THE PETER AND MARY MUTH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE PETER AND MARY MUTH FOUNDATION (EIN 33-0016627)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-26
- IRS object ID
- 202601469349100140
- Schema version
- 2025v4.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T15:57:57-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352495028 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johnson Tax & Consulting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Spectrum Center Dr Ste 400 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330016627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter and Mary Muth Foundation | BusinessNameLine1Txt |
| Business Name Line2 | CO R Chad Hales | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 7147717671 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 E Chapman Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Chad Hales | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2026-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Johnson | PreparerPersonNm |
| PTIN | P00167963 | PTIN |
| Phone | 9494246242 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,742,118 | 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 |
| Interest On Sav Rev And Expnss | $10,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,886 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,886 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $51,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,566 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,566 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,228 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $73,228 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $82,091 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $82,091 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $82,091 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $217,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $217,771 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,000 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,003 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,003 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,003 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,538 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,538 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $22,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,044 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $22,044 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,585 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,585 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $186,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,417 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,235,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,206,643 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,872,567 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,721,704 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,764,134 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,764,134 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,079,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,076,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,742,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,623,102 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,623,102 | CapitalStockEOYAmt |
| Retained Earning BOY | $456,795 | RetainedEarningBOYAmt |
| Retained Earning EOY | $452,981 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,079,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,076,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,079,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,076,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,079,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,814 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,076,083 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,076,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL - 03293 - SHORT TERM | P | 2025-01-01 | 2025-12-31 | $6,978 | $6,585 | $393 | $393 |
| 52 BLACKROCK LIQUIDITY FUND FEDFUND | P | 2025-09-30 | 2025-11-21 | $52 | $52 | ||
| MERRILL - 03293 - LONG TERM | P | 2025-01-01 | 2025-12-31 | $76,999 | $58,732 | $18,267 | $18,267 |
| MERRILL - 03293 - LONG TERM NO REPORT | P | 2025-01-01 | 2025-12-31 | $358 | $358 | ||
| U.S. TREASURY NOTE ZERO% | P | 2025-04-15 | 2025-10-09 | $14,695 | $14,693 | $2 | $2 |
| B OF A - LONG TERM | P | 2025-01-01 | 2025-12-31 | $97,593 | $90,003 | $7,590 | $7,590 |
| B OF A - LONG TERM 28% | P | 2025-01-01 | 2025-12-31 | $34,954 | $15,773 | $19,181 | $19,181 |
| MUTH HOLDINGS LLC K-1 CAP GAINS | P | 2025-01-01 | 2025-01-01 | $27,795 | $27,795 | $27,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,228 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $73,228 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,588 | SubtotalAmt |
| Tax Based On Investment Income | $2,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,612 | OverpaymentAmt |
| Applied To ES Tax | $2,612 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Johnson Tax Consulting | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494246242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Spectrum Center Drive Suite 400 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Harold Nelson | ||||||
