KLING FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: KLING FAMILY FOUNDATION (EIN 33-6272913)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-05-31
IRS object ID: 201801529349100300
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
Depreciation Schedule
General Explanation Attachment
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-05-31T05:45:43-00:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Cronin Hanley & VanZile LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17 Kiel Ave	AddressLine1Txt
City	Kinnelon	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07405	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	336272913	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE KLING FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KLIN	BusinessNameControlTxt
Phone	9495330300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	335 CENTENNIAL WAY Room 100	AddressLine1Txt
City	TUSTIN	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92780	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Darryl Sheetz	PersonNm
Person Title	TREASURER	PersonTitleTxt
Signature	2018-05-31	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Maryann Hanley	PreparerPersonNm
Phone	9734923069	PhoneNum
Preparation	2018-05-31	PreparationDt

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	$758,620	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,275,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$196	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$196	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$12,943	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$12,943	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$23,370	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$23,370	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$23,370	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$382	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$382	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,311,891	TotalRevAndExpnssAmt
Total Net Invst Incm	$36,891	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$30,000	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$121	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$111	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$81	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$81	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$10,611	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$277	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$40,813	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$469	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,291,850	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,291,850	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,332,663	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$469	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,291,850	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$20,772	ExcessRevenueOverExpensesAmt
Net Investment Income	$36,422	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$125,244	CashBOYAmt
Cash EOY	$96,353	CashEOYAmt
Cash EOYFMV	$96,353	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$74,785	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$46,242	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$46,242	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$495,825	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$532,410	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$615,736	USGovtObligationsEOYFMVAmt
Other Investments BOY	$249	OtherInvestmentsBOYAmt
Other Investments EOY	$249	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$249	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,400	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,360	LandBldgEquipAccumDeprecAmt
Land BOY	$121	LandBOYAmt
Land EOY	$40	LandEOYAmt
Land EOYFMV	$40	LandEOYFMVAmt
Total Assets BOY	$696,224	TotalAssetsBOYAmt
Total Assets EOY	$675,294	TotalAssetsEOYAmt
Total Assets EOYFMV	$758,620	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$696,224	RetainedEarningBOYAmt
Retained Earning EOY	$675,294	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$696,224	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$675,294	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$696,224	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$675,294	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$696,224	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$20,772	ExcessRevenueOverExpensesAmt
Other Increases	$65	OtherIncreasesAmt
Subtotal	$675,517	SubtotalAmt
