BETA

MANKINS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MANKINS FAMILY FOUNDATION (EIN 20-8042825)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-31
IRS object ID
202340909349100409
Schema version
2022v5.0
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)
Return2023-03-31T10:32:49-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203949079PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pressley & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11112 E Grand AveAddressLine1Txt
CityArroyo GrandeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208042825EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANKINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANKBusinessNameControlTxt
Phone8054895536PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAIR B MANKINSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-03-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLAIR BPersonFirstNm
Person LastMANKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Steven Pressley CPAPreparerPersonNm
PTINP01260266PTIN
Phone8054817474PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,385InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,385InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,385InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$11,700NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$54,107GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,700CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,112TotalRevAndExpnssAmt
Total Net Invst Incm$16,112TotalNetInvstIncmAmt
Total Adj Net Incm$4,412TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,365AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,365AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,365AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$482TaxesRevAndExpnssAmt
Taxes Net Invst Incm$482TaxesNetInvstIncmAmt
Taxes Adj Net Incm$482TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$774OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$774OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$774OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,621TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,621TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,921TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,621TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,621TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,809ExcessRevenueOverExpensesAmt
Net Investment Income$13,491NetInvestmentIncomeAmt
Adjusted Net Income$1,791AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,598CashBOYAmt
Cash EOY$4,400CashEOYAmt
Sav And Temp Cash Invst BOY$6,215SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,657SavAndTempCashInvstEOYAmt
Other Investments BOY$402,778OtherInvestmentsBOYAmt
Other Investments EOY$387,725OtherInvestmentsEOYAmt
Total Assets BOY$410,591TotalAssetsBOYAmt
Total Assets EOY$399,782TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$410,591RetainedEarningBOYAmt
Retained Earning EOY$399,782RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$410,591TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$399,782TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$410,591TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$399,782TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$410,591TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,809ExcessRevenueOverExpensesAmt
Subtotal$399,782SubtotalAmt
Tot Net Ast Or Fund Balances EOY$399,782TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
145 ISHARES RUSSELL 1000 VALUE EFTP2016-04-192022-10-27$21,353$14,681$6,672$6,672
1100 ISHARES GLOBAL CLEAN ENERGY EFTP2020-03-032022-10-27$20,757$14,069$6,688$6,688
205 ISHARES MSCI EAFE MIN VOLATILITY FACTORP2018-11-092022-10-27$11,997$13,657-$1,660-$1,660
FieldValueIRS element (for citing)
Capital Gain Net Income$11,700CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$188InvestmentIncomeExciseTaxAmt
Subtotal$188SubtotalAmt
Tax Based On Investment Income$188TaxBasedOnInvestmentIncomeAmt
Tax Due$188TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BLAIR MANKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8054895536PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBLAIR B MANKINSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$396,971AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,415AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$496,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$496,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,446CashDeemedCharitableAmt
Net Vl Noncharitable Assets$488,940NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,447MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,447MinimumInvestmentReturnAmt
Tax Based On Investment Income$188TaxBasedOnInvestmentIncomeAmt
Total Tax$188TotalTaxAmt
Distributable Before Adj$24,259DistributableBeforeAdjAmt
Distributable Before Ded$24,259DistributableBeforeDedAmt
Distributable As Adjusted$24,259DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,300ExpensesAndContributionsAmt
Qualifying Distributions$24,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,259DistributableAsAdjustedAmt
Undistributed Income PY$24,300UndistributedIncomePYAmt
Qualifying Distributions$24,300QualifyingDistributionsAmt
Applied To Year1$24,300AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$24,259UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMANKINS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8054895536RecipientPhoneNum
Form And Info And MaterialsAN APPLICATION SHOULD BE MADE IN WRITING. A LETTER EXPLAINING THE INTENDED USE OF THE FUNDS IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON AWARDS. HOWEVER, THE AMOUNTS OF THE AWARDS ARE DETERMINED BY THE MANAGERS OF THE TRUST BASED ON NEEDS AND INURELY SUBJECTIVE MANNER.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE LAND CONSERVANCY OF SLO CO
PO BOX 12206SAN LUIS OBISPOCA93406NONE501(C)(3)PRESERVE CALIFORNIA RANGELAND SUPPORT$9,300
AMERICAN LEGION POST 136
417 ORCHARDARROYO GRANDECA93420NONEN/APROVIDE SUPPORT TO LOCAL VETERANS ORGANIZATION$5,000
COLAB FOUNDATION
PPO BOX 7523SANTA MARIACA93456NONEN/APROVIDE SUPPORT TO LOCAL COMMUNITY AWARENESS$5,000
PORT SAN LUIS LIGHTHOUSE
1 LIGHTHOUSE RDAVILA BEACHCA93424N/AN/AGENERAL SUPPORT OF HISTORICAL EDUCATIONAL ACTIVITIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,385ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,700RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,412ExclusionAmt
Related Or Exempt Function Incm$11,700RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,112TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,365Amt
Net Investment Income$1,365NetInvestmentIncomeAmt
Adjusted Net Income$1,365AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
G. SACHS BANK USA S&P 500 INDEX LKD-7307AT COST
VANGARD TREASURY MONEY MARKET INVESTORAT COST$1,843
DISCOVER BANK GREENWOOD DE CDAT COST
STATE BANK OF INDIA CHICAGO IL CDAT COST
STATE BANK OF INDIA CHICAGO IL CDAT COST
STATE BANK OF INDIA NEW YORK NY CDAT COST
JPMORGAN CHASE BANK NAAT COST$50,000
FIDELITY INVT TREASURY ONLY SELECT CLAT COST$181,993
INVESTCO QQQ ETFAT COST$22,112
ISHARES DIVIDEBD GROWTH EFTAT COST$22,144
SECTOR FINANCIAL SELECT SECTOR SPDR ETFAT COST$11,082
ISHARES RUSSELL 1000 VALUE ETFAT COST
ISHARES RUSSELL 1000 GROWTH ETFAT COST$11,739
ISHARES EDGE MSCI MIN VOLATILITY EAFE ETAT COST
ISHARES CORE MSCI EAFE ETFAT COST$11,850
SPDR S&P 500 ETFAT COST$39,575
SPDR S&P MID CAP 400 ETFAT COST$14,221
SECTOR ENERGY SELECT SECTOR SPDR ETFAT COST
VANGUARD SMALL CAP ETFAT COST$13,678
EFT MANAGERS ETFMG PRIME CYBER SECAT COST$3,795
FIRST TRUST NASDAQ CYBERSECURITY ETFAT COST$3,693
VANGARD FEDERAL MONEY MARKET INVESTORAT COST
ISHARES GLOBAL CLEAN ENERGY ETFAT COST

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BANK SERVICE CHARGES$20$20$20
BROKERAGE ACCOUNT FEES$704$704$704
FILING FEE$50$50$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2021 FED TAXESCategoryTxt
Amt$482Amt
Net Investment Income$482NetInvestmentIncomeAmt
Adjusted Net Income$482AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.