WURWAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WURWAND FOUNDATION (EIN 47-4821139)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349102352
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:35:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222027092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITH&BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD SUITE 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474821139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WURWAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WURW | BusinessNameControlTxt |
| Phone | 8187891179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND L WURWAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8187891179 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAYMOND | PersonFirstNm |
| Person Last | WURWAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY M RAVENELL CPA | PreparerPersonNm |
| PTIN | P00108547 | PTIN |
| Phone | 8187891179 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,394,800 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,806,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,806,943 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,806,943 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,196,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,022,120 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,534,959 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $464 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $464 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $464 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,003,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,342,366 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,807,407 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,791 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,791 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $309 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,689 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,844 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $52,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,197 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $394 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $326,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $205,187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $512,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $269,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $224,846 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,532,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,532,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,045,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $269,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,757,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,958,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,073,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,807,407 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,106,058 | CashBOYAmt |
| Cash EOY | $8,623,312 | CashEOYAmt |
| Cash EOYFMV | $8,623,312 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,809,377 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,453,291 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,391,325 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $2,946,164 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,072,670 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,060,976 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $40,600,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,319,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,247,237 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $120,892 | OtherAssetsBOYAmt |
| Other Assets EOY | $71,950 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $71,950 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,582,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,540,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,394,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $53,582,688 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,540,784 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,582,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,540,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,582,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,540,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,582,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,958,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,540,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,540,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITY NATIONAL BANK SHORT TERM SALES | P | 2021-01-01 | 2021-07-01 | $17,252,406 | $17,157,316 | $95,090 | $95,090 |
| CITY NATIONAL BANK LONG TERM SALES | P | 2019-01-01 | 2021-07-01 | $15,391,754 | $12,535,977 | $2,855,777 | $2,855,777 |
| CITY NATIONAL BANK LONG TERM SALES | D | 2017-12-22 | 2021-07-01 | $1,282,325 | $759,279 | $523,046 | $523,046 |
| CITY NATIONAL BANK LONG TERM SALES | D | 2019-12-23 | 2021-07-01 | $95,635 | $34,589 | $61,046 | $61,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,534,959 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $95,090 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,000 | 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 | $80,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,483 | OverpaymentAmt |
| Applied To ES Tax | $9,483 | 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 |
| Org Report Or Register State | NV | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VALERIE LOPEZ | IndividualWithBooksNm |
| Phone | 3107344346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 MONTANA AVENUE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RAYMOND L WURWAND | ||||||||
| 16830 VENTURA BLVD SUITE 501 | ENCINO | CA | 91436 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE D WURWAND | ||||||||
| 16830 VENTURA BLVD SUITE 501 | ENCINO | CA | 91436 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MARSHA OLSON | ||||||||
| 1026 MONTANA AVENUE | SANTA MONICA | CA | 90403 | DIRECTOR OF COMMUNITY PART | 40.00 | $109,791 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 |
|---|---|---|---|---|---|
| BLANK SPACE | |||||
| 1026 MONTANA AVENUE | SANTA MONICA | CA | 90403 | CONSULTING SERVICES | $70,501 |
| MEGAN ROSATI | |||||
| 1026 MONTANA AVENUE | SANTA MONICA | CA | 90403 | CONSULTING SERVICES | $32,710 |
| 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 | $65,521,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,141,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,662,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,662,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,029,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,632,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,381,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,381,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,517 | TotalTaxAmt |
| Distributable Before Adj | $3,311,111 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,311,111 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,311,111 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,757,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,757,746 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,311,111 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,743,843 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,757,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,743,843 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,297,208 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND L WURWAND | ContributingManagerNm |
| Contributing Manager | JANE D WURWAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 15321 BRAND BLVD | MISSION HILLS | CA | 91345 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND | ||||||||
| 590 S BURLINGAME AVE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY 501(C | DONOR ADVISED FUND TO BE USED TO CONTRIBUTE TO CHARITABLE ORGANIZATIONS | $1,360,000 | |
| CHILDREN TO LOVE INTERNATIONAL | ||||||||
| PO BOX 9575 | BAKERSFIELD | CA | 93389 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $250 | |
| CHILDREN'S BURN FOUNDATION | ||||||||
| 5000 VAN NUYS BLVD SUITE 210 | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| CSUN FOUNDATION | ||||||||
| 18111 NORDHOFF STREET UNIVERSITY | NORTHRIDGE | CA | 913308296 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $75,000 | HALL 110 |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $50,000 | |
| HOPE OF THE VALLEY RESCUE MISSION | ||||||||
| 16641 ROSCOE PLACE | NORTH HILLS | CA | 91343 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $7,500 | |
| IMAGINE LA | ||||||||
| 672 S LAFAYETTA PARK PLACE UNIT 28 | LOS ANGELES | CA | 90057 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $50,000 | |
| IMPACT PERSONAL SAFETY | ||||||||
| PO BOX 931541 | LOS ANGELES | CA | 90093 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $700 | |
| INCLUSIVE ACTION FOR THE CITY | ||||||||
| 2900 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $100,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 6505 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| JEWISH CENTER FOR JUSTICE | ||||||||
| 11960 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $85,000 | |
| LOS ANGELES LGBT CENTER | ||||||||
| 1118 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| MULTICULTURAL WOMEN EXECUTIVE LEADERSHIP FOUNDATION | ||||||||
| 5042 WILSHER BLVD 32104 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $29,400 | |
| OUR HOUSE | ||||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| PICO UNION PROJECT | ||||||||
| 1153 VALENCIA ST | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $10,000 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $70,000 | |
| THE JEWISH FEDERATION | ||||||||
| 6505 WILSHIRE BLVD 100RB | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $6,000 | |
| THE OPPORTUNITY FUND | ||||||||
| 5701 SOUTH EASTERN AVENUE SUITE 120 | CITY OF COMMERCE | CA | 90040 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $400,000 | |
| THE PETEY GREENE PROGRAM | ||||||||
| 22 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $300 | |
| TOMCHEI LA | ||||||||
| 345 N LA BREA AVENUE SUITE 2018 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 900246519 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $10,000 | |
| VILLAGE FOR VETS | ||||||||
| 149 S BARRINGTON AVE 640 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $30,000 | |
| WINDWARD SCHOOL | ||||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $10,000 | |
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| ACEVEDO FOUNDATION | ||||||||
| 1023 MAPLE STREET | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $100,000 | |
| ALLIES IN ARTS | ||||||||
| PO BOX 39875 | LOS ANGELES | CA | 90039 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,000 | |
| ALMA BACKYARD FARMS | ||||||||
| 801 E REDONDO BEACH | COMPTON | CA | 90220 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| CHICANO LATINO YOUTH LEADERSHIP PROJECT INC | ||||||||
| 1130 K STREET LL80 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| CHILD DEVELOPMENT INSTITUTE | ||||||||
| 18050 VANOWEN STREET | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| EARLE'S CARES | ||||||||
| 3864 CRENSHAW BLVD | LOS ANGELES | CA | 90008 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| EVERYCHILD FOUNDATION | ||||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $6,000 | |
| FRACTURED ATLAS | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $3,000 | |
| GRAY FACE ACRES | ||||||||
| PO BOX 393 | CATHARPIN | VA | 20143 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,000 | |
| JEWISH FAMILY SERVICE OF LA | ||||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| LIVING CLASSROOMS | ||||||||
| 1417 THOMAS STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $500 | |
| LOS ANGELES CLEANTECH INCUBATOR | ||||||||
| 525 S HEWITT STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $20,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| NATIONAL LATINA BUSINESS WOMEN ASSOCIATION | ||||||||
| 2830 S CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| NURSE-FAMILY PARTNERSHIP | ||||||||
| 1900 GRANT STREET 4TH FLOOR | DENVER | CO | 80203 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $500 | |
| PBA FOUNDATION | ||||||||
| 7755 E GRAY ROAD | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $3,750 | |
| PFLAG LOS ANGELES | ||||||||
| 1760 N VERMONT AVENUE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $3,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| SUSTAINABLE ECONOMIC ENTERPRISES OF LOS ANGELES | ||||||||
| 1125 W 6T STREET | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| THE SAM INITIATIVE | ||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| TSC ALLIANCE | ||||||||
| 8737 COLESVILLE ROAD 400 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| WOMEN'S CENTER FOR CREATIVE WORK | ||||||||
| 2425 GLOVER PLACE | LOS ANGELES | CA | 90031 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,532,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,806,943 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $464 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,196,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,003,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,003,988 | 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 Person | RAYMOND AND JANE WURWAND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,689 | Amt |
| Net Investment Income | $11,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,844 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,072,670 | EOYBookValueAmt |
| EOYFMV | $3,060,976 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,280,759 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,221,171 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $172,532 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $170,154 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | AT COST | $30,919,561 | $46,809,604 |
| MUTUAL FUNDS | AT COST | $14,400,000 | $13,437,633 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $309 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNED INTEREST IN TRANSIT | Desc |
| BOY Book Value | $120,892 | BOYBookValueAmt |
| EOY Book Value | $71,950 | EOYBookValueAmt |
| EOYFMV | $71,950 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $205,187 | $205,187 | $0 | $0 |
| MANAGEMENT FEES AND GENERAL CONSULTING | $111,194 | $0 | $0 | $103,211 |
| BUSINESS LICENSES & PERMITS | $230 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $500 | $0 | $0 | $0 |
| OFFICE EXPENSE | $4,977 | $0 | $0 | $0 |
| MEALS | $482 | $0 | $0 | $0 |
| LIABILITY INSURANCE | $4,042 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $464 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,772 | $2,772 | $0 | $0 |
| FEDERAL TAXES | $49,425 | $49,425 | $0 | $0 |