SAMUELI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMUELI FOUNDATION (EIN 33-0758237)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202003109349100100
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T02:04:47-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453269313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5882 BOLSA AVENUE SUITE 100 | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92649 | 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 | 330758237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUELI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 9497604300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY NO 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SCHULMAN | PersonNm |
| Person Title | SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 9494604300 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 3109822803 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.98.172.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 00:01:39 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CF83E5C490003369155472C97745BD4117DF37AD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF83E5C490003369155472C97745BD4117DF37AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $402,610 | 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 | $1,751,054 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $492 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,828 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,746,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,320 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,637 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,310 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $262,797 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $210,238 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,883 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,906 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $76,079 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,020 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,432 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,980 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,980 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,669 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,479 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $225,941 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $206,866 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $77,566 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $77,566 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $993,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $755,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $492,894 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $492,894 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,486,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,248,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $259,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $146,769 | CashEOYAmt |
| Cash EOYFMV | $146,769 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $140,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,841 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,165 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,165 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,473 | LandBOYAmt |
| Land EOY | $11,000 | LandEOYAmt |
| Land EOYFMV | $11,000 | LandEOYFMVAmt |
| Total Assets BOY | $143,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $402,610 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,102 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,030 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,030 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $139,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $399,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $402,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $259,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $399,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 11,580 SHARES ANTERO RESOURCES | D | 2019-03-05 | 2019-03-06 | $99,819 | $25,583 | $74,236 | $74,236 |
| 1,001 SHARES SPOTIFY TECHNOLOGY | D | 2019-12-04 | 2019-12-04 | $146,478 | $30,886 | $115,592 | $115,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,831,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $232,163 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 7.890857 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,523,655 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $166,873 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 9.130626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $906,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $354,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.554586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $870,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $383,397 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.269645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $896,190 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $269,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.328344 | DistributionYr5Rt |
