LAUREL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAUREL FOUNDATION (EIN 95-4556814)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-01
- IRS object ID
- 201722449349100107
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-01T18:15:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954556814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WHITTIER TRUST COMPANY | InCareOfNm |
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE STE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE E GRAYSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2017-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420172445000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-09-01 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC144D2C5944885D7D87D465B4329167CD393E1C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5B9418D81C8C58433D8B74FB7DBA4202CCD0ED42 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,701,666 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,808 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,808 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,317,396 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $592,018 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,535,496 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,087 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,560,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $665,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,155 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,155 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,804 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,104 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,452 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,363 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,394 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,136 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,213,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,408,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,324,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,464,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,763,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $648,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,809 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $216,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,178 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $5,003 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,003 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $149,649 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,160 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $150,160 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,832,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,002,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,002,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $341,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $114,436 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,436 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $318,641 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $351,008 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $351,008 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,335 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,379 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,379 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,881,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,701,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,701,666 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $5,066,041 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,336,166 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $18,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,233 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,084,441 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,365,399 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $796,963 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$663,733 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $796,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$663,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,881,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,701,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $796,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,763,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $302,651 | OtherIncreasesAmt |
| Subtotal | -$663,733 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$663,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $894,526 | $894,902 | -$376 | -$376 | ||
| PUBLICLY TRADED SECURITIES | D | $569,980 | $459,344 | $110,636 | $110,636 | 2013-03-01 | |
| PUBLICLY TRADED SECURITIES | D | $634,509 | $248,980 | $385,529 | $385,529 | 2009-01-08 | |
| PUBLICLY TRADED SECURITIES | P | $25,026 | $13,788 | $11,238 | $11,238 | 2010-10-13 | 2016-11-01 |
| PUBLICLY TRADED SECURITIES | P | $157,085 | $108,364 | $48,721 | $48,721 | 2014-01-01 | 2016-05-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $592,018 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,982,763 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,025,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.424577 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,358,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,264,112 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.722456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,065,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,755,882 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.60686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $433,422 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,662,873 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.260646 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,325,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,627,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.803514 | DistributionYr5Rt |
