BETA

STINEHART FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STINEHART FAMILY FOUNDATION (EIN 83-1438385)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-30
IRS object ID
202233039349100103
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-30T14:18:19-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810867410PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1K J B Accounting INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1927 N Kings Rd Ste 301AddressLine1Txt
CityWest HollywoodCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831438385EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STINEHART FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTINBusinessNameControlTxt
Phone9492901692PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 935AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERRY STINEHARTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHERRYPersonFirstNm
Person LastSTINEHARTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth J BeckPreparerPersonNm
PTINP01966735PTIN
Phone3107293441PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,044,837FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$534,757ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,515InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,515InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$22,515InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,912DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,912DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,912DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$103,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$266,253GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,472CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$5,197NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$663,656TotalRevAndExpnssAmt
Total Net Invst Incm$128,899TotalNetInvstIncmAmt
Total Adj Net Incm$30,624TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$10,180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,180OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,180TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,841ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,841ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,021TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,180TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,841TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$560,635ExcessRevenueOverExpensesAmt
Net Investment Income$118,719NetInvestmentIncomeAmt
Adjusted Net Income$30,624AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$214,984SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$384,575SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$384,575SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$678,162CorporateStockBOYAmt
Corporate Stock EOY$1,125,505CorporateStockEOYAmt
Corporate Stock EOYFMV$1,125,505CorporateStockEOYFMVAmt
Mortgage Loans BOY$300,000MortgageLoansBOYAmt
Mortgage Loans EOY$300,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$300,000MortgageLoansEOYFMVAmt
Other Investments EOY$234,757OtherInvestmentsEOYAmt
Other Investments EOYFMV$234,757OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,193,146TotalAssetsBOYAmt
Total Assets EOY$2,044,837TotalAssetsEOYAmt
Total Assets EOYFMV$2,044,837TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,193,146CapitalStockBOYAmt
Capital Stock EOY$2,044,837CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,193,146TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,044,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,193,146TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,044,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,193,146TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$560,635ExcessRevenueOverExpensesAmt
Other Increases$292,078OtherIncreasesAmt
Subtotal$2,045,859SubtotalAmt
Other Decreases$1,022OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,044,837TotNetAstOrFundBalancesEOYAmt

