BOAND FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BOAND FAMILY FOUNDATION (EIN 95-4262373)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-30
- IRS object ID
- 201801209349100720
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-30T12:23:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330688067 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN HAIGHT & MONAGHAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 MAIN ST SUITE 600 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 954262373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAN | BusinessNameControlTxt |
| Phone | 5625314404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD NO B | AddressLine1Txt |
| City | SOUTH GATE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA EVANS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5625314404 | PhoneNum |
| Signature | 2018-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN K MASSINGALE CPA | PreparerPersonNm |
| PTIN | P00438540 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,274,787 | 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 | $253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $650,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,033 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $764 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $764 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $146,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,867 | 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 |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,069 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $635,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $635,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $635,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$507,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,398 | CashBOYAmt |
| Cash EOY | $5,956 | CashEOYAmt |
| Cash EOYFMV | $5,956 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $616,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $298,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $298,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $659,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $485,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $875,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,038,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,027,714 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,072,080 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,960 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,227 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,340,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,832,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,274,787 | 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 | $2,340,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,832,825 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,340,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,832,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,340,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,832,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,340,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$507,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,832,825 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,832,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NJ SPORT-EXPO AT CONTRACT-5000 SHARES | 2012-07-17 | 2017-03-01 | $5,000 | $5,000 | $0 | $0 | |
| CD BANK OF CHINA - 35000 SHARES | 2017-02-08 | 2017-05-24 | $34,895 | $35,000 | -$105 | -$105 | |
| CD SYNCHRONY BK FKA GE - 50000 SHARES | 2012-07-31 | 2017-05-24 | $50,153 | $50,000 | $153 | $153 | |
| CD SYNCHRONY BK FKA GE - 20000 SHARES | 2012-05-08 | 2017-05-24 | $20,057 | $20,000 | $57 | $57 | |
| CD DISCOVER BANK - 60,000 SHARES | 2015-06-04 | 2017-05-24 | $59,948 | $60,000 | -$52 | -$52 | |
| SOUTHERN CA PPA NAT GAS - 5,000 SHARES | 2013-01-03 | 2017-07-03 | $5,000 | $5,625 | -$625 | -$625 | |
| CD GOLDMAN SACHS BK USA - 50,000 SHARES | 2012-07-31 | 2017-09-06 | $50,228 | $50,000 | $228 | $228 | P |
| CD ALLY BANK - 70,000 SHARES | 2015-05-13 | 2017-09-06 | $69,926 | $70,000 | -$74 | -$74 | |
| CD BANK OF CHINA - 15,000 SHARES | 2017-07-10 | 2017-09-06 | $14,987 | $15,000 | -$13 | -$13 | |
| CD AMERICAB EXPR CENTUR - 50,000 SHARES | 2015-07-07 | 2017-09-06 | $50,131 | $50,000 | $131 | $131 | |
| GILEAD SCIENCES INC COM - 42 SHARES | 2014-02-07 | 2017-02-08 | $2,785 | $3,272 | -$487 | -$487 | |
| GILEAD SCIENCES INC COM - 60 SHARES | 2014-03-04 | 2017-02-08 | $3,979 | $4,988 | -$1,009 | -$1,009 | |
| GILEAD SCIENCES INC COM - 133 SHARES | 2016-02-02 | 2017-02-08 | $8,821 | $10,981 | -$2,160 | -$2,160 | |
| LANNETT CO INC DEL $.001 - 91 SHARES | 2014-02-07 | 2017-02-08 | $1,894 | $3,286 | -$1,392 | -$1,392 | |