Other Decreases	$223	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$675,294	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$23,370	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,271,077	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$494,036	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	002.572843	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,358,417	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$492,735	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	002.756892	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,334,291	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$529,041	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	002.522094	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,374,870	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$483,712	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	002.842332	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,351,793	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$729,171	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	001.853877	DistributionYr5Rt
Total Distribution	012.548038	TotalDistributionRt
Average Distribution	002.509608	AverageDistributionRt
Net Vl Noncharitable Assets	$529,630	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,329,164	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$364	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,329,528	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,291,850	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$728	InvestmentIncomeExciseTaxAmt
Subtotal	$728	SubtotalAmt
Tax Based On Investment Income	$728	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$359	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$359	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$359	OriginalReturnTaxPaidAmt
Es Penalty	$9	EsPenaltyAmt
Tax Due	$378	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Phone	9495530300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	335 CENTENNIAL WAY SUITE 100	AddressLine1Txt
City	TUSTIN	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92780	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
VICKI GUM
424 LOCUST STREET	LAGUNA BEACH	CA	92651	DIRECTOR	000.00	$0
JACKIE GLASS
2641 WAVERLY DRIVE	NEWPORT BEACH	CA	92633	DIRECTOR	000.00	$0
DONALYN G KLING
515 DARTMOOR	LAGUNA BEACH	CA	92651	DIRECTOR	000.00	$0
DONALYN MIKLES
165 RIDGE ROAD	SEDONA	AZ	86336	PRESIDENT / DIRECTOR	000.00	$0
DARYL KLING
35 GARNET HILL DRIVE	SEDONA	AZ	86336	DIRECTOR	000.00	$0
ALLEN KLING
6011 BUNKER HILL CIRCLE	PLACENTIA	CA	92870	SECRETARY / DIRECTOR	000.00	$0
DARRYL SHEETZ
10612 SUMTER WAY	TUSTIN	CA	92782	TREASURER / DIRECTOR	010.00	$30,000

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$537,446	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$249	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$537,695	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$537,695	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,065	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$529,630	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$26,482	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$26,482	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$728	TaxBasedOnInvestmentIncomeAmt
Total Tax	$728	TotalTaxAmt
Distributable Before Adj	$25,754	DistributableBeforeAdjAmt
Distributable Before Ded	$25,754	DistributableBeforeDedAmt
Distributable As Adjusted	$25,754	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,291,850	ExpensesAndContributionsAmt
Qualifying Distributions	$1,291,850	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,291,850	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$25,754	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,315,748	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,351,344	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,308,889	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,334,546	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,246,821	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,557,348	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,291,850	QualifyingDistributionsAmt
Applied To Current Year	$25,754	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,266,096	RemainingDistriFromCorpusAmt
Total Corpus	$7,823,444	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,315,748	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,507,696	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,351,344	ExcessFromYear4Amt
Excess From Year3	$1,308,889	ExcessFromYear3Amt
Excess From Year2	$1,334,546	ExcessFromYear2Amt
Excess From Year1	$1,246,821	ExcessFromYear1Amt
Excess From Current Year	$1,266,096	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADC Research institute
1990 M Street NW Suite 610	Washington	DC	20036	charitable contribution	$1,000
AIDS Services Foundation of OC
