BETA

RASMUSSEN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RASMUSSEN FOUNDATION (EIN 77-0166925)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-02
IRS object ID
201802759349100005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-02T13:48:07-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930623286PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALDRICH CPAS AND ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17676 HAZARD CENTER DRIVE STE 1300AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770166925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RASMUSSEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRASMBusinessNameControlTxt
Phone8055812275PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12320 SHASTA WAY NO FAddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP930651801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC DEAN RASMUSSENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8055812275PhoneNum
Signature2018-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK E BIRGE CPA JDPreparerPersonNm
PTINP00016212PTIN
Phone6198104940PhoneNum
Preparation2018-09-21PreparationDt
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$1,817,370FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,681DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$144,974NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$529,325GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$161,715CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,252OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,252OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$294,907TotalRevAndExpnssAmt
Total Net Invst Incm$211,648TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$14,078OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,480OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$519TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,179OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,513OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,776TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,512TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$373,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$373,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$398,076TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,512TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$373,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,169ExcessRevenueOverExpensesAmt
Net Investment Income$200,136NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$476,331SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,577SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,577SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,362,085CorporateStockBOYAmt
Corporate Stock EOY$1,721,985CorporateStockEOYAmt
Corporate Stock EOYFMV$1,721,985CorporateStockEOYFMVAmt
Other Investments BOY$5,723OtherInvestmentsBOYAmt
Other Investments EOY$5,808OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,808OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,844,139TotalAssetsBOYAmt
Total Assets EOY$1,817,370TotalAssetsEOYAmt
Total Assets EOYFMV$1,817,370TotalAssetsEOYFMVAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$1,844,139RetainedEarningBOYAmt
Retained Earning EOY$1,817,370RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,844,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,817,370TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,844,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,817,370TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,844,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,169ExcessRevenueOverExpensesAmt
Other Increases$86,120OtherIncreasesAmt
Subtotal$1,827,090SubtotalAmt
Other Decreases$9,720OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,817,370TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB #7410 SHORT TERMP$37,984$34,457$3,527$3,527
CHARLES SCHWAB #7410 LONG TERMP$418,930$303,686$115,244$115,244
CHARLES SCHWAB #7409 LONG TERMP$45,000$29,467$15,533$15,533
CAPITAL GAINS DIVIDENDSP$27,411$27,411$27,411
FieldValueIRS element (for citing)
Capital Gain Net Income$161,715CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$255,985AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,466,958NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.174501DistributionYr1Rt
Adjusted Qlfy Distri Yr2$163,954AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,501,715NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.109178DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,274,697NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.069114DistributionYr3Rt
Adjusted Qlfy Distri Yr4$385,727AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,250,363NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.308492DistributionYr4Rt
Adjusted Qlfy Distri Yr5$84,713AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,213,850NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.069789DistributionYr5Rt
Total Distribution0.731074TotalDistributionRt
Average Distribution0.146215AverageDistributionRt
Net Vl Noncharitable Assets$1,647,581NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$240,901AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,001NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$242,902AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$373,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,001InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,001SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,001TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$648EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,750ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,398TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$397OverpaymentAmt
Applied To ES Tax$397AppliedToESTaxAmt
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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHARON MINERVAIndividualWithBooksNm
Phone8055812275PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12320 SHASTA WAY SUITE FAddressLine1Txt
CitySIMI VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93065ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
C DEAN RASMUSSEN
2320 SHASTA WAY - FSIMI VALLEYCA93065PRESIDENT0.00$0$0$0
KATHLEEN RASMUSSEN
2320 SHASTA WAY - FSIMI VALLEYCA93065VICE-PRESIDENT & SECRETARY0.00$0$0$0
ERIC N RASMUSSEN
2320 SHASTA WAY- FSIMI VALLEYCA93065CFO0.00$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$1,500,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$165,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,808FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,672,671TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,672,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,647,581NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,379MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,379MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,001TaxBasedOnInvestmentIncomeAmt
Total Tax$2,001TotalTaxAmt
Distributable Before Adj$80,378DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,378DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,378DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$373,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$373,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,001PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$371,299AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,378DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,460ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$325,261ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,419ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$91,392ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$126,824ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$596,356TotalExcessDistributionCyovAmt
Qualifying Distributions$373,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,378AppliedToCurrentYearAmt
Remaining Distri From Corpus$292,922RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$889,278TotalCorpusAmt
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$26,460ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$862,818ExcessDistriCyovToNextYrAmt
Excess From Year4$325,261ExcessFromYear4Amt
Excess From Year3$26,419ExcessFromYear3Amt
Excess From Year2$91,392ExcessFromYear2Amt
Excess From Year1$126,824ExcessFromYear1Amt
Excess From Current Year$292,922ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerC DEAN RASMUSSENContributingManagerNm
Contributing ManagerKATHLEEN RASMUSSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE ALS ASSOCIATION - GOLDEN WEST CHAPTER
PO BOX 565AGOURA HILLSCA913760565PCMEDICAL RESEARCH AND PATIENT SUPPORT SERVICES$2,800
UNIVERSITY OF SOUTHERN CALIFORNIA
1975 ZONAL AVELOS ANGELESCA90033PCMEDICAL RESEARCH - RHEUMATOLOGY RESEARCH FUND$20,000
VIEWPOINT SCHOOL
4500 MULHOLLAND HWYCALABASASCA91302PCEDUCATION$100,000
CALIFORNIA LUTHERAN UNIVERSITY
60 WEST OLSEN RD MC 1650THOUSAND OAKSCA91360PCEDUCATION$25,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STREETNEW YORKNY10165PCGENERAL SUPPORT$500
NATIONAL PARKS FOUNDATION
1110 VERMONT AVE NW SUITE 200WASHINGTONDC20005PCGENERAL SUPPORT$200,000
UNIVERSITY OF HAWAII FOUNDATION
PO BOX 11270HONOLULUHI96828PCEDUCATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$373,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,681RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$107ExclusionAmt
Related Or Exempt Function Incm$9,145RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$144,974RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCd
PARTNERSHIP INCOME - TCL53139001
OTHER INCOME

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$107ExclusionAmt
Related Or Exempt Function Incm$194,800RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$194,907TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11AINCOME FROM PARTNERSHIP, IF ANY, USED TO FUND FOUNDATION
11BINCOME FROM OTHER SOURCES USED TO FUND FOUNDATION
11CINCOME FROM OTHER SOURCES USED TO FUND FOUNDATION
11DINCOME FROM OTHER SOURCES USED TO FUND FOUNDATION
11EINCOME FROM OTHER SOURCES USED TO FUND FOUNDATION

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1C DEAN RASMUSSENBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line113 BAY ISLANDAddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92661ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB XXXX-7409$1,037,055$1,037,055
CHARLES SCHWAB XXXX-7410$684,930$684,930

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTRANCAS CAPITALCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$5,808BookValueAmt
EOYFMV$5,808EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAXES & PENALTIES NOT DEDUCTED ON TAX RETURN$468
PRIOR PERIOD ADJUSTMENT TO BASIS$9,252

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSES$5,361$1,780$0
ROYALTY DEDUCTIONS$190$190$0
MISC EXPENSES$4,628$1,543$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES$9,145$9,145$9,145
PARTNERSHIP INCOME - TCL$85$85$85
CLAIM SETTLEMENT$22$22$22

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON PORTFOLIODesc
Amt$86,120Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR FEES$4,182$4,182$0
TAX PREPARATION FEES$9,896$3,298$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON DIVIDENDS$106$106$0
ROYALTY TAXES$413$413$0

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