KLING FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KLING FAMILY FOUNDATION (EIN 33-6272913)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-07
- IRS object ID
- 201901589349100520
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-07T04:29:16-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cronin Hanley & VanZile LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Kiel Ave | AddressLine1Txt |
| City | Kinnelon | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07405 | 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 | 336272913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLIN | BusinessNameControlTxt |
| Phone | 9495330300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 CENTENNIAL WAY Room 100 | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Darryl Sheetz | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2019-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maryann Hanley | PreparerPersonNm |
| Phone | 9734923069 | PhoneNum |
| Preparation | 2019-06-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.115.127.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-07 | IPDt |
| IP Tm | 20:14:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D2571E1060E734F0405FED32B96A7793A8543F17 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2571E1060E734F0405FED32B96A7793A8543F17 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $676,322 | 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 | $1,558,333 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $306 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $306 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,315 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,315 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $163 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $163 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,637,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $40 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $40 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,228 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,491 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,603,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,603,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,621,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,619,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,353 | CashBOYAmt |
| Cash EOY | $37,317 | CashEOYAmt |
| Cash EOYFMV | $37,317 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,827 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $532,410 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $490,097 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $483,790 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $388 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,400 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $40 | LandBOYAmt |
| Total Assets BOY | $675,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $682,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $676,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $675,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $682,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $675,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $682,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $682,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $675,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,249 | ExcessRevenueOverExpensesAmt |
| Subtotal | $691,543 | SubtotalAmt |
| Other Decreases | $8,914 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $682,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Long Term Transaction | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-09-19 | AcquiredDt |
| Sold | 2018-02-14 | SoldDt |
| Gross Sales Price | $113,136 | GrossSalesPriceAmt |
| Cost Or Other Basis | $80,043 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,093 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,093 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,315 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,291,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $529,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 002.439156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,271,077 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $494,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 002.572843 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,358,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $492,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 002.756892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,334,291 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $529,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 002.522094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,374,870 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $483,712 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 002.842332 | DistributionYr5Rt |
| Total Distribution | 013.133317 | TotalDistributionRt |
