THE JIM HICKS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE JIM HICKS FAMILY FOUNDATION (EIN 27-1357705)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-09-16
- IRS object ID
- 201932599349100128
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-16T11:12:02-07:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953623488 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genske Mulder & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4150 Concours Ste 250 | AddressLine1Txt |
| City | Ontario | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917645913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271357705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JIM HICKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIMH | BusinessNameControlTxt |
| Phone | 7146712153 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3665 E AZALEA WAY | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92823 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HICKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADFORD P CARR CPA | PreparerPersonNm |
| PTIN | P00053250 | PTIN |
| Phone | 9094832100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $11,763,328 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $180,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,844 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $180,844 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $479,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,726 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $126 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $211 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $467,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $467,570 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $180,970 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,020 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,020 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $132 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $467,438 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $180,970 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,306,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,651,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,651,186 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,146,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,924,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,112,142 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,453,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,576,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,763,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,453,382 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,576,077 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,453,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,576,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,453,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,576,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,453,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,695 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,576,077 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,576,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,000 SHARES TIME WARNER INC NEW | P | 2014-07-28 | 2018-06-15 | $161,250 | $116,910 | $44,340 | $44,340 |
| 5,000 SHARES SOUTHWEST AIRLINES | P | 1997-04-21 | 2018-07-27 | $289,073 | $23,695 | $265,378 | $265,378 |
| 3,265 SHARES ALTABA INC | P | 2012-09-24 | 2018-08-13 | $29,156 | $52,274 | -$23,118 | -$23,118 |
| ALIBABA GROUP HLDG LTD | P | 2018-08-13 | 2018-08-13 | $126 | $126 | $126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,726 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $126 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $474,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,954,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $500,616 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,633,957 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05196 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $402,265 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,425,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03858 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $289,383 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,109,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03177 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,383 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,655,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03447 | DistributionYr5Rt |
| Total Distribution | 0.200105 | TotalDistributionRt |
| Average Distribution | 0.040021 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,160,822 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $486,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $491,362 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $344,954 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,349 | SubtotalAmt |
