BETA

C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202511359349100606
Schema version
2024v5.1
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)
Return2025-05-15T00:26:18-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN862079100PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENNY YANG INOUYE CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12447 PACIFIC COAST HIGHWAY STE 200AddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203972504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CR STEVENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRSTBusinessNameControlTxt
Phone8188580950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLINTON R STEVENSONPersonNm
Person TitleCEOPersonTitleTxt
Phone8188580950PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY YANG INOUYEPreparerPersonNm
PTINP00360108PTIN
Phone3107486651PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,817,295FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$103,586ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,758InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,758InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$57,866DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,866DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,602GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$299CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,509TotalRevAndExpnssAmt
Total Net Invst Incm$59,923TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$300AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$166TaxesRevAndExpnssAmt
Taxes Net Invst Incm$166TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,961OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,911OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,427TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,377TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,427TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,377TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$117,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,082ExcessRevenueOverExpensesAmt
Net Investment Income$54,546NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,771CashBOYAmt
Cash EOY$41,550CashEOYAmt
Cash EOYFMV$41,550CashEOYFMVAmt
Corporate Stock BOY$863,652CorporateStockBOYAmt
Corporate Stock EOY$908,955CorporateStockEOYAmt
Corporate Stock EOYFMV$2,379,395CorporateStockEOYFMVAmt
Other Investments BOY$307,029OtherInvestmentsBOYAmt
Other Investments EOY$307,029OtherInvestmentsEOYAmt
Other Investments EOYFMV$396,350OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,216,452TotalAssetsBOYAmt
Total Assets EOY$1,257,534TotalAssetsEOYAmt
Total Assets EOYFMV$2,817,295TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000,000CapitalStockBOYAmt
Capital Stock EOY$1,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$216,452RetainedEarningBOYAmt
Retained Earning EOY$257,534RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,216,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,257,534TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,216,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,257,534TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,216,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,082ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,257,534SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,257,534TotNetAstOrFundBalancesEOYAmt

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
367 SHS CITIGROUP INC COM NEWP2018-06-182024-11-20$25,020$24,511$509$509
800 SHS BANK OF AMERICA CORPP2007-11-202027-06-27$30,803$33,792-$2,989-$2,989
CAPITAL GAINS DIVIDENDSP$2,779$2,779$2,779
FieldValueIRS element (for citing)
Capital Gain Net Income$299CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$758InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$758SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$758TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,049EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,049TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$291OverpaymentAmt
Applied To ES Tax$291AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCR STEVENSON FAMILY FOUNDATIONIndividualWithBooksNm
Phone8188580950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLINTON R STEVENSON JR
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272CEO1.00$0$0$0
GINA STEVENSON
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272CFO2.00$0$0$0
CLINTON RSTEVENSON III
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272SECRETARY0.00$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$2,677,880AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,756,587TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,756,587AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,349CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,715,238NetVlNoncharitableAssetsAmt
Minimum Investment Return$135,762MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$135,762MinimumInvestmentReturnAmt
Tax Based On Investment Income$758TaxBasedOnInvestmentIncomeAmt
Total Tax$758TotalTaxAmt
Distributable Before Adj$135,004DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,004DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,004DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$117,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$117,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,004DistributableAsAdjustedAmt
Undistributed Income PY$116,365UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$117,050QualifyingDistributionsAmt
Applied To Year1$116,365AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$685AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$134,319UndistributedIncomeCYAmt
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 (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
1300 WILSON BLVD STE 600ARLINGTONVA22209N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
AMERICAN RED CROSS
1450 11TH STREETSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$3,000
BLESSED SACRAMENT SISTERS OF CHARITY
248 S MARIPOSA AVELOS ANGELESCA90004N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$3,000
BOYS & GIRLS CLUB OF SANTA MONICA
1238 LINCOLN BLVDSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$3,000
CARE ORG
151 ELLIS ST NEATLANTAGA30303N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS
1910 MAGNOLIA AVENUELOS ANGELESCA90007N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
CHOSA INC
220 N KENTER AVELOS ANGELESCA90049N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030HAGERSTOWNMD217415030N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
FEEDING AMERICA
161 N CLARK ST STE 700CHICAGOIL60601N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
FRIENDS OF THE IDF (FIDF)
PO BOX 4224NEW YORKNY10163N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
GUIDE DOGS FOUNDATION FOR THE BLIND
371 EAST JERICHO TURNPIKESMITHTOWNNY11787N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
JUDICIAL WATCH
425 THIRD ST SWWADC20024N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
LA RESIDENTIAL COMMUNITY FOUNDATION
29890 BOUQUET CANYON RDSANTA CLARITACA91390N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
MALIBU HIGH SCHOOL SCHOLARSHIP
30215 MORNING VIEW DRMALIBUCA90265N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$10,000
MEALS ON WHEELS
1550 CRYSTAL DRIVE STE 1004ARLINGTONVA22202N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
MS NATIONAL SOCIETY
5150 W GOLDLEAF CIRCLE SUITE 400LOS ANGELESCA90056N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
ONE FOR ALL
1127 E 67TH STREETINGLEWOODCA90302N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$4,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
SALVATION ARMY
PO BOX 866014LOS ANGELESCA900866014N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,500
SANTA MONICA SALVATION ARMY
1533 4TH STSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$9,500
SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,500
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
SPECIAL OLYMPICS
2428 N GRAND AVE STE ASANTA ANACA92705N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,500
ST JOHNS HEALTH CENTER DONATION
2121 SANTA MONICA BLVDSANTA MONICACA90404N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,500
TURNING POINT USA
4940 EAST BEVERLY ROADPHOENIXAZ85044N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
UNBOUND
1 ELMWOOD AVEKANSAS CITYKS66103N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
WORLD VALUES NETWORK
394 E PALISADE AVEENGLEWOODNJ07631N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$13,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 200JACKSONVILLEFL32256N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,758ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,866ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$299ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,923ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,923TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
CLINTON R STEVENSON JR
11666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$29,039Yes (X)
CLINTON R STEVENSON JR
21666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$33,362Yes (X)
CLINTON R STEVENSON JR
31666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$41,185Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1465 SHS BAE SYS PLC SPN ADR STOCK$29,0392024-12-06
22,312 SHS FUJI ELEC HOLDINGS CO STOCK$33,3622024-12-06
3760 SHS HITACHI LTD 10 NEW ADR STOCK$41,1852024-12-06

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$300Amt
Net Investment Income$300NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - CORPORATE STOCKStockNm
EOY Book Value$908,955EOYBookValueAmt
EOYFMV$2,379,395EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$307,029BookValueAmt
EOYFMV$396,350EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEE$4,901$4,901$0$0
CA FILING FEES$50$0$0$50
BANK FEES$10$10$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCLINTON R STEVENSON JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$166Amt
Net Investment Income$166NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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