MARK CHAPIN JOHNSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARK CHAPIN JOHNSON FOUNDATION (EIN 33-0441985)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202443049349100604
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T09:36:47-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810922225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMD ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EXECUTIVE PARK 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 330441985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK CHAPIN JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7143058360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926901088 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7143058360 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM DAYTON | PreparerPersonNm |
| PTIN | P01356122 | PTIN |
| Phone | 9494120592 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,879,358 | 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 | $43,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,277 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43,277 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $247,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,114 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $247,114 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $129,575 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $13,079 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,079 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,079 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $433,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,470 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $303,470 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,864 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,864 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $140 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,342 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $51,754 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $51,754 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,078 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,078 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $309,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,824 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $119,221 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $649,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $303,470 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,626 | CashBOYAmt |
| Cash EOY | $74,264 | CashEOYAmt |
| Cash EOYFMV | $74,264 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $501,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $903,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $903,945 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,305,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,886,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,277,505 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $826,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $613,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $620,579 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $78,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,064 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,065 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,697,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,480,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,879,358 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,485,098 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,967,748 | CapitalStockEOYAmt |
| Retained Earning BOY | -$787,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$486,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,697,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,480,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,697,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,480,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,697,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,963 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,480,785 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,480,785 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,762 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,762 | SubtotalAmt |
| Tax Based On Investment Income | $3,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,401 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,401 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,639 | OverpaymentAmt |
| Applied To ES Tax | $5,609 | AppliedToESTaxAmt |
| Refund | $30 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | ADAM DAYTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494120592 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EXECUTIVE PARK STE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT & | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CITY OF HOPE 2000 FIVEPOINT, STE 230 IRVINE, CA 92618 | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | PACIFIC SYMPHONY ORCHESTRA 3631 S HARBOR BLVD, STE 100 SANTA ANA, CA 92704 | Description2Txt |
| Expenses2 | $35,000 | Expenses2Amt |
| Description3 | CHAPMAN UNIVERSITY 1 UNIVERSITY DR ORANGE, CA 92866 | Description3Txt |
| Expenses3 | $30,000 | Expenses3Amt |
| Description4 | CLAREMONT GRADUATE UNIVERSITY 150 E 10TH STREET CLAREMONT, CA 91711 | Description4Txt |
| Expenses4 | $30,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,215,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $890,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $623,644 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,730,066 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,730,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,614,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $380,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $380,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,762 | TotalTaxAmt |
| Distributable Before Adj | $376,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $376,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $376,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,271 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $379,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $252,826 | UndistributedIncomePYAmt |
| Qualifying Distributions | $379,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $252,826 | AppliedToYear1Amt |
| Applied To Current Year | $126,445 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $250,499 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CHAPIN JOHNSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7143058360 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARCLAY THEATER | |||||||
| 4199 CAMPUS DR | STE 275 | IRVINE | CA | 92612 | PC | SPONSORSHIP OF PROGRAM | $20,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 17701 COWAN AVE | SUITE 150 | IRVINE | CA | 92614 | PC | SPONSORSHIP OF PROGRAM | $12,700 |
| CHAPMAN UNIVERSITY | |||||||
| 4199 CAMPUS DRIVE | SUITE 275 | IRVINE | CA | 92612 | PC | SPONSORSHIP OF PROGRAM | $30,000 |
| CITY OF HOPE | |||||||
| 2000 FIVEPOINT | SUITE 230 | IRVINE | CA | 92618 | PC | SPONSORSHIP OF PROGRAM | $50,000 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH STREET | CLAREMONT | CA | 91711 | PC | SPONSORSHIP OF PROGRAM | $30,000 | |
| FRIENDS OF ASOR ISRAEL | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | PC | SPONSORSHIP OF PROGRAM | $500 | |
| MARINE MILITARY ACADEMY | |||||||
| 320 IWO JIMA BLVD | HARLINGEN | TX | 78550 | PC | SPONSORSHIP OF PROGRAM | $15,000 | |
| MEDSHARE | |||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | PC | SPONSORSHIP OF PROGRAM | $2,500 | |
| OC FORUM | |||||||
| 701 E CHAPMAN AVE | ORANGE | CA | 92866 | PC | SPONSORSHIP OF PROGRAM | $1,000 | |
| ORANGE COUNTY MUSEM OF ART | |||||||
| 3333 AVENUE OF THE ARTS | COSTA MESA | CA | 92626 | PC | SPONSORSHIP OF PROGRAM | $1,000 | |
| ORANGE HIGH JRROTC | |||||||
| 59 PETERS CANYON ROAD | IRVINE | CA | 92606 | PC | SPONSORSHIP OF PROGRAM | $5,000 | |
| PACIFIC SYMPHONY ORCHESTRA | |||||||
| 17620 FITCH | SUITE 100 | IRVINE | CA | 92614 | PC | SPONSORSHIP OF PROGRAM | $35,000 |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | PC | SPONSORSHIP OF PROGRAM | $28,500 | |
| ST MARGARETS EPISCOPAL SCHOOL | |||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | PC | SPONSORSHIP OF PROGRAM | $1,000 | |
| WORLD AFFAIRS COUNCIL | |||||||
| 2102 BUSINESS CENTER DR | IRVINE | CA | 92612 | PC | SPONSORSHIP OF PROGRAM | $23,850 | |
| SAMUELI ACADEMY GALA | |||||||
| 1901 N FAIRFIEW ST | SANTA ANA | CA | 92706 | PC | SPONSORSHIP OF PROGRAM | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,277 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $247,114 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,727 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $6,352 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $129,554 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,727 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $426,297 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $433,024 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $14,864 | Amt |
| Disbursements Charitable Prps | $14,864 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2013-09-25 | $58,762 | $58,762 | 200DB | 7.0000 |
| FURNITURE & FIXTURES | 2014-05-01 | $17,131 | $17,131 | 200DB | 7.0000 |
| FURNITURE & FIXTURES | 2020-09-03 | $2,171 | $2,171 | 200DB | 7.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| FROM K-1 | 2022-12 | PURCHASE | 2023-07 | $21 | -$21 | |
| FROM K-1 | 2020-12 | PURCHASE | 2023-12 | $129,575 | $129,575 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $6,886,066 | EOYBookValueAmt |
| EOYFMV | $6,277,505 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $613,445 | BookValueAmt |
| EOYFMV | $620,579 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,120 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,120 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $3,065 | BOYBookValueAmt |
| EOY Book Value | $3,065 | EOYBookValueAmt |
| EOYFMV | $3,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $272 | $272 | |
| BANK AND CREDIT CARD FEES | $150 | $150 | |
| REPAIRS & MAINTENANCE | $304 | $304 | |
| INTERNET | $2,730 | $2,730 | |
| MEALS | $48 | $48 | |
| PASS THRU DEDUCTION FROM K-1 | $260,399 | $32,824 | |
| MEETINGS | $71 | $71 | |
| COMMUNICATIONS | $2,341 | $2,341 | |
| CONSULTING/MAINTENANCE | $39,728 | $39,728 | |
| SUBSCRIPTIONS | $1,315 | $1,315 | |
| POSTAGE & SHIPPING | $398 | $398 | |
| UTILITIES | $1,883 | $1,883 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FROM K-1S | $6,727 | $6,727 | |
| $6,352 | $6,352 | $6,352 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $140 | Amt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL REGISTRATION | $25 | $25 |
| CALIFORNIA STATE | $2,677 | |
| FEDERAL | $7,640 |