DAVID S ASCHER MD CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DAVID S ASCHER MD CHARITABLE FOUNDATION (EIN 33-0243114)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-05-15
IRS object ID
201811359349101631
Schema version
2016v3.0
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)
Return2018-05-15T18:22:03-05:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marcum LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11920 Main Street Suite 950AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330243114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID S ASCHER MD CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone9492365620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1925 North Big Sky LaneAddressLine1Txt
CityOrangeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92869ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENETTA CAYAPersonNm
Person TitleCEO/DIRECTORPersonTitleTxt
Phone9512568630PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJayson M MorganPreparerPersonNm
PTINP01246270PTIN
Phone9492365600PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,096,152FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$40,063DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,831DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,181NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$374,736GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,181CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,244TotalRevAndExpnssAmt
Total Net Invst Incm$37,012TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,690CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,690CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,120AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,120AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,885TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,885TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,695TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,414ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,414ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$235,109TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,109TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$186,865ExcessRevenueOverExpensesAmt
Net Investment Income$37,012NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,153CashBOYAmt
Cash EOY$1,109CashEOYAmt
Cash EOYFMV$1,109CashEOYFMVAmt
Sav And Temp Cash Invst BOY$203,315SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$176,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$176,340SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,535PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,535PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,535PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$319,227CorporateStockBOYAmt
Corporate Stock EOY$150,149CorporateStockEOYAmt
Corporate Stock EOYFMV$161,344CorporateStockEOYFMVAmt
Other Investments BOY$736,010OtherInvestmentsBOYAmt
Other Investments EOY$746,920OtherInvestmentsEOYAmt
Other Investments EOYFMV$754,824OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,263,240TotalAssetsBOYAmt
Total Assets EOY$1,077,053TotalAssetsEOYAmt
Total Assets EOYFMV$1,096,152TotalAssetsEOYFMVAmt
Other Liabilities BOY$168OtherLiabilitiesBOYAmt
Other Liabilities EOY$846OtherLiabilitiesEOYAmt
Total Liabilities BOY$168TotalLiabilitiesBOYAmt
Total Liabilities EOY$846TotalLiabilitiesEOYAmt
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$1,263,072RetainedEarningBOYAmt
Retained Earning EOY$1,076,207RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,263,072TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,076,207TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,263,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,077,053TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,263,072TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$186,865ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,076,207SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,076,207TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
17830 GUGNHM DFND PRTFLS 1411P2016-03-112017-04-28$204,066$193,216$10,850$10,850
385.5664 GUGNHM DFND PRTFLS 1411P2016-05-262017-05-10$4,413$4,262$151$151
6650 FLORIDA PWR & LT CAP CLDP2005-02-162017-11-09$166,250$169,077-$2,827-$2,827
0.5664 GllGNHM DFND PRTFLS 1411P2016-03-112017-05-10$7$7$7
FieldValueIRS element (for citing)
Capital Gain Net Income$8,181CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$351,591AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,483,893NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.236938DistributionYr1Rt
Adjusted Qlfy Distri Yr2$368,841AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,846,980NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.199700DistributionYr2Rt
Adjusted Qlfy Distri Yr3$324,277AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,089,928NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.155162DistributionYr3Rt
Adjusted Qlfy Distri Yr4$294,488AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,181,057NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.135021DistributionYr4Rt
Adjusted Qlfy Distri Yr5$285,488AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,254,958NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.126605DistributionYr5Rt
Total Distribution0.853426TotalDistributionRt
Average Distribution0.170685AverageDistributionRt
