MEACHAM FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MEACHAM FOUNDATION (EIN 05-0590644)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201803189349100985
Schema version
2017v2.3
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)
Return2018-11-14T10:15:50-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050590644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEACHAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEACBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12131 DAVID WAYAddressLine1Txt
CityDEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL R MEACHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2018-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY H MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.174.140.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-25IPDt
IP Tm15:55:17IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id337B4F60C6255489E9E483DDBFF0F28F8259E97EAtSubmissionCreationDeviceId
At Submission Filing Device IdF1642CCD7882282B75C74243D94CBFEB4A7BF18AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$770,838FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,300ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,588DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,588DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,134NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$146,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,134CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,022TotalRevAndExpnssAmt
Total Net Invst Incm$38,722TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$471TaxesRevAndExpnssAmt
Taxes Net Invst Incm$436TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,351OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,351OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,122TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,787TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,315ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,315ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,437TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,787TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,415ExcessRevenueOverExpensesAmt
Net Investment Income$30,935NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,781CashBOYAmt
Cash EOY$12,266CashEOYAmt
Cash EOYFMV$12,266CashEOYFMVAmt
Other Investments BOY$636,686OtherInvestmentsBOYAmt
Other Investments EOY$645,786OtherInvestmentsEOYAmt
Other Investments EOYFMV$757,158OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,414OtherAssetsBOYAmt
Other Assets EOY$1,414OtherAssetsEOYAmt
Other Assets EOYFMV$1,414OtherAssetsEOYFMVAmt
Total Assets BOY$667,881TotalAssetsBOYAmt
Total Assets EOY$659,466TotalAssetsEOYAmt
Total Assets EOYFMV$770,838TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$667,881RetainedEarningBOYAmt
Retained Earning EOY$659,466RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$667,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$659,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$667,881TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$659,466TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$667,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,415ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$659,466SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$659,466TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH #4026P$146,596$125,504$21,092$21,092
CAPITAL GAINS DIVIDENDSP$42$42$42
FieldValueIRS element (for citing)
Capital Gain Net Income$21,134CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$619InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$619SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$619TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$678EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$678TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$59OverpaymentAmt
Applied To ES Tax$59AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLINDSAY BROWNELL LLPIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL R MEACHAM
2131 DAVID WAYDEL MARCA92014PRESIDENT0.25$0$0$0
CHARLENE D MEACHAM
2131 DAVID WAYDEL MARCA92014VICE PRESIDENT0.25$0$0$0
CHARLES P MEACHAM
2131 DAVID WAYDEL MARCA92014SECRETARY/CFO0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$725,164AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,688AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$737,852TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$737,852AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,068CashDeemedCharitableAmt
Net Vl Noncharitable Assets$726,784NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,339MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,339MinimumInvestmentReturnAmt
Tax Based On Investment Income$619TaxBasedOnInvestmentIncomeAmt
