KLING FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KLING FAMILY FOUNDATION (EIN 33-6272913)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202522749349100722
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-01T16:05:56-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472130068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cronin Hanley VanZile & Lorenzo | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Kiel Ave Ste 1 | AddressLine1Txt |
| City | Kinnelon | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 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 | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maryann Hanley | PreparerPersonNm |
| PTIN | P01703139 | PTIN |
| Phone | 9734923069 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $849,082 | 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 | $2,635,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,539 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,539 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,530 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,530 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,340 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,340 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,678,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,409 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,409 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,508 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $390 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $74 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $74 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,628,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,628,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,667,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $74 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,654,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,335 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,038 | CashBOYAmt |
| Cash EOY | $105,601 | CashEOYAmt |
| Cash EOYFMV | $105,601 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $334,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,160 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $331,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $428,321 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $774,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $785,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $849,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $774,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $785,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $774,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $785,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $785,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $774,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $785,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $785,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $23,340 | GrossSalesPriceAmt |
| Gain Or Loss | $23,340 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,340 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,340 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,340 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $598 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $598 | SubtotalAmt |
| Tax Based On Investment Income | $598 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $615 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | DARRYL SHEETZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9495330300 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARRYL SHEETZ | ||||||
| 335 CENTENNIAL WAY | TUSTIN | CA | 92780 | Treasurer | 10.00 | $25,000 |