| Total Distribution | 2.818053 | TotalDistributionRt |
| Average Distribution | 0.563611 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,408,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,484,726 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,480 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,491,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,464,764 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,960 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,960 | SubtotalAmt |
| Tax Based On Investment Income | $12,960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,955 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $48,955 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $35,995 | OverpaymentAmt |
| Applied To ES Tax | $35,995 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE STE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LAURE L WOODS | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT/DIRECTOR | 2.0 | $0 | $0 | $0 |
| VIRGINIA L SJOBERG | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | CFO/DIRECTOR | 2.0 | $0 | $0 | $0 |
| PEGINE E GRAYSON | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/DIRECTOR | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPIC SVCS. | ServiceTypeTxt |
| Compensation | $53,452 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,308,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,382 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,475,720 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,475,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,408,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,960 | TotalTaxAmt |
| Distributable Before Adj | $207,469 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $207,469 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,469 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,464,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,464,764 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,464,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,011,416 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $351,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $994,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,265,434 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,664,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,286,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,464,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $207,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,257,295 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,544,229 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,011,416 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,532,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $351,112 | ExcessFromYear4Amt |
| Excess From Year3 | $994,559 | ExcessFromYear3Amt |
| Excess From Year2 | $2,265,434 | ExcessFromYear2Amt |
| Excess From Year1 | $2,664,413 | ExcessFromYear1Amt |
| Excess From Current Year | $2,257,295 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURE L WOODS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adolescent Counseling Services | |||||||
| 643 blair island road suite 301 | redwood city | CA | 94063 | NONE | PC | Program Support- On-Campus Mental Health Assessments and Counseling. | $25,000 |
| Boys and Girls Club of the Peninsula | |||||||
| 401 Pierce Road | Menlo Park | CA | 94025 | NONE | PC | To support the expanded learning time at hoover community school. | $75,000 |
| Breast Cancer Action | |||||||
| 657 Mission Street Suite 302 | San Francisco | CA | 94105 | NONE | PC | Challenge Grant - Support education WORK. | $30,000 |
| Building Futures Now | |||||||
| PO Box 1524 | Palo Alto | CA | 94302 | NONE | PC | General Operating Support for 5 years. | $40,000 |
| Eastside College Preparatory School | |||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | NONE | PC | EASTSIDE SCHOLARSHIP PROGRAM. | $58,000 |
| Environmental Volunteers | |||||||
| 2560 Embarcadero Road | Palo Alto | CA | 94303 | NONE | PC | General operating support. | $40,000 |
| Feminist Majority Foundation | |||||||
| 433 South Beverly Drive | Beverly Hills | CA | 90212 | NONE | PC | To support the Girls Learn International PROGRAM. | $50,000 |
| Marine Mammal Center | |||||||
| 2000 Bunker Road Fort Cronkhite | Sausalito | CA | 94965 | NONE | PC | learning and engagement strategy. | $50,000 |
| Youth Alive | |||||||
| 3300 Elm Street | Oakland | CA | 94609 | NONE | PC | TO SUPPORT THE TEENS ON TARGET YOUTH LEADERSHIP AND VIOLENCE PREVENTION PROGRAM. | $20,000 |
| Ice911 Research Corporation | |||||||
| 325 Sharon Park Drive 632 | Menlo Park | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT. | $525,000 |
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | NONE | PC | general operating support. | $355,000 |
| Friends of Palo Alto Junior Museum & Zoo | |||||||
| 1451 Middlefield Road | palo alto | CA | 94301 | NONE | PC | CAPITAL CAMPAIGN. | $70,000 |
| IGNITE | |||||||
| 510 16th street | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT IGNITE'S COLLEGE COURSE EXPANSION. | $40,000 |
| Ravenswood Family Health Center | |||||||
| 1798A Bay Road | EAST PALO ALTO | CA | 94303 | NONE | PC | CORE OPERATING SUPPORT. | $45,000 |
| Victory Ranch Inc | |||||||
| 5951 GARCES AVENUE | SAN JOSE | CA | 95123 | NONE | PC | Operational expenses and capital improvements (Payable over 3 years). | $70,000 |
