BETA

C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-04
IRS object ID
202211249349102156
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-04T18:19:28-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN862079100PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12447 PACIFIC COAST HIGHWAY STE 200AddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203972504EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLINTON R STEVENSONPersonNm
Person TitleCEOPersonTitleTxt
Phone8188580950PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLINTONPersonFirstNm
Person LastSTEVENSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY YANG INOUYEPreparerPersonNm
PTINP00360108PTIN
Phone3107486651PhoneNum
Preparation2022-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,627,322FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,034DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,034DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$128,683NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257,371GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$128,683CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$180,721TotalRevAndExpnssAmt
Total Net Invst Incm$180,721TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,126AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$474AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$98TaxesRevAndExpnssAmt
Taxes Net Invst Incm$98TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$325OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,023TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,524TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$499TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,023TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,524TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$82,499TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$94,698ExcessRevenueOverExpensesAmt
Net Investment Income$177,197NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,021CashBOYAmt
Cash EOY$48,241CashEOYAmt
Cash EOYFMV$48,241CashEOYFMVAmt
Corporate Stock BOY$863,295CorporateStockBOYAmt
Corporate Stock EOY$946,773CorporateStockEOYAmt
Corporate Stock EOYFMV$2,124,559CorporateStockEOYFMVAmt
Other Investments BOY$363,439OtherInvestmentsBOYAmt
Other Investments EOY$363,439OtherInvestmentsEOYAmt
Other Investments EOYFMV$454,522OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,263,755TotalAssetsBOYAmt
Total Assets EOY$1,358,453TotalAssetsEOYAmt
Total Assets EOYFMV$2,627,322TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000,000CapitalStockBOYAmt
Capital Stock EOY$1,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$263,755RetainedEarningBOYAmt
Retained Earning EOY$358,453RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,263,755TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,358,453TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,263,755TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,358,453TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,263,755TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$94,698ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,358,453SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,358,453TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1700.0 SHS ROYAL DUTCH SHEL PLCP2019-08-012021-09-24$70,637$101,452-$30,815-$30,815
300.00 SHS UNITED HEALTH GROUP INCP2005-12-292021-09-24$121,837$18,870$102,967$102,967
133.00 SHS UNITED HEALTH GROUPP2005-12-292021-11-15$60,108$8,366$51,742$51,742
CAPITAL GAINS DIVIDENDSP$4,789$4,789$4,789
FieldValueIRS element (for citing)
Capital Gain Net Income$128,683CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,463InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,463SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,463TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,770EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,770TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$693TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCR STEVENSON FAMILY FOUNDATIONIndividualWithBooksNm
Phone8188580950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLINTON R STEVENSON JR
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272CEO0.00$0$0$0
GINA STEVENSON
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272CFO0.00$0$0$0
CLINTON RSTEVENSON III
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,421,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,475,555TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,475,555AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,438,422NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,463TaxBasedOnInvestmentIncomeAmt
Total Tax$2,463TotalTaxAmt
Distributable Before Adj$119,458DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$119,458DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$119,458DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,499ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$82,499QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,458DistributableAsAdjustedAmt
Undistributed Income PY$80,672UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$82,499QualifyingDistributionsAmt
Applied To Year1$80,672AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,827AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$117,631UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS RESEARCH FUND
1300 WILSON BLVD STE 600ARLINGTONVA22209N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
BOYS & GIRLS CLUB OF SANTA MONICA
1238 LINCOLN BLVDSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS
1910 MAGNOLIA AVENUELOS ANGELESCA90007N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$7,500
CHOSA INC
220 N KENTER AVELOS ANGELESCA90049N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030HAGERSTOWNMD217415030N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$7,500
ISRAEL CANCER RESEARCH FUND
52 VANDERBILT AVE STE 1510NEW YORKNY100173834N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
MEALS ON WHEELS
1550 CRYSTAL DRIVE STE 1004ARLINGTONVA22202N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$4,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$4,000
ONE FOR ALL
1127 E 67TH STREETINGLEWOODCA90302N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$3,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
THE SALVATION ARMY
PO BOX 866014LOS ANGELESCA900866014N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$15,000
BLESSED SACRAMENT SISTERS OF CHARITY
248 S MARIPOSA AVELOS ANGELESCA90004N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
GUIDE DOGS FOUNDATION FOR THE BLIND
371 EAST JERICHO TURNPIKESMITHTOWNNY11787N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFILEDCT06825N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$500
SPECIAL OLYMPICS
2428 N GRAND AVE STE ASANTA ANACA92705N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
UNITED METHODIST CHURCH
1008 11TH STSANTA MONICACA90403N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
YOUTH AGAINST PREJUDICE
717 N BENTON WAYLOS ANGELESCA90026N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
WAYFINDER FAMILY SERVICES
5300 ANGELES VISTA BLVDLOS ANGELESCA90043N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
WORLD VALUES NETWORK
394 E PALISADE AVEENGLEWOODNJ07631N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$12,500
NATIONAL MS SOCIETY
5150 W GOLDLEAF CIRCLE SUITE 400LOS ANGELESCA90056N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,034ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$128,683ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$180,721ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$180,721TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$3,126NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$474DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - CORPORATE STOCKStockNm
EOY Book Value$946,773EOYBookValueAmt
EOYFMV$2,124,559EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$363,439BookValueAmt
EOYFMV$454,522EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEE$300$300$0$0
CA FILING FEES$25$0$0$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$98Amt
Net Investment Income$98NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.