STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOCIETY OF UNIVERSITY SURGEONS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SOCIETY OF UNIVERSITY SURGEONS FOUNDATION (EIN 91-1712473)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349102523
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T13:08:36-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593094260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Glickstein Laval Carris PA CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 E Central Pkwy Ste 1040AddressLine1Txt
CityAltamonte SpringsCityNm
State AbbreviationFLStateAbbreviationCd
ZIP327013400ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911712473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY OF UNIV SURGEONS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone3104370555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111300 WEST OLYMPIC BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA WONGPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBethany K Lusby CPAPreparerPersonNm
PTINP01245883PTIN
Phone4076454775PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$308,625FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$179,975ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,871DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,871DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,849GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,849CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$195,695TotalRevAndExpnssAmt
Total Net Invst Incm$15,720TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$7,008TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$230PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$30,628OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,665OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$39,116TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,665TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,665TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$96,579ExcessRevenueOverExpensesAmt
Net Investment Income$14,055NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,297CashBOYAmt
Cash EOY$143,529CashEOYAmt
Cash EOYFMV$143,529CashEOYFMVAmt
Pledges Rcvbl$10,310PledgesRcvblAmt
Pledges Rcvbl EOY$10,310PledgesRcvblEOYAmt
Prepaid Expenses EOY$412PrepaidExpensesEOYAmt
Other Investments BOY$139,956OtherInvestmentsBOYAmt
Other Investments EOY$165,096OtherInvestmentsEOYAmt
Other Investments EOYFMV$165,096OtherInvestmentsEOYFMVAmt
Total Assets BOY$204,253TotalAssetsBOYAmt
Total Assets EOY$319,347TotalAssetsEOYAmt
Total Assets EOYFMV$308,625TotalAssetsEOYFMVAmt
Accounts Payable EOY$12,236AccountsPayableEOYAmt
Total Liabilities EOY$12,236TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$204,253UnrestrictedBOYAmt
Unrestricted EOY$307,111UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$204,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$307,111TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$204,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$319,347TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$204,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$96,579ExcessRevenueOverExpensesAmt
Other Increases$6,279OtherIncreasesAmt
Subtotal$307,111SubtotalAmt
Tot Net Ast Or Fund Balances EOY$307,111TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCapital Gain DividendsPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-12-31AcquiredDt
Sold2017-12-31SoldDt
Gross Sales Price$13,849GrossSalesPriceAmt
Gain Or Loss$13,849GainOrLossAmt
Gains Minus Excess Or Losses$13,849GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,849CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$89,738AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$199,168NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.45056DistributionYr1Rt
Adjusted Qlfy Distri Yr2$180,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$219,556NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.81984DistributionYr2Rt
Adjusted Qlfy Distri Yr3$78,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$261,653NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.30097DistributionYr3Rt
Adjusted Qlfy Distri Yr4$78,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$184,331NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.42722DistributionYr4Rt
Adjusted Qlfy Distri Yr5$227,449AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$138,067NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.64738DistributionYr5Rt
Total Distribution3.645973TotalDistributionRt
Average Distribution0.729195AverageDistributionRt
Net Vl Noncharitable Assets$248,722NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$181,367AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$141NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$181,508AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$281InvestmentIncomeExciseTaxAmt
Subtotal$281SubtotalAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Tax Due$281TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SUSWEB.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BSC MANAGEMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104370555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111300 W OLYMPIC BLVD SUITE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAI CHUNG MD
2200 CHILDRENS WAY DOT 7100NASHVILLETN37232President0.00$0
REBECCA MINTER MD
1500 E MEDICAL CENTER DRANN ARBORMI481095343Director0.00$0
SANDRA WONG
1 MEDICAL CENTER DRLEBANONNH03756Treasurer0.00$0
TIMOTHY DONAHUE
10833 LE CONTE AVELOS ANGELESCA90095Director0.00$0
KELLY YAMAICHI
11901 NE 36TH PLBELLEVUEWA98005Director0.00$0
RICHARD A HODIN MD
55 FRUIT STREETBOSTONMA021142622Director0.00$0
SUSAN ORLOFF MD
3181 SW SAM JACKSON PK RDPORTLANDOR972393098Director0.00$0
SHARON WEBER MD
600 HIGHLAND AVEMADISONWI53792Director0.00$0
GEORGE YANG MD
257 CAMPUS DRIVESTANFORDCA94305Director0.00$0
DAVID GELLER MD
200 LOTHROP STPITTSBURGPA15213Director0.00$0
O JOE HINES MD
BOX 956904LOS ANGELESCA90095Director0.00$0
GREGORY KENNEDY
600 HIGHLAND AVEMADISONWI53792Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$151,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,252AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$252,510TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$252,510AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,788CashDeemedCharitableAmt
Net Vl Noncharitable Assets$248,722NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,436MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,436MinimumInvestmentReturnAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Total Tax$281TotalTaxAmt
Distributable Before Adj$12,155DistributableBeforeAdjAmt
Distributable Before Ded$12,155DistributableBeforeDedAmt
Distributable As Adjusted$12,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,000ExpensesAndContributionsAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$60,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,155DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$220,648ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,711ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$65,913ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$169,130ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$79,858ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$605,260TotalExcessDistributionCyovAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,845RemainingDistriFromCorpusAmt
Total Corpus$653,105TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$220,648ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$432,457ExcessDistriCyovToNextYrAmt
Excess From Year4$69,711ExcessFromYear4Amt
Excess From Year3$65,913ExcessFromYear3Amt
Excess From Year2$169,130ExcessFromYear2Amt
Excess From Year1$79,858ExcessFromYear1Amt
Excess From Current Year$47,845ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBSC MANAGEMENT INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111300 W OLYMPIC BLVD STE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104370555RecipientPhoneNum
Form And Info And MaterialsSEE SCHEDULEFormAndInfoAndMaterialsTxt
Submission DeadlinesAUGUST 15TH EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsOPEN TO JUNIOR FACULTY SURGEONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET WHITE 505BOSTONMA02114NONEN/ARESEARCH GRANT$30,000
WASHINGTON UNIVERSITY
700 ROSEDALE AVE CB 1034ST LOUISMO63112NoneN/ARESEARCH GRANT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,871ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,849ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,720ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,720TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY OF UNIV SURGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(3)OrganizationTypeDesc
Relationship DescriptionSOME OF THE OFFICERS ARE COMMON TO EACH ENTITYRelationshipDescriptionTxt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SOCIETY OF UNIVERSITY SURGEONS
111300 W OLYMPIC BLVD STE 600LOS ANGELESCA90064$50,000Yes (X)
ELSEVIER
21600 JOHN F KENNEDY BLVDPHILADELPHIAPA191032899$30,000Yes (X)
KARL STORZ ENDOSCOPY-AMERICA INC
32151 E GRAND AVENUEEL SEGUNDOCA902455017$34,500Yes (X)
GREGORY KENNEDY
4600 HIGHLAND AVEMADISONWI53792$5,050Yes (X)
TAYLOR RIALL
5301 UNIVERSITY BLVDGALVESTONTX77555$5,000Yes (X)
SHARON WEBER
6600 HIGHLAND AVEMADISONWI53792$10,000Yes (X)
KELLY YAMAICHI
711901 NE 36TH PLBELLEVUEWA98005$5,000Yes (X)
GEORGE YANG
8257 CAMPUS DRIVESTANFORDCA94305$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$21,736
Bank/Credit Card Charges$2,602
Investment Acount Fees$1,665$1,665
Miscellaneous$718
Office Supplies$360
Postage$54
Telephone$1,248
Website$2,245