CANYON CITY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CANYON CITY FOUNDATION (EIN 20-2046134)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-07-11
- IRS object ID
- 201301929349100105
- Schema version
- 2011v1.5
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-11T08:50:05-07:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis & Deal CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 S Glendora Ave Ste A | AddressLine1 |
| City | Glendora | City |
| State | CA | State |
| ZIP Code | 91741 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202046134 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANYON CITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CANY | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1 |
| City | AZUSA | City |
| State | CA | State |
| ZIP Code | 91702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIANNE HLAVA | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-07-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stanley B Deal | Name |
| Phone | 6269630297 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2585101 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 45 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 45 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 45 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 63558 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 63558 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 63558 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 7476 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 130820 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7476 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11825 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 82904 | TotalRevenueAndExpenses |
| Total Net Investment Income | 71079 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 63603 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 1800 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 23928 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12428 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 1117 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 10383 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1207 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 1207 | TaxesAdjNetIncm |
| Printing And Pub Rev And Expnss | 714 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 17 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 679 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3335 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 1762 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1513 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30984 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12505 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 5886 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12575 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 113950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 113950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 144934 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12505 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 5886 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126525 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -62030 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 58574 | NetInvestmentIncome |
| Adjusted Net Income | 57717 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 47531 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43334 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43334 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 2309380 | InvestmentsOtherBOY |
| Investments Other EOY | 2251547 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2541767 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2356911 | TotalAssetsBOY |
| Total Assets EOY | 2294881 | TotalAssetsEOY |
| Total Assets EOYFMV | 2585101 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1764525 | UnrestrictedBOY |
| Unrestricted EOY | 1759047 | UnrestrictedEOY |
| Temporarily Restricted BOY | 92386 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 35834 | TemporarilyRestrictedEOY |
| Permanently Restricted BOY | 500000 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 500000 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 2356911 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2294881 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2356911 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2294881 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2356911 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -62030 | ExcessOfRevenueOverExpenses |
| Subtotal | 2294881 | Subtotal |
| Total Net Assets Fund Balances EOY | 2294881 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| PACE STRATEGIC FIXED INCOME FUND | P | 2000-01-01 | 2011-12-14 | 22326 | 19757 | 2569 | 2569 |
| PACE SM/MED CO VALUE FUND | P | 2000-01-01 | 2011-12-14 | 9941 | 9397 | 544 | 544 |
| PACE SM/MED CO GROWTH FUND | P | 2000-01-01 | 2011-12-14 | 9934 | 8338 | 1596 | 1596 |
| PACE LARGE CO VALUE FUND | P | 2000-01-01 | 2011-12-14 | 31259 | 31789 | -530 | -530 |
| PACE LARGE CO GROWTH FUND | P | 2000-01-01 | 2011-12-14 | 30750 | 26372 | 4378 | 4378 |
| PACE INTNL EQUITY INVESTMENT FUND | P | 2000-01-01 | 2011-12-14 | 7886 | 9236 | -1350 | -1350 |
| PACE GOVT INCOME SECURITES FUND | P | 2000-01-01 | 2011-12-14 | 18724 | 18455 | 269 | 269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7476 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1171 | InvestmentIncomeExciseTax |
| Subtotal | 1171 | Subtotal |
| Tax Based On Investment Income | 1171 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1320 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 149 | Overpayment |
| Amount Credited To Next Year | 149 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.canyoncityfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILES ROSEDALE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6263349321 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1 |
| City | AZUSA | City |
| State | CA | State |