| Total Distribution | 25.174058 | TotalDistributionRt |
| Average Distribution | 5.034812 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $224,860 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,132,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,655 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,133,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,248,834 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,655 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,655 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,790 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,790 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $135 | OverpaymentAmt |
| Applied To ES Tax | $135 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SAMUELI.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL SCHULMAN | IndividualWithBooksNm |
| Phone | 9497604300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY SUITE 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926251941 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| HENRY SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL SCHULMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| GERALD SOLOMON | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | EXECUTIVE DIRECTOR | 8.00 | $101,637 | $2,740 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE FREEMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | PROGRAM MANAGER | 40.00 | $136,295 | $5,412 | $0 |
| WAYAN KAUFMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | EXECUTIVE ASSISTANT | 40.00 | $76,271 | $763 | $0 |
| VICTORIA TORRES | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | PROGRAM MANAGER | 40.00 | $51,231 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H&S VENTURES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY SUITE 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $124,422 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $228,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $228,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,655 | TotalTaxAmt |
| Distributable Before Adj | $9,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,248,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,248,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,655 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,247,179 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $888,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $862,906 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $902,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,519,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,826,147 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,999,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,248,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,239,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,238,409 | 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 | $888,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,350,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $862,906 | ExcessFromYear4Amt |
| Excess From Year3 | $902,267 | ExcessFromYear3Amt |
| Excess From Year2 | $1,519,741 | ExcessFromYear2Amt |
| Excess From Year1 | $1,826,147 | ExcessFromYear1Amt |
| Excess From Current Year | $1,239,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN SAMUELI | ContributingManagerNm |
| Contributing Manager | HENRY SAMUELI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4GIRLS | ||||||||
| PO BOX 41452 | LONG BEACH | CA | 90853 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| AIM HEALTH INSTITUTE | ||||||||
| 908 NEW HAMPSHIRE AVENUE NW SUITE | WASHINGTON | DC | 20037 | NONE | PC | HEALTH | $10,000 | 200 |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | NONE | PC | EDUCATION | $5,000 | |
| AMERICAN COLLEGE OF PERIOPERATIVE MEDICINE | ||||||||
| 3334 E COAST HIGHWAY 201 | CORONA DEL MAR | CA | 92625 | NONE | PC | HEALTH | $7,500 | |
| ANAHEIM COMMUNITY FOUNDATION | ||||||||
| 200 S ANAHEIM BLVD SUITE 433 | ANAHEIM | CA | 92805 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| BLOOM FOUNDATION | ||||||||
| 14271 JEFFREY ROAD 282 | IRVINE | CA | 92620 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| CASA TERESA | ||||||||
| PO BOX 429 | ORANGE | CA | 92856 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | HEALTH | $10,000 | |
| CHARITABLE VENTURES OF ORANGE COUNTY | ||||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 NORTH ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | HEALTH | $5,000 | |
| CROSSOVER DOWNTOWN OUTREACH MINISTRY | ||||||||
