J W AND IDA M JAMESON FOUNDATION: Form 990PF, tax year 2017
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- Organization
- J W AND IDA M JAMESON FOUNDATION (EIN 95-6031465)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-07
- IRS object ID
- 201803119349101025
- Schema version
- 2017v2.3
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T16:38:15-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956031465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW AND IDA M JAMESON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWAN | BusinessNameControlTxt |
| Phone | 6265781530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL B BETZ | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6265781530 | PhoneNum |
| Signature | 2018-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2018-10-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.79.135.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-23 | IPDt |
| IP Tm | 12:33:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4428E86DDF38B11892D55A842C8E6C6C31EC54D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4428E86DDF38B11892D55A842C8E6C6C31EC54D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $13,672,832 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $310,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $314,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,521,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,900 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,957 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,957 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $634,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,533 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,767 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $829 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $372 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,140 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,035 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,035 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $504 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $272,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,876 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,047,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,876 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $824,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$412,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $516,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,562,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,562,471 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,458 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,992 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,992 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,856,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,949,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,618,999 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,901,527 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $375,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $125,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $240,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $240,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $354,857 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,649 | LandBOYAmt |
| Land EOY | $2,649 | LandEOYAmt |
| Land EOYFMV | $2,500 | LandEOYFMVAmt |
| Total Assets BOY | $11,523,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,139,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,672,832 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable EOY | $28,843 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $408 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $406 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,249 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $880,213 | CapitalStockBOYAmt |
| Capital Stock EOY | $880,213 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,642,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,229,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,523,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,110,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,523,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,139,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,523,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$412,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,110,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,110,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES - LONG TERM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,521,411 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,206,511 | CostOrOtherBasisAmt |
| Gain Or Loss | $314,900 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $314,900 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,900 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $802,153 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,626,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $772,752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,533,315 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $806,691 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,575,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055345 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $773,506 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,083,778 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054922 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $761,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,214,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057589 | DistributionYr5Rt |
| Total Distribution | 0.283824 | TotalDistributionRt |
| Average Distribution | 0.056765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,767,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $781,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,833 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $786,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $824,411 | 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 | $4,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,327 | OverpaymentAmt |
| Applied To ES Tax | $7,327 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BILL BETZ | IndividualWithBooksNm |
| Phone | 6265781530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| BILL B BETZ | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | SECRETARY/TREASURER | 15.00 | $56,000 | $0 | $0 |
| FRED L LEYDORF | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | PRESIDENT | 10.00 | $56,000 | $0 | $0 |
| JAMEN WURM | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | VICE PRESIDENT | 10.00 | $56,000 | $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 |
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 | $12,736,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,238,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,976,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,976,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,767,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $688,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $688,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,833 | TotalTaxAmt |
| Distributable Before Adj | $683,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $683,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $683,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $824,411 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $824,411 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,833 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $819,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $683,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,314 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,095 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $579,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $824,411 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $683,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,888 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $720,419 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $106,314 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $614,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,460 | ExcessFromYear4Amt |
| Excess From Year3 | $103,802 | ExcessFromYear3Amt |