| LANNETT CO INC DEL $.001 - 113 SHARES | 2014-03-04 | 2017-02-08 | $2,352 | $4,979 | -$2,627 | -$2,627 | |
| LANNETT CO INC DEL $.001 - 143 SHARES | 2014-05-05 | 2017-02-08 | $2,977 | $2,977 | $2,977 | ||
| ALLIANT ENERGY CORP - 450 SHARES | 2011-06-08 | 2017-05-24 | $18,519 | $8,977 | $9,542 | $9,542 | |
| CAPITAL ONE FINL - 184 SHARES | 2015-02-06 | 2017-05-24 | $14,747 | $14,028 | $719 | $719 | |
| ON ASSIGNMENT INC COM - 107 SHARES | 2014-02-07 | 2017-05-24 | $5,602 | $3,277 | $2,325 | $2,325 | |
| ON ASSIGNMENT INC COM - 293 SHARES | 2014-04-29 | 2017-05-24 | $15,340 | $9,982 | $5,358 | $5,358 | |
| RED HAT INC - 191 SHARES | 2012-07-26 | 2017-05-24 | $16,842 | $9,148 | $7,694 | $7,694 | |
| RED HAT INC - 17 SHARES | 2012-09-05 | 2017-05-24 | $1,499 | $970 | $529 | $529 | |
| SWIFT TRANSPORTATION - 542 SHARES | 2015-02-06 | 2017-05-24 | $12,964 | $13,989 | -$1,025 | -$1,025 | |
| SPLUNK INC - 54 SHARES | 2014-02-06 | 2017-05-24 | $3,565 | $4,191 | -$626 | -$626 | |
| SPLUNK INC - 41 SHARES | 2014-02-07 | 2017-05-24 | $2,706 | $3,239 | -$533 | -$533 | P |
| STARBUCKS CORP - 500 SHARES | 2011-06-08 | 2017-05-24 | $30,525 | $8,997 | $21,528 | $21,528 | |
| STARBUCKS CORP - 88 SHARES | 2014-02-07 | 2017-05-24 | $5,372 | $3,228 | $2,144 | $2,144 | |
| TRITON INTL LTO SHS CL A - 58 SHARES | 2012-07-31 | 2017-05-24 | $1,695 | $1,239 | $456 | $456 | |
| TRITON INTL LTO SHS CL A - 30 SHARES | 2012-09-05 | 2017-05-24 | $877 | $641 | $236 | $236 | |
| TRITON INTL LTO SHS CL A - 288 SHARES | 2016-07-13 | 2017-05-24 | $8,419 | $6,152 | $2,267 | $2,267 | |
| SIMON PROPERTY GROUP DEL - 55 SHARES | 2013-03-05 | 2017-06-01 | $8,475 | $9,103 | -$628 | -$628 | |
| SIMON PROPERTY GROUP DEL - 29 SHARES | 2014-04-29 | 2017-06-01 | $4,469 | $4,800 | -$331 | -$331 | |
| ALTRIA GROUP INC - 126 SHARES | 2016-05-04 | 2017-09-06 | $7,980 | $7,997 | -$17 | -$17 | |
| ALTRIA GROUP INC - 142 SHARES | 2016-05-05 | 2017-09-06 | $8,993 | $8,978 | $15 | $15 | |
| AVALONBAY CMMUN INC - 96 SHARES | 2012-08-02 | 2017-09-06 | $17,814 | $13,884 | $3,930 | $3,930 | |
| BLACKROCK INC - 37 SHARES | 2013-03-05 | 2017-06-01 | $15,286 | $8,954 | $6,332 | $6,332 | |
| BLACKROCK INC - 11 SHARES | 2014-02-07 | 2017-09-06 | $4,544 | $3,272 | $1,272 | $1,272 | |
| CVS HEALTH CORP - 143 SHARES | 2011-10-12 | 2017-09-06 | $11,438 | $4,971 | $6,467 | $6,467 | |
| CVS HEALTH CORP - 110 SHARES | 2012-07-31 | 2017-09-06 | $8,798 | $4,981 | $3,817 | $3,817 | |
| CVS HEALTH CORP - 21 SHARES | 2012-09-05 | 2017-09-06 | $1,680 | $962 | $718 | $718 | |
| DUKE ENERGY CORP NEW - 195 SHARES | 2004-06-03 | 2017-09-06 | $16,979 | $11,240 | $5,739 | $5,739 | |
| KINDER MORGAN INC DEL - 360 SHARES | 2014-12-03 | 2017-09-06 | $6,967 | $14,953 | -$7,986 | -$7,986 | |
| BIOVERATIVE INC - CASH IN LIEU | 2017-02-15 | 2017-02-15 | $21 | $21 | $21 | ||
| ENERGY TRANSFER PARTNERS, LP | $59 | $59 | P | ||||
| ENERGY TRANSFER PARTNERS, LP | $322 | $322 | P | ||||
| ENTERPRISE PRODUCT PARTNERS - 422 SHARES | 2012-01-05 | 2017-09-06 | $11,060 | $3,493 | $7,567 | $7,567 | P |
| ENTERPRISE PRODUCT PARTNERS - 74 SHARES | 2012-07-31 | 2017-09-06 | $1,939 | $612 | $1,327 | $1,327 | P |
| ENTERPRISE PRODUCT PARTNERS - 100 SHARES | 2014-02-07 | 2017-09-06 | $2,621 | $828 | $1,793 | $1,793 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,779,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $143,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,870,252 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049821 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $662,902 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,295,530 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.201152 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $163,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,238,827 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050589 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $158,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,218,312 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049094 | DistributionYr5Rt |
| Total Distribution | 0.400775 | TotalDistributionRt |
| Average Distribution | 0.080155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,579,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $208,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $635,300 | 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 | $1,295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $225 | OverpaymentAmt |
| Applied To ES Tax | $225 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA EVANS | IndividualWithBooksNm |
| Phone | 5625314404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD SUITE B | AddressLine1Txt |
| City | SOUTH GATE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90280 | 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 |
