C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-13
- IRS object ID
- 202301949349100300
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-13T00:41:13-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862079100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNY YANG INOUYE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2447 PACIFIC COAST HIGHWAY STE 200 | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | 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 | 203972504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CR STEVENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRST | BusinessNameControlTxt |
| Phone | 8188580950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 SAN ONOFRE DRIVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLINTON R STEVENSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8188580950 | PhoneNum |
| Signature | 2023-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLINTON | PersonFirstNm |
| Person Last | STEVENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY YANG INOUYE | PreparerPersonNm |
| PTIN | P00360108 | PTIN |
| Phone | 3107486651 | PhoneNum |
| Preparation | 2023-07-05 | PreparationDt |
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 |
| 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 | $2,318,740 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $164 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,631 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,631 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,241 | CashBOYAmt |
| Cash EOY | $34,594 | CashEOYAmt |
| Cash EOYFMV | $34,594 | CashEOYFMVAmt |
| Corporate Stock BOY | $946,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $866,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,901,905 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $363,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $363,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $382,241 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,358,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,264,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,318,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $358,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $264,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,358,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,264,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,358,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,264,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,358,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,749 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,264,704 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,264,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3000 SHS AT&T INC | P | 2018-06-18 | 2022-05-13 | $58,776 | $73,524 | -$14,748 | -$14,748 |
| 100 SHS CITIGROUP INC COM NEW | P | 2007-11-20 | 2022-11-18 | $4,842 | $31,065 | -$26,223 | -$26,223 |
| 417 SHS CITIGROUP INC COM NEW | P | 2018-06-18 | 2022-11-18 | $20,191 | $27,850 | -$7,659 | -$7,659 |
| 48 SHS UNITEDHEALTH GOURP INC | P | 2005-12-29 | 2022-11-18 | $25,272 | $3,019 | $22,253 | $22,253 |
| CASH/LIEU WARNER BROS DISCOVERY | P | 2018-06-18 | 2022-04-18 | $19 | $24 | -$5 | -$5 |
| CAPITAL GAINS DIVIDENDS | P | $635 | $635 | $635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,061 | OverpaymentAmt |
| Applied To ES Tax | $2,061 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CR STEVENSON FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 8188580950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 SAN ONOFRE DRIVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLINTON R STEVENSON JR | ||||||||
| 1666 SAN ONOFRE DRIVE | PACIFIC PALISADES | CA | 90272 | CEO | 0.00 | $0 | $0 | $0 |
| GINA STEVENSON | ||||||||
| 1666 SAN ONOFRE DRIVE | PACIFIC PALISADES | CA | 90272 | CFO | 0.00 | $0 | $0 | $0 |
| CLINTON RSTEVENSON III | ||||||||
| 1666 SAN ONOFRE DRIVE | PACIFIC PALISADES | CA | 90272 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,404,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,472,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,472,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,435,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $739 | TotalTaxAmt |
| Distributable Before Adj | $121,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,631 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,631 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $120,955 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| AMERICAN RED CROSS | |||||||
| 1450 11TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| BLESSED SACRAMENT SISTERS OF CHARITY | |||||||
| 248 S MARIPOSA AVE | LOS ANGELES | CA | 90004 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| BOYS & GIRLS CLUB OF SANTA MONICA | |||||||
| 1238 LINCOLN BLVD | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| CALIFORNIA COMMUNITY FOUNDATIONKAF | |||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| CARE ORG | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $7,500 |
| CHOSA INC | |||||||
| 220 N KENTER AVE | LOS ANGELES | CA | 90049 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| COVENANT HOUSE OF CALIFORNIA | |||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| FIRST UNITED METHODIST CHURCH OF SM | |||||||
| 1008 11TH ST | SANTA MONICA | CA | 90403 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,500 |
| GUIDE DOGS FOUNDATION FOR THE BLIND | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH | |||||||
| 2990 S SEPULVEDA BLVD STE 300C | LOS ANGELES | CA | 90064 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| ISRAEL CANCER RESEARCH FUND | |||||||
| 52 VANDERBILT AVE STE 1510 | NEW YORK | NY | 100173834 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW | WA | DC | 20024 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| LA MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| LA RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 BOUQUET CANYON RD | SANTA CLARITA | CA | 91390 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| LESEA GLOBAL FEED THE HUNGRY | |||||||
| 530 E IRELAND RD | SOUTH BEND | IN | 46614 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| MALIBU HIGH SCHOOL SCHOLARSHIP | |||||||
| 30215 MORNING VIEW DR | MALIBU | CA | 90265 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| MEALS ON WHEELS | |||||||
| 1550 CRYSTAL DRIVE STE 1004 | ARLINGTON | VA | 22202 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| MS NATIONAL SOCIETY | |||||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90056 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| ONE FOR ALL | |||||||
| 1127 E 67TH STREET | INGLEWOOD | CA | 90302 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $4,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| SALVATION ARMY | |||||||
| PO BOX 866014 | LOS ANGELES | CA | 900866014 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| SANTA MONICA SALVATION ARMY | |||||||
| 1533 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFILED | CT | 06825 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,631 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| SPECIAL OLYMPICS | |||||||
| 2428 N GRAND AVE STE A | SANTA ANA | CA | 92705 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| UNBOUND | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,500 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| WORLD VALUES NETWORK | |||||||
| 394 E PALISADE AVE | ENGLEWOOD | NJ | 07631 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $15,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,631 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,915 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - CORPORATE STOCK | StockNm |
| EOY Book Value | $866,671 | EOYBookValueAmt |
| EOYFMV | $1,901,905 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $363,439 | BookValueAmt |
| EOYFMV | $382,241 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEE | $301 | $301 | $0 | $0 |
| CA FILING FEES | $75 | $0 | $0 | $75 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $164 | $164 | $0 | $0 |
| FEDERAL INCOME TAXES | $3,493 | $0 | $0 | $0 |
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