| 1341 E CHAPMAN AVE | ORANGE | CA | 92866 | CEO | 0.00 | $0 |
| R Chad Hales | ||||||
| 1341 E CHAPMAN AVE | ORANGE | CA | 92866 | CFO | 0.00 | $0 |
| Robert E Hales | ||||||
| 1341 E CHAPMAN AVE | ORANGE | CA | 92866 | Secretary | 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 | $1,815,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,739,775 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,619,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,619,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,565,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,588 | TotalTaxAmt |
| Distributable Before Adj | $175,679 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,679 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,679 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $16,974 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,213 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,321 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,968 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,891 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,974 | ExcessFromYear3Amt |
| Excess From Year2 | $6,213 | ExcessFromYear2Amt |
| Excess From Year1 | $14,569 | ExcessFromYear1Amt |
| Excess From Current Year | $14,321 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF TUSTIN | |||||||
| 580 W SIXTH STREET | TUSTIN | CA | 92780 | NONE | PC | CONTRIBUTION | $10,000 |
| CATHOLIC CHARITES OF ORANGE COUNTY | |||||||
| 12141 S LEWIS ST 11TH FLOOR | GARDEN GROVE | CA | 92804 | NONE | PC | CONTRIBUTION | $10,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | CONTRIBUTION | $15,000 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE STREET | SANTA ANA | CA | 92704 | NONE | PC | CONTRIBUTION | $6,500 |
| ORANGE COUNTY RESUE MISSION | |||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | CONTRIBUTION | $10,000 |
| PROVIDENCE SPEECH HEARING | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $10,000 |
| BEYOND BLINDNESS | |||||||
| 18542B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | PC | CONTRIBUTION | $10,000 |
| NOBEL VIKING CHARITIES | |||||||
| 1048 IRVINE BLVD PMB 465 | NEWPORT BEACH | CA | 92658 | NONE | PC | CONTRIBUTION | $15,000 |
| ST JOSEPH'S CHURCH | |||||||
| 727 MINTER STREET | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $11,000 |
| HOMEAID ORANGE COUNTY | |||||||
| 17821 17TH STREET SUITE 120 | TUSTIN | CA | 92780 | NONE | PC | CONTRIBUTION | $10,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94104 | NONE | PC | CONTRIBUTION | $2,500 |
| OCEAN INSTITUTE | |||||||
| 24200 DANA POINT HARBOR DRIVE | DANA POINT | CA | 92629 | NONE | PC | CONTRIBUTION | $10,000 |
| BOWERS MUSEUM | |||||||
| 2002 N MAIN STREET | SANTA ANA | CA | 92706 | NONE | PC | CONTRIBUTION | $5,000 |
| FAMILY PROMISE OF ORANGE COUNTY | |||||||
| 174 W LINCOLN AVE 624 | ANAHEIM | CA | 92805 | NONE | PC | CONTRIBUTION | $5,500 |
| UC RIVERSIDE GUARDIAN SCHOLARS | |||||||
| 900 UNIVERSITY AVE MC063 | RIVERSIDE | CA | 92507 | NONE | PC | CONTRIBUTION | $10,000 |
| ST JOSEPH HOSPITAL FOUNDATION | |||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $10,000 |
| ORANGE CATHOLIC FOUNDATION | |||||||
| 13280 CHAPMAN AVE SUITE 430 | GARDEN GROVE | CA | 92840 | NONE | PC | CONTRIBUTION | $20,000 |
| SECOND HARVEST FOOD BANK OF OC | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | CONTRIBUTION | $10,000 |
| LAURA'S HOUSE | |||||||
| 33 JOURNEY SUITE 150 | ALISO VIEJO | CA | 92656 | NONE | PC | CONTRIBUTION | $5,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PC | CONTRIBUTION | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,886 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,566 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $82,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,795 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $189,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,795 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,771 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,003 | Amt |
| Net Investment Income | $5,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,003 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF AMERICA - EQUITIES | AT COST | $653,847 | $1,250,955 |
| BANK OF AMERICA - FIXED INCOME | AT COST | $397,244 | $408,640 |
| BANK OF AMERICA - HEDGE FUNDS | AT COST | $135,000 | $153,525 |
| BANK OF AMERICA - TANGIBLE ASSETS | AT COST | $20,552 | $59,447 |
| MERRILL LYNCH - MUTUAL FUNDS | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN MUTH HOLDINGS, LLC | Desc |
| BOY Book Value | $1,721,704 | BOYBookValueAmt |
| EOY Book Value | $1,764,134 | EOYBookValueAmt |
| EOYFMV | $1,764,134 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK AND INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $22,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,044 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $82,091 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,874 | $2,874 | $2,874 |
| FOREIGN TAXES PAID ON DIVIDENDS | $589 | $589 | $589 |
| STATE FILING FEE | $75 | $75 | $75 |
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