THE MIKE KELLEY FOUNDATION FOR THE ARTS: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MIKE KELLEY FOUNDATION FOR THE ARTS (EIN 30-0434789)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-20
- IRS object ID
- 202402339349100510
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-20T11:01:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | 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 | 300434789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIKE KELLEY FOUNDATION FOR THE ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKE | BusinessNameControlTxt |
| Phone | 3232577853 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7019 N FIGUEROA ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED RADA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3232577853 | PhoneNum |
| Signature | 2024-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,840,729 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,550 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $609,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $609,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $283,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,608,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $283,851 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,991 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,257 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $925,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,922 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,519 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,058 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,461 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $628,533 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,650 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $622,883 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $180,767 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $159,369 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,164 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,623 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,697 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,870 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $97,827 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,623 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,864 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $343 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,266 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $86,514 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,514 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,366 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,366 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $259,345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $259,345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,771,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,555,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $813,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $563,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,584,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,118,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,659,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $801,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $217,369 | CashBOYAmt |
| Cash EOY | $251,528 | CashEOYAmt |
| Cash EOYFMV | $251,528 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $529,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,109,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,109,701 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $39,357 | AcctRcvblAmt |
| Acct Rcvbl BOY | $67,196 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,357 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,357 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $45,352 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $60,303 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $60,303 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $17,907,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,729,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,729,122 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,926,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,261,707 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,261,707 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,292,433 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $488,005 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $796,852 | LandBOYAmt |
| Land EOY | $804,428 | LandEOYAmt |
| Land EOYFMV | $804,428 | LandEOYFMVAmt |
| Other Assets BOY | $62,853,459 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,584,583 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61,584,583 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,343,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,840,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,840,729 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $68,871 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,978 | AccountsPayableEOYAmt |