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
ML #07334 - CAP GAIN SHORTP2021-01-012021-08-08$31,488$26,972$4,516$4,516
ML #07334 - CAP GAIN LONGP2019-01-012021-08-08$234,084$135,809$98,275$98,275
ML #07334 - CAP GAIN DISTP$344$344$344
ML #07334 - CAP GAIN 1250P$337$337$337
FieldValueIRS element (for citing)
Capital Gain Net Income$103,472CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,197NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,650InvestmentIncomeExciseTaxAmt
Subtotal$1,650SubtotalAmt
Tax Based On Investment Income$1,650TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,659EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,659TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHERRY STINEHARTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492901692PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 935AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHERRY STINEHART
307 POINSETTIA AVECORONA DEL MARCA92625President5.00$0
RICK STINEHART
307 POINSETTIA AVECORONA DEL MARCA92625Secretary2.00$0
TYLER STINEHART
307 POINSETTIA AVECORONA DEL MARCA92625Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$937,942AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$131,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$300,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,369,382TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,369,382AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,541CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,348,841NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,442MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,841ExpensesAndContributionsAmt
Qualifying Distributions$92,841QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2018-05-15PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$30,624CurrentYearAmt
Year1$22,734Year1Amt
Year2$1,805Year2Amt
Year3$135Year3Amt
Total$55,298TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$26,030CurrentYearAmt
Year1$19,324Year1Amt
Year2$1,534Year2Amt
Year3$115Year3Amt
Total$47,003TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$92,841CurrentYearAmt
Year1$43,100Year1Amt
Year2$21,600Year2Amt
Total$157,541TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$92,841CurrentYearAmt
Year1$43,100Year1Amt
Year2$21,600Year2Amt
Total$157,541TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year1$1,193,146Year1Amt
Year2$617,403Year2Amt
Year3$230,065Year3Amt
Total$2,040,614TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHERRY STINEHARTContributingManagerNm
Contributing ManagerRICK STINEHARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRIST LIFE MINISTRIES
POB 399VINTONVA24179NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$15,000
NORTHRISE UNIVERSITY INITIATIVE
POB 4441SCOTTSDALEAZ85261NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$3,600
FREE WHEELCHAIR MISSION
15279 ALTON PKWY STE 300IRVINECA92618TO PROVIDE FREE WHEELCHAIRS FOR THOSE IN NEED$3,000
STANDING STONE MINISTRY
150 PAULARINO AVECOSTA MESACA92626NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$21,478
EVERY GENERATION MINISTRIES
28999 OLD TOWN FRONT STTEMECULACA92590NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$10,000
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVEORLANDOFL32832NON-PROFIT FAITH BASED ORGANIZATION WHICH IMPROVES THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY$900
GRACE FELLOWSHIP CHURCH
3170 REDHILL AVENUECOSTA MESACA92626SUPPORT$24,110
ELAM MINISTRIES
5755 NORTH POINT PARKWAY SUITE 217ALPHARETTAGA30022SUPPORT$5,000
STANFORD UNIV MENS VOLLEYBALL
326 GALVEZ STSTANFORDCA94305SUPPORT$2,500
CYSTINSIS RESEARCH FOUNDATION
19200 VON KARMAN SVE STE 520IRVINECA92612SUPPORT$2,000
SAMARITANS PURSE INTERNATIONAL RELIEF
POB 3000BOONENC28607SUPPORT$1,000
PEDIATRIC CANCER RESEARCH RESEARCH FUND
5900 WILSHIRE BLVD STE 2600LOS ANGELESCA90036SUPPORT$1,000
UNIVERSITY OF NATIONS KONA
75-5851 KUAKINI HWY 256KAILUAKONAHI96740SUPPORT$600
BEACON OF LIGHT
POB 2923COSTA MESACA92628SUPPORT$1,200
FELLOWSHIP OF CHRISTIAN ATHLETES
POB 7677HUNTINGTON BEACHCA92615SUPPORT$600
AGAPE CHILDRENS MINISTRY
POB 5062MODESTOCA95352SUPPORT$300
WORLD VISION
34834 WEYERHAAEUSER WAY SOUTHFEDERAL WAYWA98001SUPPORT$195
COMPASSION INTERNATIONAL
12290 Voyager PkwyCOLORADO SPRINGSCO80997SUPPORT$358
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,841TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,515RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,912RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$103,472RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$128,899RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$128,899TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementTO SUPPORT NON-PROFIT FAITH-BASED ORGANIZATIONS WHICH IMPROVE THE SPIRITUAL AND PHYSICAL WELL-BEING OF HUMANITY.RelationshipStatementTxt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndPayroll ContributionPayrollContributionIndNoncash ContributionNoncashContributionInd
RICK SHERRY STINEHART
1PO BOX 935CORONA DEL MARCA92625$300,000Yes (X)Yes (X)
RICK SHERRY STINEHART
2PO BOX 935CORONA DEL MARCA92625$83,530Yes (X)
RICK SHERRY STINEHART
3PO BOX 935CORONA DEL MARCA92625$106,217Yes (X)
RICK SHERRY STINEHART
4PO BOX 935CORONA DEL MARCA92625$45,010Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2PUBLICLY TRADED SECURITIES140 SHARES TRANSDIGM GROUP$83,5302021-02-09
3PUBLICLY TRADED SECURITIES495 SHARES BOEING CO$106,2172021-11-01
4PUBLICLY TRADED SECURITIES265 SHARES CORESITE REALTY CORP$45,0102021-12-01

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$234,757BookValueAmt
EOYFMV$234,757EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Amt$1,022Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$10,180RevenueAndExpensesPerBooksAmt
Net Investment Income$10,180NetInvestmentIncomeAmt

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