| 401 W COURT STREET | FLINT | MI | 40803 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT BEACH | CA | 92657 | NONE | PC | EDUCATION | $10,000 | |
| EVERY MONDAY MATTERS | ||||||||
| 321 PASS AVENUE SUITE 152 | BURBANK | CA | 91505 | NONE | PC | EDUCATION | $5,000 | |
| FAMILY MEDICINE EDUCATION CONSORTIUM | ||||||||
| 7795 RAINTREE ROAD | DAYTON | CA | 45459 | NONE | PC | HEALTH | $15,000 | |
| FRIENDS OF IR DAVID | ||||||||
| 1300 FLATBUSH AVENUE | BROOKLYN | NY | 11210 | NONE | PC | RELIGIOUS | $25,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 4000 RESERVOIR RD NW BUILDING D | WASHINGTON | DC | 20057 | NONE | PC | HEALTH | $10,000 | SUITE 120 |
| GIRL SCOUTS OF ORANGE COUNTY | ||||||||
| 9500 TOLEDO WAY SUITE 100 | IRVINE | CA | 92618 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| GLOBAL GLOW | ||||||||
| 2321 E 4TH STREET SUITE C PMB 616 | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| GRANDMA'S HOUSE OF HOPE | ||||||||
| 1505 E 17TH STREET 116 | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| GRANTMAKERS OF EDUCATION | ||||||||
| 720 SW WASHINGTON ST SUITE 605 | PORTLAND | OR | 97205 | NONE | PC | EDUCATION | $250 | |
| HARBOR VIEW PARENT FACULTY ORGANIZATION | ||||||||
| 900 GOLDENROD AVENUE | CORONA DEL MAR | CA | 92626 | NONE | PC | EDUCATION | $3,000 | |
| INNOVATE EDUCATE | ||||||||
| PO BOX 9919 | SANTA FE | NM | 87504 | NONE | PC | EDUCATION | $10,000 | |
| JF SHEA THERAPEUTIC RIDING CENTER | ||||||||
| 26284 OSO ROAD | SAN JUAN CAPISTRANO | CA | 92765 | NONE | PC | SOCIAL SERVICES | $12,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | RELIGIOUS | $3,600 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 2 CORPORATE PARK SUITE 106 | IRVINE | CA | 92606 | NONE | PC | HEALTH | $500 | |
| MAGNET EDUCATIONAL CHOICE ASSOCIATION | ||||||||
| 1450 NE 2ND AVE ROOM 352 | MIAMI | CA | 33032 | NONE | PC | EDUCATION | $1,080 | |
| MARCONI FOUNDATION FOR KIDS | ||||||||
| 1302 INDUSTRIAL DRIVE | TUSTIN | CA | 92780 | NONE | PC | SOCIAL SERVICES | $6,500 | |
| MARCONI SOCIETY | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | NONE | PC | EDUCATION | $10,000 | |
| MEOWWZRESQ | ||||||||
| 960 N TUSTIN ST 200 | ORANGE | CA | 92867 | NONE | PC | ANIMAL RESCUE | $5,500 | |
| NATIONAL ACADEMY OF INVENTORS | ||||||||
| 3702 SPECTRUM BLVD SUITE 165 | TAMPA | FL | 33612 | NONE | PC | EDUCATION | $10,000 | |
| OC COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SOCIAL SERVICES | $150 | |
| OC SAFEHOMES | ||||||||
| 1000 QUAIL STREET 100 | NEWPORT BEACH | CA | 92660 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| ONEOC | ||||||||
| 1901 E FOURTH STREET SUITE 100 | SANTA ANA | CA | 92705 | NONE | PC | EDUCATION | $30,000 | |
| ORANGE COUNTY BIRD OF PREY CENTER | ||||||||
| 25422 TRABUCO ROAD 105-541 | LAKE FOREST | CA | 926302797 | NONE | PC | EDUCATION | $1,000 | |
| ORANGE COUNTY CONSERVATION CORPS | ||||||||
| 1853 NORTH RAYMOND AVENUE | ANAHEIM | CA | 92801 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION | ||||||||
| 1010 N MAIN STREET | SANTA ANA | CA | 92701 | NONE | PC | EDUCATION | $10,000 | |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $8,703 | |
| PAST FOUNDATION | ||||||||
| 1003 KINNEAR ROAD | COLUMBUS | OH | 43212 | NONE | PC | HEALTH | $30,294 | |
| PEDIATRIC THERAPY NETWORK | ||||||||
| 1815 W 213TH ST SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | HEALTH | $1,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | EDUCATION | $500 | |
| PROGRAM FOR TORTURE VICTIMS | ||||||||
| 3550 WILSHIRE BLVD STE 1906 | LOS ANGELES | CA | 90010 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| PROJECT SCIENTIST | ||||||||
| PO BOX 515 | LAGUNA BEACH | CA | 92652 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| QUAN AM BUDDHIST MEDITATION | ||||||||
| 12670 18TH STREET | REDLANDS | CA | 92373 | NONE | PC | RELIGIOUS | $2,000 | |
| SCHOOLPOWER-LAGUNA BEACH EDUCATION FOUNDATION | ||||||||
| 733 ST ANNS DRIVE | LAGUNA BEACH | CA | 92651 | NONE | PC | EDUCATION | $10,000 | |
| SHADY CANYON GOLF CLUB CHARITABLE FOUNDATION | ||||||||
| 100 SHADY CANYON DRIVE | IRVINE | CA | 92603 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION | $8,167 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | ARTS | $1,000 | |
| SOUTHERN SYNCHRO SKIERS | ||||||||
| PO BOX 3200 | TELLURIDE | CO | 81435 | NONE | PC | SOCIAL SERVICES | $6,000 | |
| ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL | ||||||||
| 31641 LA NOVIA AVE | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | EDUCATION | $25,000 | |
| STARS AND STRIPES CHILDREN'S FOUNDATION | ||||||||
| PO BOX 7572 | LAGUNA NIGUEL | CA | 92067 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| SUZANNE SOMERS FOUNDATION | ||||||||
| PO BOX 1787 | CANYON COUNTRY | CA | 91386 | NONE | PC | HEALTH | $10,000 | |
| THE 1939 CLUB | ||||||||
| 8950 W OLYMPIC BLVD SUITE 437 | BEVERLY HILLS | CA | 90211 | NONE | PC | RELIGIOUS | $650 | |
