STRATEGY STUDIO / PUBLIC DATA EXPLORER

OYAMA FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OYAMA FAMILY FOUNDATION (EIN 46-3000803)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201821349349104052
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)
Return2018-05-14T14:28:46-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823794612PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Snow Bittleston Hartman Fong & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 North Santa Cruz AvenueAddressLine1Txt
CityLos GatosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950307228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463000803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Oyama Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOYAMBusinessNameControlTxt
Phone4084536096PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11254 Murphy AveAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLeo OyamaPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregory W Snow CPAPreparerPersonNm
PTINP01262442PTIN
Phone4083548500PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,633,481FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$47,454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,454DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,554NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$152,360GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,554CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$55,008TotalRevAndExpnssAmt
Total Net Invst Incm$55,008TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,377OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,132OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,245OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$745TaxesRevAndExpnssAmt
Taxes Net Invst Incm$745TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,132TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,887TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$138,132TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,887TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$83,124ExcessRevenueOverExpensesAmt
Net Investment Income$34,121NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$110,513SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,335SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,335SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$753,871USGovernmentObligationsBOYAmt
US Government Obligations EOY$677,370USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$677,040USGovtObligationsEOYFMVAmt
Corporate Stock BOY$206,571CorporateStockBOYAmt
Corporate Stock EOY$291,267CorporateStockEOYAmt
Corporate Stock EOYFMV$361,788CorporateStockEOYFMVAmt
Corporate Bonds BOY$196,060CorporateBondsBOYAmt
Corporate Bonds EOY$169,088CorporateBondsEOYAmt
Corporate Bonds EOYFMV$170,491CorporateBondsEOYFMVAmt
Other Investments BOY$320,714OtherInvestmentsBOYAmt
Other Investments EOY$359,520OtherInvestmentsEOYAmt
Other Investments EOYFMV$415,827OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,587,729TotalAssetsBOYAmt
Total Assets EOY$1,505,580TotalAssetsEOYAmt
Total Assets EOYFMV$1,633,481TotalAssetsEOYFMVAmt
Other Liabilities BOY$435OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,410OtherLiabilitiesEOYAmt
Total Liabilities BOY$435TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,410TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,587,294RetainedEarningBOYAmt
Retained Earning EOY$1,504,170RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,587,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,504,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,587,729TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,505,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,587,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$83,124ExcessRevenueOverExpensesAmt
Subtotal$1,504,170SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,504,170TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Enterprise Trust S/TP2017-01-012017-06-30$131,581$126,527$5,054$5,054
Enterprise Trust L/T - CoveredP2017-01-012017-12-31$15,779$12,943$2,836$2,836
Enterprise Trust L/T- Non CoveredP2017-01-012017-12-31$5,000$5,336-$336-$336
FieldValueIRS element (for citing)
Capital Gain Net Income$7,554CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$102,194AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,637,437NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06241DistributionYr1Rt
Adjusted Qlfy Distri Yr2$77,502AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,698,554NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04563DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,898AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$805,841NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07681DistributionYr3Rt
Total Distribution0.184851TotalDistributionRt
Average Distribution0.061617AverageDistributionRt
Net Vl Noncharitable Assets$1,663,221NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$102,483AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$341NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$102,824AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,255QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$341InvestmentIncomeExciseTaxAmt
Subtotal$341SubtotalAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Tax Due$341TaxDueAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Gregor W Snow CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4083548500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1250 N Santa Cruz AveAddressLine1Txt
CityLos GatosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950307228ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Leo Oyama
1254 Murphy AveSan JoseCA95131Trustee5.00$0
Louise Oyama
1254 Murphy AveSan JoseCA95131Trustee5.00$0
Joyce Y Oyama
1254 Murphy AveSan JoseCA95131Trustee0.00$0
Margaret Oyama
1254 Murphy AveSan JoseCA95131Trustee0.00$0
Gregory W Snow
250 N Santa Cruz AveLos GatosCA950307228Trustee0.00$0
Kim Mattos
724 N First StreetSan JoseCA95112Trustee0.00$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$1,555,819AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,688,549TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,688,549AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,328CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,663,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$83,161MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$83,161MinimumInvestmentReturnAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Total Tax$341TotalTaxAmt
Distributable Before Adj$82,820DistributableBeforeAdjAmt
Distributable Before Ded$82,820DistributableBeforeDedAmt
Distributable As Adjusted$82,820DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,255ExpensesAndContributionsAmt
Qualifying Distributions$118,255QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$341PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$117,914AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,820DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$8,246ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$21,154ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$29,400TotalExcessDistributionCyovAmt
Qualifying Distributions$118,255QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$82,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,435RemainingDistriFromCorpusAmt
Total Corpus$64,835TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$64,835ExcessDistriCyovToNextYrAmt
Excess From Year3$8,246ExcessFromYear3Amt
Excess From Year1$21,154ExcessFromYear1Amt
Excess From Current Year$35,435ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLeo OyamaContributingManagerNm
Contributing ManagerLouise OyamaContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Japanese American Museum of San Jos
535 North 5th StreetSan JoseCA95112N/APCTo be used for repair of building.$5,000
Japanese American Citizens League
535 North 5th StreetSan JoseCA95112N/APCTo be used for a "Building Fund".$30,000
San Jose Taiko
565 North 5th StreetSan JoseCA95112N/APCGeneral Support$5,000
San Jose Japantown Lions Club and F
565 North 5th StreetSan JoseCA95112N/APCGeneral Support$3,000
San Jose Buddhist Church Betsuin
640 5th StreetSan JoseCA95112N/APCGeneral Support$50,000
Yu-Ai Kai
588 North 4th StreetSan JoseCA95112N/APCGeneral Support$5,000
Heart Mountain Wyoming Foundation
1539 Road 19PowellWY82435N/APCTo be used to preserve memorial, history and education.$10,000
Spartan Foundation
1393 South 7th StreetSan JoseCA95112N/APCTo be used for football scholarship.$2,000
Almaden Super Lions Charitable Fdn
250 N Santa Cruz AveLos GatosCA95032N/APCGeneral Support$2,000
Japantown Community Congress of San
588 North 4th StreetSan JoseCA95112N/APCGeneral Support$2,000
Densho
1416 S Jackson StSeattleWA98144N/APCGeneral Support$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,454ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,554ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$55,008ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,008TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementThe Oyama Family Foundation is established for the purpose of providing a perpetual source of funds to support the various charitable endeavors including educational, religious, social service, cultural, health service organizations, charitable, scientific, or literary purposes within the meaning of the terms as used in Section 501(c)(3) of the Internal Revenue Code.RelationshipStatementTxt

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 EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCPA Professional FeesCategoryTxt
Amt$975Amt
Net Investment Income$975NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Attorney Registry Annual Filing Fee$25$25$25
FTB Filing Fee$10$10$10

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDue to Oyama TrustDesc
BOY Book Value$435BOYBookValueAmt
EOY Book Value$1,410EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Form 990PF Preparation Fee$4,490$2,245$0$2,245
Investment Management Fee$16,887$16,887$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Foreign Tax Paid$329$329
IRS$416$416