Total Tax$619TotalTaxAmt
Distributable Before Adj$35,720DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,720DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,720DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,650AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,720DistributableAsAdjustedAmt
Undistributed Income PY$33,530UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$42,650QualifyingDistributionsAmt
Applied To Year1$33,530AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,120AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$26,600UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL R MEACHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601N/APCGENERAL$1,500
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123N/APCGENERAL$100
AMERICARES
88 HAMILTON AVESTAMFORDCT06902N/APCGENERAL$1,300
ANCHORAGE EAST ROTARY CLUB SERVICE
PO BOX 100435ANCHORAGEAK99510N/APCSTUDENT FUND$300
BOYS TOWN
2223 E WELLINGTON AVE SUITE 350SANTA ANACA92701N/APCGENERAL$200
CHILDREN INC
333 MADISON AVENUECOVINGTONKY41001N/APCGENERAL$200
CHILDRENS SHELTER OF HOPE FOUNDATION
PO BOX 3471PORTLANDOR97208N/APCGENERAL$3,000
COMMUNITIES IN SCHOOLS
2345 CRYSTAL DR STE 801ARLINGTONVA22202N/APCGENERAL$1,000
CONSTRUCTION FOR CHANGE
5525 16TH AVE NESEATTLEWA98105N/APCGENERAL$500
DEL MAR SCHOOLS EDUCATION FOUNDATION
13030 ASHLEY FALLS DRSAN DIEGOCA92130N/APCGENERAL$350
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006N/APCGENERAL$100
EARL WARREN PTSA
8141 DE PALMA STDOWNEYCA90241N/APCGENERAL$2,000
ECOLOGISTS WITHOUT BORDERS
PO BOX 51094SEATTLEWA98115N/APCGENERAL$250
FALLEN HEROES PROJECT
PO BOX 13113SPOKANE VLYWA99213N/APCGENERAL$500
FORTERRA
901 5TH AVE SUITE 2200SEATTLEWA98164N/APCGENERAL$500
GIG HARBOR BOATSHOP
PO BOX 1187GIG HARBORWA98335N/APCGENERAL$1,050
GIG HARBOR DOWNTOWN WATERFRONT ALLIANCE
241 WATER STREET 3RD FLOORNEW YORKNY10038N/APCGENERAL$500
GIG HARBOR FISH FOOD BANK
PO BOX 154GIG HARBORWA98332N/APCGENERAL$500
GREATER GIG HARBOR FOUNDATION
6625 WAGNER WAY NW STE 150GIG HARBORWA98335N/APCGENERAL$950
HABITAT FOR HUMANITY
270 PEACHTREET STREET NW SUITE 1300AMERICUSGA31709N/APCGENERAL$500
HARBOR HISTORY MUSEUM
4121 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$2,000
HARBOR WILDWATCH
3110 JUDSON STREET PMB 99GIG HARBORWA98335N/APCGENERAL$1,000
KCTS 9
401 MERCER STSEATTLEWA98109N/APCGENERAL$250
LONG LIVE THE KINGS
1326 5TH AVE STE 450SEATTLEWA98101N/APCGENERAL$200
MUSCULAR DYSTROPHY ASSOCIATION
222 S RIVERSIDE PLAZA SUITE 1500CHICAGOIL60606N/APCGENERAL$100
NICOLAS FUND FOR EDUCATION
9311 SE 36TH ST STE 202MERCER ISLANDWA98040N/APCGENERAL$500
NORTHWEST FOLKLIFE
305 HARRISON STREETSEATTLEWA98109N/APCGENERAL$250
NORTHWEST SINFONIETTA
PO BOX 1154TACOMAWA98401N/APCGENERAL$2,000
PENINSULA HANDS ON ART
PO BOX 2024GIG HARBORWA98335N/APCGENERAL$500
PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE
PO BOX 705CORDOVAAK99574N/APCGENERAL$2,375
RELIEF BED INTERNATIONAL
PO BOX 503TACOMAWA98401N/APCGENERAL$200
SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313N/APCGENERAL$500
SOLUTIONS FOR CHANGE
722 WEST CALIFORNIA AVEVISTACA92083N/APCGENERAL$5,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN ST PO BOX 89CHAMBERLAINSD57325N/APCGENERAL$100
TACOMA COMMUNITY COLLEGE FOUNDATION
6501 S 19TH STTACOMAWA98466N/APCGENERAL$500
THE ZOOLOGICAL SOCIETY OF SAN DIEGO
PO BOX 120551SAN DIEGOCA92112N/APCGENERAL$5,500
UCSD FOUNDATION
9500 GILMAN DR MC 0940LA JOLLACA92093N/APCGENERAL$1,000
UNITED STATES MARINE RAIDER ASSOCIATION
704 COOPER COURTARLINGTONTX760115550N/APCGENERAL$340
UNITED STATES MARINE RAIDERS FOUNDATION
PO BOX 2018TEMECULACA92593N/APCGENERAL$200
YMCA OF PIERCE AND KITSAP COUNTIES
4717 S 19TH STTACOMAWA98405N/APCGENERAL$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,315TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,588ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,134ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,722ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,722TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionIN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) THE FOUNDATION IS MAKING AN ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2016.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$645,762$757,134
DIVIDENDS RECEIVABLEAT COST$24$24

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescTAX REFUND RECEIVABLEDesc
BOY Book Value$1,414BOYBookValueAmt
EOY Book Value$1,414EOYBookValueAmt
EOYFMV$1,414EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSEDesc
Revenue And Expenses Per Books$7,351RevenueAndExpensesPerBooksAmt
Net Investment Income$7,351NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$436$436$0
FRANCHISE TAX BOARD$10$0$10
CALIFORNIA SECRETARY OF STATE$25$0$25

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.