OPUS COMMUNITY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OPUS COMMUNITY FOUNDATION (EIN 27-2413705)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-29
IRS object ID
202001819349100010
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-29T14:24:27-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330310569PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HASKELL & WHITE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 SPECTRUM CENTER DR STE 300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272413705EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPUS COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPUSBusinessNameControlTxt
Phone9492518129PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119900 MACARTHUR BLVD 12TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE ELLISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9492518129PhoneNum
Signature2020-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWAYNE R PINNELLPreparerPersonNm
PTINP01691781PTIN
Phone9494506200PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$367,452FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$175,833ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9,054InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,054InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9,054InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$184,887TotalRevAndExpnssAmt
Total Net Invst Incm$9,054TotalNetInvstIncmAmt
Total Adj Net Incm$9,054TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175,833OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$179,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$413,563ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$413,563ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$593,189TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$413,563TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$408,302ExcessRevenueOverExpensesAmt
Net Investment Income$9,054NetInvestmentIncomeAmt
Adjusted Net Income$9,054AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$14,706CashBOYAmt
Cash EOY$24,904CashEOYAmt
Cash EOYFMV$24,904CashEOYFMVAmt
Sav And Temp Cash Invst BOY$778,557SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$342,548SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$342,548SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$763,851TotalAssetsBOYAmt
Total Assets EOY$367,452TotalAssetsEOYAmt
Total Assets EOYFMV$367,452TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$763,851NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$367,452NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$763,851TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$367,452TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$763,851TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$367,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$763,851TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$408,302ExcessRevenueOverExpensesAmt
Other Increases$11,903OtherIncreasesAmt
Subtotal$367,452SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$367,452TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$469,826AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,038,105NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.452580DistributionYr1Rt
