MARK CHAPIN JOHNSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARK CHAPIN JOHNSON FOUNDATION (EIN 33-0441985)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201913109349101256
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc 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 | 2019-11-06T16:33:34-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330941619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061021 | 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 | 330441985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK CHAPIN JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7143058360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Martin L Maroney | PreparerPersonNm |
| PTIN | P00105961 | PTIN |
| Phone | 7144441177 | PhoneNum |
| 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 | $8,522,786 | 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 | $2,870,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,147 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $302,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,504 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $18,539 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $18,539 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $13,626 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $69,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,093,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,094 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$35,531 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$34,887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,229,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $360,397 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $9,055 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,055 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,388 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,534 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,534 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | -$2,434 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | -$2,509 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,685 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,913 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $44,890 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $44,890 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,555 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,555 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,779 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,641 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,029 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,880,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $42,071 | CashEOYAmt |
| Cash EOYFMV | $42,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$12,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,701,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,701,030 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,940,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,940,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,181,110 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $943,424 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,060,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,569,773 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $75,893 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $64,202 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,463 | LandBOYAmt |
| Land EOY | $11,691 | LandEOYAmt |
| Land EOYFMV | $11,691 | LandEOYFMVAmt |
| Other Assets BOY | $3,066 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,111 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,111 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,893,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,773,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,522,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,893,072 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,773,307 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,893,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,773,307 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,893,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,773,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,893,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,880,235 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,773,307 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,773,307 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| FROM K-1 | P | 2018-01-01 | 2018-07-01 | $12,656 | $12,656 | $12,656 | ||
| FROM K-1 | P | 2001-01-01 | 2018-07-01 | $146,291 | $146,291 | $146,291 | ||
| 1168 N GROVE ST, ANAHEIM, CA 92806 | D | 2018-11-01 | 2018-12-17 | $2,935,050 | -$89,853 | -$89,853 | $4,913 | $3,029,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,094 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$77,197 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $378,620 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,012,172 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05400 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $278,224 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,128,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $346,597 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,352,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $323,939 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,293,138 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05148 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $385,891 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,464,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05969 | DistributionYr5Rt |
| Total Distribution | 0.258751 | TotalDistributionRt |
| Average Distribution | 0.051750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,494,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,497 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $339,581 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $332,029 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,994 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,994 | SubtotalAmt |
| Tax Based On Investment Income | $6,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,501 | OverpaymentAmt |
| Applied To ES Tax | $2,501 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MARONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7144441177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE SUITE 220 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President & CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CLAREMONT GRADUATE UNIVERSITY150 E 10TH STCLAREMONT, CA 91711 | Description1Txt |
| Expenses1 | $33,000 | Expenses1Amt |
