SAMUELSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAMUELSON CHARITABLE FOUNDATION INC (EIN 95-4594473)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-08
IRS object ID
202412829349101221
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-08T20:00:39-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330700332PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VASQUEZ COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 N CENTRAL AVE STE 1550AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954594473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUELSON CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone8185000155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 EDENHURST AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90039ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN LUKESHPersonNm
Person TitleCFOPersonTitleTxt
Phone8185000155PhoneNum
Signature2024-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREGINA PRINCE CPAPreparerPersonNm
PTINP00576936PTIN
Phone2138731700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,072,657FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,795,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$227,833DividendsRevAndExpnssAmt
Dividends Net Invst Incm$227,833DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,454NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,454CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,058,287TotalRevAndExpnssAmt
Total Net Invst Incm$263,287TotalNetInvstIncmAmt
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
Oth Empl Slrs Wgs Rev And Expnss$3,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$600OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,400OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,913LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$765LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,148LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,964AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,586AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,378AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,600OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,400OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,619OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,266OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$353OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,496TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,817TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,679TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,957ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,957ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$210,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,817TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$191,636TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,847,834ExcessRevenueOverExpensesAmt
Net Investment Income$244,470NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$28,389CashEOYAmt
Cash EOYFMV$28,389CashEOYFMVAmt
Other Investments BOY$2,329,896OtherInvestmentsBOYAmt
Other Investments EOY$14,152,353OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,044,268OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,332,896TotalAssetsBOYAmt
Total Assets EOY$14,180,742TotalAssetsEOYAmt
Total Assets EOYFMV$15,072,657TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$12OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$12TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,332,896RetainedEarningBOYAmt
Retained Earning EOY$14,180,730RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,332,896TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,180,730TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,332,896TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,180,742TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,332,896TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,847,834ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,180,730SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,180,730TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
HIGHLAND INVESTMENT TRUST SERIES III2006-05-062023-12-31$34,365$5,513$28,852$28,852
CAPITAL GAINS DIVIDENDS$6,602$6,602$6,602P
FieldValueIRS element (for citing)
Capital Gain Net Income$35,454CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,602NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,398InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,398SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,278TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1REID G SAMUELSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8185000155PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 EDENHURST AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90039ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REID G SAMUELSON
5000 EDENHURST AVELOS ANGELESCA90039CHIEF EXECUTIVE OFFICER1.00$0$0$0
WARREN LUKESH
5000 EDENHURST AVELOS ANGELESCA90039CHIEF FINANCIAL OFFICER1.00$0$0$0
TODD SAMUELSON
5000 EDENHURST AVELOS ANGELESCA90039SECRETARY1.00$0$0$0
GARY AWAD
5000 EDENHURST AVELOS ANGELESCA90039OFFICER1.00$0$0$0
H JAMES SCHAFER
5000 EDENHURST AVELOS ANGELESCA90039OFFICER1.00$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$5,846,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,143,593AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,990,036TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,990,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$104,851CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,885,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$344,259MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$344,259MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,398TaxBasedOnInvestmentIncomeAmt
