PIEMONTE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PIEMONTE FOUNDATION (EIN 33-0687534)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-08-09
- IRS object ID
- 202332219349101213
- Schema version
- 2021v4.2
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-09T14:59:24-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815052000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kieckhafer Schiffer LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 Oak Canyon Drive Suite 200 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926185231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330687534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Piemonte Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIEM | BusinessNameControlTxt |
| Phone | 9495749964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Aschieris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9495749964 | PhoneNum |
| Signature | 2023-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Aschieris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James C Kieckhafer | PreparerPersonNm |
| PTIN | P00223581 | PTIN |
| Phone | 9492503900 | PhoneNum |
| Preparation | 2023-06-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,536,084 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,088 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,790 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,929 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,291,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,182,060 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,493,155 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,312,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,224,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,536,084 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,312,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,224,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,312,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,224,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,312,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,224,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,312,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,224,989 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,224,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3,407.456 PIMCO FDS INCOM FD INSTL | 2018-05-25 | 2022-10-13 | $34,824 | $39,995 | -$5,171 | -$5,171 | |
| 857.000 VANGUARD BD INDEX FD INC SHORT TRM BOND | 2018-05-25 | 2022-10-13 | $63,691 | $67,598 | -$3,907 | -$3,907 | |
| 23.000 PAYPAL HLDGS INC COM | 2021-10-06 | 2022-03-03 | $2,342 | $6,047 | -$3,705 | -$3,705 | |
| 33.000 APPLE COMPUTER INC COM | 2019-12-23 | 2022-10-27 | $4,772 | $2,340 | $2,432 | $2,432 | |
| 147.000 CITIGROUP INC COM NEW | 2020-04-09 | 2022-10-27 | $6,674 | $6,875 | -$201 | -$201 | |
| 138.000 MONDELEZ INTL INC CL A | 2018-05-25 | 2022-01-03 | $9,098 | $5,950 | $3,148 | $3,148 | |
| 18.000 PAYPAL HLDGS INC COM | 2021-02-18 | 2022-03-03 | $1,833 | $5,141 | -$3,308 | -$3,308 | |
| 140.000 APTIV PLC SHS | 2018-05-25 | 2022-11-29 | $14,281 | $11,646 | $2,635 | $2,635 | |
| 10.000 AMERICAN TOWER CORP NEW COM | 2019-05-23 | 2022-10-27 | $1,969 | $2,027 | -$58 | -$58 | |
| Capital Gains Dividends | $103 | $103 | $103 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $334 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $336 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $212 | OverpaymentAmt |
| Applied To ES Tax | $212 | 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 | John E Aschieris | IndividualWithBooksNm |
| Phone | 9495749964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| John M Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | President/Director | 1.00 | $0 | $0 | $0 |
| John E Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Sec/CFO/Director | 1.00 | $0 | $0 | $0 |
| Michael S Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | V-Pres/Director | 1.00 | $0 | $0 | $0 |
| Ronald A Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Asst Sec/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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - NO DIRECT CHARITABLE ACTIVITIES ARE BEING UNDERTAKEN BY THIS FOUNDATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,621,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,655,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,655,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,631,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124 | TotalTaxAmt |
| Distributable Before Adj | $81,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,235 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,235 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $375 | 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 | $81,057 | 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) |
|---|---|---|
| Contributing Manager | John M Aschieris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ainsley's Angels of America | |||||||
| PO Box 6287 | Virginia Beach | VA | 23456 | None | Tax-Exempt | General Fund | $104 |
