HOCKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOCKER FOUNDATION (EIN 73-1528918)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349104307
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T15:13:05-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 825087389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Total Tax Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2725 Jefferson Street Suite 8A | AddressLine1Txt |
| City | Carlsbad | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731528918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hocker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOCK | BusinessNameControlTxt |
| Phone | 7604385503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7292 | AddressLine1Txt |
| City | Rancho Santa Fe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Schulte | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Pamela | PersonFirstNm |
| Person Last | Schulte | 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 | Matthew Mason EA | PreparerPersonNm |
| PTIN | P00890744 | PTIN |
| Phone | 7607209917 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,359,924 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,467 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,467 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,099 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $334,883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $229,593 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $361,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,207 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,515 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $881 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $881 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,570 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,471 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,671 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $117,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,285 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,515 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,196 | CashBOYAmt |
| Cash EOY | $157,343 | CashEOYAmt |
| Cash EOYFMV | $157,343 | CashEOYFMVAmt |
| Corporate Stock BOY | $376,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $402,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $402,581 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $490,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $800,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $800,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $980,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,359,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,359,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $980,303 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,359,924 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $980,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $980,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,359,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $980,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $310,000 | OtherIncreasesAmt |
| Subtotal | $1,484,447 | SubtotalAmt |
| Other Decreases | $124,523 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,359,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1016 INV Sr Loan | P | 2022-06-09 | 2022-12-09 | $21,119 | $21,493 | -$374 | -$374 |
| 436 INV Sr Loan | P | 2022-06-10 | 2022-12-09 | $9,063 | $9,123 | -$60 | -$60 |
| 12.895 Pimco Inc C | P | 2021-07-01 | 2022-06-14 | $136 | $156 | -$20 | -$20 |
| 12.921 Pimco Inc C | P | 2021-08-02 | 2022-06-14 | $136 | $156 | -$20 | -$20 |
| 12.957 Pimco Inc C | P | 2021-09-01 | 2022-06-14 | $137 | $157 | -$20 | -$20 |
| 13.040 Pimco Inc C | P | 2021-10-01 | 2022-06-14 | $138 | $157 | -$19 | -$19 |
| 13.192 Pimco Inc C | P | 2021-11-01 | 2022-06-14 | $139 | $158 | -$19 | -$19 |
| 13.354 Pimco Inc C | P | 2021-12-01 | 2022-06-14 | $141 | $158 | -$17 | -$17 |
| 13.346 Pimco Inc C | P | 2022-01-03 | 2022-06-14 | $141 | $159 | -$18 | -$18 |
| 13.521 Pimco Inc C | P | 2022-02-01 | 2022-06-14 | $143 | $159 | -$16 | -$16 |
| 14.028 Pimco Inc C | P | 2022-03-01 | 2022-06-14 | $148 | $161 | -$13 | -$13 |
| 14.304 Pimco Inc C | P | 2022-04-01 | 2022-06-14 | $151 | $162 | -$11 | -$11 |
| 14.917 Pimco Inc C | P | 2022-05-02 | 2022-06-14 | $157 | $164 | -$7 | -$7 |
| 15.064 Pimco Inc C | P | 2022-06-01 | 2022-06-14 | $159 | $166 | -$7 | -$7 |
