RONALD WHITTIER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RONALD WHITTIER FAMILY FOUNDATION (EIN 77-0525013)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349102066
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T17:56:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942180068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOON & MANDELLA A C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FIRST STREET SUITE 10 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770525013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD WHITTIER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 6509488268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD SUITE 288 PMB | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE KUBICKA | PersonNm |
| Person Title | SECRETARY/COO | PersonTitleTxt |
| Phone | 6509488268 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTOR P MANDELLA | PreparerPersonNm |
| PTIN | P00160509 | PTIN |
| Phone | 6508571284 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.133.139.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-27 | IPDt |
| IP Tm | 16:17:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB00B5CC3E5481B5C81775427596B6F6EBB4B63A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB00B5CC3E5481B5C81775427596B6F6EBB4B63A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,176,255 | 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 | $571 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $571 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $571 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $42,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,840 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $42,840 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $66 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $66 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,477 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,477 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,985 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,492 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $36 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,199 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,199 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,477 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,477 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $269,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,184 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,184 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,595,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,034,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,034,900 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,229 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $395 | LandBOYAmt |
| Land EOY | $171 | LandEOYAmt |
| Land EOYFMV | $171 | LandEOYFMVAmt |
| Total Assets BOY | $1,865,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,176,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,176,255 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,796 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,383 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,383 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,859,902 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,171,872 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,859,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,171,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,865,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,176,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,859,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $439,280 | OtherIncreasesAmt |
| Subtotal | $2,184,208 | SubtotalAmt |
| Other Decreases | $12,336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,171,872 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,358 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,991,778 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075489 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,622,935 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081571 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,530,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088370 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,324,776 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,089 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,432,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099905 | DistributionYr5Rt |
