BETA

C A M JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
C A M JOHNSON FAMILY FOUNDATION (EIN 75-2970248)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202021969349102272
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)
Return2020-07-14T18:55:19-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954485080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEDMAN PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY ROAD SUITE 200AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752970248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C A M JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMJBusinessNameControlTxt
Phone6612541139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6612541139PhoneNum
Signature2020-07-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL PELUFFOPreparerPersonNm
PTINP01677591PTIN
Phone6612876333PhoneNum
Preparation2020-07-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.123.169.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-12IPDt
IP Tm13:06:56IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5E83E90494FEC4BFFE1CE8AB880E4AF1EC74BA28AtSubmissionCreationDeviceId
At Submission Filing Device IdFD18633686B26A4655F026D234F032508F658F04AtSubmissionFilingDeviceId
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$895,160FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$101,028ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,329DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,275NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$296,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,275CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,735OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,735OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$129,367TotalRevAndExpnssAmt
Total Net Invst Incm$28,339TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,492OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,492OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$70InterestRevAndExpnssAmt
Interest Net Invst Incm$70InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,442TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,004TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,562TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,060TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,562TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,363ExcessRevenueOverExpensesAmt
Net Investment Income$24,777NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,774CashEOYAmt
Cash EOYFMV$1,774CashEOYFMVAmt
Corporate Stock BOY$788,071CorporateStockBOYAmt
Corporate Stock EOY$821,780CorporateStockEOYAmt
Corporate Stock EOYFMV$893,386CorporateStockEOYFMVAmt
Total Assets BOY$788,071TotalAssetsBOYAmt
Total Assets EOY$823,554TotalAssetsEOYAmt
Total Assets EOYFMV$895,160TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,880OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,880TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$786,191RetainedEarningBOYAmt
Retained Earning EOY$823,554RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$786,191TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$823,554TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$788,071TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$823,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$786,191TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,363ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$823,554SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$823,554TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT-TERM INVESTMENTSP2019-12-31$90,341$92,974-$2,633-$2,633
SCHWAB LONG-TERM INVESTMENTSP2019-12-31$197,270$197,773-$503-$503
CAPITAL GAINS DIVIDENDSP$8,411$8,411$8,411
FieldValueIRS element (for citing)
Capital Gain Net Income$5,275CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$63,028AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$766,614NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.082216DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$707,800NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.085476DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,848AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$577,066NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.107177DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,701AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$552,726NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035643DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,936AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$588,552NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.106934DistributionYr5Rt
Total Distribution0.417446TotalDistributionRt
Average Distribution0.083489AverageDistributionRt
Net Vl Noncharitable Assets$806,564NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,339AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$248NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$67,587AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$85,060QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$248InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$248SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,752OverpaymentAmt
Applied To ES Tax$1,752AppliedToESTaxAmt
Refund$0RefundAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARTHUR JOHNSONIndividualWithBooksNm
Phone6612541139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
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
ARTHUR J JOHNSON
25578 VIA PALADARVALENCIACA91355PRESIDENT0.10$0$0$0
MARILYN S JOHNSON
25578 VIA PALADARVALENCIACA91355CEO, SECRETARY0.10$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$817,641AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,206AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$818,847TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$818,847AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,283CashDeemedCharitableAmt
Net Vl Noncharitable Assets$806,564NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,328MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,328MinimumInvestmentReturnAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Total Tax$248TotalTaxAmt
Distributable Before Adj$40,080DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,080DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,080DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,060ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$85,060QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$248PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$84,812AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,080DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$34,394ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$33,365ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,734ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,161ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$121,654TotalExcessDistributionCyovAmt
Qualifying Distributions$85,060QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,980RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$166,634TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$34,394ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$132,240ExcessDistriCyovToNextYrAmt
Excess From Year3$33,365ExcessFromYear3Amt
Excess From Year2$25,734ExcessFromYear2Amt
Excess From Year1$28,161ExcessFromYear1Amt
Excess From Current Year$44,980ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR J JOHNSONContributingManagerNm
Contributing ManagerMARILYN S JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AVENUES SUPPORTIVE LIVING
28415 INDUSTRY DRIVE 502VALENCIACA91355PUBLIC CHARITYTO SUPPORT KIDS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENTLY.$3,000
HENRY MAYO NEWHALL FOUNDATION
23845 MCBEAN PARKWAYVALENCIACA91355PUBLIC CHARITYTO SUPPORT THE BUILDING FUND OF THE HOSPITAL.$25,000
MAJOR IMPACT THEATER CO JOAN PARRISH-MAJOR
15435 LULL STREETVAN NUYSCA91406PUBLIC CHARITYTO SUPPORT THE EVERYDAY LIVES OF ADULTS WITH DISABILITIES THROUGH THEATER ARTS.$1,000
SCV SCHOLARSHIP FOUNDATION
PO BOX 220236SANTA CLARITACA91322PUBLIC CHARITYPROVIDES SCHOLARSHIPS FOR SCV HIGH SCHOOL GRADUATING SENIORS.$3,000
UCLA BROAD STEM CELL RESEARCH CENTER
615 CHARLES E YOUNG DRIVE SOUTHLOS ANGELESCA90095PUBLIC CHARITYTO SUPPORT INNOVATIVE RESEARCH THAT WILL LEAD TO MORE EFFECTIVE TREATMENTS FOR A MYRIAD OF DISEASES.$50,000BIOMEDICAL RESEARCH BUILDING 477
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,329ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,735ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,275ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,339ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,339TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARTHUR JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Total Contributions$101,028TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,383 SHARES OF DFA US LARGE CAP GROWTH (DUSLX)NoncashPropertyDesc
Fair Market Value$101,028FairMarketValueAmt
Received2019-12-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$821,780EOYBookValueAmt
EOYFMV$893,386EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTIONS$33$33$33
OTHER INCOME$2,702$2,702$2,702

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$1,880BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$3,492Amt
Net Investment Income$3,492NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonARTHUR JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$10$0$10
TAXES & LICENSES$50$0$50
FOREIGN TAXES$353$0$0
FEDERAL TAXES$3,029$0$0

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