G A FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- G A FOWLER FAMILY FOUNDATION (EIN 47-1152264)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349104143
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:29:24-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200917166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNEAD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9255 TOWNE CENTRE DRIVE SUITE 450 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471152264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G A FOWLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAFO | BusinessNameControlTxt |
| Phone | 9493992500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH A CLARK | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 9493992500 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE A SNEAD II | PreparerPersonNm |
| PTIN | P00367663 | PTIN |
| Phone | 8585977000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.7.85.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 10:33:54 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08896F6AD8245628E19B56876CA762FEA3D573C2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08896F6AD8245628E19B56876CA762FEA3D573C2 | AtSubmissionFilingDeviceId |
| 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 | $14,052,513 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,458,712 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $20,459 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,073,276 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,073,276 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,479,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,073,276 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,073,276 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,875 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $667 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $27,896 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $375,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $150,232 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $225,398 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $413,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $150,232 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $918,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $150,232 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $768,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,560,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $923,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $923,044 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,312 | CashBOYAmt |
| Cash EOY | $1,272,040 | CashEOYAmt |
| Cash EOYFMV | $1,272,040 | CashEOYFMVAmt |
| Other Investments BOY | $11,998,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,780,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,780,473 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,032,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,052,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,052,513 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,680 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,814 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $982,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,014,680 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,814 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,017,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,018,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,017,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,018,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,032,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,052,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,017,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,560,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $440,561 | OtherIncreasesAmt |
| Subtotal | $14,018,699 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,018,699 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $507,460 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,062,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050430 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,818 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,616,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039493 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.089923 | TotalDistributionRt |
| Average Distribution | 0.029974 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,137,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $303,854 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $313,084 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $768,447 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,061 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,061 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,831 | OverpaymentAmt |
| Applied To ES Tax | $5,831 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH A CLARK | IndividualWithBooksNm |
| Phone | 9493992500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL EARL | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| NANCY DUBONNET | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/SECRETARY | 10.00 | $0 | $0 | $0 |
| JOSEPH A CLARK | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR/TREASURER | 10.00 | $0 | $0 | $0 |
| ANDREW H CUMMINS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEPHEN E LEFKOVITS | ||||||||
