J F SHEA COMPANY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
J F SHEA COMPANY FOUNDATION (EIN 95-2554052)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202233139349101718
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)
Return2022-11-09T17:43:41-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941530032PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JF SHEA CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 BREA CANYON ROADAddressLine1Txt
CityWALNUTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91789ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952554052EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J F SHEA COMPANY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJFSHBusinessNameControlTxt
Phone9095940941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1655 BREA CANYON ROADAddressLine1Txt
CityWALNUTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91789ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD L LAKEYPersonNm
Person TitleASSISTANT SECRETARYPersonTitleTxt
Phone9095949500PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastLAKEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD L LAKEYPreparerPersonNm
PTINP01251459PTIN
Phone9095949500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,329,325FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$185,866DividendsRevAndExpnssAmt
Dividends Net Invst Incm$185,866DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$396,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$396,918GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$396,918CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$582,784TotalRevAndExpnssAmt
Total Net Invst Incm$582,784TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$11,575TaxesRevAndExpnssAmt
Taxes Net Invst Incm$75TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,575TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$358,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$358,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$370,440TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$358,865TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$212,344ExcessRevenueOverExpensesAmt
Net Investment Income$582,709NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,366CashBOYAmt
Cash EOY$3,438CashEOYAmt
Cash EOYFMV$3,438CashEOYFMVAmt
Sav And Temp Cash Invst BOY$125,595SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$362,220SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$362,220SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$201,809CorporateStockBOYAmt
Corporate Stock EOY$189,456CorporateStockEOYAmt
Corporate Stock EOYFMV$7,963,667CorporateStockEOYFMVAmt
Total Assets BOY$342,770TotalAssetsBOYAmt
Total Assets EOY$555,114TotalAssetsEOYAmt
Total Assets EOYFMV$8,329,325TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$342,770RetainedEarningBOYAmt
Retained Earning EOY$555,114RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$342,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$555,114TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$342,770TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$555,114TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$342,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$212,344ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$555,114SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$555,114TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AES CORP / THE (COMMON)D1982-01-202021-03-22$389,888$389,888$389,888
CAPITAL GAINS DIVIDENDSP$7,030$7,030$7,030
FieldValueIRS element (for citing)
Capital Gain Net Income$396,918CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,100InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,100SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,100TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,526EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,526TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,426OverpaymentAmt
Applied To ES Tax$2,426AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD L LAKEYIndividualWithBooksNm
Phone9095949500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1655 BREA CANYON ROADAddressLine1Txt
CityWALNUTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91789ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN F SHEA
655 BREA CANYON ROADWALNUTCA91789PRESIDENT1.00$0$0$0
PETER O SHEA
655 BREA CANYON ROADWALNUTCA91789TREASURER1.00$0$0$0
RONALD L LAKEY
655 BREA CANYON ROADWALNUTCA91789VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,491,537AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,007AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,509,544TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,509,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$127,643CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,381,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$419,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$419,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,100TaxBasedOnInvestmentIncomeAmt
Total Tax$8,100TotalTaxAmt
Distributable Before Adj$410,995DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$410,995DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$410,995DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$358,865ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$358,865QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$410,995DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,278,398ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,077,305ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$810,604ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$439,487ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$392,410ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,998,204TotalExcessDistributionCyovAmt
