JESSE TURNER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JESSE TURNER FOUNDATION (EIN 81-0896035)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201913099349101001
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-05T17:34:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461483607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKC KUEBLER APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27244 VIA INDUSTRIA | AddressLine1Txt |
| City | TEMECULA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92590 | 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 | 810896035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JESSE TURNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 9494746900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24422 AVENIDA DE LA CARLOTA NO 400 | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926533634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK TURNER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9494746900 | PhoneNum |
| Signature | 2019-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M CARPENTER | PreparerPersonNm |
| PTIN | P00712473 | PTIN |
| Phone | 9516766555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.118.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-31 | IPDt |
| IP Tm | 11:12:53 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C80D4ADFC74DFDDAE959879A8B621A5DD5F1A2DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 203D190C3B3F379AE4E0751A73D3E9DD79075DED | 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 | $480,489 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,044 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,044 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,377 | 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 |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $510 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,084 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,855 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,429 | CashBOYAmt |
| Cash EOY | $22,797 | CashEOYAmt |
| Cash EOYFMV | $22,797 | CashEOYFMVAmt |
| Corporate Stock BOY | $483,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $459,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $446,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,777 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $501,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $491,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $480,489 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,192 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,192 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $501,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $490,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $490,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $491,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $490,552 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $490,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GUGGENHEIM BULLETSH HY 2021 | P | 2018-04-09 | $100 | $100 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2018 | P | 2018-04-09 | $455 | $455 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2019 | P | 2018-04-09 | $73 | $73 | $0 | $0 | 2018-01-01 |
| GUGGENHEIM BULLETSH HY 2019 | P | 2018-04-09 | $275 | $275 | $0 | $0 | 2018-01-01 |
| GUGGENHEIM BULLETSH HY 2020 | P | 2018-04-09 | $25 | $25 | $0 | $0 | 2018-01-01 |
| GUGGENHEIM BULLETSH HY 2020 | P | 2018-04-09 | $278 | $278 | $0 | $0 | 2018-01-01 |
| HSBC HOLDINGS PLC, 8.125% PERP SUBOR EXCH. CAP. SEC. | P | 2018-06-04 | $1,875 | $2,019 | -$144 | -$144 | 2018-01-01 |
| INVESCO BULLETSHARES 2018 HI | P | 2018-12-28 | $151 | $151 | $0 | $0 | 2018-01-01 |
| GUGGENHEIM BULLETSH HY 2021 | P | 2018-04-09 | $6,010 | $6,010 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2018 | P | 2018-04-09 | $11,942 | $11,942 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2019 | P | 2018-04-09 | $6,123 | $6,123 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2019 | P | 2018-04-09 | $20,030 | $20,030 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2020 | P | 2018-04-09 | $4,963 | $4,963 | $0 | $0 | |
| GUGGENHEIM BULLETSH HY 2020 | P | 2018-04-09 | $19,898 | $19,898 | $0 | $0 | |
| HSBC HOLDINGS PLC, 8.125% PERP SUBOR EXCH. CAP. SEC. | P | 2018-06-04 | $25,000 | $27,089 | -$2,089 | -$2,089 | |
| INVESCO BULLETSHARES 2018 HI | P | 2018-12-28 | $12,232 | $12,321 | -$89 | -$89 | |
| INVESCO BULLETSHARES 2019 CO | P | 2018-07-05 | $18,880 | $19,199 | -$319 | -$319 | |
| INVESTCO TAXABLE MUNICIPAL BOND | P | 2018-06-13 | $5,872 | $6,084 | -$212 | -$212 | |
| INVESTCO TAXABLE MUNICIPAL BOND | P | 2018-06-13 | $2,935 | $3,048 | -$113 | -$113 | |
| INVESTCO TAXABLE MUNICIPAL BOND | P | 2018-09-07 | $13,674 | $14,176 | -$502 | -$502 | |
| INVESTCO TAXABLE MUNICIPAL BOND | P | 2018-09-07 | $2,935 | $3,044 | -$109 | -$109 | |
| MERRILL LYNCH CAP TR III 7.375% TR PFD SEC | P | 2018-05-02 | $27,330 | $27,330 | $0 | $0 | |
| INTERACTIVE | P | 2018-12-31 | $0 | $0 | |||
| CAPITAL GAINS DIVIDENDS | P | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,567 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $535,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $504,029 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.100051 | TotalDistributionRt |
| Average Distribution | 0.033350 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $507,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,175 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,825 | 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 | $249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $249 | TaxDueAmt |
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 | DEANNA GILPIN | IndividualWithBooksNm |
| Phone | 9494746900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24422 AVENIDA DE LA CARLOTA | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926533634 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK TURNER | ||||||||
| 24422 AVENIDA DE LA CARLOTA 400 | LAGUNA HILLS | CA | 926533634 | CEO | 0.00 | $0 | $0 | $0 |
| DEANNA GILPIN | ||||||||
| 24422 AVENIDA DE LA CARLOTA 400 | LAGUNA HILLS | CA | 926533634 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DYLAN TURNER | ||||||||
| 24422 AVENIDA DE LA CARLOTA 400 | LAGUNA HILLS | CA | 926533634 | CFO | 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $515,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $515,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $515,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $507,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249 | TotalTaxAmt |
| Distributable Before Adj | $25,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $249 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,576 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $212 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,485 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK TURNER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK TURNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24422 AVENIDA DE LA CARLOTA 400 | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926533634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9494746900 | RecipientPhoneNum |
| Form And Info And Materials | FREDERICK TURNER LETTER SUMMARIZING THE NEED FOR FUNDS AND TAX-EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEWPORT AQUATIC CENTER | |||||||
| 1 WHITECLIFFS DRIVE | NEWPORT BEACH | CA | 92660 | N/A | PC | CHARITABLE | $500 |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PC | CHARITABLE | $6,000 |
| A-TEAM BASKETBALL | |||||||
| 815 W 109TH PL | LOS ANGELES | CA | 90044 | N/A | PC | CHARITABLE | $1,100 |
| ROMANIAN HANDICAPPED MINISTRIES INC | |||||||
| 5910 PRICE ROAD | MILFORD | OH | 45150 | N/A | PC | CHARITABLE | $1,000 |
| MARKETPLACE MINISTRIES WORLDWIDE | |||||||
| PO BOX 610 | YORBA LINDA | CA | 92885 | N/A | PC | CHARITABLE | $2,000 |
| SCIENCE OF THE SOUL STUDY CENTER | |||||||
| 2415 E WASHINGTON ST | PETALUMA | CA | 94954 | N/A | PC | CHARITABLE | $300 |
| THELMA BRAUN FOUNDATION | |||||||
| PO BOX 831041 | DALLAS | TX | 75283 | N/A | PC | CHARITABLE | $350 |
| CONSTANTINE GEORGALAKIS | |||||||
| 239 GIOTTO | IRVINE | CA | 92614 | N/A | PC | CHARITABLE | $350 |
| LONG BEACH JUNIOR CREW | |||||||
| 5750 BOATHOUSE LN | LONG BEACH | CA | 90803 | N/A | PC | CHARITABLE | $5,500 |
| TILLY'S LIFE CENTER | |||||||
| 17 PASTEUR | IRVINE | CA | 92618 | N/A | PC | CHARITABLE | $5,000 |
| 1ST STEP HOUSE OF ORANGE COUNTY | |||||||
| 2015 CHARLE ST | COSTA MESA | CA | 92627 | N/A | PC | CHARITABLE | $5,000 |
| YMCA | |||||||
| 2300 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | N/A | PC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,044 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,227 | 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 | $3,250 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,625 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONE | $0 |
| NONE | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INTERACTIVE STOCK HOLDINGS | StockNm |
| EOY Book Value | $459,047 | EOYBookValueAmt |
| EOYFMV | $446,915 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MBXIX FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,900 | BookValueAmt |
| EOYFMV | $10,777 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $897 | $897 | $0 |
| BANK CHARGES | $354 | $0 | $0 |
| LICENSE AND PERMITS | $50 | $0 | $0 |
| MEALS | $70 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,192 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $10 | $0 | $0 |
| FEDERAL TAX | $500 | $0 | $0 |
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