| Description2 | BOYS HOPE/GIRLS HOPE1041 W 18TH STREET, SUITE A101COSTA MESA, CA 92627 | Description2Txt |
| Expenses2 | $29,250 | Expenses2Amt |
| Description3 | HOOVER INSTITUTIONSTANFORD UNIVERSITYSTANFORD, CA 94305 | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | CHAPMAN UNIVERSITY1 UNIVERSITY DRORANGE, CA 92866 | Description4Txt |
| Expenses4 | $19,025 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,883,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,584,529 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,593,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,593,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,494,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,994 | TotalTaxAmt |
| Distributable Before Adj | $317,725 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $317,725 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $317,725 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,029 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $332,029 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $332,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $204,036 | UndistributedIncomePYAmt |
| Qualifying Distributions | $332,029 | QualifyingDistributionsAmt |
| Applied To Year1 | $204,036 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,993 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $189,732 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK CHAPIN JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CHAPIN JOHNSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPEGIRLS HOPE OF CALIFORNIA | |||||||
| 1041 W 18TH STREET STE A101 | COSTA MESA | CA | 92627 | NONE | PC | SPONSORSHIP OF PROGRAM | $29,250 |
| BLIND CHILDRENS LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | PC | SPONSORSHIP OF PROGRAM | $10,000 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | SPONSORSHIP OF PROGRAM | $50,000 |
| OC FORUM | |||||||
| 13700 ALTON PARKWAY SUITE 154 | IRVINE | CA | 92618 | NONE | PC | SPONSORSHIP OF PROGRAM | $1,000 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 E 10TH STREET | CLAREMONT | CA | 91711 | NONE | PC | SPONSORSHIP OF PROGRAM | $33,000 |
| PACIFIC SYMPHONY ORCHESTRA | |||||||
| 3631 S HARBOR BLVD STE 100 | SANTA ANA | CA | 92704 | NONE | PC | SPONSORSHIP OF PROGRAM | $16,500 |
| WORLD AFFAIRS COUNCIL | |||||||
| 2102 BUSINESS CENTER DR | IRVINE | CA | 92612 | NONE | PC | SPONSORSHIP OF PROGRAM | $10,850 |
| OC INTERNATIONAL | |||||||
| PO BOX 36900 | COLORADO SPRINGS | CO | 80936 | NONE | PC | SPONSORSHIP OF PROGRAM | $2,400 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DR | ORANGE | CA | 92866 | NONE | PC | SPONSORSHIP OF PROGRAM | $19,025 |
| ELEPHANT CLUB | |||||||
| 7400 METRO BLVD STE 424 | EDINA | MN | 55439 | NONE | PC | SPONSORSHIP OF PROGRAM | $500 |
| AME HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | SPONSORSHIP OF PROGRAM | $200 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | PC | SPONSORSHIP OF PROGRAM | $100 |
| SEGERSTROM CENTER FOR THE ARTS SCFA | |||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | NONE | PC | SPONSORSHIP OF PROGRAM | $14,500 |
| CLASSICS FOR KIDS | |||||||
| PO BOX 5977 | HOLLISTON | MA | 01746 | NONE | PC | SPONSORSHIP OF PROGRAM | $5,000 |
| MARINE MILITARY ACADEMY | |||||||
| 320 IWO JIMA BLVD | HARLINGEN | TX | 78550 | NONE | PC | SPONSORSHIP OF PROGRAM | $10,000 |
| PHILHARMONIC SOCIETY OF ORANGE COUN | |||||||
| 2082 BUSINESS CENTER DR | IRVINE | CA | 92612 | NONE | PC | SPONSORSHIP OF PROGRAM | $2,000 |
| WIKIPEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | SPONSORSHIP OF PROGRAM | $100 |
| WEBB SCHOOLS | |||||||
| 1175 W BASELINE ROAD | CLAREMONT | CA | 91711 | PC | SPONSORSHIP OF PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,425 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,147 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $302,504 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,626 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $291 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $35,822 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,094 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $291 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $354,549 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $354,840 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARK CHAPIN JOHNSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17729 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 928177729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,870,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1168 N GROVE ST, ANAHEIM, CA 92806 | NoncashPropertyDesc |
| Fair Market Value | $2,870,000 | FairMarketValueAmt |
| Received | 2018-11-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,388 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,388 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2013-09-25 | $58,762 | $45,651 | 200DB | 0.0892 | $5,242 | |
| FURNITURE & FIXTURES | 2014-05-01 | $17,131 | $11,779 | 200DB | 0.0893 | $1,530 | |
| BUILDING | 2018-11-01 | $2,296,000 | SL | 0.0021 | $4,913 | $4,913 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY-AT&T INC | StockNm |
| EOY Book Value | $4,940,977 | EOYBookValueAmt |
| EOYFMV | $4,181,110 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOLAMERE FOUNDERS FUND I, LP | AT COST | $405,096 | $588,677 |
| SOLAMERE CAPITAL FUND II LP | AT COST | $616,477 | $915,822 |
| SFF PORTFOLIO CO INVESTMENTS LLC SER I | AT COST | $4,128 | $6,057 |
| SFF PORTFOLIO CO INVESTMENTS LLC SER II | AT COST | $6,627 | $16,963 |
| SOLAMERE PORTFOLIO COMPANY INV II LLC | AT COST | $28,099 | $42,254 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $75,893 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $64,202 | AccumulatedDepreciationAmt |
| Book Value | $11,691 | BookValueAmt |
| EOYFMV | $11,691 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,055 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,055 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| RENTS RECEIVABLE | $14,046 | $14,046 | |
| SECURITY DEPOSIT | $3,065 | $3,065 | $3,065 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $225 | $225 | |
| COMPUTER CONSULTING/MAINTENANCE | $24,301 | $24,301 | |
| INTERNET | $3,836 | $3,836 | |
| MEALS | $9 | $9 | |
| OFFICE EXPENSE | $1,720 | $1,720 | |
| PASS THRU DEDUCTIONS FROM K-1 | $3,779 | $3,779 | |
| TELEPHONE | $2,684 | $2,684 | |
| UTILITIES | $1,866 | $1,866 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$35,531 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$34,887 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA TAX | CategoryTxt |
| Amt | $2,434 | Amt |
| Net Investment Income | -$2,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |