J W AND IDA M JAMESON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J W AND IDA M JAMESON FOUNDATION (EIN 95-6031465)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-03
- IRS object ID
- 202133079349101523
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-03T15:09:49-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956031465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW AND IDA M JAMESON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWAN | BusinessNameControlTxt |
| Phone | 6265781530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL B BETZ | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6265781530 | PhoneNum |
| Signature | 2021-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BILL | PersonFirstNm |
| Person Last | BETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2021-10-28 | 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 | $17,638,625 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $246,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,625,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,174,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,625,865 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,872,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,872,120 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,300 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,650 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,023 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,907 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,850 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,381 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $769 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $385 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,916 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,229 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,229 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,610 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $687 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,858 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $790,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $790,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,089,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $843,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $782,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,715,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,112,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,101,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,101,245 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,561 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,554 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,554 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,022,576 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,022,576 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,060,703 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,682,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,999,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,686,032 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $166,817 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,666,818 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,626,767 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $240,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $240,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $159,675 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,649 | LandBOYAmt |
| Land EOY | $2,649 | LandEOYAmt |
| Land EOYFMV | $2,649 | LandEOYFMVAmt |
| Other Assets BOY | $8,422 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,237,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,034,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,638,625 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $49,510 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $49,578 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $406 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,577 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,916 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,155 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $880,213 | CapitalStockBOYAmt |
| Capital Stock EOY | $880,213 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,307,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,090,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,188,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,970,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,237,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,034,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,188,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $782,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,970,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,970,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| INTL FLAVORS & FRAGRANCE | P | 2021-02-04 | 2021-02-04 | $91 | $91 | $91 | |
| AMGEN INCORPORATED | P | 2016-04-12 | 2020-08-21 | $426,103 | $142,382 | $142,382 | $283,721 |
| QUALCOMM INC | P | 2013-06-27 | 2020-08-21 | $446,750 | $202,229 | $202,229 | $244,521 |
| STERICYCLE INC | P | 2016-09-22 | 2020-08-21 | $176,174 | -$45,872 | -$45,872 | $222,046 |
| CATERPILLAR INC | P | 2019-09-24 | 2020-11-20 | $344,432 | $84,165 | $84,165 | $260,267 |
| WALT DISNEY CO | P | 2016-02-25 | 2020-11-20 | $381,610 | $125,131 | $125,131 | $256,479 |
| ALBEMARLE CORP | P | 2019-06-14 | 2021-01-21 | $667,765 | $424,089 | $424,089 | $243,676 |
| DISCOVERY COMM INC | P | 2015-11-09 | 2021-03-04 | $496,832 | $221,714 | $221,714 | $275,118 |
| GOLDMAN SACHS GROUP | P | 2019-01-29 | 2021-03-19 | $430,798 | $179,824 | $179,824 | $250,974 |
| JOHNSON CTLS INTL | P | 2017-09-15 | 2021-05-20 | $411,010 | $155,472 | $155,472 | $255,538 |
| TAPESTRY INC | P | 2019-06-04 | 2021-05-20 | $393,392 | $136,640 | $136,640 | $256,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,625,865 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,720 | 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 | $9,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,123 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BILL B BETZ | IndividualWithBooksNm |
| Phone | 6265781530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| BILL B BETZ | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | SECRETARY/TREASURER | 15.00 | $56,000 | $0 | $0 |
| FRED L LEYDORF | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | PRESIDENT | 10.00 | $56,000 | $0 | $0 |
| JAMEN WURM | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | VICE PRESIDENT | 10.00 | $56,000 | $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 | $13,834,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,862,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,699,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,699,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,463,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $773,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $773,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,843 | TotalTaxAmt |
| Distributable Before Adj | $749,346 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $749,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $749,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $843,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $843,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $843,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $749,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,860 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,095 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,888 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,435 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $188,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $716,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $843,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $749,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,512 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $810,650 | 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 | $127,860 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $682,790 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,095 | ExcessFromYear4Amt |