Total Tax$3,398TotalTaxAmt
Distributable Before Adj$340,861DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$340,861DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$340,861DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$191,636ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$191,636QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$340,861DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$29,419ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$29,419TotalExcessDistributionCyovAmt
Qualifying Distributions$191,636QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$191,636AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$29,419ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$29,419ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$119,806UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARLINGTON GARDEN IN PASADENA
PO BOX 50617PASADENACA91105N/APCGENERAL PROGRAM SUPPORT$257
BEACON HOUSING INC
5000 EDENHURST AVELOS ANGELESCA90039N/APCGENERAL PROGRAM SUPPORT$29,000
BLUE WATER FILM FESTIVAL
12774 TORREY BLUFF DRIVE 81CCA92130N/ANCGENERAL PROGRAM SUPPORT$2,500
BRIDGES
466 FOOTHILL BLVD STE 320LA CANADACA91011N/APCGENERAL PROGRAM SUPPORT$16,000
CARLSBAD BOYS AND GIRLS CLUB
3115 ROOSEVELT STREETCARLSBADCA92008N/APCGENERAL PROGRAM SUPPORT$1,000
CHRIST LUTHERAN CHURCH
25816 TOURNAMENT RDSANTA CLARITACA91355N/APCGENERAL PROGRAM SUPPORT$5,000
CHRIST THE SERVANT LUTHERAN CHURCH
506 VIA APPIA WAYLOUISVILLECO80027N/APCGENERAL PROGRAM SUPPORT$3,000
CONNECT 2 MINISTRIES
2635 BRINDLE COURTSIMI VALLEYCA93063N/APCGENERAL PROGRAM SUPPORT$18,000
CROSSROADS COMMUNITY CHURCH
25300 RYE CANYON ROADVALENCIACA91355N/APCGENERAL PROGRAM SUPPORT$2,000
DOOR OF HOPE
221 E WALNUT STREET 112PASADENACA91101N/APCGENERAL PROGRAM SUPPORT$25,000
FIRESIDE ELEMENTARY SCHOOL
845 W DAHLIA STLOUISVILLECO80027N/APCGENERAL PROGRAM SUPPORT$1,000
GET LIT-WORDS IGNITE
672 S LAFAYETTE PARK PLACE S-10LOS ANGELESCA90057N/APCGENERAL PROGRAM SUPPORT$1,000
HIGHLANDS CHURCH
4111 LA CRESCENTA AVELA CRESCENTACA91214N/APCGENERAL PROGRAM SUPPORT$3,000
HOLLYWOOD CHURCH OF CHRIST
600 N ROSSMORE AVELOS ANGELESCA90004N/APCGENERAL PROGRAM SUPPORT$5,000
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011N/APCGENERAL PROGRAM SUPPORT$28,500
LOS ANGELES CONSERVATION CORPS
PO BOX 861658LOS ANGELESCA90086N/APCGENERAL PROGRAM SUPPORT$1,500
LITTLE WISHES
PO BOX 2208SAN ANSELMOCA94979N/APCGENERAL PROGRAM SUPPORT$2,000
NEW HOPE LUTHERAN CHURCH
29295 AGOURA RDAGOURA HILLSCA91301N/APCGENERAL PROGRAM SUPPORT$5,000
PASADENA EDUCATIONAL FOUNDATION
351 SOUTH HUDSON AVE ROOM 153PASADENACA91101N/ASO III FIGENERAL PROGRAM SUPPORT$1,200
PAT TILLMAN FOUNDATION
400 E TYLER MALLTEMPEAZ85281N/APCGENERAL PROGRAM SUPPORT$1,000
PITTSBURGH THEOLOGICAL SEMINARY
616 NORTH HIGHLAND AVEPITTSBURGPA15206N/APCGENERAL PROGRAM SUPPORT$1,500
ROSE DRIVE FRIENDS CHURCH
4221 ROSE DRIVEYORBA LINDACA92886N/APCGENERAL PROGRAM SUPPORT$5,000
SAN MARCOS HIGH SCHOOL ATHLETIC BOOSTER CLUB
1615 W SAN MARCOS BLVDSAN MARCOSCA92078N/APCGENERAL PROGRAM SUPPORT$1,500
ST NICHOLAS ORTHODOX CHURCH
2300 WEST THIRD STREETLOS ANGELESCA90057N/APCGENERAL PROGRAM SUPPORT$1,500
THE CHURCH AT RANCHO BERNARDO
11740 BERNARDO PLAZA CTSAN DIEGOCA92128N/APCGENERAL PROGRAM SUPPORT$3,000
YMCA OF THE FOOTHILL
1930 FOOTHILL BLVDLA CANADACA91011N/APCGENERAL PROGRAM SUPPORT$16,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,957TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$227,833ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,454ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$263,287ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$263,287TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BOB SAMUELSON FAMILY SURVIVOR TRUST
15000 EDENHURST AVENUELOS ANGELESCA90039$5,800,000Yes (X)
JACK SAMUELSON FAMILY SURVIVOR TRUS
25000 EDENHURST AVENUELOS ANGELESCA90039$5,995,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION AND TAX CONSULTINGCategoryTxt
Amt$8,964Amt
Net Investment Income$3,586NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,378DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HIGHLAND INVESTMENT TRUSTFMV$679,007$1,385,743
CITY NATIONAL BANKFMV$10,402,922$10,404,049
CAPITAL GUARDIANFMV$1,405,459$1,405,458
DA DAVIDSONFMV$1,664,965$1,849,018

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryNON-PROFITS ATTORNEYSCategoryTxt
Legal Fees$1,913LegalFeesAmt
Net Investment Income$765NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,148DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITDesc
BOY Book Value$3,000BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES-2% FLOOR PORTFOLIO EXPENSES$12,197$12,197$0$0
LICENSES & FEES$75$0$0$75
PAYROLL TAXES$347$69$0$278

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAX LIABILITYDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$12EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCOMMUNICATIONS CONSULTANTCategoryTxt
Amt$4,000Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
BOB SAMUELSON FAMILY SURVIVOR TRUST
5000 EDENHURST AVENUELOS ANGELESCA90039
JACK SAMUELSON FAMILY SURVIVOR TRUST
5000 EDENHURST AVENUELOS ANGELESCA90039

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