|---|---|---|---|---|---|---|---|---|
| TERESA EVANS | ||||||||
| 21242 HILLSDALE LN | HUNTINGTON BEACH | CA | 92646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUCINDA MCDERMOTT | ||||||||
| 683 VISTA BONITA | NEWPORT BEACH | CA | 92660 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICOLE BOAND | ||||||||
| 10965 NW WARREN ROAD | SILVERDALE | WA | 98383 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DERRICK MERCURIO | ||||||||
| 502 AVENIDA LUCIA | NEWPORT BEACH | CA | 92660 | DIRECTOR | 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 | $2,065,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,619,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,619,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,579,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,295 | TotalTaxAmt |
| Distributable Before Adj | $127,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,693 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $635,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $635,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,295 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $634,005 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,962 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $500,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $948 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $506,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $635,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $507,607 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,013,885 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,013,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,962 | ExcessFromYear4Amt |
| Excess From Year3 | $500,521 | ExcessFromYear3Amt |
| Excess From Year2 | $948 | ExcessFromYear2Amt |
| Excess From Year1 | $1,847 | ExcessFromYear1Amt |
| Excess From Current Year | $507,607 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| 1ST CEB ADOPTION COMMITTEE | |||||||
| 17527 ANTONIO AVE | CERRITOS | CA | 90703 | NONE | PC | PUBLIC SUPPORT | $300 |
| BOYS AND GIRLS CLUB OF HUNTINGTON VALLEY | |||||||
| 16582 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | NONE | PC | PUBLIC SUPPORT | $10,000 |
| BRAILLE INSTITUTE OF AMERICA | |||||||
| 527 N DALE AVENUE | ANAHEIM | CA | 92801 | NONE | PC | PUBLIC SUPPORT | $30,000 |
| DREAM CATCHERSASSISTANCE LEAGUE OF HUNTINGTON BEACH | |||||||
| 8071 SLATER AVE STE 105 | HUNTINGTON BEACH | CA | 92647 | NONE | PC | PUBLIC SUPPORT | $8,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY ROAD NW | SILVERDALE | WA | 98383 | NONE | PC | PUBLIC SUPPORT | $15,000 |
| MONTEREY COUNTY WEEKLY COMMUNITY FUND (PEACE OF MIND DOG RESCUE) | |||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | NONE | PC | PUBLIC SUPPORT | $300,000 |
| ORANGE COAST MEMORIAL FOUNDATION | |||||||
| 18111 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | NONE | PC | PUBLIC SUPPORT | $15,000 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | |||||||
| 2001 E MADISON | SEATTLE | WA | 98122 | NONE | PC | PUBLIC SUPPORT | $30,000 |
| MC GIVES - CHALLENGE GIFT (COMMUNITY FOUNDATION FOR MONTEREY COUNTY) | |||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | NONE | PC | PUBLIC SUPPORT | $215,000 |
| SURF CITY ROTARY | |||||||
| 16535 ALGONQUIN STREET | HUNTINGTON BEACH | CA | 92649 | NONE | PC | PUBLIC SUPPORT | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $635,300 | 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 | $253 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,817 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,033 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,867 | 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 | 1 | LineNumberTxt |
| Relationship Statement | TO PROVIDE INCOME NECESSARY TO FUND THE PURPOSE OF THE FOUNDATION. | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $5,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,027,714 | EOYBookValueAmt |
| EOYFMV | $1,072,080 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $485,389 | EOYBookValueAmt |
| EOYFMV | $875,600 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,960 | BookValueAmt |
| EOYFMV | $22,227 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $14 | $14 | $0 |
| BROKERAGE FEES | $10,181 | $10,181 | $0 |
| SOS FILING FEE | $25 | $25 | $0 |
| PASSTHROUGH LOSS | $1,849 | $1,849 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $764 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $764 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $764 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TAX | $1,557 | $0 | $0 |
| CA TAX | $10 | $0 | $0 |
| FOREIGN TAX | $13 | $13 | $0 |
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