SALLY HUGHES CHURCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SALLY HUGHES CHURCH FOUNDATION (EIN 77-0344378)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349102504
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T20:13:19-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941541507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIANCHIKASAVAN & POPE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LINCOLN AVENUE SUITE 200 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | 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 | 770344378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY HUGHES CHURCH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ANNE LEACH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 8317582401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 MAIN STREET SUITE 600 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 939013414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE LEACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8317582401 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL A DELOREY | PreparerPersonNm |
| PTIN | P00039273 | PTIN |
| Phone | 8317575311 | PhoneNum |
| Preparation | 2018-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.205.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 16:23:04 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6B543597DC251BA074C3B244DC506342229AE58A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0694A8C6175811EDC6B250442B8A3041A782E484 | 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 | $8,422,466 | 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 |
| Interest On Sav Rev And Expnss | $163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,148 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $167,454 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $167,454 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $126,295 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $92,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,495,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $822 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $822 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $298,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,427 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,899 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,713 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,242 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,955 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $330,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,112 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $526 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $682 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $682 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,570,862 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,672,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,672,744 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,619,928 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $5,779,928 | LandBOYAmt |
| Land EOY | $6,619,928 | LandEOYAmt |
| Land EOYFMV | $6,619,928 | LandEOYFMVAmt |
| Total Assets BOY | $7,681,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,422,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,422,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $7,681,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,422,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,681,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,422,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,681,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,422,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,681,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $952,006 | OtherIncreasesAmt |
| Subtotal | $8,422,466 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,422,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WF INVESTMENT ACCT#2496 | 2017-01-01 | 2017-12-31 | $2,467,726 | $2,402,590 | $65,136 | $65,136 |
| FUTURES PORTFOLIO K-1 | 2017-01-01 | 2017-12-31 | $11,230 | $11,230 | $11,230 | |
| MILLBURN K-1 | 2017-01-01 | 2017-12-31 | $14,448 | $14,448 | $14,448 | |
| APOLLO K-1 | 2017-01-01 | 2017-12-31 | $757 | $757 | $757 | |
| BLACKSTONE K-1 | 2017-01-01 | 2017-12-31 | $1,036 | $1,036 | $1,036 | |
| POWERSHARE K-1 | 2017-01-01 | 2017-12-31 | $8 | -$8 | -$8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $422,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,770,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $212,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,744,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027440 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $245,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,760,308 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $321,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,090,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $390,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,425,414 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052522 | DistributionYr5Rt |
| Total Distribution | 0.211251 | TotalDistributionRt |
| Average Distribution | 0.042250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,296,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $350,517 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,958 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $352,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $395,000 | 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 | $1,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $682 | OverpaymentAmt |
| Applied To ES Tax | $682 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SALLYCHURCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANNE LEACH | IndividualWithBooksNm |
| Phone | 8317582401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 MAIN STREET SUITE 600 | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93901 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE C LEACH | ||||||||
| 295 MAIN STREET SUITE 600 | SALINAS | CA | 93901 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| W B LINDLEY | ||||||||
| 340 EL CAMINO REAL SOUTH 37B | SALINAS | CA | 93901 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HARRY WARDWELL | ||||||||
| 301 MAIN STREET | SALINAS | CA | 93901 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| ROSS MERRILL | ||||||||
| PO BOX 659 | SALINAS | CA | 93902 | DIRECTOR, TREASURER | 1.00 | $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 |
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 | $1,723,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,509,941 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,422,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,422,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,296,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,958 | TotalTaxAmt |
| Distributable Before Adj | $412,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,958 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $393,042 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $383,078 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $383,078 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $400,934 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF MO CO | |||||||
| 85 MARYAL DRIVE | SALINAS | CA | 93906 | N/A | PC | GENERAL | $20,000 |
| GIRLS INC | |||||||
| 369 MAIN ST M | SALINAS | CA | 93901 | N/A | PC | GENERAL | $5,000 |
| HARTNELL COLLEGE FOUNDATION | |||||||
| 156 HOMESTEAD AVENUE | SALINAS | CA | 93901 | N/A | EOF | FOR CAPITAL CAMPAIGN AND SCIENCE CENTER | $140,000 |
| MONTEREY COUNTY AGRICULTURAL EDUCATION | |||||||
| PO BOX 7461 | SPRECKELS | CA | 93962 | N/A | PC | GENERAL | $10,000 |
| MONTEREY JAZZ FESTIVAL | |||||||
| PO BOX JAZZ | MONTEREY | CA | 93942 | N/A | PC | FOR TRAVELING CLINICIANS EDUCATION PROGRAM | $10,000 |
| NATIVIDAD MEDICAL FOUNDATION | |||||||
| PO BOX 4427 | SALINAS | CA | 93912 | N/A | EOF | FOR THE AGRICULTURAL LEADERSHIP COUNCIL | $10,000 |
| RANCHO CIELO YOUTH CAMPUS | |||||||
| 710 OLD STAGE RD | SALINAS | CA | 93908 | N/A | PC | FOR TED TAYLOR VOCATIONAL AG CENTER CAPITAL CAMPAIGN | $100,000 |
| SALINAS VALLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 4760 | SALINAS | CA | 93912 | N/A | EOF | FOR GONZALES FAMILY WELLNESS | $40,000 |
| SILICON VALLEY MONTEREY BAY COUNCIL BSA | |||||||
| 970 W JULIAN | SAN JOSE | CA | 95126 | N/A | PC | FOR CAMP PICO BLANCO | $40,000 |
| VOICES FOR CHILDREN | |||||||
| 945 MAIN STREET | SALINAS | CA | 93901 | N/A | PC | FOR TRAINING OF ADVOCATES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,148 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $126,295 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,027 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,875 | Amt |
| Net Investment Income | $2,713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THIS FOUNDATION HERE ELECTS TO APPLY PART OF 2016 QUALIFYING DISTRIBUTIONS TO 2014 REMAINING UNDISTRIBUTED INCOME UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VEGETABLE GROWERS SUPPLY | $25,051 | $25,051 |
| WELLS FARGO ACCT#0885 | $385,974 | $385,974 |
| WELLS FARGO ACCT#2496 | $1,261,719 | $1,261,719 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $18,427 | LegalFeesAmt |
| Net Investment Income | $12,899 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,920 | $0 | $0 |
| FUTURES PORTFOLIO K1 LOSS & DEDUCTIONS | $10,345 | $10,345 | $0 |
| MILLBURN K1 LOSS & DEDUCTIONS | $8,692 | $8,692 | $0 |
| POWERSHARES K-1 DEDUCTIONS AND LOSSES | $1,880 | $1,880 | $0 |
| BRUCE CHURCH HEIRS DEDUCTIONS | $4,038 | $4,038 | $0 |
| BANK CHARGES | $80 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| APOLLO GLOBAL K1 INCOME | $253 | $253 | $253 |
| BLACKSTONE K-1 INCOME | $569 | $569 | $569 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS)- CHANGES | Desc |
| Amt | $952,006 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $13,788 | $13,788 | $0 |
| REAL ESTATE APPRAISAL FEES | $4,800 | $4,800 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,958 | $0 | $0 |
| FOREIGN TAXES | $2,083 | $2,083 | $0 |
| RRF-1 FEE | $75 | $0 | $0 |
| FTB | $10 | $0 | $0 |
| PROPERTY TAXES | $41,159 | $41,159 | $0 |
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