MARSHA & DAVID VEIT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARSHA & DAVID VEIT CHARITABLE FOUNDATION INC (EIN 13-4007110)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202121319349102007
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T12:15:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA ST 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 | 134007110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARSHA AND DAVID VEIT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 4152421155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 FREMONT STREET APT 55B | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VEIT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4152421155 | PhoneNum |
| Signature | 2021-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | VEIT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIQUE M TIGER | PreparerPersonNm |
| PTIN | P01434288 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,364,041 | 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 | $148,788 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,166 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,166 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $333,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,753 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,940 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,072 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,072 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $152,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,402 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $586,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $654,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $939,943 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $197,223 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $357,233 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $369,696 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $201,297 | OtherAssetsBOYAmt |
| Other Assets EOY | $326,083 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,137,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,392,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,364,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,137,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,392,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,137,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,392,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,137,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,392,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,137,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,392,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,392,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO - SALE OF SECURITIES | $272,901 | $117,418 | $155,483 | $155,483 | |
| CAPITAL GAINS DIVIDENDS | $2,104 | $2,104 | $2,104 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,587 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $2,573 | TaxDueAmt |
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 | NY | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CALEGARI MORRIS ACCOUNTANTS | IndividualWithBooksNm |
| Phone | 4159818766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA STREET 3RD FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M VEIT | ||||||||
| 181 FREMONT STREET APT 55B | SAN FRANCISCO | CA | 94105 | DIRECTOR/PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARSHA VEIT | ||||||||
| 181 FREMONT STREET APT 55B | SAN FRANCISCO | CA | 94105 | DIRECTOR/SECY/TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,066,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,131,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,131,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,114,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,568 | TotalTaxAmt |
| Distributable Before Adj | $53,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,072 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,072 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,073 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,073 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,865 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,865 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,865 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $13,865 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M VEIT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT RESEARCH AND PROVIDE SUPPORT PROGRAMS/SERVICES | $15,000 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT RESEARCH AND PROVIDE SUPPORT PROGRAMS/SERVICES | $5,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE EDUCATION PROGRAMS FOR SUICIDE PREVENTION AND RESOURCES TO SURVIVORS | $150 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | SUPPORTING THE LIFE SAVING EFFORTS OF MAGEN DAVID ADOM IN ISRAEL | $500 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | TO ADVOCATE FOR THE SECURITY AND WELL-BEING OF JEWISH PEOPLE | $500 | |
