GIANCOLA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GIANCOLA FAMILY FOUNDATION (EIN 86-1009987)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-21
- IRS object ID
- 202131729349101408
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-21T18:12:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270447411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTED ADVISORS CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 NORTH SABINO CANYON RD | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857502104 | 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 | 861009987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIANCOLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 5205297220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5021 VERDUGO WAY 105-418 | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930128675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY H GIANCOLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5205297220 | PhoneNum |
| Signature | 2021-05-21 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | GIANCOLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET M DAVIS CPA CFP | PreparerPersonNm |
| PTIN | P00166716 | PTIN |
| Phone | 5206209851 | PhoneNum |
| Preparation | 2021-05-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $673,269 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,913 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,913 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,750 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,213 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $131,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,663 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,126 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,081 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,126 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,011 | CashBOYAmt |
| Cash EOY | $16,990 | CashEOYAmt |
| Cash EOYFMV | $16,990 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $136,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $205,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $257,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $513,210 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $355,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $417,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $493,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $493,001 | CapitalStockEOYAmt |
| Retained Earning BOY | -$137,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$75,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $355,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $417,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $417,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $355,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,117 | OtherIncreasesAmt |
| Subtotal | $417,960 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $417,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM COVERED - DETAIL ATTACHED | P | $14,625 | $12,412 | $2,213 | $2,213 |
| LONG TERM COVERED -DETAIL ATTACHED | P | $174,440 | $50,726 | $123,714 | $123,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,750 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,213 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,718 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,718 | SubtotalAmt |
| Tax Based On Investment Income | $1,718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,540 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $1,807 | OverpaymentAmt |
| Applied To ES Tax | $1,807 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | SALLY H GIANCOLA | IndividualWithBooksNm |
| Phone | 5205297220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5021 VERDUGO WAY 105-418 | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93012 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J GIANCOLA | ||||||||
| 26213 MESA DRIVE | CARMEL | CA | 93923 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SALLY H GIANCOLA | ||||||||
| 5021 VERDUGO WAY 105-418 | CAMARILLO | CA | 93012 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS INDEPENDENT QUALIFIED CHARITIES TO FURTHER THEIR CHARITABLE MISSIONS. | Description1Txt |
| Expenses1 | $63,300 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $462,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $607,642 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $607,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $598,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,718 | TotalTaxAmt |
| Distributable Before Adj | $28,208 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,208 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,208 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,141 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,683 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,351 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,300 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,092 | RemainingDistriFromCorpusAmt |
| Total Corpus | $113,443 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,141 | ExcessFromYear4Amt |
| Excess From Year3 | $11,334 | ExcessFromYear3Amt |
| Excess From Year2 | $31,683 | ExcessFromYear2Amt |
| Excess From Year1 | $13,361 | ExcessFromYear1Amt |
| Excess From Current Year | $35,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF MONTEREY CO | |||||||
| 2354 GARDEN ROAD | MONTERAY | CA | 93940 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| COVENANT PRESBYTERIAN CHURCH | |||||||
| 520 S KINGS HIGHWAY | CHERRY HILL | NJ | 08034 | NONE | TAX EXEMPT | UNRESTRICTED | $200 |
| FAMILY TALK RADIO | |||||||
| 540 ELKTON DRIVE | COLORADO SPRNGS | CO | 80907 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| GOSPEL FRIENDSHIPS | |||||||
| 13 BROAD STREET | HARTFIELD | PA | 19440 | NONE | TAX EXEMPT | UNRESTRICTED | $3,000 |
| MISSION TO NORTH AMERICA | |||||||
| 1700 N BROWN RD STE 101 | LAWRENCEVILLE | GA | 30043 | NONE | TAX EXEMPT | UNRESTRICTED | $14,000 |
| MOORPARK FOUNDATION FOR THE ARTS | |||||||
| PO BOX 157 | MOORPARK | CA | 93020 | NONE | TAX EXEMPT | UNRESTRICTED | $5,000 |
| PEBBLE BEACH FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | NON | TAX EXEMPT | UNRESTRICTED | $1,000 |
| SALVATION ARMY | |||||||
| 1491 CONTERA COSTA | SEASIDE | CA | 93955 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| RESTORATION CHURCH | |||||||
| 6410 RISING SUN AVE | PHILADELPHIA | PA | 19111 | NONE | TAX EXEMPT | UNRESTRICTED | $500 |
| RONALD REGAN PRESIDENTIAL LIBRARY | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | NONE | TAX EXEMPT | UNRESTRICTED | $10,500 |
| MONTEREY MUSEUM OF ART | |||||||
| 559 PACIFIC ST | MONTEREY | CA | 93940 | NONE | TAX EXEMPT | UNRESTRICTED | $1,100 |
| OC INTERNATIONAL | |||||||
| PO BOX 36900 | COLORADO SPRINGS | CO | 80936 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| MONTEREY HIGH SCHOOL | |||||||
| 101 HERMANN DR | MONTEREY | CA | 93940 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1949 WARING ST | SEASIDE | CA | 93955 | NONE | TAX EXEMPT | UNRESTRICTED | $1,200 |
| FOOD SHARE VENTURA COUNTY | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | TAX EXEMPT | UNRESTRICTED | $10,000 |
| FOOD BANK FOR MONTEREY COUNTY | |||||||
| 353 W ROSSI STREET | SALINAS | CA | 93907 | NONE | TAX EXEMPT | UNRESTRICTED | $10,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 100 CAMPUS CNET | SEASIDE | CA | 93955 | NONE | TAX EXEMPT | UNRESTRICTED | $500 |
| MERCY HILL CHURCH | |||||||
| 300 UNIVERSITY BLVD | GLASSBORO | NJ | 08028 | NONE | TAX EXEMPT | UNRESTRICTED | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $126,750 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $126,750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,663 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK PORTFOLIO | $245,926 | $500,895 |
| PREFERRED STOCK PORTFOLIO | $11,975 | $12,315 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRINCIPAL | Desc |
| Amt | $2,117 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,081 | Amt |
| Net Investment Income | $7,081 | NetInvestmentIncomeAmt |
Comments