STEINMETZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEINMETZ FOUNDATION (EIN 95-4649432)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303149349102085
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T13:12:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | 954649432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINMETZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 3105420011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE 1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES STEINMETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105420011 | PhoneNum |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | STEINMETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CAMERON | PreparerPersonNm |
| PTIN | P00103319 | PTIN |
| Phone | 9492243300 | PhoneNum |
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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,123,327 | 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 | $6,711,827 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $305,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $690,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,260,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $690,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,707,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $996,036 | 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 |
| Accounting Fees Rev And Expnss | $17,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,878 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,877 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $838 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,512,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,512,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,566,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,530,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,140,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $979,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169,039 | CashBOYAmt |
| Cash EOY | $121,220 | CashEOYAmt |
| Cash EOYFMV | $121,220 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,696 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $15,752,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,940,513 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,996,411 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,926,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,067,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,123,327 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,325 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,325 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,325 | 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 | $15,923,226 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,064,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,923,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,064,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,926,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,067,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,923,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,140,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,064,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,064,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | P | $1,901,484 | $1,570,308 | $331,176 | $331,176 |
| PUBLICLY TRADED SECURITIES | P | $359,381 | $359,381 | $359,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $690,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,617 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,617 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,840 | 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 | $15,840 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $140 | EsPenaltyAmt |
| Overpayment | $2,083 | OverpaymentAmt |
| Applied To ES Tax | $2,083 | 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 | ARMANINO LLP | IndividualWithBooksNm |
| Phone | 9492243300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE 1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANN MARIE STEINMETZ | ||||||||
| 18101 VON KARMAN AVE STE 1400 | IRVINE | CA | 92612 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHARLES WILLIAM STEINMETZ | ||||||||
| 18101 VON KARMAN AVE STE 1400 | IRVINE | CA | 92612 | PRESIDENT-DIRECTOR | 3.00 | $0 | $0 | $0 |
| TERRY KAY | ||||||||
| 18101 VON KARMAN AVE STE 1400 | IRVINE | CA | 92612 | CHIEF FINANCIAL OFFICER | 3.00 | $0 | $0 | $0 |
