JEFFREY CARLTON CHARITABLE FOUNDATION UDT DATED APRIL 10 2009: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEFFREY CARLTON CHARITABLE FOUNDATION UDT DATED APRIL 10 2009 (EIN 47-3812344)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201813179349101886
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)
Return2018-11-13T16:28:33-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1695 TOWN CENTER DRIVE SUITE 1000AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473812344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY CARLTON CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone7144882656PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19512 DODSON WAYAddressLine1Txt
CityVILLA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92861ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BUXTONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7144882656PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBINA PATELPreparerPersonNm
PTINP00971719PTIN
Phone7144367100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.219.0.140IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm15:43:23IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF7AC449C45F1547E67405DA6764A0A04EEFCABEEAtSubmissionFilingDeviceId
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$286,309,053FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,560,979ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,457,145DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,068,479DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,872,331NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,682,770GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,013,936CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$85,746OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,890,455TotalRevAndExpnssAmt
Total Net Invst Incm$8,996,669TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$271,168CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$135,584CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$126,833CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$29,741LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$14,871LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$14,871LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$60,503AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,252AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$30,252AccountingFeesChrtblPrpsAmt
Other Prof Fees Net Invst Incm$611,334OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$81,487TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,321OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,321OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$446,220TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$792,041TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$175,277TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,546,220TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$792,041TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,275,277TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$344,235ExcessRevenueOverExpensesAmt
Net Investment Income$8,204,628NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,315,088SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,776,985SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,776,985SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$98,089PrepaidExpensesBOYAmt
Prepaid Expenses EOY$16,602PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$16,602PrepaidExpensesEOYFMVAmt
Other Investments BOY$236,865,009OtherInvestmentsBOYAmt
Other Investments EOY$282,515,466OtherInvestmentsEOYAmt
Other Investments EOYFMV$282,515,466OtherInvestmentsEOYFMVAmt
Total Assets BOY$253,278,186TotalAssetsBOYAmt
Total Assets EOY$286,309,053TotalAssetsEOYAmt
Total Assets EOYFMV$286,309,053TotalAssetsEOYFMVAmt
Accounts Payable BOY$62,209AccountsPayableBOYAmt
Accounts Payable EOY$70,960AccountsPayableEOYAmt
Total Liabilities BOY$62,209TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,960TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$253,215,977UnrestrictedBOYAmt
Unrestricted EOY$286,238,093UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$253,215,977TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$286,238,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$253,278,186TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$286,309,053TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$253,215,977TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$344,235ExcessRevenueOverExpensesAmt
Other Increases$32,677,881OtherIncreasesAmt
Subtotal$286,238,093SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$286,238,093TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NORTHERN TRUST #U74382017-12-31$30,521,669$27,668,834$2,852,835$2,852,835
PARTNERSHIP GAIN/LOSS2017-12-31$141,605$141,605$141,605
CAPITAL GAINS DIVIDENDS$19,496$19,496$19,496P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,013,936CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,686,214AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$239,816,047NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052900DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,530,792AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$235,984,615NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044625DistributionYr2Rt
Total Distribution0.097525TotalDistributionRt
Average Distribution0.048763AverageDistributionRt
Net Vl Noncharitable Assets$268,977,363NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,116,143AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$82,046NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,198,189AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,275,277QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$82,046InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$82,046SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$82,046TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$93,862EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$85,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$178,862TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$96,816OverpaymentAmt
Applied To ES Tax$96,816AppliedToESTaxAmt
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 BooksMICHAEL BUXTONIndividualWithBooksNm
Phone7144882656PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19512 DODSON WAYAddressLine1Txt
CityVILLA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92861ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonMICHAEL BUXTONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19512 DODSON WAYAddressLine1Txt
CityVILLA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92861ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$271,168CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 NEWPORT CENTER DRIVE SUITE 1100AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Service TypeFINANCIAL SERVICESServiceTypeTxt
Compensation$611,334CompensationAmt
FieldValueIRS element (for citing)
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$266,349,794AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,723,671AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$273,073,465TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$273,073,465AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,096,102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$268,977,363NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,448,868MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,448,868MinimumInvestmentReturnAmt
Tax Based On Investment Income$82,046TaxBasedOnInvestmentIncomeAmt
Total Tax$82,046TotalTaxAmt
Distributable Before Adj$13,366,822DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,366,822DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,366,822DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,275,277ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,275,277QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$82,046PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,193,231AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,366,822DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$3,190,850ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$782,558ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,973,408TotalExcessDistributionCyovAmt
Qualifying Distributions$13,275,277QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,275,277AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$91,545ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$91,545ExcessDistributionCyovAppCYAmt
Total Corpus$3,881,863TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,881,863ExcessDistriCyovToNextYrAmt
Excess From Year2$3,099,305ExcessFromYear2Amt
Excess From Year1$782,558ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOAG HOSPITAL FOUNDATION
ONE HOAG DRIVE BUILDING 44 SUITE300NEWPORT BEACHCA92663NONEPCTO SUPPORT AND FURTHER ITS EXEMPT PURPOSE$3,275,000
PARALYZED VETERANS OF AMERICA NATIONAL HEADQUARTERS
801 EIGHTEENTH STREET NWWASHINGTONDC200063517NONEPCTO SUPPORT AND FURTHER ITS EXEMPT PURPOSE$3,275,000
PRINCIPLES INC DBA IMPACT DRUG AND ALCOHOL TREATMENT CENTER
PO BOX 93607PASADENACA91109NONEPCTO SUPPORT AND FURTHER ITS EXEMPT PURPOSE$3,275,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCTO SUPPORT AND FURTHER ITS EXEMPT PURPOSE$3,275,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,100,000TotalGrantOrContriPdDurYrAmt
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$5,457,145ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,872,331ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,329,476ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,329,476TotalIncomeProducingActyAmt

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

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 ContributionPersonContributionInd
JEFFREY M CARLTON ADMINISTRATIVE TRUST
19512 DODSON WAYVILLA PARKCA92861$5,537,837Yes (X)
PRESS FORGE COMPANY
29512 DODSON WAYVILLA PARKCA92861$23,143Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$60,503Amt
Net Investment Income$30,252NetInvestmentIncomeAmt
Disbursements Charitable Prps$30,252DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS: SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$282,515,466BookValueAmt
EOYFMV$282,515,466EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$29,741LegalFeesAmt
Net Investment Income$14,871NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,871DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER$3,086$0$3,086
FILING FEES$235$0$235

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Net Investment Income-$85,746NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON SECURITIESDesc
Amt$32,677,881Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$81,487Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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