THE LOS ANGELES COMMUNITY FOUNDATIO N: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LOS ANGELES COMMUNITY FOUNDATIO N (EIN 95-4039929)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-30
- IRS object ID
- 202001219349101810
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-30T16:53:58-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201376041 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENCHACA & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 WILSHIRE BLVD SUITE 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954039929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ANGELES COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOSA | BusinessNameControlTxt |
| Phone | 2134134130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 S FIGUEROA STREET NO 400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD YUBA | PersonNm |
| Person Title | VP, OPRTNS & ADMIN | PersonTitleTxt |
| Phone | 2134134130 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J MENCHACA | PreparerPersonNm |
| PTIN | P00331743 | PTIN |
| Phone | 2136833317 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 91.207.175.235 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-30 | IPDt |
| IP Tm | 14:40:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 36AB022C82DB77C8982C9BCF7F5FCD69EDAB2316 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36AB022C82DB77C8982C9BCF7F5FCD69EDAB2316 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,676 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161 | 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 |
| Other Expenses Rev And Expnss | $107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $6,621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,676 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,621 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,676 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $6,676 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED LOSS ON POOLED INVESTMENT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Cost Or Other Basis | $4 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $70,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.973841 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,199 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $191,721 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.684323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,256 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $273,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $224,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $142,210 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 2.779665 | TotalDistributionRt |
| Average Distribution | 0.555933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | TaxDueAmt |
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 | WWW.CALFUND.ORG | WebsiteAddressTxt |
| Individual With Books | CALIFORNIA COMMUNITY FOUNDATION | IndividualWithBooksNm |
| Phone | 2134134130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 S FIGUEROA STREET SUITE 400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | 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 (27 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 |
|---|---|---|---|---|---|---|---|---|
| PETER ADAMSON | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| GWEN BABA | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| JAMES BERLINER | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| LOUISE BRYSON | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ALEJANDRA CAMPOVERDI | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| PATRICK DOWLING MD | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ELYSSA ELBAZ | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| XAVIER GUTIERREZ | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MELONI HALLOCK | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| EVA HO | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MELVIN LINDSEY | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ROBERT LOVELACE | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| GLORIA MOLINA | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| DAVID NEWMAN | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| THOMAS SAENZ | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MIGUEL SANTANA | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| THERESE TUCKER | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| FIDEL VARGAS | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| KARIM WEBB | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| DANIEL WEISS | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ANTONIA HERNADEZ | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| STEVEN COBB | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | CFO | 0.50 | $0 | $0 | $0 |
| JOHN KOBARA | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | COO | 0.50 | $0 | $0 | $0 |
| MARIA THERESA MOSQUEDA | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | VP, DEVELOPMENT & DONOR RELATIONS | 0.50 | $0 | $0 | $0 |
| EFRAIN ESCOBEDO | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | VP, EDUCATION & IMMIGRATION | 0.50 | $0 | $0 | $0 |
| ANN SEWILL | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | VP, HEALTH & HOUSING | 0.50 | $0 | $0 | $0 |
| TODD YUBA | ||||||||
| 221 S FIGUEROA STREET 400 | LOS ANGELES | CA | 90012 | VP, OPERATIONS & ADMINISTRATION | 0.50 | $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 | $6,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $324 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $19,773 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $135,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $276,885 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $324 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $324 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $276,561 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,449 | ExcessFromYear3Amt |
| Excess From Year2 | $121,753 | ExcessFromYear2Amt |
| Excess From Year1 | $135,359 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | POOLED INVESTMENTS OF CA COM. FDTN. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,676 | BookValueAmt |
| EOYFMV | $6,676 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $100 | $0 | $0 |
| INVESTMENT MANAGER FEES | $7 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $5 | Amt |
Comments