BETA

C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202021969349102087
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-14T20:35:53-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 CAPITOL MALL SUITE 1200AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203972504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CR STEVENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRSTBusinessNameControlTxt
Phone8188580950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLINTON R STEVENSONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8188580950PhoneNum
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M CUMMINGS CPAPreparerPersonNm
PTINP00043433PTIN
Phone9164429100PhoneNum
Preparation2020-07-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-13IPDt
IP Tm18:11:02IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdDD3D80680B0D0643A2A27264DA34538D33C96F85AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,176,814FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$501,397ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$652InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$652InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,029DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,029DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,738NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$424,956GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$96,738CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$5,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$664,816TotalRevAndExpnssAmt
Total Net Invst Incm$158,419TotalNetInvstIncmAmt
Total Adj Net Incm$5,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$300OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$300OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$55OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$55OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,355TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,055TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,355TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,300TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$79,055TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$583,461ExcessRevenueOverExpensesAmt
Net Investment Income$156,119NetInvestmentIncomeAmt
Adjusted Net Income$5,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,521CashBOYAmt
Cash EOY$126,351CashEOYAmt
Cash EOYFMV$126,351CashEOYFMVAmt
Corporate Stock BOY$421,879CorporateStockBOYAmt
Corporate Stock EOY$663,650CorporateStockEOYAmt
Corporate Stock EOYFMV$1,517,896CorporateStockEOYFMVAmt
Corporate Bonds BOY$102,474CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$532,403OtherInvestmentsBOYAmt
Other Investments EOY$525,122OtherInvestmentsEOYAmt
Other Investments EOYFMV$532,567OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,074,277TotalAssetsBOYAmt
Total Assets EOY$1,315,123TotalAssetsEOYAmt
Total Assets EOYFMV$2,176,814TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000,000CapitalStockBOYAmt
Capital Stock EOY$1,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$74,277RetainedEarningBOYAmt
Retained Earning EOY$315,123RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,074,277TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,315,123TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,074,277TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,315,123TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,074,277TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$583,461ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,657,738SubtotalAmt
Other Decreases$342,615OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,315,123TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ING GROEP N.V. - 6000 REDEMPTIONP2010-06-182019-06-17$150,000$102,475$47,525$47,525
PIMCO HIGH YIELD FDP2015-10-282019-08-01$100,115$99,694$421$421
PIMCO HIGH YIELD FDP2010-06-182019-08-01$100,330$100,019$311$311
UNITEDHEALTH GROUP INCP2005-12-292019-04-16$65,474$18,870$46,604$46,604
PIMCO HIGH YIELD FDP2010-06-302019-08-01$9$9$0$0
PIMCO HIGH YIELD FDP2010-07-302019-08-01$623$621$2$2
PIMCO HIGH YIELD FDP2010-08-312019-08-01$338$337$1$1
PIMCO HIGH YIELD FDP2010-09-302019-08-01$579$577$2$2
PIMCO HIGH YIELD FDP2010-10-292019-08-01$605$603$2$2
PIMCO HIGH YIELD FDP2010-11-302019-08-01$632$630$2$2
PIMCO HIGH YIELD FDP2010-12-312019-08-01$668$666$2$2
PIMCO HIGH YIELD FDP2011-01-312019-08-01$543$541$2$2
PIMCO HIGH YIELD FDP2011-02-282019-08-01$561$559$2$2
PIMCO HIGH YIELD FDP2011-03-312019-08-01$605$603$2$2
PIMCO HIGH YIELD FDP2011-04-292019-08-01$614$612$2$2
PIMCO HIGH YIELD FDP2011-05-312019-08-01$632$630$2$2
PIMCO HIGH YIELD FDP2011-06-302019-08-01$623$621$2$2
PIMCO HIGH YIELD FDP2010-06-302019-08-01$151$151$0$0
CAPITAL GAINS DIVIDENDSP$1,854$1,854$1,854
FieldValueIRS element (for citing)
Capital Gain Net Income$96,738CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$74,438AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,557,371NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047797DistributionYr1Rt
Adjusted Qlfy Distri Yr2$66,902AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,462,856NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045734DistributionYr2Rt
Adjusted Qlfy Distri Yr3$63,875AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,348,308NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047374DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,348,063NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044879DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,582AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,249,979NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047666DistributionYr5Rt
