MOONE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MOONE FAMILY FOUNDATION (EIN 94-3337859)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202203199349104215
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:56:58-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26016 DETROIT RD SUITE 3 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943337859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WELLSPRING FINANCIAL ADVISOR | InCareOfNm |
| Business Name Control | MOON | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78663 PEERLESS PLACE | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163670676 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E MICHAEL | PersonFirstNm |
| Person Last | MOONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00533581 | PTIN |
| Phone | 4406170390 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $429,600 | 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 | $24,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,016 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,203 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,600 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $8,519 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $8,519 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,519 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $292,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $368,712 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $350,876 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,605 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61,605 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $411,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $429,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $411,690 | RetainedEarningBOYAmt |
| Retained Earning EOY | $447,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $411,690 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $411,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $411,690 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,878 | ExcessRevenueOverExpensesAmt |
| Subtotal | $447,568 | SubtotalAmt |
| Other Decreases | $132 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $447,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 156.522 SHS INVESCO GLOBLA Y | 2020-11-16 | 2021-08-12 | $21,201 | $18,000 | $3,201 | $3,201 |
| 10 SHS INVESCO QQQ TR UNIT SER 1 | 2021-04-17 | 2021-11-15 | $3,932 | $3,396 | $536 | $536 |
| 7 SHS ISHARES S&P MIDCAP 400 INDEX | 2021-04-13 | 2021-11-15 | $2,033 | $1,861 | $172 | $172 |
| 94.096 SHS JPMORGAN EMERGING MKTS EQUITY CASH | 2020-11-16 | 2021-11-15 | $4,000 | $3,804 | $196 | $196 |
| 591.228 SHS METROPOLITAN WEST TOTAL RETURN CLASS | 2021-04-14 | 2021-08-12 | $6,479 | $6,443 | $36 | $36 |
| 385.683 SHS PIMCO COMMODITY REAL RETURN | 2021-04-14 | 2021-08-12 | $2,342 | $2,565 | -$223 | -$223 |
| 257.703 SHS PIMCO INCOME FUND | 2016-04-28 | 2021-08-12 | $3,073 | $3,013 | $60 | $60 |
| 33 SHS VANGUARD INDEX FDS VANGUARD GROWTH | 2016-04-28 | 2021-08-12 | $9,823 | $3,542 | $6,281 | $6,281 |
| 30 SHS VANGUARD WHITEHALL FDS HIGH DIV | 2016-04-28 | 2021-08-12 | $3,237 | $2,110 | $1,127 | $1,127 |
| ISHARES GOLD | 2020-03-03 | 2021-12-31 | $4 | $4 | ||
| 77.707 SHS VANGUARD SMALL-CAP INDEX | 2021-01-01 | 2021-08-12 | $8,318 | $1,465 | $6,853 | $6,853 |
| 46 SHS SPDR S&P MIDCAP 400 ETF | 2022-01-01 | 2022-02-02 | $21,670 | $4,026 | $17,644 | $17,644 |
| 66.421 SHS INVESCO GLOBAL OPPORTUNITIES A | 2021-01-01 | 2022-05-17 | $3,225 | $5,400 | -$2,175 | -$2,175 |
| 12.73 SHS JP MORGAN REALTY INCOME FD CL I | 2020-01-01 | 2022-05-17 | $4,402 | $4,564 | -$162 | -$162 |
| 59.658 SHS JP MORGAN EMERGING MKTS EQUITY CLASS I | 2020-01-01 | 2022-05-17 | $1,680 | $2,412 | -$732 | -$732 |
| 177.541 SHS MATTHEWS ASIA DEV INST'L | 2020-01-01 | 2022-05-17 | $2,486 | $4,000 | -$1,514 | -$1,514 |
| 1,901.953 SHS METROPOLITAN WEST TOTAL RETURN CLASS I | 2020-01-01 | 2022-05-17 | $18,476 | $20,725 | -$2,249 | -$2,249 |
| 109.492 SHS VANGUARD INTL GROWTH ADMIRAL | 2020-01-01 | 2022-05-17 | $10,609 | $17,130 | -$6,521 | -$6,521 |
| 49.019 SHS VANGUARD 500 INDEX ADMIRAL | 2020-01-01 | $18,135 | $5,337 | $12,798 | $12,798 | |
| 181 SHS ISHARES GOLD | 2020-01-01 | 2022-05-18 | $6,270 | $6,045 | $225 | $225 |
| 20 SHS ISHARES S&P MIDCAP 400 INDEX | 2020-01-01 | 2022-05-18 | $4,852 | $5,318 | -$466 | -$466 |
| 11.254 SHS VANGUARD TAX MANAGED CAP APPREC | 2020-01-01 | 2022-05-31 | $2,370 | $2,131 | $239 | $239 |
| 32.076 SHS VANGUARD 500 INDEX ADMIRAL | 2020-01-01 | 2022-05-31 | $12,235 | $3,492 | $8,743 | $8,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $837 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $837 | SubtotalAmt |
| Tax Based On Investment Income | $837 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $867 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING FINANCIAL ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2163670680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DR 100 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78663 PEERLESS PLACE | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $383,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $402,134 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $402,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $396,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $837 | TotalTaxAmt |
| Distributable Before Adj | $18,968 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $22,580 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,187 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,571 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,260 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,518 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $18,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,612 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,194 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,187 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,571 | ExcessFromYear4Amt |
| Excess From Year3 | $20,046 | ExcessFromYear3Amt |
| Excess From Year2 | $33,260 | ExcessFromYear2Amt |
| Excess From Year1 | $1,518 | ExcessFromYear1Amt |
| Excess From Current Year | $3,612 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E MICHAEL MOONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WARRIOR RISING | ||||||||
| 7731 S BARCLAY DR | MIDVALE | UT | 84047 | NONE | PC | CHARITABLE | $5,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 103063159 | NONE | PC | CHARITABLE | $240 | |
| JUDICIAL WATCH INC | ||||||||
| 423 3RD ST SW STE 80 | WASHINGTON | DC | 200243206 | NONE | PC | CHARITABLE | $90 | |
| ST JUDE | ||||||||
| 501 Danny Thomas Place | Memphis | TN | 38105 | none | PC | CHARITABLE | $300 | |
| ABILITY KC | ||||||||
| 3011 BALTIMORE AVE | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $250 | |
| BOYS & GIRLS CLUB | ||||||||
| 4001 BLUE PARKWAY | KANSAS CITY | MO | 64130 | NONE | PC | CHARITABLE | $250 | SUITE 102 |
| GREAT PLAINS SPCA | ||||||||
| 5424 ANTIOCH DRIVE | MERRIMAN | KS | 66202 | NONE | PC | CHARITABLE | $500 | |
| KC PET PROJECT | ||||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | NONE | PC | CHARITABLE | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $500 | |
| THE PEMBROKE HILL SCHOOL | ||||||||
