THE LISA WADE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE LISA WADE FOUNDATION (EIN 46-4348673)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-06
- IRS object ID
- 201801269349100255
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-06T12:09:10-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kreger and Garden | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Tamal Plaza Suite 106 | AddressLine1Txt |
| City | Corte Madera | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94925 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464348673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lisa Wade Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 9162140579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6242 Buena Vista Avenue | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WADE WADE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9162140579 | PhoneNum |
| Signature | 2018-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WYOLAH GARDEN | PreparerPersonNm |
| PTIN | P01047719 | PTIN |
| Phone | 4159272100 | PhoneNum |
| Preparation | 2018-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $478,605 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $69,726 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,251 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,662 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,662 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $107,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,913 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,002 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,002 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,118 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,118 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,693 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,493 | CashBOYAmt |
| Corporate Stock BOY | $372,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $478,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $478,605 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $412,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $478,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $478,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $412,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $478,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $478,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $478,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,239 | OtherIncreasesAmt |
| Subtotal | $478,605 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $478,605 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $29,915 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $396,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075489 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,771 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $395,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037321 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,000 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.112810 | TotalDistributionRt |
| Average Distribution | 0.056405 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,424 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $377 | SubtotalAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $377 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Individual With Books | LISA WADE | IndividualWithBooksNm |
| Phone | 9162140579 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6242 Buena Vista Avenue | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| LISA WADE | ||||||||
| 6242 Buena Vista Avenue | Oakland | CA | 94618 | President/Board | 20.00 | $0 | $0 | $0 |
| Michael James Wade | ||||||||
| 6242 Buena Vista Avenue | Oakland | CA | 94618 | CFO/Board | 3.00 | $0 | $0 | $0 |
| LAURA WADE JOHNSON | ||||||||
| 6242 Buena Vista Avenue | Oakland | CA | 94618 | Secretary/Board | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $393,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,324 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $393,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $377 | TotalTaxAmt |
| Distributable Before Adj | $18,994 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,994 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,994 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,870 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $377 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,994 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,729 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr3 | $32,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,884 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,870 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $47,870 | RemainingDistriFromCorpusAmt |
| Total Corpus | $124,817 | TotalCorpusAmt |
| Taxable2 | $19,729 | Taxable2Amt |
| Undistributed Income CY | $18,994 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $124,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $32,063 | ExcessFromYear3Amt |
| Excess From Year2 | $14,884 | ExcessFromYear2Amt |
| Excess From Year1 | $30,000 | ExcessFromYear1Amt |
| Excess From Current Year | $47,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA WADE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Food By Design | ||||||
| 2818 SE 70th Ave | Portland | OR | 97206 | 501c3 | populations onEducate at-riskhow to thrive | $4,000 |
| Women's Earth and Climate Caucus | ||||||
| 20 Sunnyside Avenue Suite A438 | Mill Valley | CA | 94941 | 501c3 | DR CongoReforestation- | $5,000 |
| Independent Arts and Media | ||||||
| PO Box 420442 | San Francisco | CA | 94142 | 501c3 | Tracy Quezada Film | $2,500 |
| Warrior Films | ||||||
| 41 Fairmont Avenue | Oakland | CA | 94611 | 501c3 | HomeVeterans Journey | $5,000 |
| Threshold Foundation | ||||||
| PO Box 29903 | San Francisco | CA | 94129 | 501c3 | projecsVarious non-profit | $5,000 |
| Magic Theatre | ||||||
| 2 Marina Blvd Bldg D | San Francisco | CA | 94123 | 501c3 | Patron of Arts | $1,500 |
| City Care Oregon | ||||||
| 999 NE 2nd Street | Bend | OR | 97701 | 501c3 | non-profitBend Oregon | $1,500 |
| HIAS | ||||||
| 411 Fifth Ave Suite 1006 | New York | NY | 10016 | 501c3 | Refugee Book | $2,500 |
| Network for Good | ||||||
| 1140 Connecticut Ave NW 700 | Washington | DC | 20036 | 501c3 | projects in IsraelImpact a Villageand the West Bank | $1,000 |
| Bona Fide Films | ||||||
| 4200 Park Blvd No 544 | Oakland | CA | 94602 | 501c3 | that supportArtistic projectshealing and change | $2,500 |
| Partners in Compassionate Care | ||||||
| 1000 Front Ave NW | Grand Rapids | MI | 49504 | 501c3 | General support | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $19,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,251 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LISA WADE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6242 Buena Vista Avenue | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $69,645 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley | $75,228 | $75,228 |
| Morgan Stanley | $403,377 | $403,377 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Professional Memberships | $3,136 |
| Investment Fees | $4,537 |
| Secretary of State | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Unrecap Sec 1250 Gain | $3 | $3 |
| Non-dividend Distribution | $673 | $673 |
| Gain from stock sales | $17,986 | $17,986 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in value - securities | Desc |
| Amt | $14,239 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Paid | $188 | $188 |
| FTB Annual Fee | $10 | |
| Tax on Investments | $87 |