD | NH | 03781 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| MULTIDISCIPLINARY ASSN PSYCHEDELIC | |||||||
| 3141 STEVENS CREEK BLVD | SUITE 40563 | SAN JOSE | CA | 95117 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| NAMI MONTANA | |||||||
| PO BOX 1021 | HELENA | MT | 596241021 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,165 | |
| NATIONAL COURT APPOINTED SPECIAL AD | |||||||
| 100 W HARRISON STREET | NORTH TOWER SUITE 500 | SEATTLE | WA | 98119 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 |
| OCEANOGRAPHIC TEACHING STATIONS INC | |||||||
| PO BOX 1 | MANHATTAN BCH | CA | 90267 | 509(A)(1) | ROUNDHOUSE ACQUARIUM | $1,000 | |
| OPERATION GRATITUDE INC | |||||||
| PO BOX 260257 | ENCINO | CA | 914260257 | 509(A)(1) | GENERAL OPERATING SUPPORT | $565 | |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | 509(A)(1) | GENERAL OPERATING SUPPORT | $600 | |
| OPERATION UNDERGROUND RAILROAD INC | |||||||
| 755 SOUTH MAIN ST 194 | CEDAR CITY | UT | 84720 | 509(A)(1) | GENERAL OPERARTING SUPPORT | $9,000 | |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE SU | MANHATTAN BEACH | CA | 90266 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,500 | |
| PARKINSON'S FOUNDATION | |||||||
| 1359 BROADWAY | SUITE 1509 | NEW YORK | NY | 10018 | 509(A)(1) | GENERAL OPERATING SUPPORT | $7,000 |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD SU | PASADENA | CA | 91101 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| PASADENA HUMANE SOCIETY & SPCA | |||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | 509(A)(1) | GENERAL OPERATING SUPPORT | $8,500 | |
| PASADENA RONALD MCDONALD HOUSE | |||||||
| 763 S PASADENA AVE | PASADENA | CA | 91105 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| PASADENA SENIOR CENTER | |||||||
| 85 EAST HOLLY STREET | PASADENA | CA | 91103 | 509(A)(1) | GENERAL OPERATING SUPPORT | $7,000 | |
| PAWSLA-PETS ARE WONDERFUL SUPPORT | |||||||
| 2121 S FLOWER STREET | LOS ANGELES | CA | 90007 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| ROESSLER CHADWICK FOUNDATION DBA CH | |||||||
| 26800 S ACADEMY DR | PALOS VERDES PENINSULA | CA | 90274 | 509(A)(1) | ANNUAL FUND | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF | |||||||
| 139 WARM SPRINGS AVE | BOISE | ID | 83712 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,365 | |
| SAINT SEBASTIAN SPORTS PROJECT INC | |||||||
| PO BOX 1711 | MANHATTAN BEACH | CA | 90267 | 509(A)(1) | SUPPORT | $1,000 | |
| SANDPIPERS PHILANTHROPY FUND INC | |||||||
| PO BOX 72 | HERMOSA BEACH | CA | 90254 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| SAVING INNOCENCE | |||||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | 509(A)(1) | GENERAL OPERATING SUPPORT | $3,000 | |
| SEQUOYAH SCHOOL | |||||||
| 535 S PASADENA AVENUE | PASADENA | CA | 91105 | 509(A)(1) | ANNUAL & FACULTY COMPENSATION FUND | $10,000 | |
| SKAGGS CATHOLIC CENTER LLC | |||||||
| 300 E 11800 | DRAPER | UT | 840209035 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| SOTF | |||||||
| PO BOX 249 | NICEVILLE | FL | 32588 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 509(A)(1) | GENERAL OPERATING SUPPORT | $8,000 | |
| ST LUKE'S HEALTH FOUNDATION | |||||||
| 190 E BANNOCK ST | BOISE | ID | 83712 | 509(A)(1) | NICU & MSTI | $5,000 | |
| STAFFORD ANIMAL SHELTER | |||||||
| 3 BUSINESS PARK RD | LIVINGSTON | MT | 59047 | 509(A)(1) | GENERAL OPERATING SUPPORT | $3,000 | |
| STEP AHEAD IDAHO INC | |||||||
| 967 E PARKCENTER BLVD | BOISE | ID | 83706 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,500 | |
| THE NASH FOUNDATION INC | |||||||
| 2454 LOUELLA AVE | VENICE | CA | 902915007 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,500 | |
| THE RONALD REAGAN PRESIDENTIAL FOUN | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| THE SALVATION ARMY | |||||||
| 16941 KEEGAN AVENUE | CARSON | CA | 90746 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| THE UNIVERSITY OF NORTH CAROLINA AT | |||||||
| 208 WEST FRANKLIN ST | CHAPEL HILL | NC | 27514 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| TREASURE STATE FOUNDATION | |||||||
| 400 N CALIFORNIA ST | HELENA | MT | 596014968 | 509(A)(1) | GENERAL OPERATING SUPPORT | $5,000 | |
| TROJAN SIG FOUNDATION | |||||||
| 10960 WILSHIRE BLVD | LOS ANGELES | CA | 900243702 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| UNION RESCUE MISSION | |||||||
| 545 SOUTH SAN PEDRO STREE | LOS ANGELES | CA | 90013 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY F | |||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 947041070 | 509(A)(1) | GENERAL SCHOLARSHIP FUND | $1,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 2055 REGENT DRIVE | BOULDER | CO | 80309 | 509(A)(1) | PARENT FUND | $1,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | 509(A)(1) | SCHOLARSHIP & USC ASSOCIATES FUND | $6,000 | |
| USC ATHLETICS | |||||||
| 3501 WATT WAY | HER 203B | LOS ANGELES | CA | 900890602 | 509(A)(1) | TROJAN ATHLETIC FUND | $5,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | PMB 407727 | NASHVILLE | TN | 372407727 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,000 |
| WARRIORS & QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | 509(A)(1) | GENERAL OPERATING SUPPORT | $2,000 | |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| 8939 S SEPULVEDA BLVD | STE 110716 | LOS ANGELES | CA | 90045 | 509(A)(2) | GENERAL OPERATING SUPPORT | $1,500 |
| WHITEFISH COMMUNITY FOUNDATION INC | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | 509(A)(1) | CICLE OF GIVING | $5,000 | |
| WINDHORSE EQUINE LEARNING | |||||||
| PO BOX 11954 | BOZEMAN | MT | 59719 | 509(A)(1) | GENERAL OPERATING SUPPORT | $1,500 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | PO BOX 97180 | WASHINGTON DC | DC | 200907180 | 509(A)(1) | GENERAL OPERATING SUPPORT | $6,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 666758517 | 509(A)(1) | GENERAL OPERATING SUPPORT | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $367,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,147 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,778 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $410,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,868 | 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 | TAX PREP & ACCOUNTING FEES | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES | $6,273,012 | $13,288,331 |
| FIXED INCOME SECURITIES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH | Desc |
| Amt | $376 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $750 | $600 | $150 |
| REGISTRATION | $1,610 | $1,610 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WHITTIER TRUST | CategoryTxt |
| Amt | $139,538 | Amt |
| Net Investment Income | $34,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $104,654 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $2,111 | $2,111 |
| STATE FILING FEE | $75 | $75 |