| 309 Vanguard Short Term Corp | P | 2022-06-09 | 2022-12-09 | $23,341 | $23,712 | -$371 | -$371 |
| 114 Vanguard Short Term Corp | P | 2022-06-10 | 2022-12-09 | $8,611 | $8,697 | -$86 | -$86 |
| 880 INV Sr Loan | P | 2016-09-22 | 2022-12-09 | $18,292 | $20,394 | -$2,102 | -$2,102 |
| 435 INV Sr Loan | P | 2018-02-01 | 2022-12-09 | $9,042 | $10,098 | -$1,056 | -$1,056 |
| 185 INV Sr Loan | P | 2020-03-18 | 2022-12-09 | $3,846 | $3,297 | $549 | $549 |
| 27 ISHS Russ 2000 Val | P | 2015-03-12 | 2022-06-09 | $4,103 | $2,739 | $1,364 | $1,364 |
| 18 ISHS Russ 2000 Val | P | 2018-02-01 | 2022-06-09 | $2,735 | $2,287 | $448 | $448 |
| 52 ISHS Russ 2000 Val | P | 2020-03-18 | 2022-06-09 | $7,901 | $3,771 | $4,130 | $4,130 |
| 16 ISHS Russ 2000 GRW | P | 2015-03-12 | 2022-06-09 | $3,541 | $2,392 | $1,149 | $1,149 |
| 4 ISHS Russ 2000 GRW | P | 2019-05-10 | 2022-06-09 | $885 | $799 | $86 | $86 |
| 16 ISHS Russ 2000 GRW | P | 2020-03-18 | 2022-06-09 | $3,541 | $2,123 | $1,418 | $1,418 |
| 196 ISHS Core TTL INTL | P | 2019-09-11 | 2022-06-09 | $11,956 | $11,352 | $604 | $604 |
| 4087.854 Pimco Inc C | P | 2017-02-10 | 2022-06-14 | $43,127 | $48,946 | -$5,819 | -$5,819 |
| 17.090 Pimco Inc C | P | 2017-03-01 | 2022-06-14 | $180 | $206 | -$26 | -$26 |
| 29.555 Pimco Inc C | P | 2017-04-03 | 2022-06-14 | $312 | $358 | -$46 | -$46 |
| 29.574 Pimco Inc C | P | 2017-05-01 | 2022-06-14 | $312 | $359 | -$47 | -$47 |
| 29.514 Pimco Inc C | P | 2017-06-01 | 2022-06-14 | $311 | $360 | -$49 | -$49 |
| 29.590 Pimco Inc C | P | 2017-07-03 | 2022-06-14 | $312 | $362 | -$50 | -$50 |
| 29.652 Pimco Inc C | P | 2017-08-01 | 2022-06-14 | $313 | $363 | -$50 | -$50 |
| 29.603 Pimco Inc C | P | 2017-09-01 | 2022-06-14 | $312 | $364 | -$52 | -$52 |
| 29.683 Pimco Inc C | P | 2017-10-02 | 2022-06-14 | $313 | $365 | -$52 | -$52 |
| 29.635 Pimco Inc C | P | 2017-11-01 | 2022-06-14 | $313 | $365 | -$52 | -$52 |
| 29.783 Pimco Inc C | P | 2017-12-01 | 2022-06-14 | $314 | $366 | -$52 | -$52 |
| 29.937 Pimco Inc C | P | 2018-01-02 | 2022-06-14 | $316 | $368 | -$52 | -$52 |
| 30.265 Pimco Inc C | P | 2018-02-01 | 2022-06-14 | $319 | $369 | -$50 | -$50 |
| 30.640 Pimco Inc C | P | 2018-03-01 | 2022-06-14 | $323 | $370 | -$47 | -$47 |
| 30.746 Pimco Inc C | P | 2018-04-02 | 2022-06-14 | $324 | $371 | -$47 | -$47 |
| 31.136 Pimco Inc C | P | 2018-05-01 | 2022-06-14 | $328 | $373 | -$45 | -$45 |
| 31.621 Pimco Inc C | P | 2018-06-01 | 2022-06-14 | $334 | $377 | -$43 | -$43 |
| 31.874 Pimco Inc C | P | 2018-07-02 | 2022-06-14 | $336 | $378 | -$42 | -$42 |
| 31.963 Pimco Inc C | P | 2018-08-01 | 2022-06-14 | $337 | $379 | -$42 | -$42 |
| 35.525 Pimco Inc C | P | 2018-09-04 | 2022-06-14 | $375 | $419 | -$44 | -$44 |
| 29.257 Pimco Inc C | P | 2018-10-01 | 2022-06-14 | $309 | $344 | -$35 | -$35 |
| 32.959 Pimco Inc C | P | 2018-11-01 | 2022-06-14 | $348 | $385 | -$37 | -$37 |
| 33.223 Pimco Inc C | P | 2018-12-03 | 2022-06-14 | $351 | $387 | -$36 | -$36 |
| 33.286 Pimco Inc C | P | 2019-01-02 | 2022-06-14 | $351 | $389 | -$38 | -$38 |
| 33.020 Pimco Inc C | P | 2019-02-01 | 2022-06-14 | $348 | $390 | -$42 | -$42 |
| 33.141 Pimco Inc C | P | 2019-03-01 | 2022-06-14 | $350 | $392 | -$42 | -$42 |
| 33.036 Pimco Inc C | P | 2019-04-01 | 2022-06-14 | $349 | $392 | -$43 | -$43 |
| 33.019 Pimco Inc C | P | 2019-05-01 | 2022-06-14 | $348 | $394 | -$46 | -$46 |
| 33.140 Pimco Inc C | P | 2019-06-03 | 2022-06-14 | $350 | $395 | -$45 | -$45 |
| 32.994 Pimco Inc C | P | 2019-07-01 | 2022-06-14 | $348 | $396 | -$48 | -$48 |
| 33.116 Pimco Inc C | P | 2019-08-01 | 2022-06-14 | $349 | $396 | -$47 | -$47 |
| 33.782 Pimco Inc C | P | 2019-09-03 | 2022-06-14 | $356 | $398 | -$42 | -$42 |
| 33.959 Pimco Inc C | P | 2019-10-01 | 2022-06-14 | $358 | $401 | -$43 | -$43 |
| 33.984 Pimco Inc C | P | 2019-11-01 | 2022-06-14 | $359 | $402 | -$43 | -$43 |
| 34.086 Pimco Inc C | P | 2019-12-02 | 2022-06-14 | $360 | $404 | -$44 | -$44 |
| 26.117 Pimco Inc C | P | 2019-12-27 | 2022-06-14 | $276 | $311 | -$35 | -$35 |
| 34.023 Pimco Inc C | P | 2020-01-02 | 2022-06-14 | $359 | $405 | -$46 | -$46 |
| 20.848 Pimco Inc C | P | 2020-02-03 | 2022-06-14 | $220 | $249 | -$29 | -$29 |
| 19.198 Pimco Inc C | P | 2020-03-02 | 2022-06-14 | $203 | $227 | -$24 | -$24 |
| 21.078 Pimco Inc C | P | 2020-04-01 | 2022-06-14 | $222 | $228 | -$6 | -$6 |
| 21.293 Pimco Inc C | P | 2020-05-01 | 2022-06-14 | $225 | $235 | -$10 | -$10 |
| 20.900 Pimco Inc C | P | 2020-06-01 | 2022-06-14 | $220 | $235 | -$15 | -$15 |
