PIEMONTE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PIEMONTE FOUNDATION (EIN 33-0687534)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-17
- IRS object ID
- 202232909349100138
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T17:15:10-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815052000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kieckhafer Schiffer LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 Oak Canyon Drive Suite 200 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926185231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330687534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Piemonte Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIEM | BusinessNameControlTxt |
| Phone | 9495749964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Aschieris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9495749964 | PhoneNum |
| Signature | 2022-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Aschieris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James C Kieckhafer | PreparerPersonNm |
| PTIN | P00223581 | PTIN |
| Phone | 9492503900 | PhoneNum |
| Preparation | 2022-10-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,885,210 | 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 | $24,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,113 | 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 | $2,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,256 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,183 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,661 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,343,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,291,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,864,549 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,359,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,312,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,885,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,359,846 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,312,017 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,359,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,312,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,359,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,312,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,359,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,312,017 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,312,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Whittier Trust #001708 - LT Covered | 2018-05-25 | 2021-11-30 | $59,935 | $48,291 | $11,644 | $11,644 |
| Whittier Trust #821708 - LT Covered | 2018-05-25 | 2021-11-30 | $45,666 | $39,479 | $6,187 | $6,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $359 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $359 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $2 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | John E Aschieris | IndividualWithBooksNm |
| Phone | 9495749964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John M Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | President/Director | 1.00 | $0 | $0 | $0 |
| John E Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Sec/CFO/Director | 1.00 | $0 | $0 | $0 |
| Michael S Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | V-Pres/Director | 1.00 | $0 | $0 | $0 |
| Ronald A Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Asst Sec/Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - NO DIRECT CHARITABLE ACTIVITIES ARE BEING UNDERTAKEN BY THIS FOUNDATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,778,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,789,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,789,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,763,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $357 | TotalTaxAmt |
| Distributable Before Adj | $87,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,799 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,619 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,619 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $87,235 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John M Aschieris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aliso Niguel Basketball | |||||||
| 28000 Wolverine Way | Aliso Viejo | CA | 92656 | None | Tax-Exempt | General Fund | $50 |
| Assistance League of Long Beach | |||||||
| 6220 E Sprint St | Long Beach | CA | 90815 | None | Tax-Exempt | General Fund | $10,000 |
| Assistance League of Santa Ana | |||||||
| 1037 W 1st St | Santa Ana | CA | 92703 | None | Tax-Exempt | General Fund | $10,000 |
| Catalina Island Conservancy | |||||||
| 708 Crescent Ave | Avalon | CA | 90704 | None | Tax-Exempt | General Fund | $500 |
