THE MCCLARTY FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE MCCLARTY FAMILY FOUNDATION (EIN 46-1552986)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-10
IRS object ID
201931009349100413
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-10T14:01:41-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461552986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The McClarty Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMCCLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH MCCLARTYPersonNm
Person Titlevice presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-03-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.30.129.181IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191005000002FederalOriginalSubmissionId
Federal Original Submission Id2019-04-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id0C5E5A4654C1C37B4810F575F1A1D05F0CA21AEDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$817,840FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$239,853ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$161InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$161InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,634DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,634DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,994NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$449,039GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$199,109CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$273,642TotalRevAndExpnssAmt
Total Net Invst Incm$214,904TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,827OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,827OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,058TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,827TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$153,910TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,827TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$119,732ExcessRevenueOverExpensesAmt
Net Investment Income$208,077NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,960SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$80,445SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,445SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$657,521CorporateStockBOYAmt
Corporate Stock EOY$722,768CorporateStockEOYAmt
Corporate Stock EOYFMV$737,395CorporateStockEOYFMVAmt
Total Assets BOY$683,481TotalAssetsBOYAmt
Total Assets EOY$803,213TotalAssetsEOYAmt
Total Assets EOYFMV$817,840TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$683,481RetainedEarningBOYAmt
Retained Earning EOY$803,213RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$683,481TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$803,213TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$683,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$803,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$683,481TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$119,732ExcessRevenueOverExpensesAmt
Subtotal$803,213SubtotalAmt
Tot Net Ast Or Fund Balances EOY$803,213TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$449,039GrossSalesPriceAmt
Cost Or Other Basis$249,930CostOrOtherBasisAmt
Gain Or Loss$199,109GainOrLossAmt
Gains Minus Excess Or Losses$199,109GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$199,109CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$717,613NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073194DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,125AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$621,559NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$274,813AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$701,122NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.391962DistributionYr3Rt
Adjusted Qlfy Distri Yr4$322,284AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$582,058NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.553697DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,087AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$247,154NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.137918DistributionYr5Rt
Total Distribution1.193976TotalDistributionRt
Average Distribution0.238795AverageDistributionRt
Net Vl Noncharitable Assets$667,863NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$159,482AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,081NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$161,563AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$145,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,162InvestmentIncomeExciseTaxAmt
Subtotal$4,162SubtotalAmt
Tax Based On Investment Income$4,162TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$3,562TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Chelsea Ketelsen
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Deborah McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Harold McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Jonathan McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Sarah McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$652,395AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,639AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$678,034TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$678,034AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$667,863NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,393MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,393MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,162TaxBasedOnInvestmentIncomeAmt
Total Tax$4,162TotalTaxAmt
Distributable Before Adj$29,231DistributableBeforeAdjAmt
Distributable Before Ded$29,231DistributableBeforeDedAmt
Distributable As Adjusted$29,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$145,025QualifyingDistributionsAmt
Adjusted Qualifying Distri$145,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,231DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr5$13,469ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,363ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$241,881ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$18,402ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$567,115TotalExcessDistributionCyovAmt
Qualifying Distributions$145,025QualifyingDistributionsAmt
Applied To Current Year$29,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$115,794RemainingDistriFromCorpusAmt
Total Corpus$682,909TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$13,469ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$669,440ExcessDistriCyovToNextYrAmt
Excess From Year4$293,363ExcessFromYear4Amt
Excess From Year3$241,881ExcessFromYear3Amt
Excess From Year1$18,402ExcessFromYear1Amt
Excess From Current Year$115,794ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDeborah McClartyContributingManagerNm
Contributing ManagerHarold McClartyContributingManagerNm
Contributing ManagerJonathan McClartyContributingManagerNm
Contributing ManagerSarah McClartyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION
PO BOX 479SALINASCA93902N/APC2018 Operational Program support$55,000
COMMUNITY HOSPITAL OF CENTRAL CALIFORNIA FOUNDATIO
1560 E SHAW AVEFRESNOCA93710N/APCPediatric Services Program$25,000
F O O D INC
4010 E AMENDOLA DRFRESNOCA93725N/APCCapital Campaign$50,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC DAVIS
1 SHIELDS AVEDAVISCA95616N/APCAgroecology Professorship project$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,634ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,994ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,789ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,789TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMcClarty HaroldContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line113138 S Bethel AvenueAddressLine1Txt
CityKingsburgCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93631ZIPCd
FieldValueIRS element (for citing)
Total Contributions$239,853TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyTAKE-TWO INTERACTIVE SOFTWARE TTWO, 2275 sh.NoncashPropertyDesc
Fair Market Value$239,853FairMarketValueAmt
Received2018-12-28ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO 1 TO 5 YEAR US TIPS INDE$134,715$132,235
PIMCO ALL ASSET FUND INSTITUTI$78,073$75,267
PIMCO LOW DURATION INSTL$136,306$132,168
VANGUARD FTSE DEVELOPED MARKET$166,752$162,684
VANGUARD FTSE EMERGING MARKETS$34,287$35,585
VANGUARD LG-CAP ETF$155,423$179,526
VANGUARD SM-CAP ETF$17,212$19,930

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,000$5,000
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,827Amt
Net Investment Income$6,827NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$600
990-PF Excise Tax for 2017$1,458

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