| THE CHILDREN'S CENTER AT CALTECH | ||||||||
| 1200 E CALIFORNIA BLVD MAIL CODE | PASADENA | CA | 91125 | NONE | PC | EDUCATION | $5,000 | 1-133 |
| THE FOUNDATION FOR NEW EDUCATION INITIATIVES | ||||||||
| 1450 NE 2ND AVE STE 776 | MIAMI | FL | 33132 | NONE | PC | EDUCATION | $5,000 | |
| THE PEGASUS SCHOOL | ||||||||
| 19692 LEXINGTON LANE | HUNTINGTON BEACH | CA | 92646 | NONE | PC | EDUCATION | $10,000 | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| VOCATIONAL VISIONS | ||||||||
| 26041 PALA | MISSION VIEJO | CA | 92691 | NONE | PC | SOCIAL SERVICES | $1,500 | |
| YMCA OF ORANGE COUNTY | ||||||||
| 13821 NEWPORT AVENUE SUITE 200 | TUSTIN | CA | 927807803 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| YWCA OF ORANGE COUNTY | ||||||||
| 215 E COMMONWEALTH AVENUE SUITE F | FULLERTON | CA | 92832 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $492,894 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $492 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,265 | 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 |
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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| H&S INVESTMENTS LP | |||||||
| 1 | 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | $1,500,000 | Yes (X) | |
| HS MANAGEMENT LP | |||||||
| 2 | 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | $104,683 | Yes (X) | |
| HS MANAGEMENT LP | |||||||
| 3 | 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 926251941 | $146,371 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 11,580 SHARES ANTERO RESOURCES | $104,683 | 2019-03-05 |
| 3 | 1,001 SHARES SPOTIFY TECHNOLOGY | $146,371 | 2019-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| SOFTWARE - WEBSITE | 2008-01-11 | $14,700 | $14,700 | SL | 3.000000000000 | $0 | $0 | |
| SOFTWARE - IOS APP | 2012-12-01 | $6,000 | $6,000 | SL | 3.000000000000 | $0 | $0 | |
| GRANTMAKING WEBSITE | 2013-09-30 | $3,500 | $3,500 | SL | 3.000000000000 | $0 | $0 | |
| GRANTMAKING WEBSITE | 2013-10-03 | $3,695 | $3,695 | SL | 3.000000000000 | $0 | $0 | |
| LAPTOP | 2016-01-29 | $1,273 | $1,238 | SL | 3.000000000000 | $35 | $0 | |
| LAPTOP | 2016-02-24 | $1,205 | $1,172 | SL | 3.000000000000 | $33 | $0 | |
| LAPTOP | 2016-08-23 | $1,081 | $841 | SL | 3.000000000000 | $240 | $0 | |
| LAPTOP | 2016-09-12 | $2,652 | $2,062 | SL | 3.000000000000 | $590 | $0 | |
| LAPTOP | 2017-07-21 | $1,900 | $951 | SL | 3.000000000000 | $633 | $0 | |
| LAPTOP | 2018-03-28 | $2,437 | $813 | SL | 3.000000000000 | $812 | $0 | |
| DELL COMPUTERS WK & MF - DESKTOP | 2019-01-11 | $2,463 | SL | 3.000000000000 | $821 | $0 | ||
| DELL MARKETING - DELL DESKTOP GERALD | 2019-04-02 | $1,213 | SL | 3.000000000000 | $303 | $0 | ||
| SURFACE LAPTOP - VICTORIA TORRES | 2019-05-10 | $1,723 | SL | 3.000000000000 | $383 | $0 | ||
| TV SCREENS | 2019-06-03 | $3,233 | SL | 3.000000000000 | $629 | $0 | ||
| BLACKBAUD SOFTWARE | 2019-12-31 | $1,688 | SL | $0 | $0 | 0.000000000000 | ||
| BLACKBAUD SOFTWARE | 2019-12-31 | $1,688 | SL | $0 | $0 | 0.000000000000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| SOFTWARE - WEBSITE | $14,700 | $14,700 | $0 | $0 |
| SOFTWARE - IOS APP | $6,000 | $6,000 | $0 | $0 |
| GRANTMAKING WEBSITE | $3,500 | $3,500 | $0 | $0 |
| GRANTMAKING WEBSITE | $3,695 | $3,695 | $0 | $0 |
| LAPTOP | $1,273 | $1,273 | $0 | $0 |
| LAPTOP | $2,652 | $2,652 | $0 | $0 |
| LAPTOP | $1,900 | $1,584 | $316 | $316 |
| LAPTOP | $2,437 | $1,625 | $812 | $812 |
| DELL COMPUTERS WK & MF - DESKTOP | $2,463 | $821 | $1,642 | $1,642 |
| DELL MARKETING - DELL DESKTOP GERALD | $1,213 | $303 | $910 | $910 |
| SURFACE LAPTOP - VICTORIA TORRES | $1,723 | $383 | $1,340 | $1,340 |
| TV SCREENS | $3,233 | $629 | $2,604 | $2,604 |
| BLACKBAUD SOFTWARE | $1,688 | $0 | $1,688 | $1,688 |
| BLACKBAUD SOFTWARE | $1,688 | $0 | $1,688 | $1,688 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $76,079 | LegalFeesAmt |
| Net Investment Income | $19,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,432 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $39,101 | $0 | $0 |
| TELEPHONE AND INTERNET | $9,646 | $0 | $4,995 |
| INSURANCE | $6,535 | $0 | $0 |
| PAYROLL PROCESSING | $2,194 | $0 | $1,755 |
| DUES AND SUBSCRIPTIONS | $500 | $0 | $500 |
| POSTAGE | $14,862 | $0 | $0 |
| BENEFIT PLAN ADMINISTRATION | $798 | $0 | $638 |
| CUSTODIAL FEES | $500 | $0 | $250 |
| ADVERTISING | $470 | $0 | $235 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $4,102 | BOYBookValueAmt |
| EOY Book Value | $3,030 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $84,980 | $0 | $84,980 |
| MANAGEMENT FEES | $12,000 | $4,800 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $28,312 | $0 | $22,650 |
| FEDERAL TAX | $650 | $0 | $0 |
| STATE TAX | $810 | $0 | $0 |
| TAXES & LICENSES | $150 | $0 | $0 |
| PROPERTY TAXES | $38 | $0 | $19 |
Comments