| Grants Payable EOY | $250,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,312 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $68,871 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $397,290 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,274,679 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $85,443,439 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,274,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,443,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,343,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,840,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,274,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,659,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,828,200 | OtherIncreasesAmt |
| Subtotal | $85,443,439 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,443,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF INVESTMENTS | 2023-01-01 | 2023-12-31 | $7,293,524 | $7,724,807 | -$431,283 | -$431,283 | |
| CAPITAL GAIN DIVIDENDS | 2023-01-01 | 2023-12-31 | $61,475 | $61,475 | $61,475 | P | |
| SALE OF ARTWORK | 2023-01-01 | 2023-12-31 | $2,253,943 | $1,600,284 | $653,659 | $653,659 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $283,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,404 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,404 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,260 | OverpaymentAmt |
| Applied To ES Tax | $7,260 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MIKEKELLEYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY CLARE STEVENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3232577853 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7019 N FIGUEROA ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| MARY CLARE STEVENS | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | EXECUTIVE DIRECTOR | 50.00 | $194,692 | $24,827 | $0 |
| MIWON KWON | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| CLAIRE PEEPS | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ED RADA | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | TREASURER | 1.00 | $0 | $0 | $0 |
| GARY SIMMONS | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PILAR TOMPKINS RIVAS | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CONNIE BUTER | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ELIZABETH ARMSTRONG | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GLENN KAINO | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GIANNA DRAKE-KERRISON | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK LIGHTCAP | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | COLLECTIONS MANAGER | 40.00 | $98,932 | $14,995 | $0 |
| MICHELLE MORENO | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | DIRECTOR OF OPERATIO | 40.00 | $100,846 | $12,144 | $0 |
| MARY HABERLE | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | DIRECTOR OF ARCHIVES | 40.00 | $90,937 | $14,537 | $0 |
| LORI DEDEYAN | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | ARCHIVIST | 40.00 | $71,971 | $10,848 | $0 |
| ROCHELE GOMEZ | ||||||||
| 7019 N FIGUEROA ST | LOS ANGELES | CA | 90042 | GRANTS MANAGER | 32.00 | $68,964 | $13,173 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVESTMENT ADVISORY | $80,623 |
| JONES & ASSOCIATES | |||||
| 8581 SANTA MONICA BLVD 15 | WEST HOLLYWOOD | CA | 90069 | ACCOUNTING SERVICES | $69,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,031,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $972,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,560,678 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,564,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,564,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $413,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,150,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,357,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,357,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,144 | TotalTaxAmt |
| Distributable Before Adj | $1,346,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,346,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,346,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,118,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,118,595 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,346,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,303 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $320,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $370,646 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,412 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $615,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,432,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,118,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,346,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $772,200 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,204,299 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $29,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,174,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $320,339 | ExcessFromYear4Amt |
| Excess From Year3 | $370,646 | ExcessFromYear3Amt |
| Excess From Year2 | $96,412 | ExcessFromYear2Amt |
| Excess From Year1 | $615,399 | ExcessFromYear1Amt |
| Excess From Current Year | $772,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ORGANIZATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7019 N FIGUEROA ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3232577856 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE THE FOUNDATION'S WEBSITE FOR DETAIL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE SPENT ON ART RELATED ACTIVITIES: EDUCATION, PROMOTION, AND ADVANCEMENT OF ARTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTCENTER COLLEGE OF DESIGN | ||||||||
| 1700 LIDA STREET SUITE 410 | PASADENA | CA | 91103 | GRANTEE | PC | SCHOLARSHIP ENDOWMENT | $100,000 | |
