SAMUELSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMUELSON CHARITABLE FOUNDATION INC (EIN 95-4594473)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101709
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T16:56:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201484966 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKINNER FOUCH & OLSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9846 RESEARCH DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 954594473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUELSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 8185000155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EDENHURST AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REID G SAMUELSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8185000155 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA ANNAN | PreparerPersonNm |
| PTIN | P00543409 | PTIN |
| Phone | 9492601430 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.80.6.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 16:56:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C9E024CF3540059170796849B78CA04B59CEF45D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 59E1A03965714374C6DB05A22AD5093BD66CE262 | 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 | $1,901,220 | 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 | $303,041 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,442 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,294 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,294 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $346,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,360 | 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 |
| Legal Fees Rev And Expnss | $2,363 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,363 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,903 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,153 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $259,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $1,676,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,950,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,871,524 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $43,632 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,696 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,696 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,720,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,979,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,901,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,720,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,979,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,720,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,979,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,720,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,979,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,720,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $259,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,979,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,979,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HIGHLAND INVESTMENT TRUST | P | $13,942 | $7,832 | $6,110 | $6,110 |
| CAPITAL GAINS DIVIDENDS | P | $8,332 | $8,332 | $8,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,442 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,406 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,716,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034031 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $972,562 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048439 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,306 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $872,617 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $992,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199915 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,606 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,033,284 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090591 | DistributionYr5Rt |
| Total Distribution | 0.453545 | TotalDistributionRt |
| Average Distribution | 0.090709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,779,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,386 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,742 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,910 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $259 | OverpaymentAmt |
| Applied To ES Tax | $259 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | REID G SAMUELSON | IndividualWithBooksNm |
| Phone | 8185000155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 EDENHURST AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90039 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JACK D SAMUELSON | ||||||||
| 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | CHIEF EXECUTIVE OFFICER | 0.00 | $0 | $0 | $0 |
| REID G SAMUELSON | ||||||||
| 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | CHIEF FINANCIAL OFFICER | 0.00 | $0 | $0 | $0 |
| DORIS C SAMUELSON | ||||||||
| 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | SECRETARY | 0.00 | $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 |
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 | $1,806,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,806,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,806,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,779,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $713 | TotalTaxAmt |
| Distributable Before Adj | $88,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,245 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $149,189 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,892 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $195,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,910 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,335 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,335 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $185,438 | 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 | $9,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $176,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,189 | ExcessFromYear4Amt |
| Excess From Year3 | $26,892 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK D SAMUELSON | ContributingManagerNm |
| Contributing Manager | REID G SAMUELSON | ContributingManagerNm |
| Contributing Manager | DORIS C SAMUELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEACON HOUSING INC | |||||||
| 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,600 |
| CHRIST LUTHERAN CHURCH | |||||||
| 25816 TOURNAMENT ROAD | SANTA CLARITA | CA | 91355 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| CONNECT2MINISTRIES | |||||||
| 2635 BRINDLE COURT | SIMI VALLEY | CA | 93063 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 |
| DOOR OF HOPE | |||||||
| PO BOX 90455 | PASADENA | CA | 91109 | NONE | PC | GENERAL PROGRAM SUPPORT | $42,500 |
| FIRST BAPTIST CHURCH LA CRESCENTA | |||||||
| 4111 LA CRESCENTA AVENUE | LA CRESCENTA | CA | 91214 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| HOLLYWOOD CHURCH OF CHRIST | |||||||
| 600 N ROSSMORE AVENUE | LA CRESCENTA | CA | 91214 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| LA CANADA PRESBYTERIAN CHURCH | |||||||
| 626 FOOTHILL BLVD | LA CANADA | CA | 91011 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| NEW HOPE LUTHERAN CHURCH | |||||||
| 29295 AGOURA ROAD | AGOURA HILLS | CA | 91301 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| PAT TILLMAN FOUNDATION | |||||||
| 400 E TYLER MALL | TEMPE | AZ | 85281 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,000 |
| ROSE DRIVE FRIENDS CHURCH | |||||||
| 4221 ROSE DRIVE | YORBA LINDA | CA | 92886 | NONE | PC | GENERAL PROGRAM SUPPORT | $3,000 |
| SAN DIEGUITO UNITED METHODIST CHURCH | |||||||
| 170 CALLE MAGDALENA | ENCINITAS | CA | 92024 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 |
| ST MARY'S FOOD BANK | |||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| THE MOVEMENT CHURCH | |||||||
| 1609 CAPALINA ROAD | SAN MARCOS | CA | 92069 | NONE | PC | GENERAL PROGRAM SUPPORT | $1,500 |
| THE WEST POINT HISTORICAL SOCIETY | |||||||
| PO BOX 1556 | WEST POINT | VA | 23181 | NONE | PC | GENERAL PROGRAM SUPPORT | $500 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVENUE SUITE 400 | MONROVIA | CA | 91016 | NONE | PC | GENERAL PROGRAM SUPPORT | $102 |
| CHRIST THE SERVANT LUTHERAN CHURCH | |||||||
| 506 VIA APPIA WAY | LOUISVILLE | CO | 80027 | NONE | PC | GENERAL PROGRAM SUPPORTGENERAL PROGRAM SUPPORT | $1,500 |
| ARLINGTON GARDEN IN PASEDENA | |||||||
| PO BOX 50617 | PASADENA | CA | 91105 | NONE | PC | GENERAL PROGRAM SUPPORTGENERAL PROGRAM SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,702 | 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 | $27,624 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,442 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,360 | 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 |
|---|---|---|---|---|---|---|---|
| JACK D SAMUELSON | |||||||
| 1 | 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | $151,250 | Yes (X) | |
| REID G SAMUELSON | |||||||
| 2 | 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | $69,327 | Yes (X) | |
| DORIS C SAMUELSON | |||||||
| 3 | 5000 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | $151,250 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 569 SHARES T. ROWE PRICE GROUP INC. (SYMBOL: TROW) | NoncashPropertyDesc |
| Fair Market Value | $69,327 | FairMarketValueAmt |
| Received | 2019-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,903 | Amt |
| Net Investment Income | $1,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH EQUIVALENTS | FMV | $1,332,244 | $1,239,180 |
| HIGHLAND INVESTMENT TRUST | FMV | $617,901 | $632,344 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,363 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,363 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE FROM H. JAMES SCHAFER | Desc |
| BOY Book Value | $43,632 | BOYBookValueAmt |
| EOY Book Value | $29,696 | EOYBookValueAmt |
| EOYFMV | $29,696 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | H JAMES SCHAFER NOTE RECEIVABLE | Desc |
| Revenue And Expenses Per Books | $1,294 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,294 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,294 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FROM HIGHLAND INVESTMENT TRUST | CategoryTxt |
| Amt | $6,572 | Amt |
| Net Investment Income | $6,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA TAX | $469 | $0 | $0 |
| FEDERAL TAX | $538 | $0 | $0 |