| VICKI GUMM | ||||||
| 424 LOCUST STREET | LAGUNA BEACH | CA | 92651 | Director | 0.00 | $0 |
| JACKIE GLASS | ||||||
| 2641 WAVERLY DRIVE | NEWPORT BEACH | CA | 92633 | Director | 0.00 | $0 |
| DONALYN G KLING | ||||||
| 515 DARTMOOR STREET | LAGUNA BEACH | CA | 92651 | Director | 0.00 | $0 |
| DONALYN MIKLES | ||||||
| 506 MANZANITA DRIVE | SEDONA | AZ | 86336 | Director | 0.00 | $0 |
| PATRICK KLING | ||||||
| 9034 CRICHTON WOODS DRIVE | ORLANDO | FL | 32819 | DIRECTOR/SECRET | 0.00 | $0 |
| ALLEN KLING | ||||||
| 6011 BUNKER HILL CIRCLE | PLACENTIA | CA | 92870 | PRESIDENT/DIREC | 0.00 | $0 |
| TEMUJIN KUECHL | ||||||
| 100 NANNA CT | SANTA CRUZ | CA | 95060 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $410,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $485,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $485,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $478,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $598 | TotalTaxAmt |
| Distributable Before Adj | $23,334 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,334 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,334 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,654,999 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,654,999 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,334 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,740,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,134,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,150,063 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,959,898 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,301,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,286,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,654,999 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,631,665 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,917,780 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,740,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,177,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,134,676 | ExcessFromYear4Amt |
| Excess From Year3 | $2,150,063 | ExcessFromYear3Amt |
| Excess From Year2 | $1,959,898 | ExcessFromYear2Amt |
| Excess From Year1 | $2,301,304 | ExcessFromYear1Amt |
| Excess From Current Year | $2,631,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANAHEIM DUCKS FOUNDATION INC | ||||||
| 2695 East Katella Avenue | Anaheim | CA | 92806 | PC | UNRESTRICTED | $15,000 |
| ARIZONA COMMUNITY FOUNDATION | ||||||
| PO BOX 558 | SEDONA | AZ | 86339 | PC | UNRESTRICTED | $12,000 |
| BALLET PROJECT OC | ||||||
| 14351 MYFORD ROAD STE 120-C | TUSTIN | CA | 92780 | PC | UNRESTRICTED | $7,500 |
| BIG BREAK FOUNDATION | ||||||
| 101 FERNCO DRIVE | NASHVILLE | TN | 37207 | PC | UNRESTRICTED | $74,500 |
| BIG BROTHERS BIG SISTERS OF OC | ||||||
| 241 EMERALD BAY | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $10,000 |
| BIRD SCHOOL PROJECT | ||||||
| 2655 N RODEO GULCH ROAD | SOQUEL | CA | 95073 | PC | UNRESTRICTED | $500 |
| BRAVER PLAYERS MUSICAL THEATER FOUN | ||||||
| 335 CENTENNIAL WAY SUITE 100 | TUSTIN | CA | 92780 | PC | UNRESTRICTED | $13,750 |
| CAF AMERICA | ||||||
| 1800 DIAGONAL ROAD SUITE 100 | ALEXANDRIA | VA | 22314 | PC | UNRESTRICTED | $27,000 |
| CALVARY CHAPEL OF SAN CLEMENTE | ||||||
| 927 CALLE NEGOCIO SUITE O | SAN CLAMENTE | CA | 92673 | PC | UNRESTRICTED | $20,000 |
| CHOC CHILDRENS FOUNDATION | ||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | PC | UNRESTRICTED | $2,000 |
| COSMO GRU FOUNDATION | ||||||
| 335 CENTENNIAL WAY SUITE 100 | TUSTIN | CA | 92780 | PC | UNRESTRICTED | $16,000 |
| DECORATIVE ARTS SOCIETY | ||||||
| PO BOX 1414 | NEWPORT BEACH | CA | 92659 | PC | UNRESTRICTED | $25,000 |
| DONORS CHOOSEORG | ||||||
| MAIL CODE 6656 PO BOX 7247 | PHILADELPHIA | PA | 19170 | PC | UNRESTRICTED | $2,000 |