| Total Distribution | 0.448316 | TotalDistributionRt |
| Average Distribution | 0.089663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,922,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $435 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $155,959 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,628 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,628 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,758 | OverpaymentAmt |
| Applied To ES Tax | $7,758 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.FAMILIESCAN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELINE KUBICKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509488268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD SUITE 288 PMB 602 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD J WHITTIER | ||||||||
| 3130 ALPINE ROAD SUITE 288 PMB 602 | PORTOLA VALLEY | CA | 94028 | CHAIRMAN | 0.25 | $0 | $0 | $0 |
| JACQUELINE W KUBICKA | ||||||||
| 3130 ALPINE ROAD SUITE 288 PMB 602 | PORTOLA VALLEY | CA | 94028 | SECTY/COO | 15.00 | $12,400 | $0 | $0 |
| JENNIFER L MILLER | ||||||||
| 3130 ALPINE ROAD SUITE 288 PMB 602 | PORTOLA VALLEY | CA | 94028 | VICE PRESIDENT | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE KUBICA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD SUITE 288 PMB 602 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROGRAM DIRECTOR | ServiceTypeTxt |
| Compensation | $12,400 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FAMILIESCAN - HELPING FAMILIES WITH CANCER, BY PROVIDING FINANCIAL ASSISTANCE FOR TRAVEL, LODGING & FOOD WHILE VISITING A PATIENT, HOUSEHOLD BILLS, CHILDCARE, ETC. | Description1Txt |
| Expenses1 | $114,170 | Expenses1Amt |
| Description2 | GRANTS TO OTHER CHARITIES WITH SIMILAR EXEMPT PURPOSE | Description2Txt |
| Expenses2 | $11,029 | Expenses2Amt |
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 | $1,740,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,951,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,951,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,922,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,959 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,959 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2001-05-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,477 | CurrentYearAmt |
| Year1 | $41,283 | Year1Amt |
| Year2 | $43,484 | Year2Amt |
| Year3 | $42,034 | Year3Amt |
| Total | $170,278 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,955 | CurrentYearAmt |
| Year1 | $35,091 | Year1Amt |
| Year2 | $36,961 | Year2Amt |
| Year3 | $35,729 | Year3Amt |
| Total | $144,736 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $155,959 | CurrentYearAmt |
| Year1 | $150,358 | Year1Amt |
| Year2 | $132,385 | Year2Amt |
| Year3 | $135,260 | Year3Amt |
| Total | $573,962 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $11,223 | Year2Amt |
| Year3 | $16,450 | Year3Amt |
| Total | $27,673 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $155,959 | CurrentYearAmt |
| Year1 | $150,358 | Year1Amt |
| Year2 | $121,162 | Year2Amt |
| Year3 | $118,810 | Year3Amt |
| Total | $546,289 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $64,090 | CurrentYearAmt |
| Year1 | $66,393 | Year1Amt |
| Year2 | $54,098 | Year2Amt |
| Year3 | $51,021 | Year3Amt |
| Total | $235,602 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD J WHITTIER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J KUBICKA SECTYCOO THE RONALD WHITT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 ALPINE ROAD SUITE 288 PMB 602 | AddressLine1Txt |
| City | PORTOLA VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509488268 | RecipientPhoneNum |
