BETA

MOURIER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MOURIER FAMILY FOUNDATION (EIN 68-0463710)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202411359349103246
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T12:20:20-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 CAPITOL MALL SUITE 2100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680463710EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOURIER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOURBusinessNameControlTxt
Phone9169692842PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11430 BLUE OAKS BLVD STE 190AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95747ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROD YAMANAKAPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone9169692842PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRODPersonFirstNm
Person LastYAMANAKAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEVI KENDALLPreparerPersonNm
PTINP01511959PTIN
Phone9164484700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,985,274FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,387,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,146,444InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,146,444InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$167,825CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,533,444TotalRevAndExpnssAmt
Total Net Invst Incm$1,314,269TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,650AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,779TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,779TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,029TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,520,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,520,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,557,029TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,179TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,528,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,976,415ExcessRevenueOverExpensesAmt
Net Investment Income$1,286,090NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$144,131CashBOYAmt
Cash EOY$18,408CashEOYAmt
Cash EOYFMV$18,408CashEOYFMVAmt
Sav And Temp Cash Invst BOY$31,294,504SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,824,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,824,271SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$1,154,170OtherAssetsBOYAmt
Other Assets EOY$1,142,595OtherAssetsEOYAmt
Other Assets EOYFMV$1,142,595OtherAssetsEOYFMVAmt
Total Assets BOY$32,592,805TotalAssetsBOYAmt
Total Assets EOY$36,985,274TotalAssetsEOYAmt
Total Assets EOYFMV$36,985,274TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,585OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,764OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,585TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,764TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$32,591,220NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$36,967,510NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$32,591,220TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,967,510TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,592,805TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,985,274TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,591,220TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,976,415ExcessRevenueOverExpensesAmt
Other Increases$1,399,875OtherIncreasesAmt
Subtotal$36,967,510SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,967,510TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$167,825CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,877InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,877SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,877TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$504EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$504TotalPaymentsAndCreditsAmt
Es Penalty$295EsPenaltyAmt
Tax Due$17,668TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHARRIET BALDERASIndividualWithBooksNm
Phone9167828879PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11430 BLUE OAKS BLVD STE 190AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95747ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN L MOURIER III
1430 BLUE OAKS BLVD STE 190ROSEVILLECA95747PRESIDENT2.00$0$0$0
KAREN HEADLEY
1430 BLUE OAKS BLVD STE 190ROSEVILLECA95747SECRETARY0.50$0$0$0
MARTIN Z ZIEGLER
1430 BLUE OAKS BLVD STE 190ROSEVILLECA95747CHIEF FINANCIAL OFFICER0.50$0$0$0
JENNIFER L AVERY
1430 BLUE OAKS BLVD STE 190ROSEVILLECA95747VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,115,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,506,210AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,142,595FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,764,391TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,764,391AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$476,466CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,287,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,564,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,564,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,877TaxBasedOnInvestmentIncomeAmt
Total Tax$17,877TotalTaxAmt
Distributable Before Adj$1,546,519DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,546,519DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,546,519DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,528,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,528,850QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,546,519DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$639,179ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$610,001ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,171ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,273,351TotalExcessDistributionCyovAmt
Qualifying Distributions$1,528,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,528,850AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$17,669ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,669ExcessDistributionCyovAppCYAmt
Total Corpus$1,255,682TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,255,682ExcessDistriCyovToNextYrAmt
Excess From Year4$621,510ExcessFromYear4Amt
Excess From Year2$610,001ExcessFromYear2Amt
Excess From Year1$24,171ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACRES OF HOPE
PO BOX 238AUBURNCA95604NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$30,000
DOXA CHURCH
3735 PLACER CORPORATE DRROCKLINCA95765NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$10,000
BOYS AND GIRLS CLUB OF PLACER COUNTY
679 LINCOLN WAYAUBURNCA95603NONEYOUTH DEVELOPMENTGENERAL FUND CONTRIBUTION$100,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGAMCO80901NONEYOUTH DEVELOPMENTGENERAL FUND CONTRIBUTION$200,000
SACRAMENTO VALLEY TEEN CHALLENGE
PO BOX 276737SACRAMENTOCA95827NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$150,000
PLACER COUNTY LAW ENFORCEMENT CHAPLAINCY
PO BOX 1111NEWCASTLECA95658NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$25,000
PLACER COMMUNITY FOUNDATION
PO BOX 9207AUBURNCA95604NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$20,000
MISSION AVIATION FELLOWSHIP
PO BOX 47NAMPAID83653NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$60,000
HARVEST KUMULANI CHAPEL
PO BOX 10368LAHAINAHI96761NONECHURCHGENERAL FUND CONTRIBUTION$40,000
HARVEST COMMUNITY CHURCH
1376 BLUE OAK BLVDROSEVILLECA95678NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$60,000
GIDEON INTERNATIONAL
PO BOX 140800NASHVILLETN37214NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$5,000
ENGINEERING MINISTRIES INTERNATIONAL
130 EAST KIOWA STREET 200COLORADO SPRINGSCO80903NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$115,000
COMPASSION PLANET
5465 PACIFIC STREETROCKLINCA95677NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$115,000
COLLEGE GOLF FELLOWSHIP
5098 FOOTHILLS BLVD 3-138ROSEVILLECA95747NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$60,000
CHRISTIAN VETERINARY MISSION
19303 FREMONT AVE NSEATTLEWA98133NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$25,000
CHILD ADVOCATES OF PLACER COUNTY
3715 ATHERTON ROAD 1ROCKLINCA95765NONEYOUTH DEVELOPMENTGENERAL FUND CONTRIBUTION$120,000
CHARA INC
PO BOX 652CONCORDNC28026NONERELIGIOUS YOUTH DEVEGENERAL FUND CONTRIBUTION$100,000
ALASK CONFERENCE OF THE EVANGELICAL COVENANT CHURCH
PO BOX 200446ANCHORAGEAK99520NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$25,000
AGAPE INTERNATIONAL MISSIONS
151 N SUNRISE AVE 1006ROSEVILLECA95661NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$175,000
HEALING GROVE HEALTH CENTER
226 W ALMA AVESAN JOSECA95110NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$75,000
LIFE SOURCE INC
2530 DOUGLAS BLVD SUITE 160ROSEVILLECA95661NONENONPROFIT BENEFIT COGENERAL FUND CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,520,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,146,444ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,146,444ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,146,444TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN L MOURIERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13050 ASPEN DRIVEAddressLine1Txt
CityPENRYNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95663ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,387,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,050Amt
Net Investment Income$10,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,650DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$11,644$69$69
NOTE ISSUANCE COSTS$4,671$4,671$4,671
PROGRAM RELATED INVESTMENT$1,137,855$1,137,855$1,137,855

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
REALIZED GAIN$167,825
UNREALIZED GAIN$1,232,050

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$1,585BOYBookValueAmt
EOY Book Value$17,764EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN L MOURIERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13050 ASPEN DRIVEAddressLine1Txt
CityPENRYNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95663ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$17,779Amt
Net Investment Income$17,779NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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