KATHERINE ESTES ROGERS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KATHERINE ESTES ROGERS FOUNDATION INC (EIN 95-4669012)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349105070
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T17:25:56-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953654092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beeson Hoffman & Siddall Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 North Central Ave Suite 325 | AddressLine1Txt |
| City | Glendale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954669012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Katherine Estes Rogers Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 8056919440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Country Road | AddressLine1Txt |
| City | Santa Ynez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93460 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER L KESTER | PersonNm |
| Person Title | Secy/Treasurer | PersonTitleTxt |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jennifer | PersonFirstNm |
| Person Last | Kester | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathan DeSpain CPA | PreparerPersonNm |
| PTIN | P00979088 | PTIN |
| Phone | 8182408322 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $566,191 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $624 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $624 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $624 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,746 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,746 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $971,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,408 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $84,474 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $166,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,778 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $98,844 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,705 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,858 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $307 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $307 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,920 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,844 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $9,352 | CashEOYAmt |
| Cash EOYFMV | $9,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,353 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $166,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $294,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $354,721 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $73,890 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,341 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,626 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $103,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,139 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $359,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $505,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $566,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $359,852 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $505,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $505,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,558 | ExcessRevenueOverExpensesAmt |
| Subtotal | $505,410 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $505,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30 ADOBE SYSTEMS | P | 2018-06-15 | 2020-01-23 | $10,517 | $2,098 | $8,419 | $8,419 |
| 7 BLACKROCK INC | P | 2018-06-15 | 2020-01-23 | $3,735 | $2,462 | $1,273 | $1,273 |
| 77 CABOT OIL | P | 2018-06-15 | 2020-01-23 | $1,169 | $1,889 | -$720 | -$720 |
| 15 CONCHO RES INC | P | 2018-06-15 | 2020-01-23 | $1,281 | $2,129 | -$848 | -$848 |
| 9 DOW CHEM CO | P | 2018-06-15 | 2020-01-23 | $451 | $578 | -$127 | -$127 |
| 40 EDWARDS LIFE SCI | P | 2018-06-15 | 2020-01-23 | $9,658 | $1,999 | $7,659 | $7,659 |
| 20 HOME DEPOT INC | P | 2018-06-15 | 2020-01-23 | $4,642 | $1,264 | $3,378 | $3,378 |
| 45 HONEYWELL INT'L | P | 2018-06-15 | 2020-01-23 | $8,090 | $4,595 | $3,495 | $3,495 |
| 45 MASTERCARD INC | P | 2018-06-15 | 2020-01-23 | $14,623 | $2,749 | $11,874 | $11,874 |
| 75 VANGUARD INDEX SMALL CAP | P | 2018-06-15 | 2020-01-23 | $12,619 | $12,027 | $592 | $592 |
| 55 Visa Inc Com Cl A | P | 2018-06-15 | 2020-01-23 | $11,432 | $2,048 | $9,384 | $9,384 |
| 25 ZOETIS INC | P | 2018-06-18 | 2020-01-23 | $3,531 | $2,197 | $1,334 | $1,334 |
| 204 Int'l Seaways | P | 2020-03-30 | 2020-06-03 | $4,823 | $4,575 | $248 | $248 |
| 34 Travelcenters of America | P | 2020-02-26 | 2020-06-04 | $512 | $441 | $71 | $71 |
| 76 Travelcenters of America | P | 2020-02-26 | 2020-06-05 | $1,141 | $985 | $156 | $156 |
| 51 Lumentum Holdings | P | 2020-06-02 | 2020-06-05 | $3,897 | $3,755 | $142 | $142 |
| 219 Olin Corp | P | 2020-06-01 | 2020-06-05 | $2,984 | $2,751 | $233 | $233 |
| 92 Trineo S A | P | 2020-05-07 | 2020-06-05 | $2,096 | $1,732 | $364 | $364 |
| Morgan Stanely - See Attahced | P | 2018-06-15 | 2020-09-30 | $27,798 | $5,577 | $22,221 | $22,221 |
| Morgan Stanley - See Attached | P | 2020-07-15 | 2020-12-18 | $371,473 | $354,973 | $16,500 | $16,500 |
| JP Morgan - Feb - See Attached | P | 2020-01-15 | 2020-02-28 | $167,481 | $115,495 | $51,986 | $51,986 |
| JP Morgan - March - See Attached | P | 2020-01-15 | 2020-03-30 | $45,653 | $42,877 | $2,776 | $2,776 |
| JP Morgan - April - See Attached | P | 2020-01-15 | 2020-04-30 | $212,337 | $199,325 | $13,012 | $13,012 |
| JP Morgan - May - See Attached | P | 2020-01-15 | 2020-05-31 | $49,315 | $50,329 | -$1,014 | -$1,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,408 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84,474 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,278 | SubtotalAmt |
| Tax Based On Investment Income | $2,278 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $2,281 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Kester | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056919440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Country Road | AddressLine1Txt |
| City | Santa Ynez | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TIFFANY ERB | ||||||
| 232 N KENNEBEC DR | ANAHEIM | CA | 92807 | President | 2.00 | $0 |
| Eli Erb | ||||||
| 232 North Kennebec Drive | Anaheim | CA | 92807 | Director | 1.00 | $0 |
| F BENTLEY MOONEY III | ||||||
| 841 Skelley Road | Yoncalla | OR | 97499 | Director | 1.00 | $0 |
| JENNIFER L KESTER | ||||||
| 3100 COUNTRY ROAD | SANTA YNEZ | CA | 93460 | Secy/Treasurer | 3.00 | $0 |
| STEVEN KESTER | ||||||
| 3100 COUNTRY RD | SANTA YNEZ | CA | 93460 | Director | 1.00 | $0 |
| SUSAN MOONEY | ||||||
| 841 Skelley Road | Yoncalla | OR | 97499 | Director | 1.00 | $0 |
| Megan Barber | ||||||
| PO Box 1116 | Drain | OR | 97435 | Director | 1.00 | $0 |
| Thomas Barber | ||||||
| PO Box 1116 | Drain | OR | 97435 | Director | 1.00 | $0 |
| Matthew Mooney | ||||||
| 1925 Neva Court | Cottage Grove | OR | 97424 | Director | 1.00 | $0 |
| Jennifer Mooney | ||||||
| 1925 Neva Court | Cottage Grove | OR | 97424 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $347,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $514,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $514,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $506,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,278 | TotalTaxAmt |
| Distributable Before Adj | $23,047 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,047 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,462 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,462 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,462 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,356 | UndistributedIncomePYAmt |
| Qualifying Distributions | $18,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,462 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $2,894 | Taxable2Amt |
| Undistributed Income CY | $23,047 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOUTH EDUCATION SPORTS SCHOLARS YES | |||||||
| PO BOX 4563 | CHATSWORTH | CA | 91311 | N/A | PC | YOUTH EDUCATIONAL SPORTS SCHOLARSHIP | $300 |
| FIRST DESCENTS | |||||||
| 6000 GREENWOOD PLAZA BLVD | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | YOUNG ADULT CANCER SURVIVOR SUPPORT | $3,000 |
| STUPID CANCER | |||||||
| 40 WORTH ST 808 | NEW YORK | NY | 10013 | NONE | PC | CANCER VICTIM SUPPORT | $3,500 |
| USC NORRIS CANCER CENTER | |||||||
| 1441 EASTLAKE AVENUE | LOS ANGELES | CA | 90033 | NONE | PC | CANCER RESEARCH | $3,000 |
| REAL LIFE SKILLS | |||||||
| 123 WORTHINGTON ST 204 | SPRING VALLEY | CA | 91977 | NONE | PC | TO TEACH AND EDUCATE THOSE IN NEED INCLUDING HOMELESS, AT RISK YOUTH, & THOSE STRUGGLING WITH LIFE CHALLENGES, CONCEPTS AND UNDERSTANDING LIFE CHOICES FOR SEEKING A BETTER AND MORE PRODUCTIVE LIFE | $2,500 |
| VIKINGS CHARITIES | |||||||
| 2027 VILLAGE LANE 203 | SOLVANG | CA | 93463 | NONE | PC | TO PROVIDE HELP FOR THE MEDICALLY RELATED NEEDS OF QUALIFIED INDIVIDUALS AND HEALTH CARE ORGANIZATIONS | $1,000 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 W JUNIPERO ST | SANTA BARBARA | CA | 93105 | N/A | PC | TO PROVIDE & ENSURE SUPERIOR CANCER CARE TO PATIENTS REGARDLESS OF MEANS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $624 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,408 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $152,408 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,705 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,705 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MGMT FEES | CategoryTxt |
| Amt | $2,858 | Amt |
| Net Investment Income | $2,858 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Foreign Tax | $171 | $171 |
| FRANCHISE TAX BOARD | $10 | $10 |
| IRS | $126 | $126 |
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