| Excess From Year2 | $127,860 | ExcessFromYear2Amt |
| Excess From Year1 | $145,095 | ExcessFromYear1Amt |
| Excess From Current Year | $140,888 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BILL BETZ JW AND IDA JAMESON FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6265781530 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUESTS FOR FUNDS SHOULD INCLUDE THE FOLLOWING INFORMATION: (1) THE PURPOSE FOR WHICH THE FUNDS WILL BE USED; (2) THE AMOUNT REQUESTED; (3) EVIDENCE OF IRS SECTION 501(C)(3) RATING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT REQUESTS SHOULD BE RECEIVED BY THE FIRST WEEK OF MARCH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANT RECIPIENTS MUST BE NON-PROFIT ORGANIZATIONS AND MUST PROVIDE EVIDENCE OF THE IRS SECTION 501(C)(3) RATING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| ALAMEDA EDUCATION FOUNDATION | |||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| AZUSA PACIFIC UNIVERSITY | |||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $45,000 |
| BOYS AND GIRLS CLUBS OF THE LA HARBOR | |||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| 5 ACRES | |||||||
| 867 N FAIR OAKS AVENUE | PASADENA | CA | 91103 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20001 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| ASSISTANCE LEAGUE OF PASADENA | |||||||
| 820 EAST CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| CITY OF RANCHO MIRAGE PUBLIC LIBRARY | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP | |||||||
| 937 WEST FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| COMMUNITY HEALTH ALLIANCE PASADENA | |||||||
| 2055 LINCOLN AVENUE | PASADENA | CA | 91103 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| CORNERSTONE BIBLE CHURCH | |||||||
| 400 N GLENDORA AVE | GLENDORA | CA | 91702 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| CROSSWORLD | |||||||
| 10000 N OAK TRAFFICWAY | KANSAS CITY | MO | 64155 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| BARTZ ALTADONNA COMMUNITY HEALTH CENTER | |||||||
| 14433 GINGHAM AVE | LANCASTER | CA | 93535 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| DESERT CHRISTIAN SCHOOLS | |||||||
| 44662 15TH STREET WEST | LANCASTER | CA | 93534 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 3351 N FAIRFAX DRIVE 4TH FLOOR | ARLINGTON | VA | 22201 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 734 FAIRMONT AVE | PASADENA | CA | 91105 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| HYPOPARATHYROIDISM ASSOCIATION INC | |||||||
| PO BOX 2258 | IDAHO FALLS | ID | 83403 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $30,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| CALIFORNIA SCHOOL FOR THE DEAF | |||||||
| 39350 GALLAUDET DR | FREMONT | CA | 94538 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| JOHN MUIR HOSPITAL FOUNDATION | |||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| LA CANADA BASEBALL SOFTBALL ASSOCIATION | |||||||
| PO BOX 151 | LA CANADA | CA | 91012 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| LA CANADA FLINTRIDGE EDUCATION FOUNDATION | |||||||
| 4490 CORNISHON AVENUE RM 211 | LA CANADA FLINTRIDGE | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| LA CANADA PRESBYTERIAN CHURCH | |||||||
| 626 FOOTHILL BOULEVARD | LA CANADA FLINTRIDGE | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| LOS ANGELES FALCON TRACK AND FIELD TEAM | |||||||
| 525 N BRIGHTON STREET | BURBANK | CA | 91506 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| PACIFIC RESEARCH INST FOR PUBLIC POLICY | |||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| PHI DELTA THETA EDUCATIONAL FOUNDATION | |||||||
| 2 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| PUGET SOUND STRATEGIC MINISTRIES | |||||||
| 4611 53RD STREET EAST | TACOMA | WA | 98443 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| RM PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 91355 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| REASON FOUNDATION | |||||||
| 3415 S SEPULVEDA BLVD SUITE 400 | LOS ANGELES | CA | 90034 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| REASONS TO BELIEVE | |||||||
| 818 S OAK PARK ROAD | COVINA | CA | 91724 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SHE IS POWERFUL | |||||||
| 16426 KITTRIDGE ST | VAN NUYS | CA | 91406 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SOUTHERN CALIFORNIA POMERANIAN RESCUE INC | |||||||
| 233 WILSHIRE BLVD SUITE 250 | SANTA MONICA | CA | 90401 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| ST GEORGE PRESCHOOL | |||||||
| 808 FOOTHILL BLVD | LA CANADA | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE FUND OF AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| THE GOODEN CENTER | |||||||
| 191 N EL MOLINO AVE | PASADENA | CA | 91103 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE UCLA FOUNDATION - JW & IDA M JAMESON FUND | |||||||
| PO BOX 951476 | LOS ANGELES | CA | 90095 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| TROJAN FOOTBALL ALUMNI CLUB | |||||||
| 14455 SPRING CREST DRIVE | CHINO HILLS | CA | 91709 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| UC RIVERSIDE JAMESON SCHOLARSHIP FUND | |||||||
| UNIVERSITY OF CALIFORNIA RIVERSIDE | RIVERSIDE | CA | 92521 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 EAST ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 701 TAPPAN STREET 3700 WYLY HALL | ANN ARBOR | MI | 48109 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| VETERANS FOR AMERICA BUSINESS DEV | |||||||
| 4247 ENCINAS DR | LA CANADA | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| VILLA ESPERANZA SERVICES | |||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| VILLAGE CHRISTIAN SCHOOLS | |||||||
| 8930 VILLAGE AVENUE | SUN VALLEY | CA | 91352 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| WESTERN CHRISTIAN SCHOOLS | |||||||
| 3105 PADUA AVENUE | CLAREMONT | CA | 91711 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| COMMUNITY HOSPITAL GRAND JUNCTION | |||||||
| 2351 G ROAD | GRAND JUNCTION | CO | 81505 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| DOGGY SMILES RESCUE | |||||||
| 44756 SHADOWCREST DR | LANCASTER | CA | 93536 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| DOOR OF HOPE | |||||||
| 669 N LOS ROBLES AVENUE | PASADENA | CA | 91101 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| SAN GABRIEL HABITAT FOR HUMANITY | |||||||
| 400 S IRWINDALE AVENUE | AZUSA | CA | 91702 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| HILLSIDES | |||||||
| 40 AVENUE 64 | PASADENA | CA | 91105 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| INSPIRATION ACADEMY | |||||||
| 10630 S WESTERN AVENUE | CHICAGO | IL | 60643 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| PASADENA CITY COLLEGE FOUNDATION | |||||||
| 1570 E COLORADO BLVD | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,357 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $8,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $634,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,214 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $23,533 | Amt |
| Net Investment Income | $11,767 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $375,000 | EOYBookValueAmt |
| EOYFMV | $125,013 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $5,949,296 | EOYBookValueAmt |
| EOYFMV | $8,618,999 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $240,981 | BookValueAmt |
| EOYFMV | $354,857 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $409 | $409 | $0 |
| PHOTOCOPIER | $1,480 | $1,480 | $0 |
| LAND - SAN BERNARDINO COUNTY, CA. | $1,067 | $0 | $1,067 |
| MINERAL RIGHTS, KERN COUNTY, CA. | $1,582 | $0 | $1,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,880 | $470 | $0 |
| TELEPHONE | $2,015 | $504 | $504 |
| DUES AND SUBSCRIPTIONS | $750 | $188 | $0 |
| OFFICE EXPENSE | $1,524 | $381 | $0 |
| BANK CHARGES | $62 | $16 | $0 |
| FILING FEES | $181 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $8,957 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,957 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,957 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $408 | BOYBookValueAmt |
| EOY Book Value | $406 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $41,686 | Amt |
| Net Investment Income | $41,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,489 | $745 | $372 |
| FOREIGN TAXES | $84 | $84 | $0 |
| EXCISE TAX | $4,833 | $0 | $0 |