BLANCHE MARCH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BLANCHE MARCH FOUNDATION (EIN 20-0064237)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349100287
- Schema version
- 2012v2.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T07:47:25-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosenthal & Pearson CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Deep Valley Dr Ste 125A | AddressLine1 |
| City | Rolling Hills Estates | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200064237 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blanche March Foundation | BusinessNameLine1 |
| Business Name Line2 | Jeffrey Sterner Treasurer | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLAN | NameControl |
| Phone | 9494891916 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Hancock St | AddressLine1 |
| City | Laguna Niguel | City |
| State | CA | State |
| ZIP Code | 92677 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey Sterner | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nancy L Pearson CPA | Name |
| PTIN | P01288180 | PTIN |
| Phone | 3103267517 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1406064 | 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 | 18 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 18 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 18 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 40091 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40091 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 40091 | DividendsAdjNetIncm |
| Other Income Rev And Expnss | 4204 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4204 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 4204 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 44313 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44313 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 44313 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 850 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 1000 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 95 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 95 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1945 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1945 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 71000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 71000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 72945 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72945 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -28632 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 44313 | NetInvestmentIncome |
| Adjusted Net Income | 44313 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 18056 | CashBOY |
| Cash EOY | 3419 | CashEOY |
| Cash EOYFMV | 3419 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 8813 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5771 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5771 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 44657 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 46057 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 46247 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1362980 | InvestmentsOtherBOY |
| Investments Other EOY | 1350627 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1350627 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1434506 | TotalAssetsBOY |
| Total Assets EOY | 1405874 | TotalAssetsEOY |
| Total Assets EOYFMV | 1406064 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1434506 | CapitalStockBOY |
| Capital Stock EOY | 1405874 | CapitalStockEOY |
| Total Net Assets BOY | 1434506 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1405874 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1434506 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1405874 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1434506 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -28632 | ExcessOfRevenueOverExpenses |
| Subtotal | 1405874 | Subtotal |
| Total Net Assets Fund Balances EOY | 1405874 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73435 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1441049 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05096 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54995 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1450968 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.03790 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 75870 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1461914 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05190 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 60835 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1476605 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04120 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60924 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1482667 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04109 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.22305 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04461 | AverageDistributionRatio |
| Net Noncharitable Assets | 1424810 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 63561 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 443 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64004 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72945 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 443 | InvestmentIncomeExciseTax |
| Subtotal | 443 | Subtotal |
| Tax Based On Investment Income | 443 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2414 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2414 | TotalCreditsAndPayments |
| Overpayment | 1971 | Overpayment |
| Amount Credited To Next Year | 1971 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey Sterner | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9494891916 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Hancock Street | AddressLine1 |
| City | Laguna Niguel | City |
| State | CA | State |
| ZIP Code | 92677 | 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 |
|---|---|---|---|---|---|---|
| Carol Sterner | ||||||
| 23 Hancock Street | Laguna Niguel | CA | 92677 | Secretary | 1.00 | 0 |
| Cami Tujague | ||||||
| 28783 Greenwood Pl | Castaic | CA | 91384 | President | 1.00 | 0 |
| Jeffrey Sterner | ||||||
| 23 Hancock Street | Laguna Niguel | CA | 92677 | Treasurer | 4.00 | 0 |
| Barbara Buser | ||||||
| 458 Woodbury Rd | Glendale | CA | 91206 | Director | 1.00 | 0 |
| Marjorie Christoffersen | ||||||
| 156 N Fuller Ave | Los Angeles | CA | 90036 | Vice President | 1.00 | 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 | 44325 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51556 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1350627 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1446508 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1446508 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21698 | CashDeemedCharitable |
| Net Noncharitable Assets | 1424810 | NetNoncharitableAssets |
| Minimum Investment Return | 71241 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 71241 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 443 | TaxBasedOnInvestmentIncome |
| Total Tax | 443 | TotalTax |
| Distributable Amount Before Adj | 70798 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 70798 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 70798 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72945 | ExpensesAndContributions |
| Qualifying Distributions | 72945 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 443 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72502 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70798 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 3953 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 2455 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6408 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72945 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 70798 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2147 | RemainingDistriFromCorpus |
| Total Corpus | 8555 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 8555 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3953 | ExcessFromYear3 |
| Excess From Year1 | 2455 | ExcessFromYear1 |
| Excess From Current Year | 2147 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Dolphin Force Foundation | |||||||
| 33333 Golden Lantern | Dana Point | CA | 92629 | None | Public | Education program assistance | $2,000 |
| College of the Canyons Foundation | |||||||
| 26455 Rockwell Canyon Road | Santa Clarita | CA | 91355 | None | Public | Educational assistance | $5,000 |
| Soccer for Hope | |||||||
| 25255 Cabot Road Suite 116 | Laguna Hills | CA | 92653 | None | Public | Educ. program assistance | $6,500 |
| Heartfelt Cardiac Project | |||||||
| 12801 Crossroad Pkwy So Ste 200 | City of Industry | CA | 91746 | None | Public | Medical research | $2,000 |
| Hospice Foundation of America | |||||||
| 1710 Rhode Island Avenue Suite 400 | Washington | DC | 20036 | None | Public | Family assistance | $6,000 |
| West Ranch High School | |||||||
| 26255 W Valencia Blvd | Stevenson Ranch | CA | 91381 | None | Public | Educ. program assistance | $5,000 |
| Friends of Malcom | |||||||
| 26255 W Valencia Blvd | Stevenson Ranch | CA | 91381 | None | Public | Educ. program assistance | $1,000 |
| Dana Hills High School Baseball | |||||||
| 33333 Golden Lantern | Dana Point | CA | 92629 | None | Public | Educ. program assistance | $4,000 |
| North Lake Hills Elementary School | |||||||
| 32545 Ridge Route Road | Castaic | CA | 91384 | None | Public | Educational program development & testing | $5,000 |
| Hancock Park Elementary School | |||||||
| 408 S Fairfax Ave | Los Angeles | CA | 90036 | None | Public | Educational program development | $4,000 |
| City of Hope | |||||||
| 1055 Wilshire Blvd Ste 1200 | Los Angeles | CA | 90017 | None | Public | Cancer research and treatment | $7,500 |
| Injured Marine Semper Fi Fund | |||||||
| 825 College Blvd Ste102 PMB 609 | Oceanside | CA | 92057 | None | Public | Educ. & humanitarian aid | $5,000 |
| Boy Scouts of America | |||||||
| 1211 E Dyer Road | Santa Ana | CA | 92705 | None | Public | Growth of program | $5,000 |
| Intrepid Fallen Heroes Fund | |||||||
| One Intrepid Sq W 46th 12th Av | New York | NY | 10036 | None | Public | Family assistance | $5,000 |
| American Macular Degen Fdt | |||||||
| PO Box 515 | Northampton | MA | 01061 | None | Public | Research | $3,000 |
| Ntl Fdt-Ectodermal Dysplasia | |||||||
| 410 East Main Street | Mascoutah | IL | 62258 | None | Public | Research and treatment | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 71000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 18 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 40091 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4204 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 44313 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 44313 | 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) |
|---|---|---|
| Amount | $850 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 850 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Registry of Charitable Trusts fee | 25 | 25 |
| CA state filing fees | 10 | 10 |
| Bank fees | 60 | 60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 4204 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4204 | NetInvestmentIncome |
| Adjusted Net Income | 4204 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | Category |
| Amount | $1,000 | Amount |
| Disbursements Charitable Prps | 1000 | DisbursementsCharitablePrps |