| JEAN S KAY | ||||||||
| 18101 VON KARMAN AVE STE 1400 | IRVINE | CA | 92612 | VP-ADMIN & SECRETARY | 3.00 | $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 | $19,519,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $740,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,259,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,259,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,955,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $997,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $997,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,617 | TotalTaxAmt |
| Distributable Before Adj | $984,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $984,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $984,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,530,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,530,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $984,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $481,674 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,414,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,076,386 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,972,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,530,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $984,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,546,071 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,518,802 | 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 | $4,518,802 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $481,674 | ExcessFromYear3Amt |
| Excess From Year2 | $1,414,671 | ExcessFromYear2Amt |
| Excess From Year1 | $1,076,386 | ExcessFromYear1Amt |
| Excess From Current Year | $1,546,071 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A NOISE WITHIN THEATRE | ||||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 91107 | NOT APPLICABLE | PC | TO SUPPORT ITS EDUCATION OUTREACH PROGRAM. | $550,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | ||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | NOT APPLICABLE | PC | TO SUPPORT RESEARCH ON THE PHALERON BIOARCHAEOLOGICAL PROJECT. | $130,000 | |
| ARCHAEOLOGICAL INSTITUTE OF AMERICA | ||||||||
| 656 BEACON STREET | BOSTON | MA | 02215 | NOT APPLICABLE | PC | GENERAL SUPPORT | $50,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NOT APPLICABLE | PC | TO SUPPORT THE NUMAN NATURE: WATER EDUCATIONAL PROGRAMS. | $40,000 | |
| CAMP MARIASTELLA | ||||||||
| 4316 LANAI ROAD | ENCINO | CA | 91436 | NOT APPLICABLE | PC | FOR ONGOING SUPPORT. | $30,000 | |
| CATHOLIC EDUCATION FOUNDATION | ||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | PC | TO SUPPORT ITS TUITION AWARDS PROGRAM. | $50,000 | |
| COOPERATIVE FOR EDUCATION | ||||||||
| 2300 MONTANA AVENUE SUITE 301 | CINCINNATI | OH | 45211 | NOT APPLICABLE | PC | TO SUPPORT THE RISE YOUTH DEVELOPMENT PROGRAM. | $100,000 | |
| DIY GIRLS | ||||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | NOT APPLICABLE | PC | GENERAL SUPPORT | $20,000 | |
| EXP- THE OPPORTUNITY ENGINE | ||||||||
| 2417 E CARSON STREET SUITE 200 | CARSON | CA | 90810 | NOT APPLICABLE | PC | TO SUPPORT STUDENT ACCESS TO EDUCATION AND EXPOSURE TO CAREERS. | $25,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||
| 4543 CROWN AVE | LA CANADA FLINTRIDGE | CA | 91011 | NOT APPLICABLE | PC | TO SUPPORT TUITION ASSISTANCE FOR STUDENTS AT FLINTRIDGE PREP. | $25,000 | |
| FRIENDS OF ST LAWRENCE | ||||||||
| 10122 COMPTON AVENUE | LOS ANGELES | CA | 90002 | NOT APPLICABLE | PC | TO SUPPORT PROGRAMS AT THE YOUTH CENTER. | $35,000 | |
| GRIFFITH OBSERVATORY FOUNDATION | ||||||||
| 2800 E OBSERVATORY RD | LOS ANGELES | CA | 90027 | NOT APPLICABLE | PC | GENERAL SUPPORT | $10,000 | |
| GROWING GREAT | ||||||||
| 2711 N SEPULVEDA BLVD 279 | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | PC | TO EMPOWER CHILDREN TO MAKE HEALTHY FOOD CHOICES THROUGH HANDS-ON SCIENCE AND GARDEN EDUCATION. | $30,000 | |
| HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NOT APPLICABLE | PC | TO SUPPORT THE BECOMING AMERICA INITIATIVE. | $45,000 | |
| LA ARBORETUM FOUNDATION | ||||||||
| 301 NORTH BALDWIN AVENUE | ARCADIA | CA | 91107 | NOT APPLICABLE | PC | TO SUPPORT ITS CRESCENT FARM DEMONSTRATION GARDEN. | $25,000 | |
| LINEAGE PERFORMING ARTS CENTER | ||||||||
| PO BOX 60845 | PASADENA | CA | 91116 | NOT APPLICABLE | PC | TO SUPPORT THE EXPANSION OF THE ARTS EDUCATIONAL PROGRAM. | $20,000 | |
| LMU CENTER FOR CATHOLIC EDUCATION | ||||||||
