THE PETER AND MARY MUTH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE PETER AND MARY MUTH FOUNDATION (EIN 33-0016627)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-21
- IRS object ID
- 201931419349100728
- Schema version
- 2018v3.1
- Note
- A later return for the same period supersedes this one.
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-21T16:51:58-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352495028 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johnson Tax & Consulting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Spectrum Center Dr Ste 400 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 330016627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter and Mary Muth Foundation | BusinessNameLine1Txt |
| Business Name Line2 | CO VerLyn Jensen | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9492616255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 Campus Drive | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERLYN JENSEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA A JOHNSON CPA | PreparerPersonNm |
| PTIN | P00167963 | PTIN |
| Phone | 9494246242 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,123,521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $423 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $423 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $423 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,179 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,179 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $726,041 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $23,219 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $55,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,602 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,100 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,291 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,291 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,041 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,701 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,602 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $785,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $281,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $281,837 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $847,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,025,953 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,045,212 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,796,472 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,796,472 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,632,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,104,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,123,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,087,210 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,623,102 | CapitalStockEOYAmt |
| Retained Earning BOY | $545,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $481,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,632,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,104,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,632,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,104,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,632,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,535,892 | OtherIncreasesAmt |
| Subtotal | $3,104,262 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,104,262 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TRUST 9454 - SEE ATTACHED | P | 2018-01-01 | 2018-01-01 | $144,585 | $168,753 | -$24,168 | -$24,168 |
| US TRUST 9454 - SEE ATTACHED | P | 2018-01-01 | 2018-01-01 | $520,707 | $531,993 | -$11,286 | -$11,286 |
| PIMCO FDS RAE PLUS INST | P | 2018-01-01 | 2018-10-15 | $846 | $844 | $2 | $2 |
| FMI FUNDS FMI INTERNATIONAL | P | 2014-03-03 | 2018-10-15 | $15,658 | $13,500 | $2,158 | $2,158 |
| PIMCO FDS RAE PLUS INST | P | 2018-01-01 | 2018-10-15 | $17,638 | $15,303 | $2,335 | $2,335 |
| PUTNAM FUNDS TRUST EQUITY | P | 2014-02-19 | 2018-10-15 | $12,005 | $13,500 | -$1,495 | -$1,495 |
| MUTH HOLDINGS, LLC K-1 CAPITAL GAINS | P | 2018-01-01 | 2018-01-01 | $14,602 | $14,602 | $14,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,852 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$18,515 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,733,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,308 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,228,576 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05174 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $993,872 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,181,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.45560 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,179,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07597 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,228,158 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05048 | DistributionYr5Rt |
| Total Distribution | 0.745026 | TotalDistributionRt |
| Average Distribution | 0.149005 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,161,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $471,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $471,362 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $469 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $469 | SubtotalAmt |
| Tax Based On Investment Income | $469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,156 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,156 | TotalPaymentsAndCreditsAmt |
| Overpayment | $687 | OverpaymentAmt |
| Applied To ES Tax | $687 | 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 | false | 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 | Yes (true) | 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 | Johnson Tax Consulting | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494246242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Spectrum Center Drive Suite 400 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VerLyn N Jensen | ||||||
| 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | President | 0.00 | $0 |
| JEFFERY V JENSEN | ||||||
| 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | SECRETARY/TREAS | 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 | $1,071,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,811,236 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,209,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,209,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,161,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $469 | TotalTaxAmt |
| Distributable Before Adj | $157,622 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,622 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,622 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $93,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $93,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,622 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $901,921 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,070,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,200 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $64,422 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,422 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,006,515 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,006,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $896,054 | ExcessFromYear3Amt |
| Excess From Year2 | $3,879 | ExcessFromYear2Amt |
| Excess From Year1 | $106,582 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 GIRLS CLUB OF TUSTIN | |||||||
| 580 W SIXTH STREET | TUSTIN | CA | 92780 | NONE | PC | CONTRIBUTION | $20,500 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | CONTRIBUTION | $500 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE STREET | SANTA ANA | CA | 92704 | NONE | PC | CONTRIBUTION | $6,500 |
| KIDSINGERS | |||||||
| 3947 E LA PALMA AVENUE | ANAHEIM | CA | 92807 | NONE | PC | CONTRIBUTION | $2,000 |
| ORANGE COUNTY RESUE MISSION | |||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | CONTRIBUTION | $2,500 |
| PROVIDENCE SPEECH HEARING | |||||||
| 1301 PROVIDENCE AVENUE | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $500 |
| UC RIVERSIDE FOUNDATION | |||||||
| 900 UNIVERSITY AVENUE MC063 | RIVERSIDE | CA | 92521 | NONE | PC | CONTRIBUTION | $2,500 |
| BLIND CHILDREN'S LEARNING CENTER | |||||||
| 18542B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | PC | CONTRIBUTION | $1,000 |
| BOY SCOUTS OF AMERICA OC COUNCIL | |||||||
| 619 S VAN NESS AVENUE | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $500 |
| NOBEL VIKING CHARITIES | |||||||
| 1048 IRVINE BLVD PMB 465 | NEWPORT BEACH | CA | 92658 | NONE | PC | CONTRIBUTION | $10,000 |
| ST JOSEPH'S CHURCH | |||||||
| 727 MINTER STREET | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $7,000 |
| CHOC CHILDREN'S FOUNDATION | |||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $200 |
| HOMEAID ORANGE COUNTY | |||||||
| 24 EXECUTIVE PARK SUITE 100 | IRVINE | CA | 92614 | NONE | PC | CONTRIBUTION | $1,000 |
| HURTT FAMILY HEALTH CLINIC | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | CONTRIBUTION | $500 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 39 MESA STREET 205 | SAN FRANCISCO | CA | 94129 | NONE | PC | CONTRIBUTION | $2,500 |
| OCEAN INSTITUTE | |||||||
| 24200 DANA POINT HARBOR DRIVE | DANA POINT | CA | 92629 | NONE | PC | CONTRIBUTION | $10,000 |
| YOUTH CENTERS OF ORANGE | |||||||
| 146 NORTH GRAND STREET | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $25,000 |
| ORANGE COUNTY FIRE SERVICES ASSOCIA | |||||||
| PO BOX 2866 | ANAHEIM | CA | 92804 | NONE | PC | CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,179 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15,206 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $23,219 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | -$17,852 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,027 | ExclusionAmt |
| Related Or Exempt Function Incm | -$17,852 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,175 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LYNN MUTH SEP PPTY TRUST | |||||||
| 1 | 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | $10,020 | Yes (X) | |
| LYNN MUTH SEP PPTY TRUST | |||||||
| 2 | 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | $1,525,872 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 9.09% INTEREST IN MUTH HOLDINGS, LLC | NoncashPropertyDesc |
| Fair Market Value | $1,525,872 | FairMarketValueAmt |
| Received | 2018-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,291 | Amt |
| Net Investment Income | $7,291 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,100 | LegalFeesAmt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTH HOLDINGS, LLC | Desc |
| EOY Book Value | $1,796,472 | EOYBookValueAmt |
| EOYFMV | $1,796,472 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK AND INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $17,701 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,701 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $23,219 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS TO TRUST PRINCIPAL | Desc |
| Amt | $1,535,892 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN MUTH SEP PPTY TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 CAMPUS DRIVE SUITE 200 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $1,016 | $1,016 |
| STATE FILING FEE | $25 | $25 |
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