KAMINSKY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAMINSKY FAMILY FOUNDATION (EIN 71-0992594)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-26
- IRS object ID
- 202312079349101011
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-26T17:26:20-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | 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 | 710992594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAMINSKY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAMI | BusinessNameControlTxt |
| Phone | 8587597775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ARNELE AVE | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY KAMINSKY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8587597775 | PhoneNum |
| Signature | 2023-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | KAMINSKY | 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 | JANE COLEMAN | PreparerPersonNm |
| PTIN | P01391326 | PTIN |
| Phone | 8586271400 | 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 |
| 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 | $1,215,306 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $380,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$134,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,682,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $178 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $266,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,060 | 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 |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $10,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,919 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,857 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,341 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,212 | CashBOYAmt |
| Cash EOY | $165,957 | CashEOYAmt |
| Cash EOYFMV | $165,957 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,049,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,049,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $361,309 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $816,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,186,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,215,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,215,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,186,218 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,215,306 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,186,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,186,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,215,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,186,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,367,759 | SubtotalAmt |
| Other Decreases | $152,453 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST COVERED | P | 2022-06-30 | 2022-12-31 | $941,364 | $1,044,995 | -$103,631 | -$103,631 |
| LT COVERED | P | 2021-01-01 | 2022-12-31 | $680,808 | $732,709 | -$51,901 | -$51,901 |
| LT NONCOVERED | P | 2021-01-01 | 2022-12-31 | $59,211 | $39,323 | $19,888 | $19,888 |
| LT CAPITAL GAIN DISTRIBUTIONS | P | 2021-01-01 | 2022-12-31 | $801 | $801 | $801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$134,843 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$103,631 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,976 | 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 | $1,976 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,860 | OverpaymentAmt |
| Applied To ES Tax | $1,860 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM KAMINSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587597775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 965 ARNELE AVE | AddressLine1Txt |
| City | EL CAJON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92020 | 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 |
|---|---|---|---|---|---|---|---|---|
| KIM G KAMINSKY | ||||||||
| 965 ARNELE AVE | EL CAJON | CA | 92020 | CEO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGORY S KAMINSKY | ||||||||
| 965 ARNELE AVE | EL CAJON | CA | 92020 | SECRETARY/CFO/DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY M KAMINSKY | ||||||||
| 965 ARNELE AVE | EL CAJON | CA | 92020 | DIRECTOR | 1.00 | $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 | $1,023,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,079,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,079,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,063,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116 | TotalTaxAmt |
| Distributable Before Adj | $53,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,857 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,857 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,497 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,857 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,497 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,312 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $16,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE BISHOP'S SCHOOL | |||||||
| 7607 LA JOLLA BLVD | LA JOLLA | CA | 92037 | PC | GENERAL SUPPORT | $10,000 | |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE MALL STOP | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $14,873 | 761 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | GENERAL SUPPORT | $14,828 | |
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 2469 | LA JOLLA | CA | 92038 | PC | GENERAL SUPPORT | $14,828 | |
| OPERATION UNDERGROUND RAILROAD INC | |||||||
| 755 SOUTH MAIN ST 194 | CEDAR CITY | UT | 84720 | PC | GENERAL SUPPORT | $14,828 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,357 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,882 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$134,843 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$114,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$114,783 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TOYOTA OF EL CAJON | ||||||
| 1 | 965 ARNELE AVE | EL CAJON | CA | 92020 | $140,000 | Yes (X) |
| HONDA OF EL CAJON | ||||||
| 2 | 889 ARNELE AVE | EL CAJON | CA | 92020 | $130,000 | Yes (X) |
| PUENTE HILLS TOYOTA | ||||||
| 3 | 17070 GALE AVE | CITY OF INDUSTRY | CA | 91748 | $110,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $22,507 | $22,507 |
| ABBVIE INC | $27,797 | $27,797 |
| ALEXANDRIA REAL ESTATE EQUITY | $17,917 | $17,917 |
| AMCOR PLC | $13,923 | $13,923 |
| APPLE INC | $11,044 | $11,044 |
| AUTOMATIC DATA PROCESSING INC | $13,615 | $13,615 |
| AVALONBAY COMMUNITIES INC | $10,822 | $10,822 |
| BANK OF AMERICA CORP | $16,229 | $16,229 |
| BROADCOM INC | $21,806 | $21,806 |
| CHEVRON CORPORATION | $37,334 | $37,334 |
| CHUBB LTD | $18,530 | $18,530 |
| CISCO SYSTEMS INC | $21,533 | $21,533 |
| COCA-COLA COMPANY | $21,500 | $21,500 |
| CONSOLIDATED EDISON INC. | $17,918 | $17,918 |
| CONSTELLATION BRANDS INC CL A | $17,150 | $17,150 |
| CROWN CASTLE INC | $20,075 | $20,075 |
| DOW INC | $12,245 | $12,245 |
| DUKE ENERGY CORP | $16,787 | $16,787 |
| EATON CORPORATION PLC | $28,879 | $28,879 |
| EMERSON ELECTRIC CO | $28,338 | $28,338 |
| EXXON MOBIL CORPORATION | $54,599 | $54,599 |
| HONEYWELL INTERNATIONAL INC | $29,145 | $29,145 |
| ILLINOIS TOOL WORKS INC | $16,963 | $16,963 |
| JP MORGAN CHASE & CO | $26,015 | $26,015 |
| LINDE PLC | $22,506 | $22,506 |
| LOCKHEED MARTIN CORP | $18,000 | $18,000 |
| MCDONALDS CORP | $25,562 | $25,562 |
| MEDTRONIC PLC | $13,834 | $13,834 |
| MERCK & COMPANY INC | $31,066 | $31,066 |
| METLIFE INC | $16,862 | $16,862 |
| MICROCHIP TECHNOLOGY INC | $12,996 | $12,996 |
| MICROSOFT CORP | $36,692 | $36,692 |
| MONDELEZ INTERNATIONAL INC | $13,863 | $13,863 |
| MORGAN STANLEY | $20,490 | $20,490 |
| NEXTERA ENERGY INC | $16,135 | $16,135 |
| PEPSICO INC | $22,944 | $22,944 |
| PFIZER INC | $27,823 | $27,823 |
| PPG INDUSTRIES INC | $19,490 | $19,490 |
| PROCTER & GAMBLE CO | $29,403 | $29,403 |
| PROLOGIS INC | $11,837 | $11,837 |
| RAYTHEON TECHNOLOGIES CORP | $27,047 | $27,047 |
| SOUTHERN CO | $20,280 | $20,280 |
| SYSCO CORP | $17,125 | $17,125 |
| TARGET CORPORATION | $20,269 | $20,269 |
| TEXAS INSTRUMENTS INC | $16,687 | $16,687 |
| UNION PACIFIC CORP | $19,672 | $19,672 |
| UNITEDHEALTH GROUP INC | $15,905 | $15,905 |
| US BANCORP | $16,048 | $16,048 |
| VERIZON COMMUNICATIONS | $24,073 | $24,073 |
| WAL-MART STORES INC | $10,069 | $10,069 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $152,453 | Amt |
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 |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $10,816 | $10,816 | $0 | $0 |
| OTHER FEES | $103 | $103 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FIRST REPUBLIC | $98 | $98 | $0 |
| US BANCORP | $80 | $80 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PUENTE HILLS TOYOTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17070 GALE AVE | AddressLine1Txt |
| City | CITY OF INDUSTRY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91748 | ZIPCd |
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