| America SCORES | |||||||
| 3685 Motor Ave 110 | Los Angeles | CA | 90034 | None | Tax-Exempt | General Fund | $51 |
| Assistance League of Long Beach | |||||||
| 6220 E Sprint St | Long Beach | CA | 90815 | None | Tax-Exempt | General Fund | $11,000 |
| Assistance League of Santa Ana | |||||||
| 1037 W 1st St | Santa Ana | CA | 92703 | None | Tax-Exempt | General Fund | $5,000 |
| Boys & Girls Club | |||||||
| 533 Lomas Santa Fe Dr | Solana Beach | CA | 92075 | None | Tax-Exempt | General Fund | $200 |
| Catalina Island Conservancy | |||||||
| 708 Crescent Ave | Avalon | CA | 90704 | None | Tax-Exempt | General Fund | $500 |
| Challenged Athletes Foundation | |||||||
| 951 Waples St | San Diego | CA | 92121 | None | Tax-Exempt | General Fund | $300 |
| CHOC Foundation | |||||||
| 1201 West La Veta Ave | Orange | CA | 92868 | None | Tax-Exempt | General Fund | $150 |
| College of Charleston | |||||||
| 66 George Street | Charleston | SC | 29424 | None | Tax-Exempt | General Fund | $300 |
| Dolores Mission School | |||||||
| 170 S Gless St | Los Angeles | CA | 90033 | None | Tax-Exempt | General Fund | $200 |
| Empowered Girls | |||||||
| PO Box 681102 | Orlando | FL | 32868 | None | Tax-Exempt | General Fund | $250 |
| Fellowship of Christian Athletes | |||||||
| 449 W Foothill Blvd | Glendora | CA | 91741 | None | Tax-Exempt | General Fund | $150 |
| Hoag Hospital Foundation | |||||||
| 330 Placentia Ave 100 | Newport Beach | CA | 92663 | None | Tax-Exempt | General Fund | $1,400 |
| Holy Family Church | |||||||
| 1527 Fremont Ave | South Pasadena | CA | 91030 | None | Tax-Exempt | General Fund | $1,150 |
| Kokua Hawaii Foundation | |||||||
| 66-249 Kamehameha Hwy B | Haleiwa | HI | 96712 | None | Tax-Exempt | General Fund | $250 |
| Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | None | Tax-Exempt | General Fund | $250 |
| Little Red Dog | |||||||
| 23046 Avenida De La Carlota 600 | Laguna Hills | CA | 92653 | None | Tax-Exempt | General Fund | $250 |
| Loyola High School | |||||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | None | Tax-Exempt | General Fund | $1,400 |
| Ma'alaea Village Association | |||||||
| PO Box 2122 | Wailuku | HI | 96793 | None | Tax-Exempt | General Fund | $500 |
| NPR | |||||||
| PO Box 791490 | Baltimore | MD | 21279 | None | Tax-Exempt | General Fund | $50 |
| Pedal the Cause | |||||||
| 9191 Towne Centre Dr 310 | San Diego | CA | 92122 | None | Tax-Exempt | General Fund | $1,355 |
| PEO Chapter AB | |||||||
| 3700 Grand Ave | Des Moines | IA | 50312 | None | Tax-Exempt | General Fund | $5,000 |
| Second Harvest Food Bank | |||||||
| 8014 Marine Way | Irvine | CA | 92618 | None | Tax-Exempt | General Fund | $100 |
| Semester at Sea | |||||||
| 2243 Centre Ave Unit 300 | Fort Collins | CO | 80526 | None | Tax-Exempt | General Fund | $100 |
| Semper Fi Fund | |||||||
| 825 College Blvd Suite 102 PMB 609 | Oceanside | CA | 92057 | None | Tax-Exempt | General Fund | $250 |
| Shower of Hope | |||||||
| 7600 Graves Ave | Rosemead | CA | 91770 | None | Tax-Exempt | General Fund | $250 |
| Song for Charlie | |||||||
| 530 South Lake Ave 632 | Pasadena | CA | 91101 | None | Tax-Exempt | General Fund | $500 |
| St Francis High School | |||||||
| 1885 Miramonte Ave | Mountain View | CA | 94040 | None | Tax-Exempt | General Fund | $500 |
| St James Presbyterian Church | |||||||
| 19414 Ventura Blvd | Tarzana | CA | 91356 | None | Tax-Exempt | General Fund | $500 |
| The ALS Association of Greater San Diego | |||||||
| 1980 Peacock Blvd Suite A | Oceanside | CA | 92056 | None | Tax-Exempt | General Fund | $500 |
| Trojan League of Orange County | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $600 |
| UCSF | |||||||
| 505 Parnassus Ave | San Francisco | CA | 94143 | None | Tax-Exempt | General Fund | $500 |
| USC - Orthodontic Department of the Ostrow School of Dentistry | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $50,000 |
| USC Caruso Catholic Center | |||||||
| 844 W 32nd St | Los Angeles | CA | 90007 | None | Tax-Exempt | General Fund | $1,000 |
| USC | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,610 | 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 | $24,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
| Related Or Exempt Function Incm | -$8,135 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,191 | ExclusionAmt |
| Related Or Exempt Function Incm | -$8,135 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,056 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | Proceeds from the sale of securities are used to fund contributions |
| 8 | to various charitable organizations. |
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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Code Section 4942(h) and Regulation Section 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock Portfolio | StockNm |
| EOY Book Value | $1,182,060 | EOYBookValueAmt |
| EOYFMV | $1,493,155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $14,790 | $14,790 | $0 |
| Bank Charges | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $295 | $0 | $0 |
| Excise Tax | $359 | $359 | $0 |
Comments