17982 Sky Park Circle Ste J	Irvine	CA	92614	charitable contribution	$3,000
Aneheim Ducks Foundation
2695 East Katella Avenue	Anaheim	CA	92806	charitable contribution	$15,000
Arts Visalia
214 East Oak Avenue	Visalia	CA	93291	charitable contribution	$6,000
Big BrothersBig Sisters
241 Emerald Bay	Laguna Beach	CA	92651	charitable contribution	$5,000
Boys & Girls Club of Laguna Beach
1085 Laguna Canyon Rd	Laguna Beach	CA	92651	charitable contribution	$23,000
Braver Players Theater Foundation
335 Centennial Way Suite 100	Tustin	CA	92780	charitable contribution	$19,300
Broadway CaresEquity Fights Aids
165 W 46th Street 1300	New York	NY	10036	charitable contribution	$5,000
Calvary Chapel of San Clemente
927 Calle Negocio Suite O	San Clemente	CA	92673	charitable contribution	$28,000
Chancellor's Club
4199 Campus Drive Suite 210 UT	Irvine	CA	926975612	charitable contribution	$3,000
Charities Aid Foundation of America (CAF)
1800 Diagonal Road Ste 150	Alexandria	VA	22314	charitable contribution	$7,000
Claremont Institute for Study of
1317 W Foothill Blvd Ste 120	Upland	CA	91786	charitable contribution	$10,000
College Foundation at Suny Delhi Inc
454 Delhi Drive	Delhi	NY	13753	charitable contribution	$5,000
Cosmo Gru Foundation
335 Centennial Way Suite 100	Tustin	CA	92780	charitable contribution	$16,500
Council Of Aging
2 Executive Circle Suite 175	Irvine	CA	92614	charitable contribution	$2,000
Decorative Arts Society
P O Box 1414	Newport Beach	CA	92659	charitable contribution	$3,600
Direct Relief
27 S La Patera Lane	Santa Barbara	CA	931173214	charitable contribution	$20,000
Drexel University
3141 Chestnut Street Suite 310	Philadelphia	PA	19104	charitable contribution	$1,500
Families Forward
8 Thomas	Irvine	CA	92618	charitable contribution	$20,000
Festival of Arts Laguna Beach
650 Laguna Canyon Rd	Laguna Beach	CA	92651	charitable contribution	$2,000
Foundation For Aids Research
17982 Sky Park Circle Ste J	Irvine	CA	92614	charitable contribution	$10,000
Foundation World Cultural Heritage of the Wisdom Teachings
220 Montgomery Street Suite 1020	San Francisco	CA	94104	charitable contribution	$44,000
Give Kids the World Village
210 South Bass Rd	Kissimmee	FL	34746	charitable contribution	$56,500
Hispanic Federation
55 Exchange Place 5th Floor	New York	NY	10005	charitable contribution	$10,000
Hoag Hospital Foundation
330 Placentia Suite 100	Newport Beach	CA	92663	charitable contribution	$30,000
Holy Family Services Adoption Guild of So
PO Box 95	Corona Del Mar	CA	92625	charitable contribution	$7,500
Integrated Solutions 360
25462 Cadillac Drive	Laguna Hills	CA	926535209	charitable contribution	$7,500
Juntos Collective
758 9th Avenue	San Francisco	CA	94118	charitable contribution	$2,000
Juvenille Diabetes Research Foundation (JDRF) (Curing Type 1 Diabetes)
49 Stevenson St Ste 1200	San Francisco	CA	94105	charitable contribution	$10,000
LA Maritime Institute
Berth 73 Suite 2	San Pedro	CA	90731	charitable contribution	$50,000
Laguna Beach Seniors
380 3rd Street	Laguna Beach	CA	92651	charitable contribution	$41,500
Laguna College of Art & Design
2222 Laguna Canyon Road	Laguna Beach	CA	92651	charitable contribution	$5,000
Lithuanian-American Community
5252 Pizzo Ranch Road	La Canada	CA	91011	charitable contribution	$17,000
Little Orphan Animals
5150 N 13th Place	Phoenix	AZ	85014	charitable contribution	$10,000
Lower Merion-Harriton HS Alumni Association
PO Box 12	Narbeth	PA	19072	charitable contribution	$500
Lucas Lilley Inc
PO Box 6832	Thousand Oaks	CA	91359	charitable contribution	$5,000
Marine Animal Rescue Specialist Inc
214 Main Street 392	El Segundo	CA	90245	charitable contribution	$5,000
Matt Leinart Foundation
2781 W MacArthur Blvd Ste B-611	Santa Ana	CA	92704	charitable contribution	$9,150
Maui Classical Music Festival
PO Box 532573	Kihei	HI	96753	charitable contribution	$10,000
MIND Institute
111 Academy Drive Suite 100	Irvine	CA	92617	charitable contribution	$5,000
Mortgage Miracles For Kids
3002 Dow Ave Suite 126	Tustin	CA	92780	charitable contribution	$5,000
NOOHRA Foundation
4480 S Cobb Dr SE Ste H-343	Smyma	GA	30080	charitable contribution	$67,000
Ocean Institute
24200 Dana Point Harbor Drive	Dana Point	CA	92629	charitable contribution	$5,000
Orange County Ballet Theater
23091 Del Lago Drive	Laguna Hills	CA	92653	charitable contribution	$3,000
Otra Mas
27252 Calle Arroyo	San Juan Capistrano	CA	92675	charitable contribution	$6,000
Pajaro Valley Unified School District
294 Green Valley Road 4th floor	Watsonville	CA	95076	charitable contribution	$1,000
Ronald McDonald House
383 S Batavia Street	Orange	CA	92868	charitable contribution	$5,000
Running River School Inc
PO Box 299	Sedona	AZ	86339	charitable contribution	$3,000
SADR Foundation