| Challenged Athletes Foundation | |||||||
| 951 Waples St | San Diego | CA | 92121 | None | Tax-Exempt | General Fund | $600 |
| College of Charleston | |||||||
| 66 George Street | Charleston | SC | 29424 | None | Tax-Exempt | General Fund | $200 |
| Dolores Mission School | |||||||
| 170 S Gless St | Los Angeles | CA | 90033 | None | Tax-Exempt | General Fund | $250 |
| End Homeless California | |||||||
| 958 North Western Ave 603 | Los Angeles | CA | 90029 | None | Tax-Exempt | General Fund | $500 |
| Flex Golf LLC | |||||||
| 999 Corporate Dr Ste 100 | Ladera Ranch | CA | 92694 | None | Tax-Exempt | General Fund | $100 |
| Freedom Dogs | |||||||
| 521 Vandegrift Blvd Ste D | Oceanside | CA | 92057 | None | Tax-Exempt | General Fund | $350 |
| Hoag Hospital Foundation | |||||||
| 330 Placentia Ave 100 | Newport Beach | CA | 92663 | None | Tax-Exempt | General Fund | $10,000 |
| Holy Family Church | |||||||
| 1527 Fremont Ave | South Pasadena | CA | 91030 | None | Tax-Exempt | General Fund | $500 |
| IRONMAN Foundation | |||||||
| 3407 W Dr MLK Jr Blvd Ste 100 | Tampa | FL | 33607 | None | Tax-Exempt | General Fund | $710 |
| Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | None | Tax-Exempt | General Fund | $100 |
| Loyola High School | |||||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | None | Tax-Exempt | General Fund | $2,000 |
| Marengo Elementary School | |||||||
| 1400 Marengo Ave | South Pasadena | CA | 91030 | None | Tax-Exempt | General Fund | $2,000 |
| Newport Harbor Sailing | |||||||
| 1048 Irvine Ave 820 | Newport Beach | CA | 92660 | None | Tax-Exempt | General Fund | $200 |
| Pedal the Cause | |||||||
| 9191 Towne Centre Dr 310 | San Diego | CA | 92122 | None | Tax-Exempt | General Fund | $576 |
| PEO Chapter AB | |||||||
| 3700 Grand Ave | Des Moines | IA | 50312 | None | Tax-Exempt | General Fund | $10,000 |
| Santa Clara University | |||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | None | Tax-Exempt | General Fund | $500 |
| Save the Waves | |||||||
| 849 Almar Av Ste C 163 | Santa Cruz | CA | 95060 | None | Tax-Exempt | General Fund | $26 |
| Semester at Sea | |||||||
| 2243 Centre Ave Unit 300 | Fort Collins | CO | 80526 | None | Tax-Exempt | General Fund | $500 |
| Solana Beach Presbyterian Church | |||||||
| 120 Stevens Ave | Solana Beach | CA | 92075 | None | Tax-Exempt | General Fund | $300 |
| Song for Charlie | |||||||
| 530 South Lake Ave 632 | Pasadena | CA | 91101 | None | Tax-Exempt | General Fund | $500 |
| St Andrews Presbyterian | |||||||
| 600 St Andrews Road | Newport Beach | CA | 92663 | None | Tax-Exempt | General Fund | $100 |
| St Francis High School | |||||||
| 1885 Miramonte Ave | Mountain View | CA | 94040 | None | Tax-Exempt | General Fund | $500 |
| TCU | |||||||
| 22800 South University Drive | Fort Worth | TX | 76109 | None | Tax-Exempt | General Fund | $250 |
| The ALS Association of Greater San Diego | |||||||
| 1980 Peacock Blvd Suite A | Oceanside | CA | 92056 | None | Tax-Exempt | General Fund | $500 |
| The Altadena Mountain Rescue Team | |||||||
| 780 E Altadena Dr | Altadena | CA | 91001 | None | Tax-Exempt | General Fund | $100 |
| Trojan League of Orange County | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $250 |
| UCSF | |||||||
| 505 Parnassus Ave | San Francisco | CA | 94143 | None | Tax-Exempt | General Fund | $500 |
| University of Notre Dame | |||||||
| 440-448 W Jefferson Blvd | South Bend | IN | 46601 | None | Tax-Exempt | General Fund | $50 |
| USA Triathalon | |||||||
| 5825 Delmonico Dr Ste 200 | Colorado Springs | CO | 80919 | None | Tax-Exempt | General Fund | $16 |
| USC - Orthodontic Department of the Ostrow School of Dentistry | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $16,250 |
| USC Caruso Catholic Center | |||||||
| 844 W 32nd St | Los Angeles | CA | 90007 | None | Tax-Exempt | General Fund | $2,000 |
| USC | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,183 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,831 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,831 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,113 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | Proceeds from the sale of securities are used to fund contributions |
| 8 | to various charitable organizations. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Code Section 4942(h) and Regulation Section 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock Portfolio | StockNm |
| EOY Book Value | $1,291,356 | EOYBookValueAmt |
| EOYFMV | $1,864,549 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $16,256 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Franchise Tax | $20 | $0 | $0 |
| Foreign Taxes | $295 | $0 | $0 |
| Excise Tax | $138 | $138 | $0 |
Comments