| Average Distribution | 002.626663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $530,224 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,392,720 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $794 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,393,514 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,619,238 | 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 | $794 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $794 | SubtotalAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $463 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $463 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $463 | OriginalReturnTaxPaidAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $354 | TaxDueAmt |
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 |
| 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 |
| Phone | 9495530300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 CENTENNIAL WAY SUITE 100 | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VICKI GUM | ||||||
| 424 LOCUST STREET | LAGUNA BEACH | CA | 92651 | DIRECTOR | 000.00 | $0 |
| JACKIE GLASS | ||||||
| 2641 WAVERLY DRIVE | NEWPORT BEACH | CA | 92633 | DIRECTOR | 000.00 | $0 |
| DONALYN G KLING | ||||||
| 515 DARTMOOR | LAGUNA BEACH | CA | 92651 | DIRECTOR | 000.00 | $0 |
| DONALYN MIKLES | ||||||
| 165 RIDGE ROAD | SEDONA | AZ | 86336 | PRESIDENT / DIRECTOR | 000.00 | $0 |
| DARYL KLING | ||||||
| 35 GARNET HILL DRIVE | SEDONA | AZ | 86336 | DIRECTOR | 000.00 | $0 |
| ALLEN KLING | ||||||
| 6011 BUNKER HILL CIRCLE | PLACENTIA | CA | 92870 | SECRETARY / DIRECTOR | 000.00 | $0 |
| DARRYL SHEETZ | ||||||
| 10612 SUMTER WAY | TUSTIN | CA | 92782 | TREASURER / DIRECTOR | 010.00 | $15,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $538,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $538,298 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $538,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $530,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $794 | TotalTaxAmt |
| Distributable Before Adj | $25,717 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,717 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,619,238 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,619,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $794 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,618,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,717 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,351,344 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,308,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,334,546 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,246,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,266,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,507,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,619,238 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,593,521 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,101,217 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,351,344 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,749,873 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,308,889 | ExcessFromYear4Amt |
| Excess From Year3 | $1,334,546 | ExcessFromYear3Amt |
| Excess From Year2 | $1,246,821 | ExcessFromYear2Amt |
| Excess From Year1 | $1,266,096 | ExcessFromYear1Amt |
| Excess From Current Year | $1,593,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ADC Research institute | |||||
| 1990 M Street NW Suite 610 | Washington | DC | 20036 | charitable contribution | $2,000 |
| AIDS Services Foundation of OC | |||||
| 17982 Sky Park Circle Ste J | Irvine | CA | 92614 | charitable contribution | $3,000 |
| Aneheim Ducks Foundation | |||||
| 2695 East Katella Avenue | Anaheim | CA | 92806 | charitable contribution | $17,000 |
| Arts Visalia | |||||
| 214 East Oak Avenue | Visalia | CA | 93291 | charitable contribution | $7,000 |
| Big BrothersBig Sisters | |||||
| 241 Emerald Bay | Laguna Beach | CA | 92651 | charitable contribution | $7,000 |
| Boys & Girls Club of Laguna Beach | |||||
| 1085 Laguna Canyon Rd | Laguna Beach | CA | 92651 | charitable contribution | $7,000 |
| Braver Players Theater Foundation | |||||
| 335 Centennial Way Suite 100 | Tustin | CA | 92780 | charitable contribution | $31,500 |
| California Highway Patrol Foundation | |||||
| 2244 N State College Boulevard | Fullerton | CA | 92831 | charitable contribution | $2,000 |
| Calvary Chapel of San Clemente | |||||
| 927 Calle Negocio Suite O | San Clemente | CA | 92673 | charitable contribution | $28,000 |
| Camp Kesem at USC | |||||
| 10586 West Pico Boulevard 196 | Los Angeles | CA | 90064 | charitable contribution | $10,000 |
| Chancellor's Club | |||||
| 4199 Campus Drive Suite 210 UT | Irvine | CA | 926975612 | charitable contribution | $3,000 |
| Charities Aid Foundation of America (CAF) | |||||
| 1800 Diagonal Road Ste 150 | Alexandria | VA | 22314 | charitable contribution | $20,500 |
| Childrens Future Foundation | |||||
| PO Box 4072 | Merrifield | VA | 22116 | charitable contribution | $5,000 |
| Claremont Institute for Study of | |||||
| 1317 W Foothill Blvd Ste 120 | Upland | CA | 91786 | charitable contribution | $10,000 |
| College Foundation at Suny Delhi Inc | |||||
| 454 Delhi Drive | Delhi | NY | 13753 | charitable contribution | $5,000 |
| Cosmo Gru Foundation | |||||
| 335 Centennial Way Suite 100 | Tustin | CA | 92780 | charitable contribution | $19,500 |
| Council Of Aging | |||||
| 2 Executive Circle Suite 175 | Irvine | CA | 92614 | charitable contribution | $3,000 |
| Cure Duchenne | |||||
| 1400 Quail Street 110 | Newport Beach | CA | 92660 | charitable contribution | $5,000 |
| DARE America | |||||
| PO Box 512090 | Los Angeles | CA | 900510090 | charitable contribution | $2,000 |
| Davita Village Trust Inc | |||||
| PO Box 8500 | Philadelphia | PA | 19178 | charitable contribution | $1,000 |
| Decorative Arts Society | |||||
| P O Box 1414 | Newport Beach | CA | 92659 | charitable contribution | $6,800 |
| Direct Relief | |||||
| 27 S La Patera Lane | Santa Barbara | CA | 931173214 | charitable contribution | $60,000 |
| Drexel University | |||||
| 3141 Chestnut Street Suite 310 | Philadelphia | PA | 19104 | charitable contribution | $5,000 |
| Families Forward | |||||
| 8 Thomas | Irvine | CA | 92618 | charitable contribution | $20,000 |
| Fordham University | |||||
| 45 Columbus Avenue 8th Floor | New York | NY | 10023 | charitable contribution | $2,500 |
| Foundation World Cultural Heritage of the Wisdom Teachings | |||||
| 220 Montgomery Street Suite 1020 | San Francisco | CA | 94104 | charitable contribution | $5,000 |
| Friends of Bonobos | |||||
| PO Box 2652 | Durham | NC | 27715 | charitable contribution | $5,000 |
| Give Kids the World Village | |||||
| 210 South Bass Rd | Kissimmee | FL | 34746 | charitable contribution | $42,500 |
| Georgetown University | |||||
| Office of Gift Admin Dept 0734 | Washington | DC | 200730734 | charitable contribution | $1,000 |
| Hoag Hospital Foundation | |||||
| 330 Placentia Suite 100 | Newport Beach | CA | 92663 | charitable contribution | $40,000 |
| Holy Family Services Adoption Guild of So | |||||
| PO Box 95 | Corona Del Mar | CA | 92625 | charitable contribution | $5,000 |
| Hui No'eau Visual Arts Center | |||||
| 2841 Baldwin Avenue | Makawao | HI | 96768 | charitable contribution | $10,000 |
| Integrated Solutions 360 | |||||
| 384 Avenida Castilla Unit H | Laguna Hills | CA | 92637 | charitable contribution | $25,000 |
| Juvenille Diabetes Research Foundation (JDRF) (Curing Type 1 Diabetes) | |||||
| 49 Stevenson St Ste 1200 | San Francisco | CA | 94105 | charitable contribution | $20,000 |
| LA Maritime Institute | |||||
| Berth 73 Suite 2 | San Pedro | CA | 90731 | charitable contribution | $42,000 |
| Laguna Beach Community Clinic | |||||
| 362 Third Street | Laguna Beach | CA | 92651 | charitable contribution | $2,300 |
| Laguna Beach Seniors | |||||
| 380 3rd Street | Laguna Beach | CA | 92651 | charitable contribution | $62,500 |
| Laguna College of Art & Design | |||||
| 2222 Laguna Canyon Road | Laguna Beach | CA | 92651 | charitable contribution | $12,600 |
| Lighthouse Outreach Ministries | |||||
| 1885 Anaheim Avenue | Costa Mesa | CA | 92627 | charitable contribution | $3,000 |
| Lithuanian-American Community | |||||
| 5252 Pizzo Ranch Road | La Canada | CA | 91011 | charitable contribution | $20,500 |
| Little Orphan Animals | |||||
| 5150 N 13th Place | Phoenix | AZ | 85014 | charitable contribution | $25,000 |
| Marcelle Eriam Cancer Foundation | |||||
| 1687 Erringer Road 104 | Simi Valley | CA | 93065 | charitable contribution | $10,000 |
| Marine Animal Rescue Specialist Inc | |||||
| 214 Main Street 392 | El Segundo | CA | 90245 | charitable contribution | $10,000 |
| Matt Leinart Foundation | |||||
| 2781 W MacArthur Blvd Ste B-611 | Santa Ana | CA | 92704 | charitable contribution | $12,500 |
| Maui Classical Music Festival | |||||
| PO Box 532573 | Kihei | HI | 96753 | charitable contribution | $10,000 |
| MIND Institute | |||||
| 111 Academy Drive Suite 100 | Irvine | CA | 92617 | charitable contribution | $10,000 |
| MISS Foundation | |||||
| PO Box 9195 | Austin | TX | 78766 | charitable contribution | $5,000 |
| New York Restoration Project | |||||
| 17-19 Marble Avenue | Pleasantville | NY | 10570 | charitable contribution | $2,500 |
| Newport Harbor Educational Foundation | |||||
| 404 Westminster Avenue Suite 4 | Newport Beach | CA | 92663 | charitable contribution | $1,000 |
| Newport Harbor Sailing Foundation | |||||
| 1048 Irvine Avenue 820 | Newport Beach | CA | 92663 | charitable contribution | $2,000 |
| NOOHRA Foundation | |||||
| 4480 S Cobb Dr SE Ste H-343 | Smyma | GA | 30080 | charitable contribution | $52,000 |
| Ocean Institute | |||||
| 24200 Dana Point Harbor Drive | Dana Point | CA | 92629 | charitable contribution | $8,000 |
| One Pulse Foundation Inc | |||||
| PO Box 530036 | Orlando | FL | 32853 | charitable contribution | $20,000 |
| Orange County Ballet Theater | |||||
| 23091 Del Lago Drive | Laguna Hills | CA | 92653 | charitable contribution | $2,500 |
| Otra Mas | |||||
| 27252 Calle Arroyo | San Juan Capistrano | CA | 92675 | charitable contribution | $6,000 |
| Parent Booster USA Inc( Brook Knoll EagleConnection) | |||||
| 151 Brook Knoll Drive | Santa Cruz | CA | 95060 | charitable contribution | $1,000 |
| Ronald McDonald House | |||||
| 383 S Batavia Street | Orange | CA | 92868 | charitable contribution | $5,000 |
| SADR Foundation | |||||
| 4241 Maple Street Ste 250A | Dearborn | MI | 48126 | charitable contribution | $1,500 |
| Sage Hill School | |||||
| 20402 Newport Coast Drive | Newport Coast | CA | 92657 | charitable contribution | $20,000 |
| Saint John Maron Church | |||||
| 300 South Flower Street | Orange | CA | 92868 | charitable contribution | $3,000 |
| Saint Paul's Episcopal Church | |||||
| 1221 Wass Street | Tustin | CA | 92780 | charitable contribution | $2,500 |
| Sara's Wish Foundation | |||||
| 23 Ash Lane | Amherst | MA | 01002 | charitable contribution | $2,500 |
| Seaside Legal Services | |||||
| 301 Forest Ave | Laguna Beach | CA | 92651 | charitable contribution | $50,000 |
| Sedona Arts Center | |||||
| P O Box 569 | Sedona | AZ | 86339 | charitable contribution | $110,000 |
| Sedona Arts Festival | |||||
| PO Box 2729 | Sedona | AZ | 86339 | charitable contribution | $15,000 |
| Sedona International Film Festival | |||||
| 2030 W State Route 89A Suite A3-4 | Sedona | AZ | 86336 | charitable contribution | $182,500 |
| Segerstrom Center for the Arts | |||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | charitable contribution | $122,800 |
| Sherry Griswold Foundation | |||||
| 335 Centennial Way Suite 100 | Tustin | CA | 92780 | charitable contribution | $35,000 |
| South Bay Little League | |||||
| 1321 Myra Court | Chula Vista | CA | 91911 | charitable contribution | $7,000 |
| Southern Cal Lithuanian Performing Arts | |||||
| 4351 Ramsdell Avenue | La Crestenta | CA | 91214 | charitable contribution | $3,000 |
| St Casimir's Catholic Church | |||||
| 2718 St George Street | Los Angeles | CA | 90027 | charitable contribution | $14,500 |
| Terra Classical Theater | |||||
| 7671 Alhambra Drive | Huntington Beach | CA | 92647 | charitable contribution | $85,000 |
| The Huntington | |||||
| 1151 Oxford Road | San Marion | CA | 91108 | charitable contribution | $5,000 |
| The Lighted Window Preschool | |||||
| 1200 Foothill Boulevard | La Canada | CA | 91011 | charitable contribution | $7,500 |
| The Multiple System Atrophy Condition | |||||
| 9935-D Rea Road 212 | Charlotte | NC | 28277 | charitable contribution | $10,000 |
| The Plan B Foundation Inc | |||||
| 1785 W SR 89A Suite 3A | Sedona | AZ | 86336 | charitable contribution | $5,000 |
| The Thalians | |||||
| 15451 San Fernando Mission Blvd Ste | Mission Hills | CA | 91345 | charitable contribution | $5,000 |
| The UCI Foundation | |||||
| 333 City Boulevard West Suite 605 | Orange | CA | 92868 | charitable contribution | $10,000 |
| Virginia Roseanne Amato Foundation | |||||
| 1615 Poydras Street | New Orleans | LA | 70112 | charitable contribution | $2,500 |
| UCI Foundation Chancellor's Club | |||||
| 4199 Campus Drive Suite 210 UT | Irvine | CA | 92697 | charitable contribution | $10,000 |
| UCLA Foundation | |||||
| 7256 Boelter Hall Box 951600 | Los Angeles | CA | 90095 | charitable contribution | $10,000 |
| Unify Sedona A Rainbow Alliance | |||||
| 4645 Chipmunk Hollow | Rimrock | AZ | 86335 | charitable contribution | $5,000 |
| University of California Berkley Foundation | |||||
| 1995 University Avenue Suite 400 | Berkeley | CA | 94704 | charitable contribution | $4,000 |
| University of Southern California | |||||
| 1026 W 34th Street | Los Angeles | CA | 90089 | charitable contribution | $5,000 |
| UNRWA USA National Committee Inc | |||||
| 1875 Connecticut Avenue NW 10th Flo | Washington | DC | 20009 | charitable contribution | $4,000 |
| USC Catalina Hyberbaric Chamber | |||||
| PO Box 5069 | Avalon | CA | 90704 | charitable contribution | $15,000 |
| Verde Valley Sanctuary | |||||
| 385 South Main Street | Camp Verde | AZ | 86322 | charitable contribution | $32,500 |
| Verde Valley Archaeology Center | |||||
| 385 South Main Street | Camp Verde | AZ | 86322 | charitable contribution | $50,000 |
| Villanova University School of Law | |||||
| 299 North Mill Road | Villanova | PA | 19085 | charitable contribution | $2,500 |
| Vista Center Foundation | |||||
| 2500 El Camino Real Suite 100 | Palo Alto | CA | 94306 | charitable contribution | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,603,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,623 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,315 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,407 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Griswold Industries | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1325 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,250 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Computer | PropertyDesc |
| Acquired | 2013-04-20 | AcquiredDt |
| Cost Or Other Basis | $1,400 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,360 | PriorYearDepreciationAmt |
| Computation Method | 200 DBS | ComputationMethodTxt |
| Life | 0000000005.000000000000 | LifeRt |
| Current Year Expense | $40 | CurrentYearExpenseAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $490,097 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $483,790 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMERICA BANK - MONEY MARKET | CategoryOrItemTxt |
| Book Value | $388 | BookValueAmt |
| EOYFMV | $388 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $1,400 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,400 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Tax paid - 2017 | $737 |
| Adjust Investments to Book Value per Statements | $8,177 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | -$135 | -$135 | |
| postage | $202 | $202 | |
| supplies | $606 | $606 | |
| California filing fee and registration | $150 | $150 | |
| office expense | $270 | $270 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non Taxable income | Desc |
| Revenue And Expenses Per Books | $163 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $163 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax | $98 | $98 | |
| State of California | $10 | $10 |