BETA

JCJT FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JCJT FOUNDATION (EIN 83-2896087)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-08
IRS object ID
202223129349100327
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)
Return2022-11-08T13:59:27-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Tilly US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 Von Karman Ave 10th FlAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832896087EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JCJT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN MICHAEL KENNEDYInCareOfNm
Business Name ControlJCJTBusinessNameControlTxt
Phone5108851511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 DAVIS ST SUITE 105AddressLine1Txt
CitySAN LEANDROCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94577ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTracy KennedyPersonNm
Person TitlePresident, DirectorPersonTitleTxt
Phone5108851511PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTracyPersonFirstNm
Person LastKennedyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00440428PTIN
Phone9492222999PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$1,683,044FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$466,444ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$18,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,325DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,855NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,650GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,856CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$494,624TotalRevAndExpnssAmt
Total Net Invst Incm$28,181TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$792LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$396LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$396LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,710AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,855AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,855AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,502TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,251TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,251TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$343,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$343,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$349,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,251TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$346,151TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$145,222ExcessRevenueOverExpensesAmt
Net Investment Income$25,930NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$125,095CashBOYAmt
Cash EOY$522,694CashEOYAmt
Cash EOYFMV$522,694CashEOYFMVAmt
Sav And Temp Cash Invst BOY$100,895SavAndTempCashInvstBOYAmt
US Government Obligations BOY$185,022USGovernmentObligationsBOYAmt
US Government Obligations EOY$186,751USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$179,067USGovtObligationsEOYFMVAmt
Corporate Stock BOY$102,494CorporateStockBOYAmt
Corporate Stock EOY$152,649CorporateStockEOYAmt
Corporate Stock EOYFMV$738,957CorporateStockEOYFMVAmt
Corporate Bonds BOY$427,890CorporateBondsBOYAmt
Corporate Bonds EOY$224,524CorporateBondsEOYAmt
Corporate Bonds EOYFMV$242,326CorporateBondsEOYFMVAmt
Total Assets BOY$941,396TotalAssetsBOYAmt
Total Assets EOY$1,086,618TotalAssetsEOYAmt
Total Assets EOYFMV$1,683,044TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$941,396RetainedEarningBOYAmt
Retained Earning EOY$1,086,618RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$941,396TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,086,618TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$941,396TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,086,618TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$941,396TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$145,222ExcessRevenueOverExpensesAmt
Subtotal$1,086,618SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,086,618TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM CAPITAL GAIN2021-12-31$50,670$47,574$3,096$3,096
LONG TERM CAPITAL GAIN2021-12-31$171,980$165,220$6,760$6,760
FieldValueIRS element (for citing)
Capital Gain Net Income$9,856CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$360InvestmentIncomeExciseTaxAmt
Subtotal$360SubtotalAmt
Tax Based On Investment Income$360TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$464EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,464TotalPaymentsAndCreditsAmt
Overpayment$1,104OverpaymentAmt
Applied To ES Tax$1,104AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN MICHAEL KENNEDYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5108851511PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1777 DAVIS STREET SUITE 105AddressLine1Txt
CitySAN LEANDROCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94577ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRACY KENNEDY
777 DAVIS STREET SUITE 105SAN LEANDROCA94577PRESIDENT, DIRECTOR0$0$0$0
