GIANCOLA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GIANCOLA FAMILY FOUNDATION (EIN 86-1009987)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-12
- IRS object ID
- 202002259349100230
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-12T21:44:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET M DAVIS CPA CFP | PreparerPersonNm |
| PTIN | P00166716 | PTIN |
| Phone | 5206209851 | PhoneNum |
| Preparation | 2020-05-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $591,631 | 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 | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $66 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,875 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,875 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $235,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $51,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,943 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,665 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,943 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,193 | CashBOYAmt |
| Cash EOY | $14,011 | CashEOYAmt |
| Cash EOYFMV | $14,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,338 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $294,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $205,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $441,282 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $352,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $591,631 | 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 | -$140,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$137,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $352,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $352,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $352,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,404 | ExcessRevenueOverExpensesAmt |
| Subtotal | $355,629 | SubtotalAmt |
| Other Decreases | $68 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $564,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106143 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $559,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068773 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $548,678 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $597,066 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $621,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078518 | DistributionYr5Rt |
| Total Distribution | 0.392167 | TotalDistributionRt |
| Average Distribution | 0.078433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $549,187 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,074 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,820 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $840 | OverpaymentAmt |
| Applied To ES Tax | $840 | 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 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 | $40,820 | 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 | $420,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $557,550 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $557,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $549,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,459 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $27,459 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,459 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,820 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,820 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,459 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,820 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,459 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,361 | RemainingDistriFromCorpusAmt |
| Total Corpus | $98,064 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,713 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,832 | ExcessFromYear4Amt |
| Excess From Year3 | $19,141 | ExcessFromYear3Amt |
| Excess From Year2 | $11,334 | ExcessFromYear2Amt |
| Excess From Year1 | $31,683 | ExcessFromYear1Amt |
| Excess From Current Year | $13,361 | 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 |
|---|---|---|---|---|---|---|---|
| CHRIST COMMUNITY CHURCH | |||||||
| 530 S PANTANO CHURCH | TUCSON | AZ | 85710 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| COMMUNITY FOUNDATION OF MONTEREY CO | |||||||
| 2354 GARDEN ROAD | MONTERAY | CA | 93940 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| CORAZON MINISTRIES | |||||||
| 1955 W GRANT RD STE 220 | TUCSON | AZ | 85745 | NONE | TAX EXEMPT | UNRESTRICTED | $200 |
| COVENANT PLAYERS | |||||||
| PO BOX 2900 | OXNARD | CA | 93034 | NONE | TAX EXEMPT | UNRESTRICTED | $250 |
| COVENANT PRESBYTERIAN CHURCH | |||||||
| 520 S KINGS HIGHWAY | CHERRY HILL | NJ | 08034 | NONE | TAX EXEMPT | UNRESTRICTED | $100 |
| FAMILY TALK RADIO | |||||||
| 540 ELKTON DRIVE | COLORADO SPRNGS | CO | 80907 | NONE | TAX EXEMPT | UNRESTRICTED | $500 |
| GOSPEL FRIENDSHIPS | |||||||
| 13 BROAD STREET | HARTFIELD | PA | 19440 | NONE | TAX EXEMPT | UNRESTRICTED | $2,400 |
| GREENBAUM YOURTH FOUNDATION | |||||||
| 5716 CARMEL VALLEY ROAD | CARMEL | CA | 93923 | NONE | TAX EXEMPT | UNRESTRICTED | $100 |
| HARVARD UNIVERSITY | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NONE | TAX EXEMPT | UNRESTRICTED | $7,500 |
| HARVARD VARSITY CLUB | |||||||
| 65 N HARVARD STREET | BOSTON | MA | 02163 | NONE | TAX EXEMPT | UNRESTRICTED | $500 |
| MERCY HILL PRESYBTERIAN CHURCH | |||||||
| 816 N DELSE DRIVE STE 22 | GLASSBORO | NJ | 08028 | NONE | TAX EXEMPT | UNRESTRICTED | $1,950 |
| 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 | $7,620 |
| PEBBLE BEACH FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | NON | TAX EXEMPT | UNRESTRICTED | $1,000 |
| PLEASANT VALLEY BIBLE CHURCH | |||||||
| 1101 PONDEROSA DRIVE | CAMARILLO | CA | 93010 | NONE | TAX EXEMPT | UNRESTRICTED | $2,000 |
| REFORMED UNIVERSITY FELLOWSHIP | |||||||
| PO BOX 890004 | CHARLOTTE | NC | 28289 | NONE | TAX EXEMPT | UNRESTRICTED | $500 |
| SALVATION ARMY | |||||||
| 1491 CONTERA COSTA | SEASIDE | CA | 93955 | NON | TAX EXEMPT | UNRESTRICTED | $100 |
| SIERRA NEVADA COLLEGE | |||||||
| 999 TAHOE BOULEVARD | INCLINE VILLAGE | NV | 89451 | NONE | TAX EXEMPT | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,820 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,921 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,941 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,923 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,864 | 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 | $975 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | SoldSoldDt |
|---|---|---|---|---|---|
| SHORT TERM COVERED | PURCHASE | $87,902 | $82,130 | $5,772 | |
| LONG TERM COVERED | PURCHASE | $108,573 | $74,882 | $33,691 | 2019-12 |
| LONG TERM NONCOVERED | PURCHASE | $38,750 | $33,359 | $5,391 | 2019-12 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK PORTFOLIO | $193,237 | $428,657 |
| PREFERRED STOCK PORTFOLIO | $11,975 | $12,625 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX PSHIP INCOME DIFFERENCE | Desc |
| Amt | $68 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,665 | Amt |
| Net Investment Income | $6,665 | NetInvestmentIncomeAmt |
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