4241 Maple Street Ste 250A	Dearborn	MI	48126	charitable contribution	$1,000
Sage Hill School
20402 Newport Coast Drive	Newport Coast	CA	92657	charitable contribution	$22,000
Sara's Wish Foundation
23 Ash Lane	Amherst	MA	01002	charitable contribution	$2,500
Seaside Legal Services
301 Forest Ave	Laguna Beach	CA	92651	charitable contribution	$22,000
Sedona Arts Center
P O Box 569	Sedona	AZ	86339	charitable contribution	$102,000
Sedona Arts Festival
PO Box 2729	Sedona	AZ	86339	charitable contribution	$1,000
Sedona International Film Festival
2030 W State Route 89A Suite A3-4	Sedona	AZ	86336	charitable contribution	$204,000
Sedona Public Library
3250 White Bear Road	Sedona	AZ	86336	charitable contribution	$5,000
Segerstrom Center for the Arts
600 Town Center Drive	Costa Mesa	CA	92626	charitable contribution	$125,300
Sherry Griswold Foundation
335 Centennial Way Suite 100	Tustin	CA	92780	charitable contribution	$37,500
St Casimir's Catholic Church
2718 St George Street	Los Angeles	CA	90027	charitable contribution	$8,000
Saint John Maron Church
300 South Flower Street	Orange	CA	92868	charitable contribution	$1,500
Stars & Stripes Children Foundation
PO Box 7572	Laguna Niguel	CA	92607	charitable contribution	$10,000
Terra Classical Theater
7671 Alhambra Drive	Huntington Beach	CA	92647	charitable contribution	$25,000
The Multiple System Atrophy Condition
9935-D Rea Road 212	Charlotte	NC	28277	charitable contribution	$10,000
The Principia Corporation
1 Maybeck Place	Elsah	IL	62028	charitable contribution	$10,000
The Thalians
15451 San Fernando Mission Blvd Ste	Mission Hills	CA	91345	charitable contribution	$5,000
The UCI Foundation
333 City Boulevard West Suite 605	Orange	CA	92868	charitable contribution	$10,000
Virginia Roseanne Amato Foundation
1615 Poydras Street	New Orleans	LA	70112	charitable contribution	$2,500
UCI Foundation Chancellor's Club
4199 Campus Drive Suite 210 UT	Irvine	CA	92697	charitable contribution	$10,000
UCLA Foundation
7256 Boelter Hall Box 951600	Los Angeles	CA	90095	charitable contribution	$5,000
USC Catalina Hyberbaric Chamber
PO Box 5069	Avalon	CA	90704	charitable contribution	$15,000
Verde Valley Sanctuary
385 South Main Street	Camp Verde	AZ	86322	charitable contribution	$2,500
Verde Valley Archaeology Center
385 South Main Street	Camp Verde	AZ	86322	charitable contribution	$26,000
Villanova University School of Law
299 North Mill Road	Villanova	PA	19085	charitable contribution	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,291,850	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$196	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$12,943	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$382	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$23,370	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$36,891	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$36,891	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Griswold Industries	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1325	AddressLine1Txt
City	Newport Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92653	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$0	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	Computer	PropertyDesc
Acquired	2013-04-20	AcquiredDt
Cost Or Other Basis	$1,400	CostOrOtherBasisAmt
Prior Year Depreciation	$1,279	PriorYearDepreciationAmt
Computation Method	200 DBS	ComputationMethodTxt
Life	0000000005.000000000000	LifeRt
Current Year Expense	$81	CurrentYearExpenseAmt
Net Investment Income	$81	NetInvestmentIncomeAmt

General Explanation Attachment GeneralExplanationAttachment

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
State Local Sec Book Vl EOY	$532,410	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$615,736	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	COMMERICA BANK - MONEY MARKET	CategoryOrItemTxt
Book Value	$249	BookValueAmt
EOYFMV	$249	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER	CategoryOrItemTxt
Cost Or Other Basis	$1,400	CostOrOtherBasisAmt
Accumulated Depreciation	$1,360	AccumulatedDepreciationAmt
Book Value	$40	BookValueAmt
EOYFMV	$40	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Federal Tax paid - 2016	Desc
Amt	$223	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Bank Charges	$277	$277
postage	$322
supplies	$1,614
California filing fee and registration	$320
office expense	$2,781
accounting fee	$5,297

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Non Taxable income	Desc
Revenue And Expenses Per Books	$382	RevenueAndExpensesPerBooksAmt
Net Investment Income	$382	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Federal Tax refund - 2015	Desc
Amt	$65	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Foreign Tax	$111	$111
State of California	$10