| Excess From Year3 | $140,888 | ExcessFromYear3Amt |
| Excess From Year2 | $113,435 | ExcessFromYear2Amt |
| Excess From Year1 | $188,860 | ExcessFromYear1Amt |
| Excess From Current Year | $94,512 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BILL BETZ JW AND IDA JAMESON FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6265781530 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUESTS FOR FUNDS SHOULD INCLUDE THE FOLLOWING INFORMATION: (1) THE PURPOSE FOR WHICH THE FUNDS WILL BE USED; (2) THE AMOUNT REQUESTED; (3) EVIDENCE OF IRS SECTION 501(C)(3) RATING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT REQUESTS SHOULD BE RECEIVED BY THE FIRST WEEK OF MARCH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANT RECIPIENTS MUST BE NON-PROFIT ORGANIZATIONS AND MUST PROVIDE EVIDENCE OF THE IRS SECTION 501(C)(3) RATING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| ALAMEDA EDUCATION FOUNDATION | |||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| ASSISTANCE LEAGUE OF PASADENA | |||||||
| 820 EAST CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| BOYS AND GIRLS CLUBS OF THE LA HARBOR | |||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| BRIDGE OF HOPE WORLD | |||||||
| 1077 AZALEA LANE | CONCORD | CA | 94520 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| CALIFORNIA BAPTIST UNIVERSITY | |||||||
| 8432 MAGNOLIA AVENUE | RIVERSIDE | CA | 92504 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| CALIFORNIA SCHOOL FOR THE DEAF | |||||||
| 39350 GALLAUDET DR | FREMONT | CA | 94538 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE | WASHINGTON DC | MD | 20001 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| CITY OF RANCHO MIRAGE PUBLIC LIBRARY | |||||||
| 71 100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP AND POLITICAL PHILOSOPHY | |||||||
| 937 WEST FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| CROSSWORLD | |||||||
| 10000 N OAK TRAFFICWAY | KANSAS CITY | MO | 64155 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| DESERT CHRISTIAN SCHOOLS | |||||||
| 44662 15TH STREET WEST | LANCASTER | CA | 93534 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| DOOR OF HOPE | |||||||
| 669 N LOS ROBLES AVENUE | PASADENA | CA | 91101 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 734 FAIRMONT AVE | PASADENA | CA | 91105 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| HYPOPARATHYROIDISM ASSOCIATION INC | |||||||
| PO BOX 2258 | IDAHO FALLS | ID | 83403 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| JOHN MUIR HOSPITAL FOUNDATION | |||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| LA CANADA BASEBALL SOFTBALL ASSOCIATION | |||||||
| PO BOX 151 | LA CANADA | CA | 91012 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| LA CANADA FLINTRIDGE EDUCATION FOUNDATION | |||||||
| 4490 CORNISHON AVENUE RM 211 | LA CANADA FLINTRIDGE | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| LA CANADA HIGH SCHOOL BOOSTERS | |||||||
| 5313 MOUNTAIN MEADOW | LA CANADA | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| LA CANADA PRESBYTERIAN CHURCH | |||||||
| 626 FOOTHILL BOULEVARD | LA CANADA FLINTRIDGE | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| PACIFIC RESEARCH INST FOR PUBLIC POLICY | |||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| PHI DELTA THETA EDUCATIONAL FOUNDATION | |||||||
| 2 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| PUGET SOUND STRATEGIC MINISTRIES | |||||||
| 4611 53RD STREET EAST | TACOMA | WA | 98443 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| RM PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 91355 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| REASON FOUNDATION | |||||||
| 3415 S SEPULVEDA BLVD SUITE 400 | LOS ANGELES | CA | 90034 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| REASONS TO BELIEVE | |||||||
| 818 S OAK PARK ROAD | COVINA | CA | 91724 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SAN GABRIEL HABITAT FOR HUMANITY | |||||||
| 400 S IRWINDALE AVENUE | AZUSA | CA | 91702 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SOUTHERN CALIFORNIA POMERANIAN RESCUE INC | |||||||
| 233 WILSHIRE BLVD SUITE 250 | SANTA MONICA | CA | 90401 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| THE FUND OF AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON DC | MD | 20009 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| THE GOODEN CENTER | |||||||
| 191 N EL MOLINO AVE | PASADENA | CA | 91103 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE LUNCH BUCKET | |||||||
| 27933 MARIPOSA STREET | VALENCIA | CA | 91354 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE UCLA FOUNDATION - JW & IDA M JAMESON FUND | |||||||
| PO BOX 951476 | LOS ANGELES | CA | 90095 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| TROJAN FOOTBALL ALUMNI CLUB | |||||||
| 14455 SPRING CREST DRIVE | CHINO HILLS | CA | 91709 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| UC RIVERSIDE JAMESON SCHOLARSHIP FUND | |||||||
| UNIVERSITY OF CALIFORNIA RIVERSIDE | RIVERSIDE | CA | 92521 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 EAST ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 701 TAPPAN STREET 3700 WYLY HALL | ANN ARBOR | MI | 48109 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| VETERANS FOR AMERICA BUSINESS DEV | |||||||
| 4247 ENCINAS DR | LA CANADA | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| VILLA ESPERANZA SERVICES | |||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| VILLAGE CHRISTIAN SCHOOLS | |||||||
| 8930 VILLAGE AVENUE | SUN VALLEY | CA | 91352 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| WESTERN CHRISTIAN SCHOOLS | |||||||
| 3105 PADUA AVENUE | CLAREMONT | CA | 91711 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| COMMUNITY HOSPITAL GRAND JUNCTION | |||||||
| 2351 G ROAD | GRAND JUNCTION | CO | 81505 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 3351 NO FAIRFAX DRIVE 4TH FLOOR | ARLINGTON | VA | 22201 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SO OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $790,000 | 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 | 14 | ExclusionCd |
| Exclusion | $246,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,625,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,872,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,872,120 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,045 | Amt |
| Net Investment Income | $13,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,907 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,666,818 | EOYBookValueAmt |
| EOYFMV | $2,626,767 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,999,064 | EOYBookValueAmt |
| EOYFMV | $11,686,032 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,022,576 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,060,703 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $240,981 | BookValueAmt |
| EOYFMV | $159,675 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $409 | $409 | $0 |
| PHOTOCOPIER | $1,480 | $1,480 | $0 |
| LAND - SAN BERNARDINO COUNTY, CA. | $1,067 | $0 | $1,067 |
| MINERAL RIGHTS, KERN COUNTY, CA. | $1,582 | $0 | $1,582 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $8,422 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,665 | $416 | $0 |
| TELEPHONE | $2,747 | $687 | $687 |
| DUES AND SUBSCRIPTIONS | $878 | $220 | $0 |
| OFFICE EXPENSE | $1,101 | $275 | $0 |
| BANK CHARGES | $46 | $12 | $0 |
| FILING FEES | $160 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $406 | $454 |
| EXCISE TAXES PAYABLE | $0 | $14,123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $45,850 | Amt |
| Net Investment Income | $45,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,538 | $769 | $385 |
| EXCISE TAX | $23,843 | $0 | $0 |