THE PAUL & ELISABETH MERAGE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE PAUL & ELISABETH MERAGE FAMILY FOUNDATION (EIN 68-0529692)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349100600
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T01:16:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680529692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAUL & ELISABETH MERAGE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 9494745800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 NEWPORT CENTER DRIVE NO 1300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MERAGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9494745800 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BINA PATEL | PreparerPersonNm |
| PTIN | P00971719 | PTIN |
| Phone | 7144367100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 103.76.232.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 00:15:39 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2CBE6E23F1FE2F795069DDDC406517DD0E573414 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,242,404 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $347,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $347,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $347,674 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $351,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $351,990 | 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 | $1,627 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,627 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,402 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,892 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,902,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,902,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,951,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,912,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,599,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $339,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,986 | CashBOYAmt |
| Cash EOY | $5,312 | CashEOYAmt |
| Cash EOYFMV | $5,312 | CashEOYFMVAmt |
| Acct Rcvbl | $4,300 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,800 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,300 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,300 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $38,204,674 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,232,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,232,792 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,214,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,242,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,242,404 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,013 | AccountsPayableEOYAmt |
| Grants Payable BOY | $60,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $61,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,013 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $38,152,960 | CapitalStockBOYAmt |
| Capital Stock EOY | $36,237,391 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,152,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,237,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,214,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,242,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,152,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,599,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,553,371 | SubtotalAmt |
| Other Decreases | $315,980 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,237,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FROM PARTNERSHIPS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $347,674 | GrossSalesPriceAmt |
| Gain Or Loss | $347,674 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $347,674 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $347,674 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,898,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,233,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,878,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,399,224 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050215 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,750,817 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,707,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046432 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,445,742 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,910,234 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041413 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,606,576 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,135,594 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048485 | DistributionYr5Rt |
| Total Distribution | 0.234929 | TotalDistributionRt |
| Average Distribution | 0.046986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,419,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,758,198 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,761,589 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,912,054 | 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 | $3,391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $139 | EsPenaltyAmt |
| Overpayment | $10,470 | OverpaymentAmt |
| Applied To ES Tax | $10,470 | 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 | NV | OrgReportOrRegisterStateCd |
| 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 | MATT DREVLOW | IndividualWithBooksNm |
| Phone | 9494745800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 NEWPORT CENTER DRIVE SUITE 1300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | PRES/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ELISABETH MERAGE | ||||||||
| 660 NEWPORT CENTER DR 1300 | NEWPORT BEACH | CA | 92660 | SEC/TREAS/DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $37,978,284 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,342 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,989,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,989,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $569,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,419,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,870,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,870,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,391 | TotalTaxAmt |
| Distributable Before Adj | $1,867,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,867,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,867,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,912,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,912,054 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,391 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,908,663 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,867,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,865,910 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,912,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,865,910 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,821,446 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL MERAGE | ContributingManagerNm |
| Contributing Manager | ELISABETH MERAGE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| C4L KIDS FOUNDATIONS INC | |||||||
| 16220 SCIENTIFIC WAY SUITE 100 | IRVINE | CA | 92618 | NONE | PF | GENERAL OPERATIONS | $80,000 |
| EL SOL ACADEMY FOUNDATION | |||||||
| 1010 N BROADWAY STREET | SANTA ANA | CA | 92707 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| JEWISH COMMUNITY CENTER OF ORANGE COUNTY | |||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | NONE | PC | GENERAL OPERATIONS | $25,875 |
| ORANGE COUNTY MUSEUM OF ART | |||||||
| 850 SAN CLEMENTE DRIVE | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL OPERATIONS | $23,200 |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH AVENUE SUITE 100 | IRVINE | CA | 92614 | NONE | PC | GENERAL OPERATIONS | $47,500 |
| SAGE HILL SCHOOL | |||||||
| 20402 NEWPORT COAST DRIVE | NEWPORT COAST | CA | 92657 | NONE | PC | GENERAL OPERATIONS | $150,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| ST MARY'S | |||||||
| 7 PURSUIT | ALISO VIEJO | CA | 92656 | NONE | PC | GENERAL OPERATIONS | $99,750 |
| THE MERAGE INSTITUTE | |||||||
| 660 NEWPORT CENTER DRIVE SUITE 1300 | NEWPORT BEACH | CA | 92660 | FOUNDER'S RELATED | POF | GENERAL OPERATIONS | $400,000 |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | NONE | PC | GENERAL OPERATIONS | $1,011,400 |
| UNIVERSITY SYNAGOGUE | |||||||
| 3400 MICHELSON DRIVE | IRVINE | CA | 92612 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,902,725 | 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 | $4,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $347,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $351,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $351,990 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,915 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,402 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C4L KIDS FOUNDATIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16220 SCIENTIFIC WAY SUITE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-12-31 | GrantDt |
| Grant | $80,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrantTxt |
| Expended By Grantee | $80,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED | AnyDiversionByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DOVER FOUNDATIONS, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $36,232,792 | BookValueAmt |
| EOYFMV | $36,232,792 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,627 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,627 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $315,980 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $105 | $0 | $105 |
| FILING FEE | $943 | $0 | $943 |
| LICENSE & PERMITS | $150 | $0 | $150 |
| POSTAGE, MAILING SERVICE | $92 | $0 | $92 |
| DOVER FOUNDATIONS, LLC | $12,892 | $12,892 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $28,120 | $0 | $0 |
| STATE TAXES | $10 | $0 | $10 |
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