| Tax Based On Investment Income | $9,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $79 | EsPenaltyAmt |
| Tax Due | $7,428 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | JIM HICKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492618600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3665 E AZALEA WAY | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92823 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JIM HICKS | ||||||
| 3665 E AZALEA WAY | BREA | CA | 92823 | PRESIDENT | 10.00 | $0 |
| GARY H EDELSTONE | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | SECRETARY | 2.00 | $0 |
| WAYLAND R HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| GARY MILHOUS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| JENNIFER E HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $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 | $11,005,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,340,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,346,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,346,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,160,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $608,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $608,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,349 | TotalTaxAmt |
| Distributable Before Adj | $598,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $598,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $598,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,954 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $344,954 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $344,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $598,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,580 | UndistributedIncomePYAmt |
| Qualifying Distributions | $344,954 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,580 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $275,374 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $323,318 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM HICKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PACIFIC RESEARCH INSTITUTE | |||||||
| 101 MONTGOMERY STREET 1300 | SAN FRANCISCO | CA | 94104 | N/A | PC | CHARITY | $6,000 |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD 120 | UPLAND | CA | 91789 | N/A | PC | CHARITY | $5,000 |
| NATIONAL LEGAL AND POLICY CENTER | |||||||
| PO BOX 486 | FRONT ROYAL | VA | 22630 | N/A | PC | CHARITY | $10,000 |
| PAWS FOR PURPLE HEARTS | |||||||
| PO BOX 9288 | PUEBLO | CO | 81008 | N/A | PC | CHARITY | $10,000 |
| NEIGHBOR HOMEWORK HOUSE | |||||||
| PO BOX 993 | AZUSA | CA | 91702 | N/A | PC | CHARITY | $16,000 |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 WEST PLANO PARKWAY 1600 | PLANO | TX | 75075 | N/A | PC | CHARITY | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | PC | CHARITY | $10,000 |
| LIVE ACTION | |||||||
| PO BOX 1229 | MERRIFIELD | VA | 22116 | N/A | PC | CHARITY | $10,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| 2596 S LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | CHARITY | $10,000 |
| AMERICAN CIVIL RIGHTS UNION | |||||||
| PO BOX 96189 | WASHINGTON | DC | 20090 | N/A | PC | CHARITY | $5,000 |
| FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PC | CHARITY | $5,000 |
| DEVIL PUPS YOUTH PROGRAM | |||||||
| PO BOX 6607 | WESTLAKE VILLAGE | CA | 91359 | N/A | PC | CHARITY | $10,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORD ROAD 300 | JACKSONVILLE | FL | 32256 | N/A | PC | CHARITY | $3,000 |
| HEARTLAND INSTITUTE | |||||||
| 3939 NORTH WILKE ROAD | ARLINGTON HEIGHTS | IL | 60004 | N/A | PC | CHARITY | $5,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENW | WASHINGTON | DC | 20001 | N/A | PC | CHARITY | $5,000 |
| PIH HEALTH FOUNDATION | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | N/A | PC | CHARITY | $8,000 |
| STUDENTS FOR LIFE OF AMERICA | |||||||
| 4755 JEFFERSON DAVIS HIGHWAY | FREDERICKBURG | VA | 22408 | N/A | PC | CHARITY | $4,000 |
| SOLIDARITY | |||||||
| PO BOX 220 | PLACENTIA | CA | 92871 | N/A | PC | CHARITY | $7,500 |
| GEORGE MASON UNIVERSITY | |||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | N/A | PC | CHARITY | $5,000 |
| NATIONAL RIGHT TO WORK COMMITTEE | |||||||
| 8001 BRADDOCK ROAD 500 | SPRINGFIELD | VA | 22160 | N/A | PC | CHARITY | $5,000 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE 2650 | INDIANAPOLIS | IN | 46204 | N/A | PC | CHARITY | $3,000 |
| RONALD REAGAN PRESIDENTIAL FOUNDATI | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | N/A | PC | CHARITY | $3,000 |
| CITIZENS UNITED FOUNDATION | |||||||
| PO BOX 96408 | WAHINGTON | DC | 20090 | N/A | PC | CHARITY | $3,000 |
| TAX FOUNDATION | |||||||
| 1325 G ST NW 950 | WASHINGTON | DC | 20005 | N/A | PC | CHARITY | $5,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | CHARITY | $10,000 |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | CHARITY | $11,600 |
| COMMEMORATIVE AIR FORCE | |||||||
| PO BOX 758527 | TOPEKA | KS | 66675 | N/A | PC | CHARITY | $2,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | CHARITY | $10,000 |
| SOUTHEASTERN LEGAL FOUNDATIONINC | |||||||
| 2255 SEWELL MILL ROAD 320 | MARIETTA | GA | 30062 | N/A | PC | CHARITY | $10,000 |
| LOS ANGELES MISSION | |||||||
| PO BOX 60127 | LOS ANGELES | CA | 90060 | N/A | PC | CHARITY | $10,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | CHARITY | $5,000 |
| CITIZENS FOR SELF-GOVERNANCE | |||||||
| 106 E 6TH ST 900 | AUSTIN | TX | 78701 | N/A | PC | CHARITY | $5,000 |
| AMERICAN LEGION | |||||||
| PO BOX 361656 | INDIANAPOLIS | IN | 46236 | N/A | PC | CHARITY | $3,000 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PC | CHARITY | $10,000 |
| SALVATION ARMY | |||||||
| PO BOX 93002 | LONG BEACH | CA | 90809 | N/A | PC | CHARITY | $5,000 |
| STATE POLICY NETWORK | |||||||
| 1655 N FORT MYER DR 360 | ARLINGTON | VA | 22209 | N/A | PC | CHARITY | $3,000 |
| CENTENNIAL INSTITUTE | |||||||
| PO BOX 9049 | PUEBLO | CO | 81008 | N/A | PC | CHARITY | $2,000 |
| ASHLAND UNIVERSITY | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | N/A | PC | CHARITY | $10,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW 800 | WASHINGTON | DC | 20024 | N/A | PC | CHARITY | $5,000 |
| PURDUE UNIVERSITY | |||||||
| 1101 THIRD ST | WEST LAFAYETTE | IN | 47906 | N/A | PC | CHARITY | $15,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR SIXTH FLOOR | RESTON | VA | 20191 | N/A | PC | CHARITY | $10,000 |
| EISENHOWER FOUNDATION | |||||||
| PO BOX 295 | ABILENE | KS | 67410 | N/A | PC | CHARITY | $6,000 |
| ANGELES CREST CHRISTIAN CAMP | |||||||
| PO BOX 9 | PERRIS | CA | 92572 | N/A | PC | CHARITY | $10,000 |
| ACCURACY IN MEDIA | |||||||
| 4350 EAST WEST HIGHWAY 555 | BETHESDA | MD | 20814 | N/A | PC | CHARITY | $10,000 |
| AMERICAN ON SCIENCE AND HEALTH | |||||||
| 110 E 42ND ST 1300 | NEW YORK | NY | 10017 | N/A | PC | CHARITY | $5,000 |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | N/A | PC | CHARITY | $5,000 |
| BRIGHT FOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | N/A | PC | CHARITY | $5,000 |
| FREEDOM WORKS FOUNDATION | |||||||
| 400 NORTH CAPITOL STREET NW | WASHINGTON | DC | 20001 | N/A | PC | CHARITY | $3,000 |
| GENERAL PATTON MEMORIAL MUSEUM | |||||||
| PO BOX 1916 | MERRIFIELD | VA | 22116 | N/A | PC | CHARITY | $985 |
| PARKINSON RESEARCH FOUNDATION | |||||||
| 5969 CATTLERIDGE BLVD SUITE 100 | SARASOTA | FL | 34232 | N/A | PC | CHARITY | $5,000 |
| PACIFIC BATTLESHIP CENTER | |||||||
| 250 S HARBOR DRIVE | SAN PEDRO | CA | 90731 | N/A | PC | CHARITY | $4,974 |
| THOMAS HOUSE FAMILY SHELTER | |||||||
| PO BOX 2737 | GARDEN GROVE | CA | 92842 | N/A | PC | CHARITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,559 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $286,726 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Related Or Exempt Function Incm | $211 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $467,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $211 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $467,781 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,325 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENTFORM 990 PF, PART II, LINE 10bInvestments - Corporate StocksCORPORATE STOCK - VALUATION METHOD - FAIR MARKET VALUATION AT YEAR ENDAli Baba Group Hldg Ltd (BABA) $162,484 Altaba Inc (AABA) 164,374Anderson Inc (ANDE) 180,000 Acher Daniels Midland (ADM) 472,500AT&T Inc (T) 132,261 BB&T CORP (BBT) 245,800Bristol Myers Squib (BMY) 252,700Cenovus Energy (CVE) 45,684Chemours (CC) 73,942 CVR Partners (UAN) 26,664Dell Tech Inc CL V (DVMT) 79,543Devon Energy Corp New (DVN) 291,600Dowdupont Inc (DWDP) 1,285,345General Electric (GE) 101,000Intel Corp (INTC) 468,800Kansas City Southn Ind New(KSU) 1,019,600Merck & Co Inc New Com (MRK) 736,100Morgan Stanley (MS) 159,810Nabors Insutries Ltd New (NBR) 24,850Nustar Energy LP Unit Com (NS) 248,745Olin Corporation (OLN) 130,553Petroleo Bras SA ADS (PBR) 141,375Rocky Mtn Choc Factory (RMCF) 164,502Royal Bank of Canada (RY) 41,519Soutwest Airlines (LUV) 149,313 Sprouts Farmers Market (SFM) 268,900 Take Two Interact Sftw (TTWO) 2,577,400Weatherford International (WFT) 12,150Weyerhauser Co (WY) 454,627 ---------- Total $10,112,141 =========== | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fee | $50 | $50 | |
| Service Fee | $132 | $132 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $211 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FRANCHISE TAX BOARD | $20 | $20 |
| UNITED STATES TREASURY | $2,000 | $2,000 |
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