| 400 WEST 51ST STREET | KANSAS CITY | MO | 64112 | NONE | PC | CHARITABLE | $1,000 | |
| UNIVERSITY ACADEMY FOUNDATION | ||||||||
| 8080 WARD PARKWAY | KANSAS CITY | MO | 64114 | NONE | PC | CHARITABLE | $1,000 | SUITE 201 |
| UNLEASHED PET RESCUE AND ADOPTION | ||||||||
| 5918 BROADMOOR | MISSION | KS | 66202 | NONE | PC | CHARITABLE | $500 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $250 | |
| WILSON EDUCATIONAL FOUNDATION | ||||||||
| 53960 DEL GATO DRIVE | LA QUINTA | CA | 92253 | NONE | PC | CHARITABLE | $5,000 | |
| PASSION TO WIN FUND | ||||||||
| PO BOX 110001 | CINCINATTI | OH | 45277 | NONE | PC | CHARITABLE | $200 | |
| NORTHERN CA PGA FOUNDATION | ||||||||
| 411 DAVIS STREET SUITE 103 | VACAVILLE | CA | 95688 | NONE | PC | CHARITABLE | $500 | |
| THE ANIMAL RESCUE MISSION | ||||||||
| 1125 n FAIRFAX AVE | WEST HOLLYWOOD | CA | 900469998 | NONE | PC | CHARITABLE | $5,000 | PO BOX 461572 |
| UKRAINE REFUGEE RELIEF | ||||||||
| 600 UNIVERSITY ST | SEATTLE | WA | 98101 | NONE | PC | CHARITABLE | $1,000 | SUITE 1000 |
| JACOBSEN YOUTH INITIATIVE | ||||||||
| 2840 HAZELNUT DRIVE | WOODBURN | OR | 97071 | NONE | PC | CHARITABLE | $250 | |
| OAK HILL DAY SCHOOL | ||||||||
| 7079 N CHERRY STREET | GLADSTONE | MO | 64118 | NONE | PC | CHARITABLE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,580 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,262 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO EXCH TRADED FD TR II | $13,416 | $12,772 |
| INVESXO QQQ TR UNIT SER 1(QQQ) | $17,938 | $14,014 |
| ISHARES CORE S&P 500 | $31,486 | $28,057 |
| JP MORGAN EXCHANGE TRADED FD R | $1,541 | $1,405 |
| ISHARES TR 7-10 YR TRSY BD | $15,863 | $15,857 |
| VANGUARD SMALL CAP STOCK INDEX | ||
| ISHARES S&P MIDCAP 400 INDEX | $5,584 | $4,751 |
| ISHARES TR EXPANDED TECH(IGV) | $20,462 | $17,255 |
| INVESCO GLOBAL Y(OGLYX) | ||
| VANGUARD WHITEHALL FDS HIGH DI | $17,132 | $22,577 |
| VANGUARD SCOTTSDALE FDS VANGUA | ||
| VANGUARD INDEX FDS VANGUARD GR | $37,946 | $36,531 |
| INVESCO GLOBAL OPPORTUNITIES A | ||
| PIMCO INCOME FUND INSTIT FUND | $23,215 | $21,057 |
| VANGUARD INTL GROWTH ADMIRAL | ||
| MATTHEWS ASIAN DIVIDEND INST'L | ||
| JP MORGAN EMERGING MKTS EQUIT | $7,784 | $5,477 |
| VANGUARD 500 INDEX ADMIRAL | ||
| SPDR S&P MIDCAP 400 ETF TR UNI | ||
| ISHARES GOLD TRUST ISHARES (IA | ||
| GOLDMAN SACHS GLOBAL INFRASTRU | $18,633 | $18,328 |
| JP MORGAN REALTY INCOME (URTDX | ||
| VANGUARD TAX MANAGED CAP ADMIR | $57,565 | $59,222 |
| METROPOLITAN WEST TOTAL RETURN | $20,362 | $17,827 |
| PIMCO COMMODITY REAL RETURN IN | ||
| VANGUARD TOTAL INTL STOCK | $13,194 | $12,335 |
| GOLDMAN SACHS PHYSICAL GOLD UN | $4,970 | $4,934 |
| ISHARES TR 0-3 MNTH TREASURY | $24,011 | $24,029 |
| BLACKROCK SYSTEMATIC | $11,958 | $11,533 |
| COHEN & STEERS REALTY | $9,900 | $9,080 |
| COHEN & STEERS PREF SE | $3,540 | $2,932 |
| PIMCO COMMODITY REAL RET INST | $12,212 | $10,903 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE PAYABLE - FIREBRAND FLAGS | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
| EOY Book Value | $61,605 | EOYBookValueAmt |
| EOYFMV | $61,605 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Amt | $132 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA DEPT OF JUSTICE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLSPRING FINANCIAL ADVISORS | $8,000 | $8,000 |
| FIDELITY FEES | $16 | $16 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | MICHAEL MOONE PRESIDENT | BorrowerPersonNm |
| Loan Original | $1,783 | LoanOriginalAmt |
| Balance Due | $8,519 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PD | $43 | $43 |
| EXCISE TAX - PAID WITH 2020 RT | $1,695 |
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