JOHN MICHAEL KENNEDY
777 DAVIS STREET SUITE 105SAN LEANDROCA94577SECRETARY & TREASURER0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$687,599AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$199,205AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$886,804TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$886,804AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,302CashDeemedCharitableAmt
Net Vl Noncharitable Assets$873,502NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,675MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,675MinimumInvestmentReturnAmt
Tax Based On Investment Income$360TaxBasedOnInvestmentIncomeAmt
Total Tax$360TotalTaxAmt
Distributable Before Adj$43,315DistributableBeforeAdjAmt
Distributable Before Ded$43,315DistributableBeforeDedAmt
Distributable As Adjusted$43,315DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$346,151ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$346,151QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,315DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$21,902ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$45,951ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,933ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$122,786TotalExcessDistributionCyovAmt
Qualifying Distributions$346,151QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$43,315AppliedToCurrentYearAmt
Remaining Distri From Corpus$302,836RemainingDistriFromCorpusAmt
Total Corpus$425,622TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$425,622ExcessDistriCyovToNextYrAmt
Excess From Year3$21,902ExcessFromYear3Amt
Excess From Year2$45,951ExcessFromYear2Amt
Excess From Year1$54,933ExcessFromYear1Amt
Excess From Current Year$302,836ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTRACY KENNEDYContributingManagerNm
Contributing ManagerJOHN MICHAEL KENNEDYContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DAVIS STREET FAMILY RESOURCE CENTER
3081 TEAGARDEN STREETSAN LEANDROCA94577NONEPCDONATION TO A PUBLIC CHARITY TO IMPROVE HEALTH, ADDRESS POVERTY AND INCREASE THE OVERALL QUALITY OF LIFE OF RESIDENTS IN THE EDEN AREA$232,000
GUIDE DOGS FOR THE BLIND
POBOX 151200SAN RAFAELCA94915NONEPCDONATION TO A PUBLIC CHARITY SERVING PEOPLE WHO ARE BLIND AND LOW VISION$50,000
BELMONT SHORE RUGBY CLUB
10900 183RD ST STE 270CERRITOSCA90703NONEPCDONATION TO A PUBLIC CHARITY PROVIDING RUGBY PLAYING OPPORTUNITIES TO INDIVIDUALS OF ALL AGES WITH OR WITHOUT ANY EXPERIENCE$25,000
BAY AREA GERMAN SHEPHERD RESCUE
PO BOX 339FULTONCA95439NONEPCDONATON TO A PUBLIC CHARITY COMMITTED TO SAVING THE LIVES OF GERMAN SHEPHERD DOGS$1,000
PLANNED PARENTHOOD
400 WEST 30TH STREETLOS ANGELESCA90007NONEPCDONATION TO A PUBLIC CHARITY PROVIDING HEALTH CARE IN THE LOCAL COMMUNITIES.$2,500
WOODROE WOODS SCHOOL
750 GARGO AVESAN LEANDROCA94579NONEPCDONATION TO A PUBLIC SCHOOL$5,000
ATTLES CENTER FOR EXCELLENCE
201 4TH STREET SUITE 306OAKLANDCA94607NONEPCSUPPORT YOUTH FOR LIFELONG EXCELLENCE$25,000
SAN LEANDRO SCHOLARSHIP FOUNDATION
PO BOX 1151SAN LEANDROCA94577NONEPCTO SUPPORT HIGH SCHOOL STUDENT TO CONTINUE THEIR EDUCATION AT AN INSTITUTION FOR HIGHER LEARNING$1,000
FUTUREMAP
5831 CORTE MARGARITAPLEASANTONCA94566NonePCHELP FIRST-GEN COLLEGE STUDENTS NAVIGATE THEIR TRANSITION TO THE WORKFORCE$2,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$343,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,325ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,855ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,180ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,180TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJohn M Kennedy Tracy KennedyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129200 Palomares RoadAddressLine1Txt
CityCastro ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94552ZIPCd
FieldValueIRS element (for citing)
Total Contributions$466,444TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,300 SHARES OF APPLE INC$231,6602021-12-30
11,492 SHARES OF NVIDIA CORP.$441,4232021-12-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,710Amt
Net Investment Income$1,855NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,855DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
50,000 JP MORGAN CHASE 3.598%$44,628$50,250
50,000 CITIGROUP INC 5.35%$46,680$50,938
2,000 PUBLIC STORAGE CUML 5.6%$52,781$57,078
100,000 JP MORGAN CHASE 1.156%$80,435$84,060

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11,827 FED HERMES STR DIV FUND$52,685$69,304
1,300 APPLE INC.$42,221$230,841
1492 NVDIA CORP.$57,743$438,812

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$186,751USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$179,067USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$792LegalFeesAmt
Net Investment Income$396NetInvestmentIncomeAmt
Disbursements Charitable Prps$396DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS EXCISE TAXCategoryTxt
Amt$1,000Amt

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