OYAMA FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OYAMA FAMILY FOUNDATION (EIN 46-3000803)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201601309349101415
- Schema version
- 2015v2.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T10:41:38-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SnowBittleston & CoCPAsLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 North Santa Cruz Avenue | AddressLine1Txt |
| City | Los Gatos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950307228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463000803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oyama Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OYAM | BusinessNameControlTxt |
| Phone | 4084536096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1254 Murphy Ave | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Leo Oyama | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory W Snow CPA | PreparerPersonNm |
| PTIN | P01262442 | PTIN |
| Phone | 4083548500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,643,068 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,456 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,229 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,343 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,342 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,282 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $159 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,929 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,929 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,022,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,671 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $384,146 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $891,188 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $890,890 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $127,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $220,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $216,758 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $94,465 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $208,656 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $207,033 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $90,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $211,716 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,719,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,648,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,643,068 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,208 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $436 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $436 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,704,848 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,647,862 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,704,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,647,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,719,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,648,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,704,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,647,862 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,647,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Enterprise Trust | P | 2015-01-01 | 2015-01-01 | $143,869 | $140,776 | $3,093 | $3,093 |
| Enterprise Trust | P | 2001-01-01 | 2015-01-01 | $21,818 | $21,602 | $216 | $216 |
| Calif Qualified Sch Const | P | 2013-09-30 | 2015-11-01 | $10,000 | $10,004 | -$4 | -$4 |
| Palmdale Ca Elem Sch Dist | P | 2013-10-21 | 2015-08-21 | $12,513 | $10,805 | $1,708 | $1,708 |
| Peralta Calif Cmty College | P | 2013-10-23 | 2015-11-01 | $10,000 | $10,240 | -$240 | -$240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $410 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $410 | SubtotalAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $410 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | 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 | Gregory W Snow CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083548500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 N Santa Cruz Ave | AddressLine1Txt |
| City | Los Gatos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950307228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Leo Oyama | ||||||
| 1254 Murphy Ave | San Jose | CA | 95131 | Trustee | 5.00 | $0 |
| Louise Oyama | ||||||
| 1254 Murphy Ave | San Jose | CA | 95131 | Trustee | 5.00 | $0 |
| Joyce Y Oyama | ||||||
| 1254 Murphy Ave | San Jose | CA | 95131 | Trustee | 0.00 | $0 |
| Margaret Oyama | ||||||
| 1254 Murphy Ave | San Jose | CA | 95131 | Trustee | 0.00 | $0 |
| Gregory W Snow | ||||||
| 250 N Santa Cruz Ave | Los Gatos | CA | 950307228 | Trustee | 0.00 | $0 |
| Kim Mattos | ||||||
| 724 N First Street | San Jose | CA | 95112 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,279,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,724,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,724,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,698,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $410 | TotalTaxAmt |
| Distributable Before Adj | $84,518 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,518 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,518 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,502 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $77,502 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $77,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,518 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $15,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,502 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,502 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,016 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,016 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,246 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,246 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Leo Oyama | ContributingManagerNm |
| Contributing Manager | Louise Oyama | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Japanese American Museum of San Jos | |||||||
| 535 N 5th St | San Jose | CA | 95112 | N/A | PC | To be used for repair of building. | $5,000 |
| Japanese American Citizen League | |||||||
| 565 N 5th St | San Jose | CA | 95112 | N/A | PC | 20,000 for Building Fund, 10,000 for Scholarship Fund. | $30,000 |
| San Jose Taiko | |||||||
| 565 N 5th St | San Jose | CA | 95112 | N/A | PC | General Support | $2,500 |
| San Jose Japantown Lions Club and F | |||||||
| 565 N 5th St | San Jose | CA | 95112 | N/A | PC | General Support | $2,500 |
| San Jose Buddhist Church Bestuin | |||||||
| 640 5th St | San Jose | CA | 95112 | N/A | PC | For use as building repair and maintenance. | $20,000 |
| Yu-Ai Kai | |||||||
| 588 N 4th St | San Jose | CA | 95112 | N/A | PC | General Support | $2,500 |
| Heart Moutain Wyoming Foundation | |||||||
| 1539 Road 19 | Powell | WY | 82435 | N/A | PC | To perserve memorial, history, and education. | $10,000 |
| Spartan Foundation | |||||||
| 1393 S 7th St | San Jose | CA | 95112 | N/A | PC | For football scholarship. | $1,250 |
| Almaden Super Lion Charitable Found | |||||||
| 250 N Santa Cruz Ave | Los Gatos | CA | 95030 | N/A | PC | General Support | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,773 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,773 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,229 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | The 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
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $4,685 | Amt |
| Net Investment Income | $2,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,342 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $208,656 | EOYBookValueAmt |
| EOYFMV | $207,033 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock | StockNm |
| EOY Book Value | $220,668 | EOYBookValueAmt |
| EOYFMV | $216,758 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $61,378 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $61,043 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $829,810 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $829,847 | StateLocalSecEOYFMVAmt |
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 | $211,115 | BookValueAmt |
| EOYFMV | $211,716 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Accrued Interest Paid | $6,008 | $6,008 |
| Bond Premium | $4,921 | $4,921 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Other Liabilities | $14,208 | $435 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $17,282 | Amt |
| Net Investment Income | $17,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Attorney General Registry | $150 | $150 | |
| Foreign Tax Paid | $159 | $159 | |
| Franchise Tax Board | $10 | $10 |