| 20.626 Pimco Inc C | P | 2020-07-01 | 2022-06-14 | $218 | $235 | -$17 | -$17 |
| 20.441 Pimco Inc C | P | 2020-08-03 | 2022-06-14 | $216 | $236 | -$20 | -$20 |
| 13.170 Pimco Inc C | P | 2020-09-01 | 2022-06-14 | $139 | $154 | -$15 | -$15 |
| 13.182 Pimco Inc C | P | 2020-10-01 | 2022-06-14 | $139 | $154 | -$15 | -$15 |
| 13.244 Pimco Inc C | P | 2020-11-02 | 2022-06-14 | $140 | $154 | -$14 | -$14 |
| 12.972 Pimco Inc C | P | 2020-12-01 | 2022-06-14 | $137 | $155 | -$18 | -$18 |
| 12.742 Pimco Inc C | P | 2021-01-04 | 2022-06-14 | $134 | $154 | -$20 | -$20 |
| 12.713 Pimco Inc C | P | 2021-02-01 | 2022-06-14 | $134 | $154 | -$20 | -$20 |
| 12.839 Pimco Inc C | P | 2021-03-01 | 2022-06-14 | $135 | $154 | -$19 | -$19 |
| 12.972 Pimco Inc C | P | 2021-04-01 | 2022-06-14 | $137 | $155 | -$18 | -$18 |
| 12.925 Pimco Inc C | P | 2021-05-03 | 2022-06-14 | $136 | $156 | -$20 | -$20 |
| 12.868 Pimco Inc C | P | 2021-06-01 | 2022-06-14 | $136 | $156 | -$20 | -$20 |
| 5 Vanguard Short Term Bond | P | 2016-09-22 | 2022-06-13 | $379 | $404 | -$25 | -$25 |
| 262 Vanguard Short Term Bond | P | 2016-09-22 | 2022-12-09 | $19,802 | $21,167 | -$1,365 | -$1,365 |
| 253 Vanguard Short Term Corp | P | 2016-09-22 | 2022-12-09 | $19,111 | $20,384 | -$1,273 | -$1,273 |
| 134 Vanguard Short Term Corp | P | 2018-02-01 | 2022-12-09 | $10,122 | $10,574 | -$452 | -$452 |
| 73 Vanguard Growth | P | 2015-03-12 | 2022-06-09 | $17,704 | $7,830 | $9,874 | $9,874 |
| 214 Vanguard Value | P | 2015-03-12 | 2022-06-09 | $30,426 | $17,879 | $12,547 | $12,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,099 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,078 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,409 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,409 | SubtotalAmt |
| Tax Based On Investment Income | $3,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $409 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Pamela Schulte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7604385503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7292 | AddressLine1Txt |
| City | Rancho Santa Fe | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92067 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| John Gould | ||||||
| 7961 Norton | W Hollywood | CA | 90046 | Trustee | 0.00 | $5,760 |
| Pamela Schulte | ||||||
| 7041 Partridge Place | Carlsbad | CA | 92011 | Trustee | 0.00 | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,409 | TotalTaxAmt |
| Distributable Before Adj | $3,409 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,409 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $50,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $50,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $50,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Medical Research Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 NE 13th Street | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73194 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Exempt | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Support | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $48 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $9,467 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $105,290 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $229,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,099 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $105,290 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,614 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,497 | 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 | Accounting Fees | CategoryTxt |
| Amt | $5,570 | Amt |
| Net Investment Income | $5,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Oil and Gas Properties | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $800,000 | BookValueAmt |
| EOYFMV | $800,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $881 | LegalFeesAmt |
| Net Investment Income | $881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $124,523 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Depletion | $34,439 |
| PO Box Rental | $232 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $334,883 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Re-evaluation of Oil & Gas Properties FMV | Desc |
| Amt | $310,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Land Service | $100 | $100 | $0 | $0 |
| Management Fees | $4,371 | $4,371 | $0 | $0 |
Comments