G KELLY SIEVERS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- G KELLY SIEVERS FOUNDATION INC (EIN 02-0694993)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-20
- IRS object ID
- 201942639349100009
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-20T16:02:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954009917 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & DAVIS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD STE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913645111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020694993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G KELLY SIEVERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GKEL | BusinessNameControlTxt |
| Phone | 8053717192 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 HAMPSTEAD COURT | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHELLE SIEVERS | PersonNm |
| Person Title | DIREC/PRES | PersonTitleTxt |
| Phone | 8187070363 | PhoneNum |
| Signature | 2019-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY J DAVIS | PreparerPersonNm |
| PTIN | P01356672 | PTIN |
| Phone | 8189902490 | PhoneNum |
| Preparation | 2019-09-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.128.19.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-20 | IPDt |
| IP Tm | 16:02:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 206C07F3240C730A443531134EEA20A7219D8973 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B839350321C195543BB53F4A11A750D7A48F16AC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,126 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,112 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,939 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $19,503 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,187 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $23,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $23,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,188 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,549 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,549 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,867 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,694 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211851 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055666 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,209 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,545 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,381 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107919 | DistributionYr5Rt |
| Total Distribution | 0.666460 | TotalDistributionRt |
| Average Distribution | 0.133292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,022 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8 | SubtotalAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $8 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | E MICHELLE SIEVERS | IndividualWithBooksNm |
| Phone | 8053717192 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 HAMPSTEAD COURT | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E MICHELLE SIEVERS | ||||||||
| 152 HAMPTSEAD COURT | WESTLAKE VILLAGE | CA | 91361 | DIREC/PRES | 1.00 | $0 | $0 | $0 |
| GUY E MARTIN | ||||||||
| 152 HAMPSTEAD COURT | WESTLAKE VILLAGE | CA | 91361 | DIREC/SECR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT GIFTS TO OTHER 501(C)(3) ORGANIZATIONS | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,990 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $1,124 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,124 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,124 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,525 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,525 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,124 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,724 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,706 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,124 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,401 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,532 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,724 | ExcessFromYear4Amt |
| Excess From Year3 | $222 | ExcessFromYear3Amt |
| Excess From Year2 | $2,706 | ExcessFromYear2Amt |
| Excess From Year1 | $4,488 | ExcessFromYear1Amt |
| Excess From Current Year | $1,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E MICHELLE SIEVERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICANS HELPING AMERICANS | |||||||
| 8301 RICHMOND HWY 100 | ALEXANDRIA | VA | 22309 | N/A | PUBLIC | DONATION | $1,000 |
| COMMUNITY MEDICAL FOUNDATION | |||||||
| 1530 E SHAW AVE 106 | FRESNO | CA | 93710 | N/A | PUBLIC | DONATION | $100 |
| HELP HOPE LIVE | |||||||
| 2 RADNOR CORP CENTER 100 | RADNOR | PA | 19087 | N/A | PUBLIC | DONATION | $100 |
| HIDDEN HARVEST | |||||||
| PO BOX 266 | COACHELLA | CA | 92236 | N/A | PUBLIC | DONATION | $250 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 ST NW1202 | WASHINGTON DC | DC | 20005 | N/A | PUBLIC | DONATION | $525 |
| RIDE ON | |||||||
| 10860 TOPANGA CYN BLVD | CHATSWORTH | CA | 91311 | N/A | PUBLIC | DONATION | $300 |
| SUSAN G KOMEN | |||||||
| 5005 LBJ FWY 526 | DALLAS | TX | 75244 | N/A | PUBLIC | DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,525 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $382 | ExclusionAmt |
| Related Or Exempt Function Incm | $80 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $462 | 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 FEES | CategoryTxt |
| Amt | $1,112 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 399.361 SHARES BFAFX | AssetDesc |
| Acquired | 2008-08 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $5,000 | GrossSalesPriceAmt |
| Basis | $4,920 | BasisAmt |
| Total Net | $80 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,603.471 SHS BOND FUND OF AMERICA | ||
| 1,204.110 SHS BOND FUND OF AMERICA | $14,559 | $15,136 |
| DIVIDENDS RECEIVABLE | $51 | $51 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $10 |
| US TREASURY | $3 |