LEON AND OLLIE CRAIG FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEON AND OLLIE CRAIG FOUNDATION INC (EIN 77-0475709)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-11
- IRS object ID
- 202042559349100529
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-11T15:49:01-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770427588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMAN HARRIS TRAVIOLI SLOVER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | 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 | 770475709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON & OLLIE CRAIG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 5596272725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD ORLOPP | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS L HARRIS | PreparerPersonNm |
| PTIN | P00082198 | PTIN |
| Phone | 5596272725 | PhoneNum |
| 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 | $2,027,059 | 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 | $678 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $678 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $678 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,532 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,532 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,990 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $39 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $67,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,200 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,249 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $630 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $630 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $18,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $18,856 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,452 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,492 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,302 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,280 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,280 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,969 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $236,969 | CashBOYAmt |
| Cash EOY | $191,519 | CashEOYAmt |
| Cash EOYFMV | $191,519 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $407,852 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $417,540 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $407,852 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $407,852 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $90,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $90,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $90,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $90,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,277,099 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,336,038 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,336,038 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,021,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,027,059 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,027,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,021,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,027,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,021,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,027,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,021,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,027,059 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,021,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,531 | OtherIncreasesAmt |
| Subtotal | $2,027,059 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,027,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| .537 WAB | P | 2019-02-26 | 2019-02-28 | $39 | $39 | $39 | |
| 100000 BERKSHIRE CD | P | 2018-11-07 | 2019-05-14 | $100,000 | $100,000 | ||
| 50000 CAP ONE CD | P | 2018-11-07 | 2019-02-15 | $50,000 | $50,000 | ||
| 100000 JPMORGAN CD | P | 2017-06-29 | 2019-09-30 | $100,000 | $100,000 | ||
| 500 VTR | P | 2015-11-06 | 2019-03-19 | $30,540 | $4,951 | $4,951 | $25,589 |
| 50000 WELLS FARGO CD | P | 2018-05-16 | 2019-11-25 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,990 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $39 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $913 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $913 | SubtotalAmt |
| Tax Based On Investment Income | $913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $47 | OverpaymentAmt |
| Applied To ES Tax | $47 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS L HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5596272725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD ORLOPP | ||||||
| 42055 ROAD 160 | OROSI | CA | 93647 | President | 0.00 | $0 |
| GARY BURNS | ||||||
| 4806 W MINERAL KING AVE STE A | VISALIA | CA | 93291 | Secretary | 0.00 | $0 |
| TRACI CLEVENGER | ||||||
| 313 E CALDWELL AVE | VISALIA | CA | 93277 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS AWARDED TO STUDENTS FURTHERING EDUCATION | Description1Txt |
| Expenses1 | $70,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,270,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $499,502 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,983,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,983,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,954,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $913 | TotalTaxAmt |
| Distributable Before Adj | $96,796 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,796 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $70,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,000 | UndistributedIncomePYAmt |
| Qualifying Distributions | $70,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,000 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,000 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $36,796 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| REDWOOD HIGH SCHOOL SCHOLARSHIP PRO | ||||||
| 1001 W MAIN STREET | VISALIA | CA | 93291 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| GOLDEN WEST HIGH SCHOOL SCHOLARSHIP | ||||||
| 1717 N MCAULIFF ROAD | VISALIA | CA | 93292 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| EL DIAMANTE HIGH SCHOOL SCHOLARSHIP | ||||||
| 5100 W WHITENDALE AVENUE | VISALIA | CA | 93277 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| MT WHITNEY HIGH SCHOOL SCHOLARSHIP | ||||||
| 900 S CONYER STREET | VISALIA | CA | 93277 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| WOODLAKE UNION HIGH SCHOOL SCHOLARS | ||||||
| 400 W WHITNEY AVE | WOODLAKE | CA | 93286 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| FARMERSVILLE SCHOLARSHIP PROG | ||||||
| 631 E WALNUT AVENUE | FARMERSVILLE | CA | 93223 | N/A | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| EXETER UNION HIGH SCHOOL PROG | ||||||
| 505 ROCKY HILL DRIVE | EXETER | CA | 93221 | N/A | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $7,000 |
| TULARE JOINT UNION HIGH SCHOOL | ||||||
| 426 N BLACKSTONE ST | TULARE | CA | 93274 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $678 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,532 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,990 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $67,200 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,200 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, BOOKKEEEPING ADMINISTRATIVE | CategoryTxt |
| Amt | $630 | Amt |
| Net Investment Income | $630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $630 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $90,000 | CostOrOtherBasisAmt |
| Book Value | $90,000 | BookValueAmt |
| EOYFMV | $90,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,336,038 | BookValueAmt |
| EOYFMV | $1,336,038 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC RECEIVABLE | Desc |
| EOY Book Value | $1,650 | EOYBookValueAmt |
| EOYFMV | $1,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $216 | $216 | $216 |
| INSURANCE | $666 | $666 | |
| MISCELLANEOUS | $420 | $420 | $420 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| JAY WEST |
| $289,460 |
| Paul and Yvette Espinoza |
| $118,392 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $18,856 | Amt |
| Net Investment Income | $18,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,856 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $1,256 | $1,256 | $1,256 |
| OTHER TAXES | $206 | $196 | $206 |
| PROPERTY TAXES | $30 | $30 |