PIEMONTE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PIEMONTE FOUNDATION (EIN 33-0687534)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-09-30
- IRS object ID
- 202002749349101155
- Schema version
- 2018v3.2
- 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
- Schedule B
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-30T20:24:23-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815052000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kieckhafer Schiffer LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 Oak Canyon Drive Suite 200 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926185231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330687534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Piemonte Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIEM | BusinessNameControlTxt |
| Phone | 9495749964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Aschieris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9495749964 | PhoneNum |
| Signature | 2020-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James C Kieckhafer | PreparerPersonNm |
| PTIN | P00223581 | PTIN |
| Phone | 9492503900 | PhoneNum |
| Preparation | 2020-08-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.81.23.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-05 | IPDt |
| IP Tm | 08:40:51 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 840FA229AC37C2AE666228DA4D67D8AC0EEAAC49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF5E1940550961D05EC52A3F6C76304C0A32CFCB | 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 | $2,157,902 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $183,981 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $460,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $460,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $668,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,775 | 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 |
| Taxes Rev And Expnss | $280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,963 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $607,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $484,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,401 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,401 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $862,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,442,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,123,501 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $869,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,476,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,157,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $869,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,476,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $869,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,476,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $869,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,476,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $869,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $607,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,476,553 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,476,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Whittier Trust 001708 - ST Covered | P | 2018-12-01 | 2019-11-30 | $294,939 | $64,367 | $230,572 | $230,572 |
| Whittier Trust 001708 - LT Covered | P | 2013-04-26 | 2019-11-30 | $33,221 | $29,171 | $4,050 | $4,050 |
| Whittier Trust 821708 - ST Covered | P | 2018-12-01 | 2019-11-30 | $358,354 | $132,422 | $225,932 | $225,932 |
| Whittier Trust 821708 - LT Covered | P | 2018-05-25 | 2019-11-30 | $9,661 | $9,811 | -$150 | -$150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $460,404 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,178,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,280 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,058,803 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,563 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $881,034 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048310 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,945 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $883,593 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048603 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $848,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030195 | DistributionYr5Rt |
| Total Distribution | 0.211550 | TotalDistributionRt |
| Average Distribution | 0.042310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,580,198 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,706 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $216 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $325 | EsPenaltyAmt |
| Tax Due | $9,805 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | John E Aschieris | IndividualWithBooksNm |
| Phone | 9495749964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| John M Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | President/Director | 1.00 | $0 | $0 | $0 |
| Nellanne W Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | V-Pres/Director | 1.00 | $0 | $0 | $0 |
| John E Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Sec/CFO/Director | 1.00 | $0 | $0 | $0 |
| Michael S Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | V-Pres/Director | 1.00 | $0 | $0 | $0 |
| Ronald A Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Asst Sec/Director | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - NO DIRECT CHARITABLE ACTIVITIES ARE BEING UNDERTAKEN BY THIS FOUNDATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,576,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,604,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,604,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,580,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,696 | TotalTaxAmt |
| Distributable Before Adj | $69,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,033 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,033 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57 | 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 | $69,257 | 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) |
|---|---|---|
| Contributing Manager | John M Aschieris | ContributingManagerNm |
| Contributing Manager | Nellanne W Aschieris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Assistance League of Long Beach | |||||||
| 6220 E Sprint St | Long Beach | CA | 90815 | None | Tax-Exempt | General Fund | $20,000 |
| Dolores Mission School | |||||||
| 170 S Gless St | Los Angeles | CA | 90033 | None | Tax-Exempt | General Fund | $150 |
| Help Hope Live | |||||||
| 100 Matsonford Rd Ste 100 | Radnor | PA | 19087 | None | Tax-Exempt | General Fund | $500 |
| Hoag Hospital Foundation | |||||||
| 330 Placentia Ave 100 | Newport Beach | CA | 92663 | None | Tax-Exempt | General Fund | $3,000 |
| Holy Family Church | |||||||
| 1527 Fremont Ave | South Pasadena | CA | 91030 | None | Tax-Exempt | General Fund | $300 |
| Loyola High School | |||||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | None | Tax-Exempt | General Fund | $400 |
| Pedal The Cause | |||||||
| 512 Via Valle 302 | Solana Beach | CA | 92075 | None | Tax-Exempt | General Fund | $950 |
| Solana Beach Presbyterian Church | |||||||
| 120 Stevens Ave | Solana Beach | CA | 92075 | None | Tax-Exempt | General Fund | $300 |
| The Loyola Fund | |||||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | None | Tax-Exempt | General Fund | $1,000 |
| Trojan League of Orange County | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $600 |
| USC - Orthodontic Department of the Ostrow School of Dentistry | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $20,000 |
| USC Associates | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $500 |
| USC Athletics | |||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $1,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,090 | 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 | $24,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $460,404 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $460,404 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $484,775 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | Proceeds from the sale of securities are used to fund contributions |
| 8 | to various charitable organizations. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| John E Aschieris | ||||||
| 1 | 417 Cambridge Cir | Costa Mesa | CA | 92627 | $65,403 | Yes (X) |
| Michael S Aschieris | ||||||
| 2 | 244 24th St | Del Mar | CA | 92014 | $59,289 | Yes (X) |
| Ronald A Aschieris | ||||||
| 3 | 725 Busch Garden Dr | Pasadena | CA | 91105 | $59,289 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 460 shares of ZIMMER HOLDINGS INC COM at $142.18/share | $65,403 | 2019-11-11 |
| 2 | 417 shares of ZIMMER HOLDINGS INC COM at $142.18/share | $59,289 | 2019-11-11 |
| 3 | 417 shares of ZIMMER HOLDINGS INC COM at $142.18/share | $59,289 | 2019-11-11 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Code Section 4942(h) and Regulation Section 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock Portfolio | StockNm |
| EOY Book Value | $1,442,152 | EOYBookValueAmt |
| EOYFMV | $2,123,501 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $11,948 | $0 | $0 |
| Bank Charges | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Franchise Tax | $10 | $0 | $0 |
| Tax-Exempt Status Filing Fee | $75 | $0 | $0 |
| Foreign Taxes | $195 | $0 | $0 |
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