Adjusted Qlfy Distri Yr2$620,651AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,651,691NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.375767DistributionYr2Rt
Adjusted Qlfy Distri Yr3$621,684AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,182,748NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.284817DistributionYr3Rt
Adjusted Qlfy Distri Yr4$662,049AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,786,404NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.237600DistributionYr4Rt
Adjusted Qlfy Distri Yr5$698,616AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,050,779NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.228996DistributionYr5Rt
Total Distribution1.579760TotalDistributionRt
Average Distribution0.315952AverageDistributionRt
Net Vl Noncharitable Assets$587,769NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$185,707AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$91NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$185,798AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$413,563QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$91InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$91SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$91ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$91TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GUIDESTAR.ORG/PROFILE/27-2413705WebsiteAddressTxt
Individual With BooksKATIE ELLISIndividualWithBooksNm
Phone9492518129PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119900 MACARTHUR BLVD 12TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN THOMPSON
19900 MACARTHUR BLVD 12TH FLIRVINECA92612CHAIRMAN1.00$0$0$0
RICHARD SANCHEZ
19900 MACARTHUR BLVD 12TH FLIRVINECA92612SECRETARY1.50$0$0$0
KATIE ELLIS
19900 MACARTHUR BLVD 12TH FLIRVINECA92612EXECUTIVE DIRECTOR40.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$596,720AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$596,720TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$596,720AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,951CashDeemedCharitableAmt
Net Vl Noncharitable Assets$587,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,388MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,388MinimumInvestmentReturnAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Total Tax$91TotalTaxAmt
Distributable Before Adj$29,297DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,297DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,297DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$413,563ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$413,563QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$91PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$413,472AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,297DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$546,305ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$522,812ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$512,679ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$538,162ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$406,234ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,526,192TotalExcessDistributionCyovAmt