| 2082 MICHELSON DRIVE 4TH FLOOR | IRVINE | CA | 92612 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROPERTY MANAGEMENT INTERNSHIP PROGRAM HELPING STUDENTS DEVELOP REAL LIFE TRANSFERABLE SKILLS IN REAL ESTATE. | Description1Txt |
| Expenses1 | $225,398 | Expenses1Amt |
| Description2 | PROPERTY MANAGEMENT SPECIALIZATION PROGRAM BY DESIGNING AND SPONSORING COLLEGE AND UNIVERSITY PROGRAMS FOR STUDENTS WHO ASPIRE TO BECOME FUTURE LEADERS IN PROPERTY OR ASSET MANAGEMENT. | Description2Txt |
| Expenses2 | $26,823 | Expenses2Amt |
| Description3 | COMMITMENT TO CREATING A PEACEFUL WORLD THROUGH SUSTAINABLE AND PRODUCTIVE OPPORTUNITIES IN HEALTH CARE. | Description3Txt |
| Expenses3 | $119,013 | Expenses3Amt |
| Description4 | SUPPORTING EDUCATION AND ENVIRONMENTAL CONSERVATION CONCERNING THE NATURAL WORLD AND THE HUMAN IMPACT ON IT. | Description4Txt |
| Expenses4 | $386,098 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,291,635 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,291,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,291,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,137,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $506,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $768,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $768,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,230 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $759,217 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-05-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $506,863 | CurrentYearAmt |
| Year1 | $209,935 | Year1Amt |
| Year2 | $280,831 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $997,629 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $430,834 | CurrentYearAmt |
| Year1 | $178,445 | Year1Amt |
| Year2 | $238,706 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $847,985 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $768,447 | CurrentYearAmt |
| Year1 | $509,559 | Year1Amt |
| Year2 | $238,950 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,516,956 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $768,447 | CurrentYearAmt |
| Year1 | $509,559 | Year1Amt |
| Year2 | $238,950 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,516,956 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $337,909 | CurrentYearAmt |
| Year1 | $335,420 | Year1Amt |
| Year2 | $187,221 | Year2Amt |
| Year3 | $8,511 | Year3Amt |
| Total | $869,061 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IVAN CARTER WILDLIFE CONSERVATION | |||||||
| 17 S MAGNOLIA AVENUE | ORLANDO | FL | 32801 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $30,000 |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,500 |
| ALL SAINTS EPISCOPAL CHURCH | |||||||
| 83 EUCALYPTUS LANE | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| AHA | |||||||
| 1209 DE LA VINA STREET SUITE A | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $500 |
| THE ARTS FUND | |||||||
| 205-C SANTA BARBARA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $500 |
| BOYS AND GIRLS CLUB | |||||||
| 23 MAIN STREET SUITE 1 | LANDOVER | MA | 01810 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $10,000 |
| LAGUNA BLANCA SCHOOL | |||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $27,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 |
| CALM | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $23,000 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $36,250 |
| CASA DEL HERRERO | |||||||
| 1387 E VALLEY ROAD | MONTECITO | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| SIEMPRE UNIDOS | |||||||
| 1001 SMITH ROAD | MILL VALLEY | CA | 94941 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $67,513 |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $50,000 |
| UNIVERSITY OF IDAHO | |||||||
| 875 PERIMETER DRIVE | MOSCOW | ID | 83844 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| CITY OF HOPE | |||||||
| HERITAGE HALL MC0802 | LOS ANGELES | CA | 90089 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| YMCA RETIREMENT FUND | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| COTTAGE HOSPITAL | |||||||
| PO BOX 1200 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 2055 REGENT DRIVE SUITE 206 | BOULDER | CO | 80309 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $10,000 |
| CUYAMACA COLLEGE | |||||||
| 900 RANCHO SAN DIEGO PARKWAY | EL CAJON | CA | 92019 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,500 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $15,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,240 |
| DUCKS UNLIMITED INC | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| FRIENDS OF MONTECITO LIBRARY | |||||||
| 1469 EAST VALLEY ROAD | MONTECITO | CA | 93108 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| FRIENDS OF CARPINTERIA LIBRARY | |||||||
| 5141 CARPINTERIA AVENUE | CARPINTERIA | CA | 93013 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| FULLERTON COLLEGE | |||||||
| 321 EAST CHAMPMAN AVENUE | FULLERTON | CA | 92832 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $250 |
| IAN BURKHART FOUNDATION | |||||||
| 8419 GLENEAGLES | DUBLIN | OH | 43017 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $9,108 |
| GIRLS INC OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| GLOBAL AWAKENINGS | |||||||
| 31291 OLD SAN JUAN ROAD | SAN JUAN CAPISTRANO | CA | 92675 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $500 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| IEFT | |||||||
| 23 MAIN STREET SUITE 1 | ANDOVER | MA | 01810 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $15,000 |
