GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSTEIN FAMILY FOUNDATION (EIN 20-5758402)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-23
- IRS object ID
- 202432369349100708
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-23T11:03:09-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hutchinson and Bloodgood LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 Auto Center Drive | AddressLine1Txt |
| City | Watsonville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | 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 | 205758402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3105534746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8912 BURTON WAY | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES H GOLDSTEIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS W KAWAMURA CPA | PreparerPersonNm |
| PTIN | P00037439 | PTIN |
| Phone | 8317242441 | PhoneNum |
| 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 | $18,953 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,816 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$5,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $603 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,870 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $34 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $34 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,519 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,321 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $491 | OtherIncreasesAmt |
| Subtotal | $16,321 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 80 BANK OF AMERICA CORP COM | P | 2020-06-03 | 2023-06-15 | $2,346 | $2,823 | -$477 | -$477 |
| 38 BANK OF AMERICA CORP COM | P | 2020-06-03 | 2023-10-10 | $978 | $1,347 | -$369 | -$369 |
| 594.029 BANK OF AMERICA CORP COM | P | 2020-06-03 | 2023-10-30 | $15,548 | $20,910 | -$5,362 | -$5,362 |
| 8 BANK OF AMERICA CORP COM | P | 2023-09-07 | 2023-10-30 | $209 | $241 | -$32 | -$32 |
| 500 BANK OF AMERICA CORP COM | P | 2023-11-06 | 2023-11-13 | $13,735 | $13,429 | $306 | $306 |
| Wash Sale | $32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,902 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8 | SubtotalAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $8 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | JOSEPH GOLDSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105534746 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8912 BURTON WAY | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES H GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Chairman | 0.00 | $0 |
| FRANCINE GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Vice President | 0.00 | $0 |
| JONATHAN A GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Secretary | 0.00 | $0 |
| JOSEPH A GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | CFO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,647 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $1,009 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,009 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,009 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,406 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,406 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,009 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $4,027 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,563 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $11,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,406 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,397 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,530 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,027 | ExcessFromYear4Amt |
| Excess From Year3 | $3,543 | ExcessFromYear3Amt |
| Excess From Year2 | $3,563 | ExcessFromYear2Amt |
| Excess From Current Year | $5,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE AMANDA FOUNDATION | |||||||
| 351 FOOTHILL ROAD | BEVERLY HILLS | CA | 90210 | NONE | PC | TO ASSIST WITH THE AMANDA FOUNDATION'S MISSION OF RECUING ABUSED, ABANDONED AND UNWANTED ANIMALS AND ADOPT THEM TO LOVING FAMILIES WITH PERMANENT HOMES. | $1,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | TO ASSIST WITH CHILDREN'S HOSPITAL LOS ANGELES TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT. | $500 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | NONE | TO ASSIST WITH UNIVERSITY OF NEW HAVEN'S THE HOWARD HARRIS SCHOLARSHIP | $1,000 | |
| BAY-NIMOY EARLY CHILDHOOD CENTER FU | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PC | TO ASSIST WITH BAY-NIMOY EARLY CHILDHOOD CENTER WITH DEVELOPING CHILDREN'S ACTIVE MINDS AND STRONG COMMUNICATION STRATEGIES. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$5,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$5,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,331 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $2,870 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,870 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS OF BANK OF AMERICA CORPORATION | StockNm |
| EOY Book Value | $15,887 | EOYBookValueAmt |
| EOYFMV | $18,519 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA RRF-1 | $25 | $25 |
| TAXES | $9 | $9 |