MOORE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOORE FAMILY CHARITABLE FOUNDATION (EIN 83-2895504)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-22
- IRS object ID
- 202502039349100800
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-22T10:58:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474521427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBER CHRISTENSEN & HEINRICHS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 E 1ST ST STE C | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832895504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOOR | BusinessNameControlTxt |
| Phone | 7142839990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 732 VIA LIDO NORD | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY P MOORE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7142839990 | PhoneNum |
| Signature | 2025-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP CHRISTENSEN | PreparerPersonNm |
| PTIN | P01642530 | PTIN |
| Phone | 9494384070 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,100,102 | 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 | $440,370 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $313,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,198,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $313,307 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $860,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,899 | 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 | $34,072 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,036 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,036 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $271 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $271 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,353 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $284,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $505,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,822 | CashBOYAmt |
| Cash EOY | $10,845 | CashEOYAmt |
| Cash EOYFMV | $10,845 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $164,126 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $335,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $335,107 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $146,782 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $131,643 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $131,643 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,600,083 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,968,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,968,222 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $89,092 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,110 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $102,110 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $552,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $552,175 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,260,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,100,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,100,102 | 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 | $5,260,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,100,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,260,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,100,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,260,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,100,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,260,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $505,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $366,891 | OtherIncreasesAmt |
| Subtotal | $6,133,607 | SubtotalAmt |
| Other Decreases | $33,505 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,100,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2377 | 2023-11-09 | 2024-07-26 | $95,011 | $95,021 | -$10 | -$10 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2377 | 2021-03-04 | 2024-11-04 | $454,341 | $163,142 | $291,199 | $291,199 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2397 | 2023-10-02 | 2024-04-09 | $32,839 | $31,814 | $1,025 | $1,025 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2397 | 2022-08-30 | 2024-11-25 | $51,544 | $38,786 | $12,758 | $12,758 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2398 | 2024-01-02 | 2024-08-01 | $62,088 | $53,065 | $9,023 | $9,023 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2398 | 2022-12-22 | 2024-05-03 | $116,649 | $106,989 | $9,660 | $9,660 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2399 | 2023-08-18 | 2024-01-17 | $4,621 | $4,554 | $67 | $67 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2399 | 2022-11-10 | 2024-01-12 | $15,196 | $13,102 | $2,094 | $2,094 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2400 | 2023-06-08 | 2024-04-29 | $12,289 | $13,537 | -$1,248 | -$1,248 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2400 | 2023-06-08 | 2024-09-26 | $34,842 | $30,605 | $4,237 | $4,237 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2401 | 2023-06-08 | 2024-02-13 | $36,966 | $37,070 | -$104 | -$104 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2401 | 2023-06-08 | 2024-09-04 | $22,123 | $22,634 | -$511 | -$511 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2402 | 2024-03-11 | 2024-09-05 | $2,407 | $3,686 | -$1,279 | -$1,279 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2402 | 2022-08-30 | 2024-11-25 | $26,075 | $23,839 | $2,236 | $2,236 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2403 | 2024-04-17 | 2024-11-15 | $4,282 | $4,386 | -$104 | -$104 | |
| PUBLICLY TRADED SECURITIES MERRILL LYNCH #2403 | 2023-09-26 | 2024-11-15 | $226,996 | $242,934 | -$15,938 | -$15,938 | |
| CAPITAL GAINS DIVIDENDS | $202 | $202 | $202 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $313,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,612 | OverpaymentAmt |
| Applied To ES Tax | $13,612 | 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 | 0 | 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 | Yes (1) | 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 | RYAN D MOORE | IndividualWithBooksNm |
| Phone | 7142839990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3360 E LA PALMA | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GARY P MOORE | ||||||||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY W MOORE | ||||||||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RYAN D MOORE | ||||||||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 | TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT T MOORE | ||||||||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHERESA J MOORE | ||||||||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,450,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,627,678 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,627,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,543,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,108 | TotalTaxAmt |
| Distributable Before Adj | $272,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $147,412 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $147,412 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,636 | 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 | $117,419 | 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 | GARY P MOORE | ContributingManagerNm |
| Contributing Manager | SHERESA J MOORE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA INC | |||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | PC | TO PROVIDE GENERAL SUPPORT FOR STUDENT SCHOLARSHIPS | $87,200 |
| HOAG FOUNDATION | |||||||
| 192 N MARINA DRIVE | LONG BEACH | CA | 90803 | NONE | PF | GENERAL SUPPORT | $147,412 |
| CHOC FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NONE | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $284,612 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $419,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,899 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GARY P MOORE DYNASTY TRUST | |||||||
| 1 | 3360 E LA PALMA | ANAHEIM | CA | 92806 | $203,037 | Yes (X) | |
| SHERESA J MOORE DYNASTY TRUST | |||||||
| 2 | 3360 E LA PALMA | ANAHEIM | CA | 92806 | $202,333 | Yes (X) | |
| GARY AND SHERESA MOORE | |||||||
| 3 | 3360 E LA PALMA | ANAHEIM | CA | 92806 | $35,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS PUBLIC SECURITIES | $203,037 | 2024-12-16 |
| 2 | VARIOUS PUBLIC SECURITIES | $202,333 | 2024-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,072 | Amt |
| Net Investment Income | $17,036 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,036 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH 6YJ-02403 CORPORATE BONDS | BondNm |
| EOY Book Value | $102,110 | EOYBookValueAmt |
| EOYFMV | $102,110 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 6YJ-02377 CORPORATE STOCKS | $3,286,849 | $3,286,849 |
| MERRILL LYNCH 6YJ-02397 CORPORATE STOCKS | $336,971 | $336,971 |
| MERRILL LYNCH 6YJ-02398 CORPORATE STOCKS | $420,739 | $420,739 |
| MERRILL LYNCH 6YJ-02399 CORPORATE STOCKS | $239,057 | $239,057 |
| MERRILL LYNCH 6YJ-02400 CORPORATE STOCKS | $290,249 | $290,249 |
| MERRILL LYNCH 6YJ-02401 CORPORATE STOCKS | $211,928 | $211,928 |
| MERRILL LYNCH 6YJ-02402 CORPORATE STOCKS | $182,429 | $182,429 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $131,643 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $131,643 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH 6YJ-02404 THE CHILDRENS INVESTMENT FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $552,175 | BookValueAmt |
| EOYFMV | $552,175 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAID | Desc |
| Amt | $33,505 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND PERMITS | Desc |
| Revenue And Expenses Per Books | $400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON MARKETABLE SECURITIES | $363,780 |
| NON DIVIDEND DISTRIBUTION | $3,111 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $32,750 | Amt |
| Net Investment Income | $32,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GARY P MOORE DYNASTY TRUST | |||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 |
| SHERESA J MOORE DYNASTY TRUST | |||
| 3360 E LA PALMA | ANAHEIM | CA | 92806 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,353 | Amt |
| Net Investment Income | $2,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |