SALLY HUGHES CHURCH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SALLY HUGHES CHURCH FOUNDATION (EIN 77-0344378)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143159349104259
- Schema version
- 2020v4.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T20:56:55-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941541507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIANCHIKASAVAN & POPE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LINCOLN AVENUE SUITE 200 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | 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 | 770344378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY HUGHES CHURCH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANNE LEACH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 8317582401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1418 S MAIN STREET NO 203 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE LEACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8317582401 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | LEACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL A DELOREY | PreparerPersonNm |
| PTIN | P00039273 | PTIN |
| Phone | 8317575311 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
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 |
| 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 | $12,717,951 | 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 |
| Interest On Sav Rev And Expnss | $38,752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,073 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,982 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,982 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $14,982 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $142,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,981,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,706 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $352,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $352,513 | 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 |
| Legal Fees Rev And Expnss | $23,834 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,684 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,061 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,454 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,357 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,932 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,081 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $591,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $591,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $604,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$323,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,155 | CashBOYAmt |
| Cash EOY | $52,249 | CashEOYAmt |
| Cash EOYFMV | $52,249 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,274,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,596 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,645 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,650 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,650 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,334,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,777,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,777,456 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,645,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,645,000 | LandBOYAmt |
| Land EOY | $1,645,000 | LandEOYAmt |
| Land EOYFMV | $1,645,000 | LandEOYFMVAmt |
| Total Assets BOY | $12,286,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,717,951 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,717,951 | 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 | $12,286,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,717,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,286,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,717,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,286,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,717,951 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,286,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$323,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $754,822 | OtherIncreasesAmt |
| Subtotal | $12,717,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,717,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS #2496 | 2019-03-01 | 2020-02-26 | $22,123 | $22,809 | -$686 | -$686 | |
| WELLS FARGO ADVISORS #2496 | 2018-07-06 | 2020-07-27 | $1,403,487 | $1,315,567 | $87,920 | $87,920 | |
| BMO HARRIS BANK CD | 2019-12-18 | 2020-06-23 | $250,000 | $250,000 | $0 | $0 | |
| BANK OF BARODA CD | 2019-12-18 | 2020-06-24 | $250,000 | $250,000 | $0 | $0 | |
| BANK OF INDIA CD | 2019-07-22 | 2020-01-22 | $250,000 | $250,000 | $0 | $0 | |
| BANK OF NY MELLON CD | 2019-11-21 | 2020-02-25 | $250,000 | $250,000 | $0 | $0 | |
| BANK OF CHINA CD | 2019-07-22 | 2020-01-27 | $250,000 | $250,000 | $0 | $0 | |
| BANK UNITED CD | 2019-11-18 | 2020-02-28 | $250,000 | $250,000 | $0 | $0 | |
| BEAL BANK USA CD | 2019-11-18 | 2020-02-26 | $250,000 | $250,000 | $0 | $0 | |
| CUSTOMERS BANK CD | 2019-12-18 | 2020-06-30 | $250,000 | $250,000 | $0 | $0 | |
| EMPRISE BANK CD | 2020-03-03 | 2020-06-16 | $250,000 | $250,000 | $0 | $0 | |
| ENTERPRISE BANK CD | 2020-07-31 | 2020-11-12 | $250,000 | $250,000 | $0 | $0 | |
| 1ST SECURITY BANK OF WA CD | 2020-07-09 | 2020-10-29 | $250,000 | $250,000 | $0 | $0 | |
| GOLDEN SACHS BANK USA CD | 2019-07-23 | 2020-01-31 | $250,000 | $250,000 | $0 | $0 | |
| HANCOCK WHITNEY BANK CD | 2020-01-06 | 2020-07-16 | $250,000 | $250,000 | $0 | $0 | |
| HINGHAM INSTITUTION CD | 2020-07-09 | 2020-10-27 | $250,000 | $250,000 | $0 | $0 | |
| INVESTORS BANK CD | 2020-01-24 | 2020-07-30 | $250,000 | $250,000 | $0 | $0 | |
| MERCHANTS BANK OF INDIA CD | 2020-07-09 | 2020-10-19 | $250,000 | $250,000 | $0 | $0 | |
| MIZRAHI TEFAHOT BANK CD | 2020-03-03 | 2020-06-22 | $250,000 | $250,000 | $0 | $0 | |
| MIZUHO BANK USA CD | 2019-11-18 | 2020-02-27 | $250,000 | $250,000 | $0 | $0 | |
| NEW YORK CMNTY BK CD | 2020-02-04 | 2020-08-14 | $250,000 | $250,000 | $0 | $0 | |
| NORTH AMERICAN SVGS CD | 2020-03-03 | 2020-06-15 | $250,000 | $250,000 | $0 | $0 | |
| PEOPLES UNITED BK CD | 2020-01-24 | 2020-07-31 | $250,000 | $250,000 | $0 | $0 | |
| CITIZENS BANK CD | 2019-07-22 | 2020-01-31 | $250,000 | $250,000 | $0 | $0 | |
| SANDY SPRING BANK CD | 2020-02-04 | 2020-08-12 | $250,000 | $250,000 | $0 | $0 | |
| SIGNATURE BK CD | 2020-03-05 | 2020-09-11 | $250,000 | $250,000 | $0 | $0 | |
| SONABANK CD | 2019-12-19 | 2020-06-26 | $250,000 | $250,000 | $0 | $0 | |
| TCF NATIONAL BANK CD | 2019-12-18 | 2020-06-26 | $250,000 | $250,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $55,472 | $55,472 | $55,472 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,645 | 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 | $15,645 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,650 | OverpaymentAmt |
| Applied To ES Tax | $11,650 | 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 | Yes (1) | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SALLYCHURCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANNE LEACH | IndividualWithBooksNm |
| Phone | 8317582401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1418 SOUTH MAIN ST SUITE 203 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93908 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE C LEACH | ||||||||
| 1418 SOUTH MAIN STREET SUITE 203 | SALINAS | CA | 93908 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| W B LINDLEY | ||||||||
| 340 EL CAMINO REAL SOUTH 37B | SALINAS | CA | 93901 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HARRY WARDWELL | ||||||||
| 19815 SPRING TERRACE RIDGE ROAD | SALINAS | CA | 93908 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| ROSS MERRILL | ||||||||
| PO BOX 659 | SALINAS | CA | 93902 | DIRECTOR, TREASURER | 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 | $9,208,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,100,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,645,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,954,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,954,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,775,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $588,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $588,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,995 | TotalTaxAmt |