| AUTRY MUSEUM OF THE AMERICAN WEST | |||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING SUPPORT. | $5,000 |
| GRASSROOTS ECOLOGY | |||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PC | GRASSROOTS ENVIRONMENTAL EDUCATION FOR YOUTH. | $25,000 |
| MERCY BEYOND BORDERS | |||||||
| 1885 DE LA CRUZ BLVD STE 101 | SANTA CLARA | CA | 95050 | NONE | PC | HIGHER EDUCATION SCHOLARSHIPS FOR SEVENTEEN YOUNG SOUTH SUDANESE WOMEN IN EAST AFRICA. | $50,000 |
| MERCY BEYOND BORDERS | |||||||
| 1885 DE LA CRUZ BLVD STE 101 | SANTA CLARA | CA | 95050 | NONE | PC | GENERAL OPERATING SUPPORT. | $50,000 |
| TEAM GIVING | |||||||
| PO BOX 510 9244 OLD NEW CASTLE HI | NEWCASTLE | CA | 95658 | NONE | PC | GENERAL OPERATING AND DEVELOPMENT SUPPORT. | $455,000 |
| WILDCARE | |||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | NATURE VAN PROGRAM. | $10,000 |
| WILDLIFE ASSOCIATES CONSERVATION EARTH | |||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | PC | AT-RISK YOUTH PROGRAMS. | $20,000 |
| IGNITE | |||||||
| 510 16th street | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT IGNITE'S NATIONAL EXPANSION PROJECT. | $250,000 |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | TO SUPPORT THE ANIMOBILE AND THE HUMANE EDUCATION PROGRAMMING. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,408,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Friends of Palo Alto Junior Museum & Zoo | |||||||
| 1451 Middlefield Road | Palo Alto | CA | 94301 | none | PC | CAPITAL CAMPAIGN (Payable over 3 years). | $70,000 |
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | none | PC | GENERAL OPERATING EXPENSE (PAYABLE OVER 5 YEARS). | $1,600,000 |
| Victory Ranch Inc | |||||||
| 5951 Garces Avenue | SAN JOSE | CA | 95123 | none | PC | Operational expenses and capital improvements (Payable over 3 years). | $50,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | EASTSIDE SCHOLARSHIP PROGRAM (PAYABLE OVER 4 YEARS). | $174,000 |
| Ice911 Research Corporation | |||||||
| 325 SHARON PARK DRIVE 632 | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT (PAYABLE OVER 3 YEARS). | $800,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | NONE | PC | LEARNING AND ENGAGEMENT STRATEGY (PAYABLE OVER 2 YEARS). | $50,000 |
| MERCY BEYOND BORDERS | |||||||
| 1885 DE LA CRUZ BLVD STE 101 | SANTA CLARA | CA | 95050 | NONE | PC | HIGHER EDUCATION SCHOLARSHIPS FOR SEVENTEEN YOUNG SOUTH SUDANESE WOMEN IN EAST AFRICA (PAYABLE OVER 4 YEARS). | $150,000 |
| WINDMILL SCHOOL | |||||||
| 4141 alpine road | portola valley | CA | 94028 | NONE | PC | CONSTRUCTION OF THE WINDMILL FAMILY EDUCATION CENTER (PAYABLE OVER 1 YEAR). | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,394,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,808 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$45,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELEASE FROM GRANT COMMITMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,535,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,560,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,560,932 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $7,250 | $1,812 | $5,438 |
| TAX PREPARATION FEES | $7,554 | $1,888 | $5,666 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,059 SHS ISHARES LEHMAN AGGRE | BondNm |
| EOY Book Value | $114,436 | EOYBookValueAmt |
| EOYFMV | $114,436 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,596 SHS SPDR S&P 500 | $1,250,874 | $1,250,874 |
| 955 SHS CITIGROUP INC | $0 | $0 |
| 545 SHS ISHARES INC CORE MSCI | $23,135 | $23,135 |
| 435 SHS VGRD EUROPE ETF | $20,854 | $20,854 |
| 3,496 SHS ISHARES RUSSELL 2000 | $471,436 | $471,436 |
| 343 SHS MIDCAP SPDR TR UNIT | $103,493 | $103,493 |
| 900 SHS DIAMONDS TR UNIT SER 1 | $0 | $0 |
| 1,050 SHS GOLDMAN SACHS GROUP | $0 | $0 |
| 1,000 SHS JPMORGAN CHASE & CO | $0 | $0 |
| 910 SHS WELLS FARGO & CO NEW | $0 | $0 |
| 10,798 SHS ISHS RUSSELL 1000 | $1,132,710 | $1,132,710 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,160 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $150,160 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITTIER VALUE FUND | FMV | $208,482 | $208,482 |
| WHITTIER INTERNATIONAL FUND A | FMV | $142,526 | $142,526 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2016, LAUREL FOUNDATION MADE DISTRIBUTIONS OF $1,763,347 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 221.26% OF LAUREL FOUNDATION'S NET ASSETS OF $796,963 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF 2016. PLEASE SEE FORM 990-PF PAGE 1 AND ATTACHMENT 20 FOR DETAIL OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS $4,324,279 LESS: CURRENT INCOME - $2,560,932 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $1,763,347 | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,155 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,155 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $11,335 | BOYBookValueAmt |
| EOY Book Value | $8,379 | EOYBookValueAmt |
| EOYFMV | $8,379 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $160 | $160 |
| INSURANCE | $1,701 | $1,701 |
| GRANT MANAGEMENT DATABASE | $4,250 | $4,250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| NET INCOME FROM PARTNERSHIPS | $2,087 | |
| RELEASE FROM GRANT COMMITMENT | $2,535,496 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTEMENTS | Desc |
| Amt | $302,651 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $4,740 | $8,333 |
| DEFERRED EXCISE TAXES | $4,331 | $20,900 |
| FEDERAL EXCISE TAXES | $9,329 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEE | CategoryTxt |
| Amt | $53,452 | Amt |
| Net Investment Income | $13,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,394 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $34,136 | Amt |