Qualifying Distributions$413,563QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,297AppliedToCurrentYearAmt
Remaining Distri From Corpus$384,266RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,910,458TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$546,305ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,364,153ExcessDistriCyovToNextYrAmt
Excess From Year4$522,812ExcessFromYear4Amt
Excess From Year3$512,679ExcessFromYear3Amt
Excess From Year2$538,162ExcessFromYear2Amt
Excess From Year1$406,234ExcessFromYear1Amt
Excess From Current Year$384,266ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATIE ELLISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119900 MACARTHUR BLVD 12TH FLAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9492518129RecipientPhoneNum
Form And Info And MaterialsOPUS COMMUNITY FOUNDATION GRANT APPLICATION FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsTHE OPUS COMMUNITY FOUNDATION (OPUSCF) FUNDS QUALIFIED NON-PROFIT 501(C)(3) ORGANIZATIONS. OPUSCF WELCOMES AND ENCOURAGES GRANT PROPOSALS FROM ORGANIZATIONS THAT IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES LIVING IN AND AROUND OPUS BANK'S SERVICES AREAS. OPUSCF TARGETS ITS PHILANTHROPIC EFFORTS IN THE AREAS OF AFFORDABLE HOUSING, COMMUNITY DEVELOPMENT, EDUCATION, FINANCIAL LITERACY, COMMUNITY HEALTH ISSUES AND THE ARTS, WITH AN EMPHASIS ON UNDERSERVED AND LOW INCOME POPULATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A STEPPING STONE FOUNDATION
2851 W KATHLEEN RDPHOENIXAZ85053NONENON-PROFIT ORGANIZATION$5,000
ACCION SAN DIEGO
404 EUCLID AVENUE SUITE 271SAN DIEGOCA92114NONENON-PROFIT ORGANIZATION$5,000
ACCION
2000 ZEARING AVE NWALBUQUERQUENM87104NONENON-PROFIT ORGANIZATION$5,000
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614NONENON-PROFIT ORGANIZATION$100
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614NONENON-PROFIT ORGANIZATION$100
ALZHEIMER'S ASSOC NATIONAL CAPITAL AREA
8180 GREENSBORO DRIVE SUITE 400MCLEANVA22102NONENON-PROFIT ORGANIZATION$100
AMERICAN HEART ASSOCIATION
1710 GILBRETH RDBURLINGAMECA940101795NONENON-PROFIT ORGANIZATION$200
AMERICAN HEART ASSOCIATION
1710 GILBRETH RDBURLINGAMECA940101795NONENON-PROFIT ORGANIZATION$105
AMERICAN HEART ASSOCIATION-OC HEART WALK
4600 CAMPUS DRIRVINECA92617NONENON-PROFIT ORGANIZATION$500
ARIZONA COUNCIL ON ECONOMIC EDUCATION
3260 N HAYDEN RD STE 207SCOTTSDALEAZ85251NONENON-PROFIT ORGANIZATION$5,000
ARTHRITIS FOUNDATION GREAT WEST REGION
115 NE 100TH ST 350SEATTLEWA98125NONENON-PROFIT ORGANIZATION$100
BANCHERO DISABILITY PARTNERS
13732 MIDVALE AVE N 103SEATTLEWA98133NONENON-PROFIT ORGANIZATION$5,000
BAY AREA FINANCIAL EDUCATION FOUNDATION
555 CALIFORNIA ST STE 4925SAN FRANCISCOCA94104NONENON-PROFIT ORGANIZATION$5,000
BLIND CHILDREN'S LEARNING CENTER
18542-B VANDERLIP AVESANTA ANACA92705NONENON-PROFIT ORGANIZATION$100
BLIND CHILDREN'S LEARNING CENTER
18542-B VANDERLIP AVESANTA ANACA92705NONENON-PROFIT ORGANIZATION$100
BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST
17701 COWAN SUITE 110IRVINECA92614NONENON-PROFIT ORGANIZATION$20,000
C5LA
3100 N BROADWAYLOS ANGELESCA90031NONENON-PROFIT ORGANIZATION$5,000
CAESURA YOUTH ORCHESTRA
8548 WYNGATE STSUNLANDCA91040NONENON-PROFIT ORGANIZATION$5,000
CALIFORNIA CASA ASSOC
663 13TH STREETOAKLANDCA94612NONENON-PROFIT ORGANIZATION$5,000
CALIFORNIA COUNCIL ON ECONOMIC EDUCATION
23430 HAWTHORNE BLVD 280TORRANCECA90505NONENON-PROFIT ORGANIZATION$5,000
CAMEO
1 HALLIDIE PLAZA SUITE 715SAN FRANCISCOCA94102NONENON-PROFIT ORGANIZATION$5,000
CEDAR HOUSE LIFE CHANGE CENTER
18612 SANTA ANA AVENUEBLOOMINGTONCA92316NONENON-PROFIT ORGANIZATION$5,000
CERRITOS COLLEGE FOUNDATION
111110 ALONDRA BLVDNORFOLKCA90650NONENON-PROFIT ORGANIZATION$100
CHARITABLE VENTURES OF ORANGE COUNTY
4041 MACARTHUR BLVD SUITE 510NEWPORT BEACHCA92660NONENON-PROFIT ORGANIZATION$5,000
CHARITABLE VENTURES OF ORANGE COUNTY
4041 MACARTHUR BLVD SUITE 510NEWPORT BEACHCA92660NONENON-PROFIT ORGANIZATION$10,000
CHARITABLE VENTURES OF ORANGE COUNTY
4041 MACARTHUR BLVD SUITE 510NEWPORT BEACHCA92660NONENON-PROFIT ORGANIZATION$5,000
CHARITABLE VENTURES OF ORANGE COUNTY
4041 MACARTHUR BLVD SUITE 510NEWPORT BEACHCA92660NONENON-PROFIT ORGANIZATION$250
CHILDREN INCORPORATED
ATTN DONOR SERVICESNORTH CHESTERFIELDVA23235NONENON-PROFIT ORGANIZATION$120
CHILDREN INCORPORATED
PO BOX 72848NORTH CHESTERFIELDVA23235NONENON-PROFIT ORGANIZATION$360
CHILDRENS HOSPITAL COLORADO FOUNDATION
ATTN COURAGE CLASSICDENVERCO802175003NONENON-PROFIT ORGANIZATION$275
CHILDRENS HOSPITAL COLORADO FOUNDATION
PO BOX 5003DENVERCO802175003NONENON-PROFIT ORGANIZATION$300
COLORADO COLLEGE
PO BOX 1117COLORADO SPRINGSCO809019897NONENON-PROFIT ORGANIZATION$500
COMMUNITIES IN SCHOOLS OF TACOMA
2141 SOUTH J STREETTACOMAWA98405NONENON-PROFIT ORGANIZATION$5,000
COMMUNITY INSTITUTE FOR PSYCHOTHERAPY
1330 LINCOLN AVENUE 201SAN RAFAELCA94901NONENON-PROFIT ORGANIZATION$5,000
CONTRA COSTA CRISIS CENTER
307 LENNON LNWALNUT CREEKCA94598NONENON-PROFIT ORGANIZATION$5,000
COURT APPOINTED SPECIAL ADVOCATES OC
1505 E 17TH STREET SUITE 214SANTA ANACA92705NONENON-PROFIT ORGANIZATION$5,000
COYOTE CREEK PTO
2861 BANEBERRY CTHIGHLANDS RANCHCO80129NONENON-PROFIT ORGANIZATION$60
CYSTIC FIBROSIS FOUNDATION OC OFFICE
1801 E EDINGER AVESANTA ANACA92705NONENON-PROFIT ORGANIZATION$75
CYSTIC FIBROSIS FOUNDATION OC OFFICE
SOUTHERN CA CHAPTER OC OFFICESANTA ANACA92705NONENON-PROFIT ORGANIZATION$100
DAVIS MAGNET SCHOOL EDUCATION FOUNDATION
1050 ARLINGTON DRIVECOSTA MESACA92626NONENON-PROFIT ORGANIZATION$500
DISABLED SPORTS EASTERN SIERRA
POST OFFICE BOX 7275MAMMOTH LAKESCA935467275NONENON-PROFIT ORGANIZATION$100
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONENON-PROFIT ORGANIZATION$100
DOCTORS WITHOUT BORDERS USA
40 RECTOR ST 16TH FLOORNEW YORKNY10006NONENON-PROFIT ORGANIZATION$100
DOWN SYNDROME COMMUNITY OF PUGET SOUND
4616 25TH AVE NESEATTLEWA98105NONENON-PROFIT ORGANIZATION$100
EDUCATION EQUALS OPPORTUNITY TOO
180 E OCEAN BLVD SUITE 650LONG BEACHCA90802NONENON-PROFIT ORGANIZATION$2,500
EL SOL FOUNDATION
1010 N BROADWAYSANTA ANACA92701NONENON-PROFIT ORGANIZATION$10,000
EL VIENTO FOUNDATION
8071 SLATER AVENUE SUITE 200HUNTINGTON BEACHCA92647NONENON-PROFIT ORGANIZATION$5,000