| Distributable Before Adj | $584,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $584,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $584,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $604,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $604,685 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $604,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $584,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $361,344 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $604,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $361,344 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,341 | 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 | $341,426 | 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| CENTRAL COAST YMCA | |||||||
| 500 LINCOLN AVE | SALINAS | CA | 93901 | N/A | PC | SINGLE GRANT - ESSENTIAL WORKER CHILDCARE | $25,000 |
| ARIEL THEATRICAL | |||||||
| 320 MAIN STREET | SALINAS | CA | 93901 | N/A | PC | SINGLE GRANT - 2020 OUTREACH WEEK | $25,000 |
| MONTEREY JAZZ FESTIVAL | |||||||
| MONTEREY COUNTY FAIRGROUNDS | MONTEREY | CA | 93940 | N/A | PC | SINGLE GRANT - JAZZ IN THE SCHOOL AND ALL STAR | $10,000 |
| THE BLIND AND VISUALLY IMPAIRED CENTER | |||||||
| 225 LAUREL AVE | PACIFIC GROVE | CA | 93950 | N/A | PC | SINGLE GRANT | $1,000 |
| MONTEREY SYMPHONY | |||||||
| SAN CARLOS ST | CARMEL | CA | 93923 | N/A | PC | SINGLE GRANT - 2020 YOUTH CONCERT | $15,000 |
| GIRLS INC | |||||||
| 318 CAYUGA ST 209 | SALINAS | CA | 93901 | N/A | PC | SINGLE GRANT | $10,000 |
| MONTEREY COUNTY OFFICE OF EDUCATION | |||||||
| 901 BLANCO CIR | SALINAS | CA | 93901 | N/A | PC | SINGLE GRANT - WIFI HOTSPOT PROJECT | $10,000 |
| HARTNELL COMMUNITY COLLEGE | |||||||
| 411 CENTRAL AVE | SALINAS | CA | 93901 | N/A | PC | HARTNELL SCIENCE CENTER PROJECT | $50,000 |
| HARTNELL COLLEGE FOUNDATION | |||||||
| 411 CENTRAL AVE | SALINAS | CA | 93901 | N/A | PC | CAPITAL CAMPAIGN | $20,000 |
| RANCHO CIELO YOUTH CAMPUS | |||||||
| 710 OLD STAGE RD | SALINAS | CA | 93908 | N/A | PC | 4 OF 5 GRANT PAYMENTS/TTVC | $50,000 |
| SILICON VALLEY MONTEREY BAY COUNCIL | |||||||
| 970 W JULIAN ST | SAN JOSE | CA | 95126 | N/A | PC | 4 OF 5 PAYMENTS/ CAMP PICO BLANCO | $20,000 |
| MEE MEMORIAL HOSPITAL | |||||||
| 300 CANAL STREET | KING CITY | CA | 93930 | N/A | PC | GREENFIELD CLINIC | $25,000 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | N/A | PC | COLLEGE OF SCIENCE BLDG II | $30,000 |
| SVMH FOUNDATION | |||||||
| PO BOX 4760 | SALINAS | CA | 93912 | N/A | PC | MOBILE HEALTH UNIT - 2 OF 3 PAYMENT | $120,000 |
| SALINAS ROTARY CLUB CHARITABLE FUND | |||||||
| 1 MAIN ST | SALINAS | CA | 93901 | N/A | PC | COVID PROJECT | $5,000 |
| COASTAL KIDS HOME CARE | |||||||
| 427 PAJARO ST | SALINAS | CA | 93901 | N/A | PC | PAJARO ST GRANT 1 OF 3 PAYMENT | $100,000 |
| BOYS AND GIRLS CLUB OF MONTEREY CO | |||||||
| 85 MARYAL DRIVE | SALINAS | CA | 93906 | N/A | PC | SINGLE GRANT - COVID RELIF | $50,000 |
| CASA OF MONTEREY COUNTY | |||||||
| 945 S MAIN ST UNIT 107 | SALINAS | CA | 93901 | N/A | PC | SINGLE GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $591,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,752 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,073 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $14,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $352,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $352,513 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $11,515 | Amt |
| Net Investment Income | $8,061 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,454 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THIS FOUNDATION HERE ELECTS TO APPLY PART OF 2016 QUALIFYING DISTRIBUTIONS TO 2014 REMAINING UNDISTRIBUTED INCOME UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VEGETABLE GROWERS SUPPLY | $25,051 | $25,051 |
| WELLS FARGO ACCT#0885 | $3,778,026 | $3,778,026 |
| WELLS FARGO ACCT#2496 | $6,974,379 | $6,974,379 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $23,834 | LegalFeesAmt |
| Net Investment Income | $16,684 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,150 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,079 | $1,040 | $1,039 |
| INSURANCE | $2,042 | $0 | $2,042 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS)- CHANGES | Desc |
| Amt | $754,822 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $37,357 | Amt |
| Net Investment Income | $37,357 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $6,290 | $0 | $0 |
| FOREIGN TAXES | $1,932 | $1,932 | $0 |
| RRF-1 FEE | $60 | $0 | $0 |
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