Total Distribution0.233450TotalDistributionRt
Average Distribution0.046690AverageDistributionRt
Net Vl Noncharitable Assets$1,561,304NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$72,897AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,561NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$74,458AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,055QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,561InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,561SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$23EsPenaltyAmt
Tax Due$1,584TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCR STEVENSON FAMILY FOUNDATIONIndividualWithBooksNm
Phone8188580950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLINTON R STEVENSON JR
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272PRESIDENT0.00$0$0$0
CLINTON RSTEVENSON III
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,450,100AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,980AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,585,080TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,585,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,776CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,561,304NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,065MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,065MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,561TaxBasedOnInvestmentIncomeAmt
Total Tax$1,561TotalTaxAmt
Distributable Before Adj$76,504DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$76,504DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$76,504DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,055ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$79,055QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,561PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,494AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,504DistributableAsAdjustedAmt
Undistributed Income PY$73,784UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$79,055QualifyingDistributionsAmt
Applied To Year1$73,784AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,271AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$71,233UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF SANTA MONICA
1238 LINCOLN BLVDSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS
1910 MAGNOLIA AVENUELOS ANGELESCA90007N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$12,500
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030HAGERSTOWNMD217415030N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$15,000
MALIBU HIGH SCHOOL
30215 MORNING VIEW DRIVEMALIBUCA90265N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$10,000
NATIONAL MS SOCIETY
5150 W GOLDLEAF CIRCLE SUITE 400LOS ANGELESCA90056N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
ONE FOR ALL
1127 E 67TH STREETINGLEWOODCA90302N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,000
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
THE SALVATION ARMY
PO BOX 866014LOS ANGELESCA900866014N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$15,000
WOMEN'S VOICES NOW
46-E PENINSULA CENTERROLLING HILLS ESTATESCA902743562N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$652ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,029ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$96,738ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREPAYMENT OF DISQUALIFIED DISTRIBUTIONDesc
Exclusion01ExclusionCd
Exclusion$5,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$163,419ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,419TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
CLINTON R STEVENSON JR
11666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$48,649Yes (X)
CLINTON R STEVENSON JR
21666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$75,512Yes (X)
CLINTON R STEVENSON JR
31666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$133,200Yes (X)
CLINTON R STEVENSON JR
41666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$61,876Yes (X)
CLINTON R STEVENSON JR
51666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$81,299Yes (X)
CLINTON R STEVENSON JR
61666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$39,550Yes (X)
CLINTON R STEVENSON JR
71666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$35,891Yes (X)
CLINTON R STEVENSON JR
81666 SAN ONFORE DRIVEPACIFIC PALISADESCA90272$25,420Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1165 SHS ASML HLDG NV NY REG$48,6492019-12-17
2825 SHS LEIDOS HOLDINGS INC$75,5122019-12-17
3450 SHS MASTERCARD INC$133,2002019-12-17
4400 SHS MICROSOFT CORP$61,8762019-12-17
5339 SHS NEXTERA ENERGY INC$81,2992019-12-17
6471 SHS SCIENCE APPLICATIONS$39,5502019-12-17
7262 SHS TRAVELERS COS$35,8912019-12-17
8200 SHS ZOETIS INC$25,4202019-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - CORPORATE STOCKStockNm
EOY Book Value$663,650EOYBookValueAmt
EOYFMV$1,517,896EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$525,122BookValueAmt
EOYFMV$532,567EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST VS FAIR MARKET VALUE OF DONATED STOCK$342,208
COST BASIS ADJ TO RECONCILE TO BROKERAGE STATEMENT - NO TAX EFFECT$407

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ATTY GEN FILING FEE$25$0$0$25
FTB FILING FEE$10$0$0$10
SECRETARY OF STATE FEE$20$0$0$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREPAYMENT OF DISQUALIFIED DISTRIBUTIONDesc
Revenue And Expenses Per Books$5,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$5,000AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$300Amt
Net Investment Income$300NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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