| LAND TRUST FOR SANTA BARBARA CONSERVATION | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93013 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| LOS PADRES FOREST WATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 |
| MOXI | |||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 653 PASEO NUEVO | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 |
| SANTA BARBARA BOWL FOUNDATION | |||||||
| 1122 N MILPAS | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $15,000 |
| SANTA BARBARA TRUST FOR HISTORICAL PRESERVATION | |||||||
| 123 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| SANTA BARBARA HISTORICAL MUSEUM | |||||||
| 136 E DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| SANTA BARBARA FORESTERS | |||||||
| 4299 CARPINTERIA AVENUE SUITE 201 | CARPINTERIA | CA | 93014 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,000 |
| SANTA BARBARA VOLLEYBALL CLUB | |||||||
| PO BOX 30772 | SANTA BARBARA | CA | 93130 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| SCHOLARSHIP FOUNDATION OF SANTA BARABARA | |||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $7,500 |
| SHELTER BOX | |||||||
| 7359 MERCHANT COURT | LAKEWOOD RANCH | FL | 34240 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $1,000 |
| SHORTER UNIVERSITY | |||||||
| 315 SHORTER AVENUE | ROME | GA | 30165 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2050-C CHAMBLEE TUCKER ROAD | ATLANTA | GA | 30341 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $1,000 |
| SOUND BODY SOUND MIND | |||||||
| 11100 SANTA MONICA BLVD 1910 | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE STREET | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| STORYCORPS | |||||||
| 80 HANSON PLACE | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| TAKE ME TO THE RIVER | |||||||
| 1001 BRIDGEWAY PMB 170 | SAUSALITO | CA | 94965 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| TARLETON STATE UNIVERSITY | |||||||
| OFFICE OF BUS SVS BOX T-0120 | STEPHENVILLE | TX | 76402 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| UC REGENTS | |||||||
| UCSB | SANTA BARBARA | CA | 93106 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $25,000 |
| ULI FOUNDATION | |||||||
| 2001 L STREET NW SUITE 200 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $1,000 |
| USAFAPAWS | |||||||
| 28137 233RED AVENUE SE | MAPLE VALLEY | WA | 98038 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $2,500 |
| WORLD READER | |||||||
| 40 RINGOLD STREET | SAN FRANCISCO | CA | 94103 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| YMCA OF HONOLULU | |||||||
| 1441 PALI HIGHWAY | HONOLULU | HI | 96813 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $500 |
| YMCA OF SANTA BARBARA | |||||||
| 36 HITCHCOCK WAY | SANTA BARBARA | CA | 93105 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| HOSPICE OF SANTA BARBARA | |||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $5,000 |
| NEW YORK PRESBYTERIAN FUND | |||||||
| 654 170TH STREET | NEW YORK | NY | 10032 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $25,000 |
| NMHC RESEARCH FOUNDATION | |||||||
| 1775 EYE STREET NW 1000 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $5,000 |
| OVER THE RAINBOW ASSOCIATION | |||||||
| 2040 BROWN AVENUE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | PROMOTING CULTURAL AWARENESS | $2,500 |
| PAGE YOUTH CENTER | |||||||
| PO BOX 6766 | SANTA BARBARA | CA | 93160 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $2,500 |
| PPH | |||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC CHARITY | PROMOTING HEALTH AND WELLNESS | $6,000 |
| PORTLAND STATE UNIVERSITY | |||||||
| PO BOX 851 | PORTLAND | OR | 97207 | N/A | PUBLIC CHARITY | PROMOTING EDUCATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,111 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531190 | BusinessCd |
| Related Or Exempt Function Incm | $20,459 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,459 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,459 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | TO PROVIDE FUNDING TOWARDS REAL ESTATE AND INTERNSHIP SPONSORSHIP | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY A FOWLER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,458,712 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INVESTMENT IN APT. OPPORTUNITY FUND IV GP, LLC | NoncashPropertyDesc |
| Fair Market Value | $3,176,712 | FairMarketValueAmt |
| Received | 2017-04-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN FUNDS | FMV | $7,739,126 | $7,739,126 |
| INVESTMENTS - LAND | FMV | $5,041,347 | $5,041,347 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,875 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY MANAGEMENT INTERNSHIP PROGRAM | $225,398 | $0 | $0 | $225,398 |
| REALIZED APPRECIATION (DEPRECIATION) ON INVESTMENTS | $150,232 | $150,232 | $150,232 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $20,459 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,073,276 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,073,276 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX INVESTMENT PARTNERSHIP DIFFERENCES | Desc |
| Amt | $440,561 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE | Desc |
| BOY Book Value | $982,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $667 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $667 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY A FOWLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2082 MICHELSON DRIVE 4TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY | $26,823 | $0 | $0 | $26,823 |
| FEDERAL EXCISE TAX | $1,073 | $0 | $0 | $1,073 |
Comments