| Recipient Email Address | FAMILIESCAN@SBCGLOBAL.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION FOR GRANTS AND SUPPORT SERVICES IS MADE ON AN APPLICATION PROVIDED TO THE APPLICANT BY THE FOUNDATION. SUPPLEMENTARY MATERIALS TO BE SUBMITTED INCLUDE TAX RETURNS AND MEDICAL RECORDS TO SUPPORT QUALIFICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUALIFIED APPLICANTS ARE SELECTED FOR PARTICIPATION EVERY MONTH | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED APPLICANTS WILL RANGE IN AGE FROM 18 TO 65 AND ARE PATIENTS CURRENTLY RECEIVING OR WILL BE RECEIVING WITHIN 3 MONTHS CANCER TREATMENT. INDIVIDUALS MUST RESIDE IN THE SAN FRANCISCO BAY AREA AND RECEIVE TREATMENT IN THE SANTA CLARA COUNTY. THE PATIENT'S FAMILY MUST HAVE 1 OR MORE DEPENDENTS UNDER THE AGE OF 18 WHO ARE IMMEDIATE FAMILY MEMBERS. PATIENT MUST BE A CITIZEN OF THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORNELL UNIVERSITY SETHUPATHY ALUMNI GIFT FUND | ||||||||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY -SUPPORT FOR RELATED CHARITY - SUPPORT FOR RELATED CHARITYSUPPORT FOR RELATED CHARITY | $5,000 | |||||
| DRAGON THEATRE | ||||||||||||
| 2120 BROADWAY STREET | REDWOOD CITY | CA | 94063 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY - | $1,000 | |||||
| FAMILIESCAN - INDIVIDUALS FAMILIES | ||||||||||||
| 3130 ALPINE ROAD SUITE 288 PMB 602 | PORTOLA VALLEY | CA | 94028 | NONE | INDIVIDUALS - CHARIT | SUPPORT FOR RELATED CHARITY - CANCER PATIENTS AND THEIR FAMILIES | $114,170 | |||||
| STARR SCHOLARSHIP | ||||||||||||
| 426 AUDITORIUM ROAD ROOM 250 | EAST LANSING | MI | 488244604 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY - | $300 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY -SUPPORT FOR RELATED CHARITY - | $250 | |||||
| UC BERKELEY FOOD INSTITUTE | ||||||||||||
| 141 UNIVERSITY HALL 3100 | BERKELEY | CA | 947203100 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY - | $1,000 | |||||
| WOODSIDE HIGH SCHOOL | ||||||||||||
| 199 CHURCHILL AVENUE | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY - | $3,000 | |||||
| VIRGIN MONEY GIVING | ||||||||||||
| NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY - | $129 | BOTLEY ROAD WEST END | SOUTHAMPTON | UNITED KINGDOM | UK | 94028 | ||||
| GIRL SCOUT TROOP #61726 | ||||||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY - | $200 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | SUPPORT FOR RELATED CHARITY -SUPPORT FOR RELATED CHARITYSUPPORT FOR RELATED CHARITY - | $150 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,199 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $571 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,840 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $43,477 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,477 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THESE INVESTMENTS FUND THE GENERAL OPERATION OF THE FOUNDATION. |
| 4 | THESE INVESTMENTS FUND THE GENERAL OPERATION OF THE FOUNDATION. |
| 7 | THESE INVESTMENTS FUND THE GENERAL OPERATION OF THE FOUNDATION. |
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 (PAID IN 2019) | CategoryTxt |
| Amt | $5,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,985 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| GATEWAY COMPUTER EQUIPMENT | 2001-04-10 | $2,479 | $2,479 | SL | 5.000000000000 | $0 | $0 | $0 |
| GATEWAY COMPUTER EQUIPMENT | 2001-04-10 | $2,542 | $2,542 | SL | 5.000000000000 | $0 | $0 | $0 |
| LAPTOP | 2002-06-13 | $2,055 | $2,055 | ADS | 5.000000000000 | $0 | $0 | $0 |
| FILE CABINETS | 2002-05-23 | $1,301 | $1,301 | ADS | 10.000000000000 | $0 | $0 | $0 |
| DESK WITH FILE DRAWER | 2002-10-11 | $2,787 | $2,787 | ADS | 10.000000000000 | $0 | $0 | $0 |
| MAUDE'S CHAIR | 2003-01-16 | $772 | $772 | ADS | 10.000000000000 | $0 | $0 | $0 |
| CANON D661 COPY MACHINE | 2003-03-21 | $541 | $541 | ADS | 10.000000000000 | $0 | $0 | $0 |
| HP OJ 511OXI PRINTER | 2003-03-21 | $195 | $195 | ADS | 5.000000000000 | $0 | $0 | $0 |
| MONITOR | 2003-05-03 | $541 | $541 | ADS | 5.000000000000 | $0 | $0 | $0 |
| INSPIRON 8600, INTEL PENTIUM M PROCESSOR 725 | 2004-07-30 | $2,808 | $2,808 | ADS | 5.000000000000 | $0 | $0 | $0 |
| DELL ULTRA SHARP 1901FP FLAT PANEL | 2004-08-05 | $719 | $719 | ADS | 5.000000000000 | $0 | $0 | $0 |
| HP PCS 2410 PRINTER | 2004-10-22 | $216 | $216 | ADS | 5.000000000000 | $0 | $0 | $0 |
| DIGITAL CAMERA | 2004-08-01 | $393 | $393 | ADS | 10.000000000000 | $0 | $0 | $0 |
| BOOKCASE | 2004-10-15 | $1,384 | $1,384 | ADS | 10.000000000000 | $0 | $0 | $0 |
| CAMERA | 2004-06-26 | $1,212 | $1,212 | ADS | 10.000000000000 | $0 | $0 | $0 |
| SONY COMPUTER | 2005-07-08 | $3,310 | $3,310 | ADS | 5.000000000000 | $0 | $0 | $0 |
| CAMERA | 2006-05-30 | $580 | $580 | ADS | 10.000000000000 | $0 | $0 | $0 |
| PRINTER | 2007-12-07 | $455 | $455 | ADS | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2008-01-23 | $1,732 | $1,732 | ADS | 5.000000000000 | $0 | $0 | $0 |
| MAC BOOK PRO WITH DESK TOP MONITOR #MB513LL/A | 2008-06-07 | $4,773 | $4,773 | ADS | 5.000000000000 | $0 | $0 | $0 |
| CAMERA | 2008-10-17 | $125 | $125 | ADS | 10.000000000000 | $0 | $0 | $0 |
| PHOTO PRINTER | 2008-07-09 | $411 | $411 | ADS | 5.000000000000 | $0 | $0 | $0 |
| PHOTO EQUIPMENT | 2008-04-12 | $1,288 | $1,288 | ADS | 10.000000000000 | $0 | $0 | $0 |
| SCANNER/PRINTER | 2009-01-20 | $134 | $134 | ADS | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2009-01-15 | $140 | $133 | ADS | 10.000000000000 | $7 | $0 | $0 |
| DESKTOP | 2010-11-23 | $2,345 | $2,345 | ADS | 5.000000000000 | $0 | $0 | $0 |
| APPLE COMPUTER | 2011-04-11 | $2,023 | $2,023 | ADS | 5.000000000000 | $0 | $0 | $0 |
| APPLE COMPUTER | 2012-04-06 | $525 | $262 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| APPLE COMPUTER | 2013-01-02 | $2,924 | $1,462 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER (COSTCO) | 2013-09-29 | $1,237 | $618 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| APPLE COMPUTER | 2014-07-22 | $839 | $395 | 200DB | 5.000000000000 | $24 | $0 | $0 |
| OFFICE EQUIPMENT | 2015-08-01 | $643 | $266 | 200DB | 5.000000000000 | $37 | $0 | $0 |
| OFFICE EQUIPMENT | 2015-08-05 | $1,395 | $576 | 200DB | 5.000000000000 | $81 | $0 | $0 |
| APPLE COMPUTER | 2016-01-04 | $1,308 | $466 | 200DB | 5.000000000000 | $75 | $0 | $0 |
| APPLE COMPUTER | 2019-06-23 | $2,268 | 200DB | 5.000000000000 | $2,268 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $2,034,900 | EOYBookValueAmt |
| EOYFMV | $2,034,900 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| GATEWAY COMPUTER EQUIPMENT | $2,479 | $2,479 | $0 |
| GATEWAY COMPUTER EQUIPMENT | $2,542 | $2,542 | $0 |
| LAPTOP | $2,055 | $2,055 | $0 |
| FILE CABINETS | $1,301 | $1,301 | $0 |
| DESK WITH FILE DRAWER | $2,787 | $2,787 | $0 |
| MAUDE'S CHAIR | $772 | $772 | $0 |
| CANON D661 COPY MACHINE | $541 | $541 | $0 |
| HP OJ 511OXI PRINTER | $195 | $195 | $0 |
| MONITOR | $541 | $541 | $0 |
| INSPIRON 8600, INTEL PENTIUM M PROCESSOR 725 | $2,808 | $2,808 | $0 |
| DELL ULTRA SHARP 1901FP FLAT PANEL | $719 | $719 | $0 |
| HP PCS 2410 PRINTER | $216 | $216 | $0 |
| DIGITAL CAMERA | $393 | $393 | $0 |
| BOOKCASE | $1,384 | $1,384 | $0 |
| CAMERA | $1,212 | $1,212 | $0 |
| SONY COMPUTER | $3,310 | $3,310 | $0 |
| CAMERA | $580 | $580 | $0 |
| PRINTER | $455 | $455 | $0 |
| COMPUTER | $1,732 | $1,732 | $0 |
| MAC BOOK PRO WITH DESK TOP MONITOR #MB513LL/A | $4,773 | $4,773 | $0 |
| CAMERA | $125 | $125 | $0 |
| PHOTO PRINTER | $411 | $411 | $0 |
| PHOTO EQUIPMENT | $1,288 | $1,288 | $0 |
| SCANNER/PRINTER | $134 | $134 | $0 |
| OFFICE FURNITURE | $140 | $140 | $0 |
| DESKTOP | $2,345 | $2,345 | $0 |
| APPLE COMPUTER | $2,023 | $2,023 | $0 |
| APPLE COMPUTER | $525 | $525 | $0 |
| APPLE COMPUTER | $2,924 | $2,924 | $0 |
| COMPUTER (COSTCO) | $1,237 | $1,237 | $0 |
| APPLE COMPUTER | $839 | $839 | $0 |
| OFFICE EQUIPMENT | $643 | $625 | $18 |
| OFFICE EQUIPMENT | $1,395 | $1,355 | $40 |
| APPLE COMPUTER | $1,308 | $1,195 | $113 |
| APPLE COMPUTER | $2,268 | $2,268 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSE - 2018 MEALS AT 50% | $336 |
| 2018 FEDERAL TAX PAID | $12,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $4,356 | $0 | $0 | $4,356 |
| TELEPHONE | $4,981 | $0 | $0 | $4,981 |
| POSTAGE & SHIPPING | $1,091 | $0 | $0 | $1,091 |
| DUES AND SUBSCRIPTIONS | $534 | $0 | $0 | $534 |
| AUTOMOBILE | $298 | $0 | $0 | $298 |
| BANK FEES | $175 | $0 | $0 | $175 |
| CONFERENCE/DEVELOPMENT | $533 | $0 | $0 | $533 |
| MEALS AT 50% | $336 | $0 | $0 | $336 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $66 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $66 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FMV OF SECURITIES | Desc |
| Amt | $439,280 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVOLVING CREDIT CARD BALANCE PAYABLE | Desc |
| BOY Book Value | $5,796 | BOYBookValueAmt |
| EOY Book Value | $4,383 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX & FEES | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |