KAYSER FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KAYSER FAMILY FOUNDATION INC (EIN 82-0503233)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202121309349101597
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T13:17:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461002169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON AND CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 YGNACIO VALLEY RD STE 240 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945963833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820503233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAYSER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAYS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8216 E SANDS DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN K KAYSER MD | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Phone | 9252965573 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | KAYSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNE VAN SHUFF | PreparerPersonNm |
| PTIN | P00286640 | PTIN |
| Phone | 9253228810 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $697,501 | 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 | $15,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $354 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,774 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $78 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $78 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,278 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,714 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,714 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,774 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,357 | CashBOYAmt |
| Cash EOY | $348 | CashEOYAmt |
| Cash EOYFMV | $348 | CashEOYFMVAmt |
| Corporate Stock BOY | $159,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $673,883 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,328 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $172,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $697,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $172,274 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $160,918 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $172,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $172,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $172,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,356 | ExcessRevenueOverExpensesAmt |
| Subtotal | $160,918 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $160,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $219 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $219 | SubtotalAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $219 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | JEAN KAYSER | IndividualWithBooksNm |
| Phone | 4155055326 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 SOUTH THOMPSON RD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD R KAYSER | ||||||||
| 8216 E SANDS DRIVE | SCOTTSDALE | AZ | 85255 | PRESIDENT, T | 2.00 | $0 | $0 | $0 |
| MARY K KAYSER | ||||||||
| 8216 E SANDS DRIVE | SCOTTSDALE | AZ | 85255 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER KAYSER | ||||||||
| 2538 N 21ST STREET | PORTLAND | OR | 97222 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JEAN K KAYSER MD | ||||||||
| 980 S THOMPSON ROAD | LAFAYETTE | CA | 94549 | ASST TREASUR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $582,830 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $582,830 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $582,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $574,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $28,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,992 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,992 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,485 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $3,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,992 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,507 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,874 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,367 | ExcessFromYear1Amt |
| Excess From Current Year | $1,507 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R KAYSER | ContributingManagerNm |
| Contributing Manager | MARY K KAYSER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOOD BANK OF LINCOLN | |||||||
| 4840 DORIS BAIR CIRCLE | SUITE A | LINCOLN | NE | 68504 | 501(C)(3) | COMMUNITY | $75 |
| KAHUMANA COMMUNITYASI | |||||||
| 86-660 LUALUALEI | HOMESTEAD ROAD | WAIANAE OAHU | HI | 96792 | 501(C))(3) | COMMUNITY | $250 |
| SCHOOL ON WHEELS | |||||||
| 2605 EAST 62ND STREET | SUITE 2005 | INDIANAPOLIS | IN | 46220 | 501(C)(3) | COMMUNITY | $150 |
| ROGUE ACTION CENTER | |||||||
| P O BOX 674 | TALENT | OR | 97540 | 501(C)(3) | COMMUNIITY | $200 | |
| BIG BROTHERS AND SISTERS | |||||||
| 1433 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | 501(C)(3) | COMMUNITY | $150 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | COMMUNITY | $464 |
| CATHOLIC CHARITIES | |||||||
| 433 JEFFERSON STREET | OAKLAND | CA | 94607 | 501(C)(3) | COMMUNITY | $200 | |
| THE STANFORD FUND | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) | COMMUNITY | $1,000 | |
| DAVIS STREET COMMUNITY CENTER | |||||||
| 3081 TEAGARDEN STREET | SAN LEANDRO | CA | 94577 | 501(C)(3) | COMMUNITY | $100 | |
| STEVENSON SCHOOL | |||||||
| UNIVERSITY OF PORTLAND | PORTLAND | OR | 97203 | 501(C)(3) | COMMUNITY | $3,000 | |
| RISE UP | |||||||
| 555 12TH STREET | OAKLAND | CA | 94607 | 501(C)(3) | COMMUNITY | $250 | |
| PLANNED PARENTHOOD | |||||||
| 2185 PACHECO STREET | CONCORD | CA | 94520 | 501(C)(3) | COMMUNITY | $200 | |
| WORLD SCHOLARSHIP FUND | |||||||
| 9120 SW QUINT TERRACE | BEAVERTON | OR | 97008 | 501(C)(3) | COMMUNITY | $500 | |
| BLANCHET HOUSE | |||||||
| 310 NW GLISAN STREET | PORTLAND | OR | 97209 | 501(C)(3) | COMMUNITY | $150 | |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON ROAD | PORTLAND | OR | 97221 | 501(C)(3) | COMMUNITY | $250 | |
| THE JEREMY WILSON FOUNDATION | |||||||
| 1028 SE WATER | SUITE 230 | PORTLAND | OR | 97214 | 501(C)(3) | COMMUNITY | $200 |
| NYSEF | |||||||
| P O BOX 300 | WILMINGTON | NY | 12997 | 501(C)(3) | COMMUNITY | $125 | |
| ADIRONDACK FOUNDATION | |||||||
| P O BOX 288 | LAKE PLACID | NY | 12946 | 501(C)((3) | COMMUNITY | $200 | |
| PEREGRINE FUND | |||||||
| 5668 WEST FLYING HAWK LAN | BOISE | ID | 83709 | 501(C)(3) | COMMUNITY | $5,000 | |
| HONORHEALTH FOUNDATION | |||||||
| 8125 N HAYDEN ROAD | SCOTTSDALE | AZ | 85258 | 501(C)(3) | COMMUNITY | $5,000 | |
| GONZAGA UNIVERSITY | |||||||
| 502 E BOONE AVENUE | SPOKANE | WA | 99258 | 501(C)(3) | COMMUNITY | $5,000 | |
| ST ALPHONSUS | |||||||
| 3181 SW SAM JACKSON PARK | ROAD | PORTLAND | OR | 97239 | 501(C)(3) | COMMUNITY | $5,000 |
| TRI LAKES HUMANE SOCIETY | |||||||
| 255 GEORGE LAPAN MEMORIAL | HIGHWAY | SARANAC LAKE | NY | 12983 | 501(C)(3) | COMMUNITY | $125 |
| FAMILIES FIRST | |||||||
| 196 WATER STREET | ELIZABETHTOWN | NY | 12932 | 501(C)(3) | COMMUNITY | $125 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,714 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,415 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $354 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,010 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $354 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,430 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,784 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,200 | Amt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 112 SH CULLEN FROST BANKERS | AssetDesc |
| Acquired | 2012-04 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2020-03 | SoldDt |
| Gross Sales Price | $9,357 | GrossSalesPriceAmt |
| Basis | $6,347 | BasisAmt |
| Total Net | $3,010 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARTER COMMUNICATION | $6,833 | $56,893 |
| CHEVRON TEXACO | $11,191 | $25,335 |
| CULLEN FROST | $5,667 | $8,723 |
| EXXON MOBIL | $17,779 | $25,227 |
| HONEYWELL | $21,092 | $106,350 |
| INTEL CORP | $27,163 | $79,712 |
| INTERNATIONAL PAPER | $11,310 | $11,933 |
| MONDELEZ | $10,737 | $26,195 |
| ORACLE CORP | $5,283 | $97,941 |
| SEALED AIR | $21,013 | $36,632 |
| TEXAS INSTRUMENTS | $14,925 | $196,956 |
| GARRET MOTION | $68 | $222 |
| RESIDEO | $181 | $1,764 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEYERHAEUSER CO REIT | CategoryOrItemTxt |
| Book Value | $7,328 | BookValueAmt |
| EOYFMV | $23,270 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $78 | $78 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $148 | Amt |