ELMO ED FUND
3920 STRING STORANGECA92869NONENON-PROFIT ORGANIZATION$100
EPILEPSY FOUNDATION
8301 PROFESSIONAL PL STE 200LANDOVERMD20785NONENON-PROFIT ORGANIZATION$200
FAIR HOUSING ADVOCATES OF NORTHERN CA
1314 LINCOLN AVE STE ASAN RAFAELCA94901NONENON-PROFIT ORGANIZATION$5,000
FINANCIAL BEGINNINGS OR
2505 SW SPRING GARDEN STPORTLANDOR97219NONENON-PROFIT ORGANIZATION$5,000
FINANCIAL BEGINNINGS OR
2505 SW SPRING GARDEN STPORTLANDOR97219NONENON-PROFIT ORGANIZATION$5,000
FINANCIAL BEGINNINGS WA
2505 SW SPRING GARDEN STREET SUITEPORTLANDOR97219NONENON-PROFIT ORGANIZATION$5,000210
FIRST TEE OF ORANGE COUNTY
430 N GILBERT STREETANAHEIMCA92801NONENON-PROFIT ORGANIZATION$5,000
FOOD BANK OF CONTRA COSTA & SOLANO
PO BOX 6324CONCORDCA94524NONENON-PROFIT ORGANIZATION$100
FOOD BANK OF CONTRA COSTA & SOLANO
PO BOX 6324CONCORDCA94524NONENON-PROFIT ORGANIZATION$100
FOOD LIFELINE
815 S 96TH STSEATTLEWA98108NONENON-PROFIT ORGANIZATION$5,000
FOUNDATION FOR LA COMMUNITY COLLEGES
770 WILSHIRE BOULEVARD 9TH FLOORLOS ANGELESCA90017NONENON-PROFIT ORGANIZATION$10,000
GLENDALE YOUTH ALLIANCE
1255 SOUTH CENTRAL AVENUEGLENDALECA91204NONENON-PROFIT ORGANIZATION$5,000
GO FOR BROKE NATIONAL EDUCATION CENTER
355 E FIRST ST STE 200LOS ANGELESCA90012NONENON-PROFIT ORGANIZATION$100
HELP
1404 CRAVENS AVETORRANCECA90501NONENON-PROFIT ORGANIZATION$5,000
HOPE INC
21231 HAWTHORNE BLVDTORRANCECA90503NONENON-PROFIT ORGANIZATION$5,000
HOPE THROUGH HOUSING FOUNDATION
9421 HAVEN AVERANCHO CUCAMONGACA91730NONENON-PROFIT ORGANIZATION$5,000
HOPEWORKS SOCIAL ENTERPRISES
3331 BROADWAYEVERETTWA98201NONENON-PROFIT ORGANIZATION$5,000
HOUSING DEVELOPMENT CONSORTIUM
1326 5TH AVENUE SUITE 230SEATTLEWA98101NONENON-PROFIT ORGANIZATION$5,000
INVESTED
606 OAKESDALE AVE SWRENTONWA98057NONENON-PROFIT ORGANIZATION$5,000
ISSAQUAH FOOD AND CLOTHING BANK
179 1ST AVE SEISSAQUAHWA98027NONENON-PROFIT ORGANIZATION$5,000
JUNIOR ACHIEVEMENT OF ARIZONA
636 W SOUTHERN AVETEMPEAZ85282NONENON-PROFIT ORGANIZATION$5,000
JUNIOR ACHIEVEMENT OF OR & SW WA
7830 SE FOSTER ROADPORTLANDOR97206NONENON-PROFIT ORGANIZATION$5,000
JUNIOR ACHIEVEMENT OF ORANGE COUNTY
301 EAST 17TH ST SUITE 202COSTA MESACA92627NONENON-PROFIT ORGANIZATION$10,000
JUNIOR ACHIEVEMENT OF WASHINGTON
1700 WESTLAKE AVE N 100SEATTLEWA98109NONENON-PROFIT ORGANIZATION$5,000
LA GOAL
4911 OVERLAND AVECULVER CITYCA90230NONENON-PROFIT ORGANIZATION$5,000
LEUKEMIA & LYMPHONA SOCIETY - TX
8111 LBJ FREEWAY SUITE 425DALLASTX75251NONENON-PROFIT ORGANIZATION$200
LIFT DEVELOPMENT ENTERPRISES INC
10755 SCRIPPS POWAY PWY STE 202SAN DIEGOCA92131NONENON-PROFIT ORGANIZATION$5,000
LOCAL INITIATIVE SUPPORT COALITION
500 S GRAND AVE SUITE 2300LOS ANGELESCA90071NONENON-PROFIT ORGANIZATION$5,000
LUPUS FOUNDATION OF AMERICA
2121 K STREET NW SUITE 200WASHINGTONDC20037NONENON-PROFIT ORGANIZATION$1,000
MAKE A WISH GREATER LOS ANGELES
11390 W OLYMPIC BLVD SUITE 300LOS ANGELESCA90064NONENON-PROFIT ORGANIZATION$100
MARIN CENTER FOR INDEPENDENT LIVING
710 FOURTH STREETSAN RAFAELCA94901NONENON-PROFIT ORGANIZATION$5,000
MARY ERICKSON COMMUNITY HOUSING
1291 PUERTA DEL SOL 200SAN CLEMENTECA92673NONENON-PROFIT ORGANIZATION$5,000
MARY'S PLACE
PO BOX 1711SEATTLEWA98111NONENON-PROFIT ORGANIZATION$250
MARY'S PLACE
PO BOX 1711SEATTLEWA98111NONENON-PROFIT ORGANIZATION$250
METROPOLITAN AREA ADVISORY COMMITTEE
1355 THIRD AVENUECHULA VISTACA91911NONENON-PROFIT ORGANIZATION$5,000
METROPOLITAN AREA ADVISORY COMMITTEE
1355 THIRD AVENUECHULA VISTACA91911NONENON-PROFIT ORGANIZATION$300
MONARCH SCHOOL PROJECT
1625 NEWTON AVESAN DIEGOCA92113NONENON-PROFIT ORGANIZATION$10,000
NEIGHBORHOOD PARTNERSHIP HOUSING SERVICES
9551 PITTSBURGH AVERANCHO CUCAMONGACA91730NONENON-PROFIT ORGANIZATION$5,000
NFTE GREATER LA
350 S BIXEL ST STE 280LOS ANGELESCA90017NONENON-PROFIT ORGANIZATION$5,000
NORTH COAST REPERTORY THEATRE
987 LOMAS SANTA FE DRIVE SUITE DSOLANA BEACHCA92075NONENON-PROFIT ORGANIZATION$5,000
NORTHWEST ACCESS FUND
1437 S JACKSON ST STE 302SEATTLEWA98144NONENON-PROFIT ORGANIZATION$5,000
OPERATION JUMP START
3515 LINDEN AVENUELONG BEACHCA90807NONENON-PROFIT ORGANIZATION$5,000
OPPORTUNITY FUND
5701 SOUTH EASTERN AVENUE SUITE 120CITY OF COMMERCECA90040NONENON-PROFIT ORGANIZATION$5,000
ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BLVD 510NEWPORT BEACHCA92660NONENON-PROFIT ORGANIZATION$5,000
ORANGE COUNTY UNITED WAY
18012 MITCHELL AVE SIRVINECA92614NONENON-PROFIT ORGANIZATION$7,170
ORANGE COUNTY UNITED WAY
18012 MITCHELL AVE SIRVINECA92614NONENON-PROFIT ORGANIZATION$100
PATHWAYS OF HOPE
PO BOX 6326FULLERTONCA92834NONENON-PROFIT ORGANIZATION$5,000
PENINSULA EDUCATION FOUNDATION
300 PASEO DEL MARPALOS VERDES ESTATESCA90274NONENON-PROFIT ORGANIZATION$5,000
PHOENIX THEATRE INC
100 E MCDOWELLPHOENIXAZ85004NONENON-PROFIT ORGANIZATION$5,000
REBUILDING TOGETHER SAN DIEGO
2013 FRANKLIN AVESAN DIEGOCA92113NONENON-PROFIT ORGANIZATION$5,000
REGIS UNIVERSITY
3333 REGIS BLVD B16DENVERCO802211099NONENON-PROFIT ORGANIZATION$350
REGIS UNIVERSITY
ATTN DONOR SERVICESDENVERCO802211099NONENON-PROFIT ORGANIZATION$500
RESCUE ME
3001 SALEM RDWATKINSVILLEGA306773862NONENON-PROFIT ORGANIZATION$300
SAVE-A-MUTT
PO BOX 423SILVANAWA98287NONENON-PROFIT ORGANIZATION$500
SEATTLE CHILDREN'S HOSPITAL FOUNDATION
M/S S-200SEATTLEWA981455005NONENON-PROFIT ORGANIZATION$250
SHOES THAT FIT
1420 NORTH CLAREMONT BLVDCLAREMONTCA91711NONENON-PROFIT ORGANIZATION$451
SHORELINE-LAKE FOREST PARK ARTS COUNCIL
18560 1ST AVE NESHORELINEWA98155NONENON-PROFIT ORGANIZATION$5,000
SKID ROW HOUSING TRUST
1317 E 7TH STREETLOS ANGELESCA90021NONENON-PROFIT ORGANIZATION$5,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC20090NONENON-PROFIT ORGANIZATION$100
SMILE TRAIN
PO BOX 96231WASHINGTONDC20090NONENON-PROFIT ORGANIZATION$100
SOUND ART
2118 WILSHIRE BLVD 1170SANTA MONICACA90403NONENON-PROFIT ORGANIZATION$5,000
SPECIAL OLYMPICS OF WA
1809 7TH AVE SUITE 1509SEATTLEWA98101NONENON-PROFIT ORGANIZATION$100
ST JOSEPH THE WORKER
PO BOX 13503PHOENIXAZ85002NONENON-PROFIT ORGANIZATION$2,500
ST JOSEPH THE WORKER
PO BOX 13503PHOENIXAZ85002NONENON-PROFIT ORGANIZATION$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONENON-PROFIT ORGANIZATION$700
ST MARY MEDICAL CENTER FOUNDATION
1050 LINDEN AVELONG BEACHCA908133321NONENON-PROFIT ORGANIZATION$250
TEAM IMPACT
23 CORPORATE PLAZA STE 150NEWPORT BEACHCA92660NONENON-PROFIT ORGANIZATION$250
THE CHARGER EDUCATION FUND
C/O CHARLOTTE WOOD MIDDLE SCHOOLDANVILLECA94526NONENON-PROFIT ORGANIZATION$250
THE INTERNATIONAL RESCUE COMMITTEE
122 E 42ND ST 12TH FLOORNEW YORKNY10168NONENON-PROFIT ORGANIZATION$63
THE PEOPLE CONCERN
2116 ARLINGTON AVE SUITE 100LOS ANGELESCA90018NONENON-PROFIT ORGANIZATION$5,000
THE SALVATION ARMY
CONCORD CORPS DONATION PROCESSINGPRESCOTTAZ863046009NONENON-PROFIT ORGANIZATION$100
THE SALVATION ARMY
PO BOX 60009PRESCOTTAZ863046009NONENON-PROFIT ORGANIZATION$100
THUNDERBIRD FIELD II VETERANS MEMORIAL
8426 EAST SHEA BLVDSCOTTSDALEAZ85260NONENON-PROFIT ORGANIZATION$1,000
TRINITY YOUTH SERVICES
PO BOX 1210CLAREMONTCA91711NONENON-PROFIT ORGANIZATION$5,000
TURTLE ROCK ELEMENTARY PTA
5151 AMALFI DRIVEIRVINECA92603NONENON-PROFIT ORGANIZATION$75
UCSF BENIOFF CHILDREN'S HOSPITALS FNDTN
PO BOX 45339SAN FRANCISCOCA94145NONENON-PROFIT ORGANIZATION$200
UCSF BENIOFF CHILDREN'S HOSPITALS FNDTN
PO BOX 45339SAN FRANCISCOCA94145NONENON-PROFIT ORGANIZATION$200
VALLEYLIFE
1142 W HATCHER RDPHOENIXAZ85021NONENON-PROFIT ORGANIZATION$2,500
VENADO MIDDLE SCHOOL PTSA
4 DEERFIELD AVEIRVINECA92604NONENON-PROFIT ORGANIZATION$100
VFW PROCESSING CENTER
PO BOX 8958TOPEKAKS666088958NONENON-PROFIT ORGANIZATION$100
VIETNAMESE COMMUNITY OF ORANGE COUNTY
1618 W FIRST STREETSANTA ANACA92703NONENON-PROFIT ORGANIZATION$5,000
VILLAGE THEATRE
303 FRONT STREET NISSAQUAHWA98027NONENON-PROFIT ORGANIZATION$5,000
WARM WISHES
C/O MARINLINKSAN RAFAELCA94903NONENON-PROFIT ORGANIZATION$100
WHW
2803 MCGAW AVEIRVINECA92614NONENON-PROFIT ORGANIZATION$5,000
WHW
2803 MCGAW AVEIRVINECA92614NONENON-PROFIT ORGANIZATION$259
WISEPLACE
1411 NORTH BROADWAYSANTA ANACA92706NONENON-PROFIT ORGANIZATION$5,000
YMCA OF GREATER SEATTLE
909 4TH AVESEATTLEWA98104NONENON-PROFIT ORGANIZATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$413,563TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,054ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,054ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,054TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services EtcYes (1)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
OPUS BANK
1b(6)$149,550NO ONE IS COMPENSATED BY THE FOUNDATION. OPUS BANK PAYS ALL GENERAL AND ADMINISTRATIVE COSTS INCURRED BY THE FOUNDATION INCLUDING COMPENSATION AND BENEFITS OF THE OPUS BANK EMPLOYEES THAT PROVIDE SERVICES ON BEHALF OF THE FOUNDATION. THIS IS CONSIDERED A CONTRIBUTED ASSET OR SERVICE AND IS RECOGNIZED AT THE FAIR VALUE AS TEMPORARILY RESTRICTED. THE FAIR VALUE IS DETERMINED BY USING THE ACTUAL RATE OR SALARY PAID BY OPUS BANK FOR THE ASSETS AND SERVICES CONTRIBUTED.
OPUS BANK
1c$26,283OTHER GENERAL AND ADMINISTRATIVE COSTS INCURRED BY THE FOUNDATION.
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX PREPARATION FEESCategoryTxt
Amt$3,675Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Revenue And Expenses Per Books$175,833RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECONCILATION OF NET ASSETSDesc
Amt$11,903Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$58$0$0$0
STATE TAXES$60$0$0$0

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