| FAMILIES FORWARD | ||||||
| 8 THOMAS | IRVINE | CA | 92618 | PC | UNRESTRICTED | $5,000 |
| FESTIVAL OF THE ARTS OF LAGUNA BEAC | ||||||
| 650 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $5,000 |
| GIVE KIDS THE WORLD | ||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | PC | UNRESTRICTED | $28,000 |
| HOW HALL INC | ||||||
| PO BOX 6267 | HUNTINGTON BEACH | CA | 92646 | PC | UNRESTRICTED | $15,000 |
| HOAG HOSPITAL FOUNDATION | ||||||
| 330 PLACENTIA STE 100 | NEWPORT BEACH | CA | 92663 | PC | UNRESTRICTED | $110,000 |
| INTEGRATED SOLUTIONS 360 | ||||||
| 384 AVENIDA CASTILLA UNIT H | LAGUNA HILLS | CA | 92637 | PC | UNRESTRICTED | $136,500 |
| JOE GROHMAN GOLF FOUNDATION | ||||||
| 39 MEADOWBROOK | ALISO VIEJO | CA | 92656 | PC | UNRESTRICTED | $10,000 |
| LAGUNA BEACH SENIORS AT THE SUZI Q | ||||||
| 380 3RD STREET | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $28,000 |
| LAGUNA PRESBYTERIAN CHURCH | ||||||
| 415 FOREST AVENUE | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $7,000 |
| LIFE LAB SCIENCE PROGRAM | ||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | UNRESTRICTED | $500 |
| LITHUANIAN AMERICAN COMMUNITY | ||||||
| 5252 PIZZO RANCH ROAD | LA CANADA | CA | 91011 | PC | UNRESTRICTED | $31,500 |
| LITTLE ORPHAN ANIMALS INC | ||||||
| 5150 N 13TH PLACE | PHOENIX | AZ | 85014 | PC | UNRESTRICTED | $113,000 |
| LOS ANGELES MARITIME INSTITUTE | ||||||
| BERTH 73 SUITE 2 | SAN PEDRO | CA | 90731 | PC | UNRESTRICTED | $45,000 |
| MAUI CLASSICAL MUSIC FESTIVAL | ||||||
| PO BOX 532573 | KIHEI | HI | 96753 | PC | UNRESTRICTED | $20,000 |
| MIND RESEARCH INSTITUTE | ||||||
| 111 ACADEMY DRIVE STE 100 | IRVINE | CA | 92617 | PC | UNRESTRICTED | $10,000 |
| NOOHRA FOUNDATION | ||||||
| 4480 S COBB DR SE STE H-343 | SMYMA | GA | 30080 | PC | UNRESTRICTED | $76,000 |
| NORTHERN ARIZONA RESTORATIVE JUSTIC | ||||||
| PO BOX 1369 | SEDONA | AZ | 86339 | PC | UNRESTRICTED | $80,000 |
| OCEAN INSTITUTE | ||||||
| 24200 DANA POINT HARBOR DRIVE | DANA POINT | CA | 92629 | PC | UNRESTRICTED | $10,000 |
| ONE SLEEPY HOLOW | ||||||
| 20 WASHINGTON LANE | ORINDA | CA | 94563 | PC | UNRESTRICTED | $10,000 |
| O'NEILL SEA ODYSSEY | ||||||
| 2222 E CLIFF DRIVE SUITE 222 | SANTA CRUZ | CA | 95062 | PC | UNRESTRICTED | $1,000 |
| REBOUND MENTORSHIP | ||||||
| 9941 DEERHAVEN DRIVE | SANTA ANA | CA | 92705 | PC | UNRESTRICTED | $109,500 |
| RESTORING HOPE IN YOUTH | ||||||
| 335 CENTENNIAL WAY | TUSTIN | CA | 92780 | PC | UNRESTRICTED | $77,000 |
| ROMAN CATHOLIC ARCHBISHOP OF LOS AN | ||||||
| 3424 WILSHIRE BLVD 6TH FL | LOS ANGELES | CA | 90010 | PC | UNRESTRICTED | $4,500 |
| SADR FOUNDATION | ||||||
| 4241 MAPLE STREET STE 250A | DEARBORN | MI | 48126 | PC | UNRESTRICTED | $3,000 |
| SARAH'S WISH FOUNDATION | ||||||
| 23 ASH LANE | AMHERST | MA | 01002 | PC | UNRESTRICTED | $2,500 |
| SEASIDE LEGAL SERVICES | ||||||
| 301 FOREST AVE | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $68,000 |
| SEDONA ARTS CENTER INC | ||||||
| PO BOX 569 | SEDONA | AZ | 86339 | PC | UNRESTRICTED | $213,000 |
| SEDONA INTERNATIONAL FILM FESTIVAL | ||||||
| 2030 W STATE ROUTE 89A STE A3-4 | SEDONA | AZ | 86336 | PC | UNRESTRICTED | $128,000 |
| SEGERSTROM CENTER FOR THE ARTS | ||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | PC | UNRESTRICTED | $224,500 |
| SHERRY GRISWOLD FOUNDATIONS | ||||||
| 335 CENTENNIAL WAY STE 100 | TUSTIN | CA | 92780 | PC | UNRESTRICTED | $65,000 |
| ST CASIMIR ROMAN CATHOLIC CHURCH | ||||||
| 2718 ST GEORGE ST | LOS ANGELES | CA | 90027 | PC | UNRESTRICTED | $54,000 |
| TERRA CLASSICAL THEATER | ||||||
| 7671 ALHAMBRA DR | HUNTINGTON BEACH | CA | 92615 | PC | UNRESTRICTED | $78,000 |
| THE CLAREMONT INSTITUTE | ||||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | PC | UNRESTRICTED | $15,000 |
| THE COLLEGE FOUNDATION AT DELHI INC | ||||||
| 454 HELHI DRIVE | DELHI | NY | 13753 | PC | UNRESTRICTED | $2,500 |
| THE GEFFEN PLAYHOUSE | ||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | PC | UNRESTRICTED | $5,000 |
| THE HISTORICAL DIVING SOCIETY | ||||||
| 23831 SALVADOR BAY | MONARCH BEACH | CA | 92629 | PC | UNRESTRICTED | $25,000 |
| THE HUNTINGTON | ||||||
| 1151 OXFORD ROAD | SAN MARION | CA | 91108 | PC | UNRESTRICTED | $6,000 |
| THE VIRGINIA ROSANNE AMATO FOUNDATI | ||||||
| 1615 POYDRAS STREET | NEW ORLEANS | LA | 70112 | PC | UNRESTRICTED | $2,500 |
| THE UCI FOUNDATION | ||||||
| 333 CITY BLVD WEST STE 605 | ORANGE | CA | 95001 | PC | UNRESTRICTED | $62,000 |
| TINY PAWS PUG RESCUE | ||||||
| PO BOX 281 | APTOS | CA | 95001 | PC | UNIVERSITY | $2,000 |
| USC CATALINA HYPERBARIC | ||||||
| PO BOX 5069 | AVALON | CA | 90704 | PC | UNRESTRICTED | $20,000 |
| VERDE VALLEY SANCTUARY | ||||||
| 385 SOUTH MAIN STREET | CAMP VERDE | AZ | 86322 | PC | UNRESTRICTED | $25,000 |
| VERDE VALLEY ARCHAEOLOGY CENTER | ||||||
| 385 SOUTH MAIN STREET | CAMP VERDE | AZ | 86322 | PC | UNRESTRICTED | $178,000 |
| UNIFY SEDONA A RAINBOW ALLIANCE | ||||||
| 4645 CHIPMUNK HOLLOW | RIMROCK | AZ | 86335 | PC | UNRESTRICTED | $50,000 |
| ADC RESEARCH INSTITUTE | ||||||
| 1990 M STREET NW STE 610 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $1,500 |
| DR PHILLIPS CTR FOR PERFORMING ARTS | ||||||
| 155 E ANDERSON STREET | ORLANDO | FL | 32801 | PC | UNRESTRICTED | $25,000 |
| MAKE A WISH FOUNDATION | ||||||
| 3230 EL CAMINO REAL SUITE 100 | IRVINE | CA | 92602 | PC | UNRESTRICTED | $15,000 |
| NEWPORT BEACH JUNIOR LIFEGUARD FOUN | ||||||
| 1090 SEA BLUFF DRIVE | COSTA MESA | CA | 92627 | PC | UNRESTRICTED | $10,000 |
| ONE-01S | ||||||
| PO BOX AT 21C ORINDA WAY 123 | ORINDA | CA | 94563 | PC | UNRESTRICTED | $5,000 |
| PROMISE 4 PAWS | ||||||
| 33163 TRINIDAD CIRCLE SUITE 222 | DANA POINT | CA | 92629 | PC | UNRESTRICTED | $10,000 |
| EQUALITY FLORIDA INSTITUTE INC | ||||||
| PO BOX 20786 | TAMPA | FL | 33622 | PC | UNRESTRICTED | $20,000 |
| LAGUNA ART MUSEUM | ||||||
| 307 CLIFF DRIVE | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $10,000 |
| LAGUNA OCEAN FOUNDATION | ||||||
| 1728 GLENNEYRE STREET 133 | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $10,000 |
| LIFE CHURCH OF ORANGE | ||||||
| 3514 E CHAPMAN AVENUE | ORANGE | CA | 92869 | PC | UNRESTRICTED | $1,000 |
| LITHUANIAN CHILDREN'S HOPE | ||||||
| 1085 CHARLOT CIRCLE | THOUSAND OAKS | CA | 91362 | PC | UNRESTRICTED | $8,000 |
| PACIFIC MARINE MAMMEL CENTER | ||||||
| 20612 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $10,000 |
| PEACEFULL VALLEY DONKEY RESCUE | ||||||
| PO BOX 216 | MILES | TX | 76861 | PC | UNRESTRICTED | $90,000 |
| PROJECT O | ||||||
| 878 CLIFF DRIVE | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $10,000 |
| RADIANT HEALTH CENTERS | ||||||
| 17982 SKY PARK CIRCLE SUITE J | IRVINE | CA | 92614 | PC | UNRESTRICTED | $5,000 |
| SABIL USA | ||||||
| PO BOX 60473 | IRVINE | CA | 92602 | PC | UNRESTRICTED | $1,000 |
| THE CANYON CLUB | ||||||
| 6 HUGHES SUITE 205 | IRVINE | CA | 92618 | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,628,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,539 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,409 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING | $3,508 | $0 | $0 | $0 |
| AUDIT | $8,000 | $0 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA FILING FEE | $225 | $225 |
| MISC | -$283 | |
| OFFICE EXPENSES | $1,524 | $1,524 |
| Service charges | $409 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign Tax | $74 | $74 | $74 |
| Payment to IRS | $316 | $316 |