| AMERICANS FOR OXFORD INC | ||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | OTHER PUBLIC CHARITY | SUPPORTING EDUCATION, SCIENCE AND LITERATURE | $2,500 | |
| AMERICANS UNITED FOR SEPARATION OF C&S | ||||||||
| 1301 K STREET | WASHINGTON | DC | 20005 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL & CHARITABLE PURPOSES | $350 | |
| BARBARA SINATRA CHILDRENS CENTER | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | SUPPORTING ABUSED CHILDREN | $1,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT JEWISH COMMUNITY GROWTH, ENGAGEMENT AND CONTINUITY | $1,500 | |
| B'NAI B'RITH | ||||||||
| 1120 20TH STREET NW SUITE 300 NORTH | WASHINGTON | DC | 20036 | NONE | OTHER PUBLIC CHARITY | TO POSITIVELY AND EFFECTIVELY ADDRESS CONCERNS OF THE JEWISH COMMUNITY | $250 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | ||||||||
| 575 MADISON AVENUE SUITE 1006 | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | SUPPORTING EDUCATION, SCIENCE AND LITERATURE | $1,500 | |
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION | ||||||||
| 575 MADISON AVENUE SUITE 1006 | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | SUPPORTING EDUCATION, SCIENCE AND LITERATURE | $5,000 | |
| BUSINESS FOR EXELLENCE IN YOUTH | ||||||||
| PO BOX 843 | NEOTSU | OR | 97364 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE EDUCATIONAL SERVICES | $500 | |
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | TO PROMOTE ACCURATE AND BALANCED PORTRAYALS OF THE JEWISH STATE | $250 | |
| CAMFED USA | ||||||||
| 466 GEARY STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | OTHER PUBLIC CHARITY | PAN-AFRICAN MOVEMENT REVOLUTIONIZING HOW GIRLS' EDUCATION IS DELIVERED | $1,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT CHILDREN AND FAMILIES INFLUENCED BY DEAFNESS | $1,000 | |
| CONGREGATION EMANU-EL IMPACT FUND | ||||||||
| TWO LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | OTHER PUBLIC CHARITY | TO EMPOWER BUILDING A SPIRITUAL COMMUNITY THAT REINFORCES POSITIVE ELEMENTS OF JEWISH HISTORY AND LIFE | $500 | |
| CREATIVE VISIONS | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE | MALIBU | CA | 90265 | NONE | OTHER PUBLIC CHARITY | TO USE THE POWER OF MEDIA AND THE ARTS TO AFFECT POSITIVE CHANGE IN OUR WORLD | $500 | 201 |
| CV REP THEATRE | ||||||||
| 69930 HIGHWAY 111 SUITE 116 | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE THEATER AND OUTREACH PROGRAMS IN THE COACHELLA VALLEY | $100 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | OTHER PUBLIC CHARITY | FOR SCHOLARSHIPS | $500 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | OTHER PUBLIC CHARITY | FOR SCHOLARSHIPS | $2,000 | |
| ETHIOPIAN IMPACT INC | ||||||||
| PO BOX 679 | STANFORD | KY | 40484 | NONE | OTHER PUBLIC CHARITY | FOSTERING SPIRITUAL CHANGE, SOCIAL EMPOWERMENT, AND ECONOMIC PRODUCTION | $1,250 | |
| FIRST TEE OF SF | ||||||||
| 99 HARDING RD | SAN FRANCISCO | CA | 94132 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE RESOURCES TO UNDERSERVED YOUTH | $500 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | OTHER PUBLIC CHARITY | TO CONNECT COLLEGE STUDENTS AND INSPIRE LEADERSHIP | $72 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | OTHER PUBLIC CHARITY | TO CONNECT COLLEGE STUDENTS AND INSPIRE LEADERSHIP | $500 | |
| HIMALAYAN CATARACT PROJECT | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | OTHER PUBLIC CHARITY | TO ERADICATE PREVENTABLE AND CURABLE BLINDNESS IN THE DEVELOPING WORLD | $1,000 | |
| ISRAEL GUIDE DOGS FOR THE BLIND | ||||||||
| 968 EASTON ROAD STE H | WARRINGTON | PA | 18976 | NONE | OTHER PUBLIC CHARITY | TO HELP VISUALLY IMPAIRED ISRAELIS ACHIEVE INDEPENDENCE | $100 | |
| ISRAEL GUIDE DOGS FOR THE BLIND | ||||||||
| 968 EASTON ROAD STE H | WARRINGTON | PA | 18976 | NONE | OTHER PUBLIC CHARITY | TO HELP VISUALLY IMPAIRED ISRAELIS ACHIEVE INDEPENDENCE | $500 | |
| JCCSF | ||||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | NONE | OTHER PUBLIC CHARITY | TO CONNECT AND FOLLOW JEWISH CULTURE AND TRADITIONS TO PROVIDE A PATHWAY FOR JOYFUL, MEANINGFUL LIVING | $1,000 | |
| JEWISH FEDERATION OF THE DESERT | ||||||||
| 69710 CA-111 | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL & CHARITABLE PURPOSES | $500 | |
| JEWISH FEDERATION OF THE DESERT | ||||||||
| 69710 CA-111 | RANCHO MIRAGE | CA | 92270 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL & CHARITABLE PURPOSES | $750 | |
| JEWISH HOME & REHAB CENTER - SF CAMPUS FOR JEWISH LIVING | ||||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SENIORS | $1,000 | |
| JEWISH HOME & REHAB CENTER - SF CAMPUS FOR JEWISH LIVING | ||||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SENIORS | $3,000 | |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE ARTS TRAINING AND COMMUNITY PROGRAMS | $500 | |
| MIRALOMA ELEMENTARY SCHOOL | ||||||||
| 175 OMAR WAY | SAN FRANCISCO | CA | 94127 | NONE | OTHER PUBLIC CHARITY | TO NURTURE THE WHOLE CHILD THROUGH DYNAMIC AND AUTHENTIC LEARNING EXPERIENCES | $450 | |
| MISSION HIGH FOUNDATION | ||||||||
| 3750 18TH STREET | SAN FRANCISCO | CA | 94114 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE RESOURCES TO MISSION HIGH SCHOOL AND ITS STUDENTS | $200 | |
| NORTH LINCOLN HOSPITAL FOUNDATION | ||||||||
| 3043 NE 28TH ST | LINCOLN CITY | OR | 97367 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE MEDICAL SERVICES | $500 | |
| NORTH LINCOLN HOSPITAL FOUNDATION | ||||||||
| 3043 NE 28TH ST | LINCOLN CITY | OR | 97367 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE MEDICAL SERVICES | $5,000 | |
| NORTHERN WESTCHESTER HOSPITAL | ||||||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT SOCIAL WORKERS AND VOLUNTEER CAREGIVERS | $500 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | NONE | OTHER PUBLIC CHARITY | TO ENSURE EVERY YOUNG PERSON HAS AN EQUITABLE OPPORTUNITY TO ACHIEVE THEIR GREATEST POSTSECONDARY ASPIRATIONS | $1,000 | |
| ONE WEST 54TH STREET FOUNDATION | ||||||||
| ONE WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | OTHER PUBLIC CHARITY | TO MAINTAIN EXTERIOR OF BUILDING | $500 | |
| PACKARD CENTER FOR ALS RESEARCH | ||||||||
| 855 N WOLFE ST 2ND FL STE 279 RM | BALTIMORE | MD | 21205 | NONE | OTHER PUBLIC CHARITY | ALS RESEARCH | $1,000 | 232 |
| PALM SPRINGS FRIENDS OF PHILHARMONIC | ||||||||
| PO BOX 12770 | PALM DESERT | CA | 92255 | NONE | OTHER PUBLIC CHARITY | TO BRING QUALITY SYMPHONIC MUSIC AND ASSIST YOUNG MUSICIANS | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 3RD ST | NEW YORK | NY | 10001 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE PERSONALIZED HEALTH CARE SERVICES TO ALL | $200 | |
| PRESBYTERIAN SCHOOL | ||||||||
| 40 OAKDALE STREET | HOUSTON | TX | 77006 | NONE | OTHER PUBLIC CHARITY | FAMILY, SCHOOL AND CHURCH UNITED IN THE EDUCATION AND SUPPORT OF EACH CHILD | $200 | |
| SAN FRANCISCO BALLET | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | OTHER PUBLIC CHARITY | TO CELEBRATE THE CONTINUITY OF BALLET AS AN ART | $250 | |
| SAN FRANCISCO EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FL | SAN FRANCISCO | CA | 94110 | NONE | OTHER PUBLIC CHARITY | SECURING EDUCATIONAL EQUITY FOR PUBLIC SCHOOL STUDENTS | $250 | |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT OPERA PRODUCTIONS | $2,000 | |
| SHORT GRASS FOUNDATION | ||||||||
| 7755 US-101 | GLENEDEN BEACH | OR | 97388 | NONE | OTHER PUBLIC CHARITY | HELPING STUDENT-ATHLETES STAY THE COURSE IN GOLF & LIFE | $500 | |
| SOUTHBURY PUBLIC LIBRARY | ||||||||
| 100 POVERTY ROAD | SOUTHBURY | CT | 06488 | NONE | OTHER PUBLIC CHARITY | TRANSFORMING LIVES BY EDUCATING, INSPIRING AND CONNECTING | $50 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | OTHER PUBLIC CHARITY | LEGAL AND EDUCATIONAL WORK TO FIGHT HATE AND PROMOTE TOLERANCE | $200 | |
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS | $1,000 | |
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS | $1,000 | |
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | OTHER PUBLIC CHARITY | TO PROVIDE FREE, ACCESSIBLE PERFORMING ARTS AND EDUCATION PROGRAMS | $1,000 | |
| THE LIVING DESERT | ||||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT DESERT CONSERVATION | $1,500 | |
| THE LIVING DESERT | ||||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | OTHER PUBLIC CHARITY | TO SUPPORT DESERT CONSERVATION | $500 | |
| YMCA OF SAN FRANCISCO | ||||||||
| 50 CALIFORNIA STREET STE 650 | SAN FRANCISCO | CA | 94111 | NONE | OTHER PUBLIC CHARITY | YOUTH ADVOCACY AND TEEN PROGRAMS FOSTERING SOCIAL WELL-BEING | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,072 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,166 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,753 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,753 | 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 | DAVID VEIT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 FREMONT STREET APT 55B | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $148,788 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 12 SHS NVIDIA CORP | $6,321 | 2020-12-21 |
| 1 | 10 SHS NVIDIA CORP | $5,268 | 2020-12-21 |
| 1 | 36 SHS ADVANCED MICRO DEVICES INC | $3,354 | 2020-12-21 |
| 1 | 5,701.27 SHS APPLE INC | $47,834 | 2020-12-21 |
| 1 | 7,798.97 SHS APPLE INC | $63,947 | 2020-12-21 |
| 1 | 2,799.89 SHS MICROSOFT CORP | $22,064 | 2020-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BD INST | $233,947 | $241,152 |
| METROPOLITAN WEST TOTAL RETURN BOND I | $98,286 | $102,961 |
| PIONEER STRATEGIC INCOME | $25,000 | $25,583 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB S&P 500 INDEX FD | $125,908 | $245,092 |
| INVESCO TAXABLE MUNICIPAL BOND ETF | $25,108 | $25,125 |
| ISHARES CORE S&P SMALL CAP ETF | $9,859 | $14,061 |
| ISHARES CORE S&P 500 ETF | $70,864 | $122,002 |
| ISHARES US TREASURY BOND ETF | $132,961 | $142,220 |
| SCHWAB US DIVIDEND EQUITY ETF | $29,782 | $34,956 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $104,984 | $120,386 |
| VANGUARD FTSE EMERGING MARKETS ETF | $57,494 | $60,132 |
| VANGUARD S&P 500 ETF | $97,825 | $175,969 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) | Desc |
| BOY Book Value | $201,297 | BOYBookValueAmt |
| EOY Book Value | $326,083 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,940 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $267 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |