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
2019-09-11
IRS object ID
201932549349100713
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)
Return2019-09-11T13:04:29-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352495028PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Johnson Tax & ConsultingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Spectrum Center Dr Ste 400AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330016627EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peter and Mary Muth FoundationBusinessNameLine1Txt
Business Name Line2CO VerLyn JensenBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone9492616255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15100 Campus DriveAddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERLYN JENSENPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A JOHNSON CPAPreparerPersonNm
PTINP00167963PTIN
Phone9494246242PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,123,521FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,535,892ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$423InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$423InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$423InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$50,179DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,179DividendsNetInvstIncmAmt
Dividends Adj Net Incm$50,179DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,852NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$726,041GrossSalesPriceAmt
Other Income Rev And Expnss$23,219OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,591,861TotalRevAndExpnssAmt
Total Net Invst Incm$50,602TotalNetInvstIncmAmt
Total Adj Net Incm$50,602TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,100LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,291AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,291AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,041TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,041TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$17,701OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,701OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$27,133TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,133TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,133TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$93,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,471,528ExcessRevenueOverExpensesAmt
Net Investment Income$23,469NetInvestmentIncomeAmt
Adjusted Net Income$50,602AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$785,138SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$281,837SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$281,837SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$847,596OtherInvestmentsBOYAmt
Other Investments EOY$1,025,953OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,045,212OtherInvestmentsEOYFMVAmt
Other Assets EOY$1,796,472OtherAssetsEOYAmt
Other Assets EOYFMV$1,796,472OtherAssetsEOYFMVAmt
Total Assets BOY$1,632,734TotalAssetsBOYAmt
Total Assets EOY$3,104,262TotalAssetsEOYAmt
Total Assets EOYFMV$3,123,521TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,087,210CapitalStockBOYAmt
Capital Stock EOY$2,623,102CapitalStockEOYAmt
Retained Earning BOY$545,524RetainedEarningBOYAmt
Retained Earning EOY$481,160RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,632,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,104,262TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,632,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,104,262TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,632,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,471,528ExcessRevenueOverExpensesAmt
Subtotal$3,104,262SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,104,262TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TRUST 9454 - SEE ATTACHEDP2018-01-012018-01-01$144,585$168,753-$24,168-$24,168
US TRUST 9454 - SEE ATTACHEDP2018-01-012018-01-01$520,707$531,993-$11,286-$11,286
PIMCO FDS RAE PLUS INSTP2018-01-012018-10-15$846$844$2$2
FMI FUNDS FMI INTERNATIONALP2014-03-032018-10-15$15,658$13,500$2,158$2,158
PIMCO FDS RAE PLUS INSTP2018-01-012018-10-15$17,638$15,303$2,335$2,335
PUTNAM FUNDS TRUST EQUITYP2014-02-192018-10-15$12,005$13,500-$1,495-$1,495
MUTH HOLDINGS, LLC K-1 CAPITAL GAINSP2018-01-012018-01-01$14,602$14,602$14,602
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,852CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$18,515NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$192,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,733,319NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11123DistributionYr1Rt
Adjusted Qlfy Distri Yr2$115,308AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,228,576NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05174DistributionYr2Rt
Adjusted Qlfy Distri Yr3$993,872AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,181,467NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.45560DistributionYr3Rt
Adjusted Qlfy Distri Yr4$165,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,179,735NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07597DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,228,158NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05048DistributionYr5Rt
Total Distribution0.745026TotalDistributionRt
Average Distribution0.149005AverageDistributionRt
Net Vl Noncharitable Assets$3,161,817NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$471,127AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$235NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$471,362AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$93,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$469InvestmentIncomeExciseTaxAmt
Subtotal$469SubtotalAmt
Tax Based On Investment Income$469TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,156EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,156TotalPaymentsAndCreditsAmt
Overpayment$687OverpaymentAmt
Applied To ES Tax$687AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Johnson Tax ConsultingBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9494246242PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 Spectrum Center Drive Suite 400AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VerLyn N Jensen
5100 CAMPUS DRIVE SUITE 200NEWPORT BEACHCA92660President0.00$0
JEFFERY V JENSEN
5100 CAMPUS DRIVE SUITE 200NEWPORT BEACHCA92660SECRETARY/TREAS0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,071,304AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,426AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,811,236FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,209,966TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,209,966AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,149CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,161,817NetVlNoncharitableAssetsAmt
Minimum Investment Return$158,091MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$158,091MinimumInvestmentReturnAmt
Tax Based On Investment Income$469TaxBasedOnInvestmentIncomeAmt
Total Tax$469TotalTaxAmt
Distributable Before Adj$157,622DistributableBeforeAdjAmt
Distributable Before Ded$157,622DistributableBeforeDedAmt
Distributable As Adjusted$157,622DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,200ExpensesAndContributionsAmt
Qualifying Distributions$93,200QualifyingDistributionsAmt
Adjusted Qualifying Distri$93,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$157,622DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,477ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$57,078ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$901,921ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,879ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$106,582ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,070,937TotalExcessDistributionCyovAmt
Qualifying Distributions$93,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,200AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$64,422ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$64,422ExcessDistributionCyovAppCYAmt
Total Corpus$1,006,515TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,006,515ExcessDistriCyovToNextYrAmt
Excess From Year3$896,054ExcessFromYear3Amt
Excess From Year2$3,879ExcessFromYear2Amt
Excess From Year1$106,582ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS GIRLS CLUB OF TUSTIN
580 W SIXTH STREETTUSTINCA92780NONEPCCONTRIBUTION$20,500
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010NONEPCCONTRIBUTION$500
HEART OF JESUS RETREAT CENTER
2927 SOUTH GREENVILLE STREETSANTA ANACA92704NONEPCCONTRIBUTION$6,500
KIDSINGERS
3947 E LA PALMA AVENUEANAHEIMCA92807NONEPCCONTRIBUTION$2,000
ORANGE COUNTY RESUE MISSION
1 HOPE DRIVETUSTINCA92782NONEPCCONTRIBUTION$2,500
PROVIDENCE SPEECH HEARING
1301 PROVIDENCE AVENUEORANGECA92868NONEPCCONTRIBUTION$500
UC RIVERSIDE FOUNDATION
900 UNIVERSITY AVENUE MC063RIVERSIDECA92521NONEPCCONTRIBUTION$2,500
BLIND CHILDREN'S LEARNING CENTER
18542B VANDERLIP AVENUESANTA ANACA92705NONEPCCONTRIBUTION$1,000
BOY SCOUTS OF AMERICA OC COUNCIL
619 S VAN NESS AVENUESANTA ANACA92701NONEPCCONTRIBUTION$500
NOBEL VIKING CHARITIES
1048 IRVINE BLVD PMB 465NEWPORT BEACHCA92658NONEPCCONTRIBUTION$10,000
ST JOSEPH'S CHURCH
727 MINTER STREETSANTA ANACA92701NONEPCCONTRIBUTION$7,000
CHOC CHILDREN'S FOUNDATION
1201 W LA VETA AVENUEORANGECA92868NONEPCCONTRIBUTION$200
HOMEAID ORANGE COUNTY
24 EXECUTIVE PARK SUITE 100IRVINECA92614NONEPCCONTRIBUTION$1,000
HURTT FAMILY HEALTH CLINIC
ONE HOPE DRIVETUSTINCA92782NONEPCCONTRIBUTION$500
JOHN BURTON ADVOCATES FOR YOUTH
39 MESA STREET 205SAN FRANCISCOCA94129NONEPCCONTRIBUTION$2,500
OCEAN INSTITUTE
24200 DANA POINT HARBOR DRIVEDANA POINTCA92629NONEPCCONTRIBUTION$10,000
YOUTH CENTERS OF ORANGE
146 NORTH GRAND STREETORANGECA92868NONEPCCONTRIBUTION$25,000
ORANGE COUNTY FIRE SERVICES ASSOCIA
PO BOX 2866ANAHEIMCA92804NONEPCCONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$423ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,179ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$15,206ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$23,219ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm-$17,852RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$89,027ExclusionAmt
Related Or Exempt Function Incm-$17,852RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,175TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LYNN MUTH SEP PPTY TRUST
15100 CAMPUS DRIVE SUITE 200NEWPORT BEACHCA92660$10,020Yes (X)
LYNN MUTH SEP PPTY TRUST
25100 CAMPUS DRIVE SUITE 200NEWPORT BEACHCA92660$1,525,872Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property9.09% INTEREST IN MUTH HOLDINGS, LLCNoncashPropertyDesc
Fair Market Value$1,525,872FairMarketValueAmt
Received2018-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,291Amt
Net Investment Income$7,291NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,100LegalFeesAmt
Net Investment Income$1,100NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTH HOLDINGS, LLCDesc
EOY Book Value$1,796,472EOYBookValueAmt
EOYFMV$1,796,472EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK AND INVESTMENT FEESDesc
Revenue And Expenses Per Books$17,701RevenueAndExpensesPerBooksAmt
Net Investment Income$17,701NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$23,219RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLYNN MUTH SEP PPTY TRUSTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15100 CAMPUS DRIVE SUITE 200AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX ON DIVIDENDS$1,016$1,016
STATE FILING FEE$25$25

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