BETA

C A M JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
C A M JOHNSON FAMILY FOUNDATION (EIN 75-2970248)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201801359349101810
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T10:51:32-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954485080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEDMAN PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY ROAD SUITE 200AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752970248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C A M JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMJBusinessNameControlTxt
Phone6612541139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART JOHNSONPersonNm
Person TitleCFO, SECRETARYPersonTitleTxt
Phone6612541139PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMI M STOFFELPreparerPersonNm
PTINP00094445PTIN
Phone6612876333PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$814,215FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,598ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,536DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,536DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,482NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,505GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,482CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$146OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$146OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$131,762TotalRevAndExpnssAmt
Total Net Invst Incm$31,164TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,550AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Net Invst Incm$2InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$2InterestDsbrsChrtblAmt
Taxes Rev And Expnss$310TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,549OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,411TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,612TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,611TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,812TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67,151ExcessRevenueOverExpensesAmt
Net Investment Income$31,162NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$248SavAndTempCashInvstBOYAmt
Corporate Stock BOY$612,997CorporateStockBOYAmt
Corporate Stock EOY$732,765CorporateStockEOYAmt
Corporate Stock EOYFMV$814,215CorporateStockEOYFMVAmt
Total Assets BOY$613,245TotalAssetsBOYAmt
Total Assets EOY$732,765TotalAssetsEOYAmt
Total Assets EOYFMV$814,215TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$52,369OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,369TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$613,245RetainedEarningBOYAmt
Retained Earning EOY$680,396RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$613,245TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$680,396TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$613,245TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$732,765TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$613,245TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$67,151ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$680,396SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$680,396TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT-TERM INVESTMENTSP2017-12-31$101,492$97,033$4,459$4,459
SCHWAB LONG-TERM INVESTMENTSP2017-12-31$91,181$87,990$3,191$3,191
CAPITAL GAINS DIVIDENDSP$3,832$3,832$3,832
FieldValueIRS element (for citing)
Capital Gain Net Income$11,482CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$61,848AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$577,066NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.107177DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,701AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$552,726NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035643DistributionYr2Rt
Adjusted Qlfy Distri Yr3$62,936AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$588,552NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.106934DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,539AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$587,485NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.014535DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,883AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$540,086NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022002DistributionYr5Rt
Total Distribution0.286291TotalDistributionRt
Average Distribution0.057258AverageDistributionRt
Net Vl Noncharitable Assets$707,800NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,527AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$312NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,839AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,812QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,015EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,015TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$703OverpaymentAmt
Applied To ES Tax$703AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARTHUR JOHNSONIndividualWithBooksNm
Phone6612541139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARTHUR J JOHNSON
25578 VIA PALADARVALENCIACA91355PRESIDENT0.10$0$0$0
MARILYN S JOHNSON
25578 VIA PALADARVALENCIACA91355CEO, SECRETARY0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$719,792AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances-$1,213AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$718,579TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$718,579AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$707,800NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,390MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,390MinimumInvestmentReturnAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Total Tax$312TotalTaxAmt
Distributable Before Adj$35,078DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,078DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,078DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,812ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,812QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$312PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,078DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,883ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$34,394ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$33,365ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$79,642TotalExcessDistributionCyovAmt
Qualifying Distributions$60,812QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,078AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,734RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$105,376TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$11,883ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,493ExcessDistriCyovToNextYrAmt
Excess From Year3$34,394ExcessFromYear3Amt
Excess From Year1$33,365ExcessFromYear1Amt
Excess From Current Year$25,734ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR J JOHNSONContributingManagerNm
Contributing ManagerMARILYN S JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AVENUES SUPPORTIVE LIVING
28415 INDUSTRY DRIVE 502VALENCIACA91355PUBLIC CHARITYTO SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES IN REMAINING ACTIVE IN THEIR COMMUNITIES.$3,500
SCV SCHOLARSHIP FOUNDATION
PO BOX 220236SANTA CLARITACA91322PUBLIC CHARITYPROVIDES SCHOLARSHIPS FOR SCV HIGH SCHOOL GRADUATING SENIORS.$3,000
UCLA BROAD STEM CELL RESEARCH CENTER
615 CHARLES E YOUNG DRIVE SOUTHLOS ANGELESCA90095PUBLIC CHARITYTO SUPPORT INNOVATIVE RESEARCH THAT WILL LEAD TO MORE EFFECTIVE TREATMENTS FOR A MYRIAD OF DISEASES.$50,000BIOMEDICAL RESEARCH BUILDING 477
YOUNG LIFE - CAPERNAUM
PO BOX 520COLORADO SPRINGSCO80901RELIGIOUS CHARITYINTRODUCE TEENAGERS AND YOUNG ADULTS WITH DISABILITIES TO JESUS CHRIST AND HELP THEM GROW IN THEIR FAITH.$1,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,536ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,482ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,164ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,164TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARTHUR JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADORAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,598TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
180 SHARES OF COSTCO WHOLESALE (COST)$15,0462017-12-08
1335 SHARES OF PROCTER & GAMBLE (PG)$30,2742017-12-08
13,148 SHARES OF SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX (SFLNX)$55,2782017-12-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,550DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$732,765EOYBookValueAmt
EOYFMV$814,215EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSEDesc
Revenue And Expenses Per Books$3,549RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$146RevenueAndExpensesPerBooksAmt
Net Investment Income$146NetInvestmentIncomeAmt
Adjusted Net Income$146AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$52,369EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonARTHUR JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$10$0$10
TAXES & LICENSES$50$0$50
FOREIGN TAXES$250$0$0

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