OLTMANS CONSTRUCTION COMPANY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: OLTMANS CONSTRUCTION COMPANY FOUNDATION (EIN 95-4790252)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-29
IRS object ID: 202411209349101411
Schema version: 2023v5.0
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
Schedule B
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Income Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-29T15:43:44-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	20 Pacifica Suite 700	AddressLine1Txt
City	Irvine	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926183391	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954790252	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Oltmans Construction Co Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% DANIEL A SCHLOTHAN	InCareOfNm
Business Name Control	OLTM	BusinessNameControlTxt
Phone	5629484242	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10005 MISSION MILL ROAD	AddressLine1Txt
City	WHITTIER	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	906011739	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DANIEL A SCHLOTHAN	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	5629484242	PhoneNum
Signature	2024-04-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DANIEL A	PersonFirstNm
Person Last	SCHLOTHAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Linlin Yan	PreparerPersonNm
PTIN	P02284667	PTIN
Phone	9498855400	PhoneNum
Preparation	2024-04-25	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$989,413	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$500,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$26,028	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$26,028	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$11,383	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$11,383	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,383	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$537,411	TotalRevAndExpnssAmt
Total Net Invst Incm	$37,411	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$6,437	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$6,437	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$6,437	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$6,437	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$503,030	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$503,030	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$509,467	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$6,437	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$503,030	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$27,944	ExcessRevenueOverExpensesAmt
Net Investment Income	$30,974	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$85,667	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$113,611	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$113,611	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$469,938	CorporateStockBOYAmt
Corporate Stock EOY	$469,938	CorporateStockEOYAmt
Corporate Stock EOYFMV	$598,714	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$180,221	CorporateBondsBOYAmt
Corporate Bonds EOY	$180,221	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$161,138	CorporateBondsEOYFMVAmt
Other Investments BOY	$118,994	OtherInvestmentsBOYAmt
Other Investments EOY	$118,994	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$115,950	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$854,820	TotalAssetsBOYAmt
Total Assets EOY	$882,764	TotalAssetsEOYAmt
Total Assets EOYFMV	$989,413	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$854,820	RetainedEarningBOYAmt
Retained Earning EOY	$882,764	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$854,820	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$882,764	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$854,820	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$882,764	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$854,820	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$27,944	ExcessRevenueOverExpensesAmt
Subtotal	$882,764	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$882,764	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	AVAILABLE UPON REQUEST	PropertyDesc
Gross Sales Price	$11,383	GrossSalesPriceAmt
Gain Or Loss	$11,383	GainOrLossAmt
Gains Minus Excess Or Losses	$11,383	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,383	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$431	InvestmentIncomeExciseTaxAmt
Subtotal	$431	SubtotalAmt
Tax Based On Investment Income	$431	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$431	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
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	DANIEL A SCHLOTHAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5629484242	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10005 MISSION MILL ROAD	AddressLine1Txt
City	WHITTIER	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	906011739	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	Yes (true)	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 (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH O OLTMANS
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	CHAIRMAN	0.5	$0	$0	$0
JOHN GORMLY
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	PRESIDENT	0.5	$0	$0	$0
CHARLIE ROY
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	VICE PRESIDENT	0.5	$0	$0	$0
TONY PEREZ
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	VICE PRESIDENT	0.5	$0	$0	$0
JAMES BOGLE
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	VICE PRESIDENT	0.5	$0	$0	$0
JAMES WOODSIDE
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	VICE PRESIDENT	0.5	$0	$0	$0
JASON KAKIMOTO
10005 MISSION MILL ROAD	WHITTIER	CA	906011739	VICE PRESIDENT	0.5	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$825,922	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$118,851	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$944,773	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$944,773	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$14,172	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$930,601	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$46,530	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$46,530	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$431	TaxBasedOnInvestmentIncomeAmt
Total Tax	$431	TotalTaxAmt
Distributable Before Adj	$46,099	DistributableBeforeAdjAmt
Distributable Before Ded	$46,099	DistributableBeforeDedAmt
Distributable As Adjusted	$46,099	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$503,030	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$503,030	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$46,099	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$31,015	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$141,276	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$563,794	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$55,726	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$791,811	TotalExcessDistributionCyovAmt
Qualifying Distributions	$503,030	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$46,099	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$456,931	RemainingDistriFromCorpusAmt
Total Corpus	$1,248,742	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$31,015	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,217,727	ExcessDistriCyovToNextYrAmt
Excess From Year4	$141,276	ExcessFromYear4Amt
Excess From Year2	$563,794	ExcessFromYear2Amt
Excess From Year1	$55,726	ExcessFromYear1Amt
Excess From Current Year	$456,931	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Link Players International Inc
755 N Peach Avenue Suite E11	Clovis	CA	93611	N/A 501(c)(3)	Links Players is an organization that connects people who seek God and enjoy golf.	$28,668
Orange country rescue mission
One Hope Drive	Tustin	CA	92782	N/A 501(c)(3)	Orange county rescue mission is an organization that to minister the love of Jesus Christ to the Least, the Last, and the Lost of our Community through the provision of assistance in the areas of guidance, counseling, education, job training, shelter, food, clothing, health care and independent living communities.	$449,362
Big brothers big sisters
1801 E Edinger Avenue Suite 101	Santa Ana	CA	92705	N/A 501(c)(3)	Big brothers big sisters is an organization that provide children facing adversity with a strong, enduring, professionally supported one-to-one mentoring relationship that creates pathways for the future and a mentor for a lifetime.	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$503,030	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$26,028	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$11,383	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$37,411	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$37,411	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	OLTMANS CONSTRUCTION COMPANY INC	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	10005 Mission Mill Road	AddressLine1Txt
City	Whittier	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	906011739	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$500,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME (ATTACHMENT 9)	BondNm
EOY Book Value	$180,221	EOYBookValueAmt
EOYFMV	$161,138	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES (ATTACHMENT 9)	StockNm
EOY Book Value	$469,938	EOYBookValueAmt
EOYFMV	$598,714	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
COMMODITIES FUNDS (ATTACHMENT	$23,302	$19,785
HEDGE FUNDS (ATTACHMENT 9)	$95,692	$96,165

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$6,437	Amt
Net Investment Income	$6,437	NetInvestmentIncomeAmt

OLTMANS CONSTRUCTION COMPANY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Comments