| ZIP Code | 91702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MILES ROSEDALE | ||||||
| 18331 E FOOTHILL BLVD | AZUSA | CA | 91702 | President | 0.00 | 0 |
| MARIANNE HLAVA | ||||||
| 736 ORCHARD LOOP | AZUSA | CA | 91702 | Treasurer | 0.00 | 0 |
| ART VASQUEZ | ||||||
| 1720 OLD RANCH RD | AZUSA | CA | 91702 | Director | 0.00 | 0 |
| MARK DICKERSON | ||||||
| 12 WHISPERING WILLOW COURT | AZUSA | CA | 91702 | Director | 0.00 | 0 |
| ELIZABETH RAMIREZ | ||||||
| 1027 N SOLDANO AVE | AZUSA | CA | 91702 | Secretary | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2449278 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 159535 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2608813 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2608813 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 39132 | CashDeemedCharitable |
| Net Noncharitable Assets | 2569681 | NetNoncharitableAssets |
| Minimum Investment Return | 128484 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 128484 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1171 | TaxBasedOnInvestmentIncome |
| Total Tax | 1171 | TotalTax |
| Distributable Amount Before Adj | 127313 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 127313 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 127313 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126525 | ExpensesAndContributions |
| Qualifying Distributions | 126525 | QualifyingDistributions |
| Adj Qualifying Distributions | 126525 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 127313 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 120296 | UndistributedIncomePriorYear |
| Qualifying Distributions | 126525 | QualifyingDistributions |
| Applied To Year1 | 120296 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6229 | AppliedToCurrentYear |
| Undistributed Income CY | 121084 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CANYON CITY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1 |
| City | AZUSA | City |
| State | CA | State |
| ZIP Code | 91702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6263349321 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS MUST INCLUDE THE FOLLOWING WITH RESPECT TO THE ORGANIZATIONS PROFILE:Organizations name, address, phone number, email and website address, and tax identification number of the organization, if applicable. A listing of staff members and their qualifications, the organizations contact person, title and contact information, including residential address. A listing of the board of directors with qualifications and home addresses. A description of the identify of the group(s) served. The amount requested and a description of the Organizations history. NEW PROGRAM DESCRIPTIONDescribe how the proposed new program will create or increase the communitys self sufficiency and/or capacity. Provide the rationale for how this new program will complement your current programmatic offerings. Describe the population to be served by the new program. Identify the anticipated number of clients to be served. Describe the location of the program to be offered, a listing of entities in the partn | FormAndInfoAndMaterials |
| Submission Deadlines | June 30 | SubmissionDeadlines |
| Restrictions On Awards | The Foundations mission is to promote social welfare, education and the arts. Its mission will be achieved by providing support to nonprofit charitable organizations and government entities which provide services to the residents of Azusa. The programs for social welfare, education and the arts may include, but are not limited to, those projects which encompass cultural and/or recreational components. The Foundation recognizes that its funding is limited and the needs of the Azusa community are larger than the Foundations ability to directly serve. Thus, the Foundation will give first priority to projects that increase community self-sufficiency and capacity. Teaching people how to fish will be given preference over providing fish. For example, community capacity may be developed by encouraging new leadership, enhancing volunteerism, expanding fundraising, strengthening partnerships, creating new sustainable programs and other ways of helping people help themselves. Building on Azusas | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FOOTHILL FAMILY SERVICES | |||||||
| 2500 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | 501(C)(3) | PROVIDE FAMILY AND CHILD HEALTH CARE SERVICES | $5,460 |
| CITY OF AZUSA - LIBRARY | |||||||
| 213 E FOOTHILL BLVD | AZUSA | CA | 91702 | NONE | CITY GOVT | SUPPORT LIBRARY SERVICES | $34,089 |
| NEIGHBORHOOD HOMEWORK HOUSE | |||||||
| PO BOX 0993 | AZUSA | CA | 91702 | NONE | 501(C)(3) | PROVIDE TUTORING SERVICES | $32,000 |
| AZUSA PACIFIC UNIVERSITY | |||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | NONE | 501(C)(3) | PROVIDE EDUCATIONAL SERVICES | $42,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 113950 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $63,558 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7476 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REAL ESTATE ASSESSMENTS | Description |
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $11,825 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,428 | ExclusionAmount |
| Related Or Exempt Function Income | 7476 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 82904 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 1800 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| SUPPLIES | 863 | 43 | 820 | |
| SEMINARS & WORKSHOPS | 365 | 365 | ||
| POSTAGE | 345 | 17 | 328 | |
| INSURANCE | 740 | 740 | ||
| BOARD MEETING EXPENSES | 1022 | 1022 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REAL ESTATE ASSESSMENTS | Description |
| Revenue And Expenses Per Books | 11825 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OTHER MANAGEMENT FEES | $330 | 0 | 0 | 330 |
| MANAGEMENT FEES | $11,170 | 0 | 1117 | 10053 |
| INVESTMENT MGMT FEES | $12,428 | 12428 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| INTERNAL REVENUE SERVICE | $1,102 | 1102 |
| CALIFORNIA FILING FEES | $105 | 105 |