| MUSEUM OF CONTEMPORARY ART DETROIT | ||||||||
| 4454 WOODWARD AVENUE | DETROIT | MI | 48201 | GRANTEE | PC | OPERATIONAL SUPPORT | $50,000 | |
| AVENUE 50 STUDIO INC | ||||||||
| 131 NORTH AVENUE 50 | LOS ANGELES | CA | 90042 | GRANTEE | PC | OPERATIONAL SUPPORT | $30,000 | |
| VINCENT PRICE ART MUSEUM FOUNDATION | ||||||||
| 1301 AVENIDA CESAR CHAVEZ | MONTEREY PARK | CA | 91754 | GRANTEE | PC | OPERATIONAL SUPPORT | $30,000 | |
| PIETER | ||||||||
| 942 MIRA VALLE ST | MONTEREY PARK | CA | 91754 | GRANTEE | PC | OPERATIONAL SUPPORT | $30,000 | |
| LOS ANGELES POVERTY DEPARTMENT | ||||||||
| POB 26190 | LOS ANGELES | CA | 90026 | GRANTEE | PC | OPERATIONAL SUPPORT | $30,000 | |
| WOMEN'S CENTER FOR CREATIVE WORK (FEMINIST CENTER FOR CREATIVE WORK) | ||||||||
| 1800 S BRAND BLVD SUITE 111 | GLENDALE | CA | 91204 | GRANTEE | PC | OPERATIONAL SUPPORT | $28,000 | |
| BEYOND BAROQUE LITERARY ARTS CENTER | ||||||||
| 681 VENICE BLVD | VENICE | CA | 90291 | GRANTEE | PC | OPERATIONAL SUPPORT | $28,000 | |
| FULCRUM ARTS | ||||||||
| 145 NORTH RAYMOND AVE | PASADENA | CA | 91103 | GRANTEE | PC | OPERATIONAL SUPPORT | $28,000 | |
| HUMAN RESOURCES LOS ANGELES | ||||||||
| 410 COTTAGE HOME ST | LOS ANGELES | CA | 90012 | GRANTEE | PC | OPERATIONAL SUPPORT | $26,000 | |
| LOS ANGELES NOMADIC DIVISION | ||||||||
| 2021 W JEFFERSON BLVD | LOS ANGELES | CA | 90018 | GRANTEE | PC | OPERATIONAL SUPPORT | $25,000 | |
| LOS ANGELES FILMFORUM | ||||||||
| 1252 N SIERRA BONITA AVE | PASADENA | CA | 91104 | GRANTEE | PC | OPERATIONAL SUPPORT | $25,000 | |
| THE INDUSTRY (LEGAL NAME THE INDUSTRY PRODUCTIONS INC) | ||||||||
| 244 SOUTH SAN PEDRO STREET SUITE | LOS ANGELES CA | CA | 90012 | GRANTEE | PC | OPERATIONAL SUPPORT | $25,000 | 304 |
| VELASLAVASAY PANORAMA | ||||||||
| 1122 W 24TH STREET | LOS ANGELES | CA | 90007 | GRANTEE | PC | OPERATIONAL SUPPORT | $24,000 | |
| ARMORY CENTER FOR THE ARTS | ||||||||
| 145 N RAYMOND AVENUE | PASADENA | CA | 91103 | GRANTEE | PC | OPERATIONAL SUPPORT | $24,000 | |
| JOAN | ||||||||
| 1206 MAPLE AVE STE 715 | LOS ANGELES | CA | 90015 | GRANTEE | PC | OPERATIONAL SUPPORT | $19,000 | |
| LA RIVER PUBLIC ART PROJECT | ||||||||
| 4644 SOUTH HUNTINGTON DRIVE | LOS ANGELES | CA | 90032 | GRANTEE | PC | OPERATIONAL SUPPORT | $17,500 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N STREET NORTHWEST SUITE 700 | WASHINGTON | DC | 20037 | GRANTEE | PC | OPERATIONAL SUPPORT | $13,000 | |
| LA ARTCORE | ||||||||
| 120 JUDGE JOHN AISO ST STE A | LOS ANGELES | CA | 90012 | GRANTEE | PC | OPERATIONAL SUPPORT | $10,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $563,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AMERICAS FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 WEST 27TH STREET 404 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | GRANTEE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EXHIBITION SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $609,814 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $10,257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $283,851 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13,734 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $917,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $917,656 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GETTY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GETTY CENTER DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,550 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $108,697 | Amt |
| Net Investment Income | $10,870 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $97,827 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITIES | $9,260,550 | $9,260,550 |
| EAFE EQUITIES | $1,631,891 | $1,631,891 |
| INTERNATIONAL EQUITIES | $1,928,007 | $1,928,007 |
| EMERGING MARKETS EQUITIES | $1,388,926 | $1,388,926 |
| FIXED INCOME FUND | $5,519,748 | $5,519,748 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,261,707 | BookValueAmt |
| EOYFMV | $2,261,707 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $422,371 | $0 | $422,371 | $422,371 |
| BUILDINGS | $565,330 | $227,396 | $337,934 | $337,934 |
| LEASEHOLD IMPROVEMENTS | $4,177 | $4,177 | $0 | |
| EQUIPMENT | $300,555 | $256,432 | $44,123 | $44,123 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $14,164 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,623 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $62,832,657 | $61,562,907 | $61,562,907 |
| DEPOSITS | $13,615 | $14,115 | $14,115 |
| ACCRUED INTEREST | $7,187 | $7,561 | $7,561 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $110,154 | $0 | $110,154 |
| INFORMATION TECHNOLOGY | $65,215 | $0 | $65,215 |
| OFFICE EXPENSE | $31,916 | $0 | $31,916 |
| MISCELLANEOUS | $1,960 | $0 | $1,960 |
| REPAIRS & MAINTENANCE | $21,825 | $0 | $21,825 |
| DUES & SUBSCRIPTIONS | $5,956 | $0 | $5,956 |
| LICENSES & PERMITS | $502 | $0 | $502 |
| EXHIBITIONS, CONSERVATION AND ARCHIVES | $21,817 | $0 | $21,817 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $10,257 | $10,257 | $10,257 |
| OTHER INCOME | $13,734 | $13,734 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,828,200 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $39,312 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $80,623 | $80,623 | $0 |
| OTHER PROFESSIONAL FEES | $62,864 | $0 | $62,864 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $20 | $0 | $0 |
| PROPERTY TAXES | $343 | $0 | $343 |
| EXCISE TAXES | $49,625 | $0 | $0 |