| 1 LOYOLA MARYMOUNT UNIVERSITY DR | LOS ANGELES | CA | 90045 | NOT APPLICABLE | PC | GENERAL SUPPORT | $20,000 | SUITE 1300 |
| LOS ANGELES WORLD AFFAIRS COUNCIL | ||||||||
| 3535 HAYDEN AVE STE 200 | CULVER CITY | CA | 90232 | NOT APPLICABLE | PC | TO SUPPORT PROGRAMS TO ENGAGE LOS ANGELES HIGH SCHOOL STUDENTS IN WORLD AFFAIRS. | $10,000 | |
| MANHATTAN BEACH ROTARY FOUNDATION | ||||||||
| 1400 PARKVIEW AVE | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | PC | GENERAL SUPPORT | $20,000 | |
| NATURAL HISTORY MUSEUM | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NOT APPLICABLE | PC | TO SUPPORT ITS SCHOOL AND TEACHER PROGRAMS. | $35,000 | |
| OCEAN INSTITUTE | ||||||||
| 24200 DANA POINT HARBOR DRIVE | DANA POINT | CA | 92629 | NOT APPLICABLE | PC | TO SUPPORT ITS STEAM PROGRAMS. | $50,000 | |
| PARA LOS NINOS | ||||||||
| 500 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NOT APPLICABLE | PC | GENERAL SUPPORT | $25,000 | |
| PLAY EQUITY FUNDLA84 | ||||||||
| 2141 W ADAMS BLVD | LOS ANGELES | CA | 90018 | NOT APPLICABLE | PC | TO SUPPORT HOME EXERCISE AND PLAY FOR CHILDREN AND FAMILIES WITH EQUIPMENT | $35,000 | |
| PUBLIC MEDIA GROUP SOCAL DBA PBS SOCAL | ||||||||
| 3080 BRISTOL ST | COSTA MESA | CA | 92626 | NOT APPLICABLE | PC | GENERAL SUPPORT | $50,000 | |
| SANTA BARBARA AUDUBON SOCIETY | ||||||||
| 5679 HOLLISTER AVENUE | SANTA BARBARA | CA | 93117 | NOT APPLICABLE | PC | ENVIRONMENTAL EDUCATION AND "EYES IN THE SKY" RAPTOR-BASED EDUCATIONAL PROGRAMS. | $60,000 | |
| SANTA BARBARA BOTANIC GARDEN | ||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NOT APPLICABLE | PC | TO SUPPORT ITS BACKCOUNTRY ENDOWMENT. | $25,000 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NOT APPLICABLE | PC | TO SUPPORT ITS MARINE SCIENCE EDUCATION PROGRAM. | $25,000 | |
| SCHOOL ON WHEELS | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NOT APPLICABLE | PC | TO SUPPORT CHILDREN IN SOUTHERN CALIFORNIA EXPERIENCING HOMELESSNESS. | $25,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NOT APPLICABLE | PC | GENERAL SUPPORT | $25,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST STE 230 | LOS ANGELES | CA | 90012 | NOT APPLICABLE | PC | TO HELP CREATE NEW PHILANTHROPIC PROJECTS. | $2,800 | |
| ST PIUS X - ST MATTHIAS ACADEMY | ||||||||
| 7851 GARDENDALE ST | DOWNEY | CA | 90242 | NOT APPLICABLE | PC | GENERAL SUPPORT | $50,000 | |
| UCLA FOUNDATION - THE COTSEN INSTITUTE OF ARCHAEOLOGY | ||||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900246516 | NOT APPLICABLE | PC | GENERAL SUPPORT OF THE BACKCOUNTRY CAPITAL CAMPAIGN | $80,000 | |
| UCLA LIBRARY | ||||||||
| PO BOX 951575 | LOS ANGELES | CA | 900951575 | NOT APPLICABLE | PC | TO SUPPORT DIGITIZATION OF DOCUMENTS. | $250,000 | |
| UCSB FOUNDATION - NORTH SHORE PRESERVE | ||||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NOT APPLICABLE | PC | GENERAL SUPPORT | $500,000 | |
| VISION TO LEARN | ||||||||
| 11611 SAN VICENTE BLVD STE 500 | LOS ANGELES | CA | 90049 | NOT APPLICABLE | PC | TO SUPPORT ITS VISION SCREENING PROGRAM FOR LOS ANGELES INNER CITY SCHOOL CHILDREN. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,512,800 | 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 | $305,479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $690,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $996,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $996,036 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WM STEINMETZ TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE STE 1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,711,827 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,755 | Amt |
| Net Investment Income | $8,878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,877 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD DIVIDEND (VIG) | AT COST | $7,466,354 | $8,403,711 |
| VANGUARD TOTAL STOCK (VTI) | AT COST | $7,727,974 | $8,295,853 |
| BROWN CAPITAL MGMT SMALL | AT COST | $2,243,804 | $1,492,350 |
| INVESCO INTERNATIONAL SM | AT COST | $769,111 | $636,107 |
| MATTHEWS PACIFIC TIGER I | AT COST | $840,890 | $632,390 |
| PRIMECAP ODYSSEY AGGRESS | AT COST | $1,892,380 | $1,536,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $99 | $0 | $99 |
| MISC. EXPENSES | $739 | $0 | $739 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $3,325 | BOYBookValueAmt |
| EOY Book Value | $3,325 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECTION 4940 EXCISE TAX | $20,376 | $0 | $0 |
| RRF-1 FILING FEE | $200 | $0 | $200 |
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