Qualifying Distributions$358,865QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$358,865AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$52,130ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$52,130ExcessDistributionCyovAppCYAmt
Total Corpus$3,946,074TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,226,268ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,719,806ExcessDistriCyovToNextYrAmt
Excess From Year4$1,077,305ExcessFromYear4Amt
Excess From Year3$810,604ExcessFromYear3Amt
Excess From Year2$439,487ExcessFromYear2Amt
Excess From Year1$392,410ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREETDENVERCO80212NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$10,000
AUGIE'S QUEST TO CURE ALS
PO BOX 9886DENVERCO80209NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$5,000
CALIFORNIA HOMEBUILDING FOUNDATION
1215 K STREET SUITE 1200SACRAMENTOCA95814NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,500
CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES
3440 WILSHIRE BLVD SUITE 530LOS ANGELESCA90010NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$210,650
CHILDREN'S HOPSITAL COLORADO FOUNDATION
PO BOX 5585DENVERCO802175585NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,500
COTACHILDREN'S ORGAN TRANSPLANT FOUNDATION
2501 WEST COTA DRIVEBLOOMINGTONIN47403NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$800
DENVER FOOTBALL OFFICIALS ASSOCIATION
13918 EAST MISSISSIPPI AVE STEAURORACO80012NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$75060211
DOWNING STREET FOUNDATION
5150 E YALE CIRCLE SUITE 303DENVERCO80222NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$4,000
HABITAT FOR HUMANITY
2200 RITCHEY STSANTA ANACA92705NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,750
HEART OF JESUS RETREAT CENTER
2927 SOUTH GREENVILLE STREETSANTA ANACA927046001NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$6,500
HIGH LANE CANAL CONSERVANCY
4010 EAST ORCHARD ROADCENTENNIALCO80121NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$5,000
HOMEAID AMERICA ORANGE COUNTY
1130 N CITRUS STORANGECA92867NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$5,000
HOMEAID COLORADO
7721 WEST 6TH AVENUE UNIT ALAKEWOODCO80214NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$6,000
HOMEAID NORTH CALIFORNIA
1000 BURNETT AVENUE SUITE 340CONCORDCA94520NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$7,450
JAMIE BECK FAMILY FOUNDATION
PO BOX 44274 951 20TH STDENVERCO80202NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,500
LITTLETON ROTARY FOUNDATION INC
PO BOX 143LITTLETONCO801600143NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,000
LIVERMORE VALLEY PERFORMING ARTS CENTER
2400 FIRST STREETLIVERMORECA94550NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,000
MARINA FOUNDATION
3152 OCEAN TERRACEMARINACA93933NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$300
MARINA ROTARY FOUNDATION
PO BOX 476MARINACA93933NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,500
MARINE CORPS SCHOLARSHIP FOUNDATION
909 NORTH WASHINGTON STREET SUITEALEXANDRIAVA99314NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$5,000400
MENTAL HEALTH OF COLORADO
1120 LINCOLN ST STE 1606DENVERCO80203NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$5,000
MIZEL INSTITUTE
4350 S MONACO ST 5TH FLOORDENVERCO80237NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$11,500
SCHWEIGER RANCH FOUNDATION
9878 SCHWAB WAY STE 415LONE TREECO80124NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,000
THE SHEA CENTER FOR THERAPEUTIC RIDING
26284 OSO ROADSAN JUAN CAPISTRANOCA92675NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$6,000
SHIRLEY ANN FOUNDATION INC
550 HARVEST PARK DRIVE SUITE BBRENTWOODCA94513NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,665
SOUTH SOUND CARE FOUNDATION
PO BOX 1314TACOMAWA98401NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,000
USC USK CENTER FOR REAL ESTATE
650 CHILDS WAY RGL 331LOS ANGELESCA900890626NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$50,000
VETERANS TRANSITION CENTER OF MONTEREY COUNTY
PO BOX 1333MARINACA93933NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
WATER EDUCATION COLORADO
1600 N DOWNING ST STE 200DENVERCO80218NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$2,500
XAVIER COLLEGE PREPARATORY HIGH SCHOOL
4710 NORTH 5TH STREETPHOENIXAZ85012NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$500
YORBA LINDA CHAMBER OF COMMERCE FOUNDATION
4801 PARK AVEYORBA LINDACA92886NONENON-PROFITTO FURTHER EXEMPT ACTIVITIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$358,865TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$185,866ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$396,918ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$582,784ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$582,784TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
18,500 SHS HCP INC$189,456$667,665
300,247 SHS AES CORP$0$7,296,002

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA ATTORNEY GENERAL$75$75$0
UNITED STATES TREASURY$11,500$0$0

Comments

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