Net Vl Noncharitable Assets$1,140,291NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$194,631AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$370NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$195,001AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$235,109QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$370InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$370SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$370TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$370TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WARREN HENNAGIN CPA MSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492365620PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11920 MAIN STREET SUITE 950AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID S ASCHER II
POBOX 57SANTA ANACA92702CFO/DIRECTOR1.00$0$0$0
PAMELA ASCHER
POBOX 57SANTA ANACA92702DIRECTOR1.00$3,690$0$0
RENETTA ASCHER CAYA
POBOX 57SANTA ANACA92702CEO/DIRECTOR1.00$0$0$0
VIVIAN TABB
POBOX 57SANTA ANACA92702DIRECTOR1.00$0$0$0
SHANE ASCHER
POBOX 57SANTA ANACA92702DIRECTOR1.00$0$0$0
AARON BRENT
POBOX 57SANTA ANACA92702DIRECTOR1.00$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$966,199AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$191,457AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,157,656TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,157,656AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,365CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,140,291NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,015MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,015MinimumInvestmentReturnAmt
Tax Based On Investment Income$370TaxBasedOnInvestmentIncomeAmt
Total Tax$370TotalTaxAmt
Distributable Before Adj$56,645DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,645DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,645DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,109ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,109QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$370PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$234,739AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,645DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$174,080ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$187,959ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$224,185ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$278,586ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$278,622ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,143,432TotalExcessDistributionCyovAmt
Qualifying Distributions$235,109QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$178,464RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,321,896TotalCorpusAmt
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$174,080ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,147,816ExcessDistriCyovToNextYrAmt
Excess From Year4$187,959ExcessFromYear4Amt
Excess From Year3$224,185ExcessFromYear3Amt
Excess From Year2$278,586ExcessFromYear2Amt
Excess From Year1$278,622ExcessFromYear1Amt
Excess From Current Year$178,464ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPAMELA ASCHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 57AddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92702ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9512568630RecipientPhoneNum
Form And Info And MaterialsIN WRITING, INDICATING CHARITABLE PURPOSE AND IRS CHARITABLE QUALIFICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsCHARITABLE PURPOSE MUST BE IN THE AREA OF HEALTH, EDUCATION, OR WELFARERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AABAGA Scholarship Fund Inc Irvine CA
260 Aldrich HallIrvineCA92697NONEPCHEALTH, EDUCATION OR WELFARE$4,000
AABAGA UCI BLAICK
260 Aldrich HallIrvineCA92697NONEPCHEALTH, EDUCATION OR WELFARE$4,000
American Heart Association
7272 Greenville AveDallasTX75231NONEPCHEALTH, EDUCATION OR WELFARE$10,000
American Univeristy Of Armenia
1000 Broadway Suite 280OaklandCA94607NoNEpcHEALTH, EDUCATION OR WELFARE$5,000
AOCDS (OC Deputy Sheriffs)
1600 N Main St Santa AnaSanta AnaCA92701NONEPCHEALTH, EDUCATION OR WELFARE$6,000
Blind Childrens Learning Center
18542 Vanderlip Ave BSanta AnaCA92705NONEPCHEALTH, EDUCATION OR WELFARE$500
BOSTON COLLEGE
140 COMMONWEALTH aVENUECHESTNUT HILLMA02467NONEPCHEALTH, EDUCATION OR WELFARE$50,000
Braille Institute
741 N Vermont AveLos AngelesCA90029NONEPCHEALTH, EDUCATION OR WELFARE$2,000
CASA
1505 East 17th Street Suite 214Santa AnaCA92705NONEPCHEALTH, EDUCATION OR WELFARE$5,000
Go Red for Women
7272 Greenville AveDallasTX75231NONEPCHEALTH, EDUCATION OR WELFARE$5,000
Harbor View Elementary
900 Goldenrod AveCorona Del MarCA92625NONEPCHEALTH, EDUCATION OR WELFARE$5,000
Illinois Wesleyan University Bloomington
1312 Park StBloomingtonIL61701NONEPCHEALTH, EDUCATION OR WELFARE$5,000
JDRF
2 Corporate Park 106IrvineCA92606NONEPCHEALTH, EDUCATION OR WELFARE$10,250
Loyola Law School
919 ALBANY STLos AngelesCA90015NONEPCHEALTH, EDUCATION OR WELFARE$1,000
March of Dimes
2222 Martin 155IrvineCA92612NONEPCHEALTH, EDUCATION OR WELFARE$5,000
NFAR
9815 Carroll Canyon Rd 203San DiegoCA92131NONEPCHEALTH, EDUCATION OR WELFARE$2,000
ORANGEWOOD CHILDREN'S FOUNDATION
1575 e 17TH STREETSANTA ANACA92705NONEPCHEALTH, EDUCATION OR WELFARE$500
Redlands University
1200 E COLTON AVEREDLANDSCA92374NONEPCHEALTH, EDUCATION OR WELFARE$10,000
Santa Clara University
500 El Camino RealSanta ClaraCA95053NONEPCHEALTH, EDUCATION OR WELFARE$5,000
Seeing Eye Dogs
PO Box 375MorristownNJ07963NONEPCHEALTH, EDUCATION OR WELFARE$5,000
Servite High School
1952 W La Palma AveanaheimCA92801NONEPCHEALTH, EDUCATION OR WELFARE$5,000
Tesoro Basetball Booster
1 Tesoro Creek RdLas FloresCA92688nONEpcHEALTH, EDUCATION OR WELFARE$1,500
The IV FDN
PO Box 2739El CentroCA92244NONEPCHEALTH, EDUCATION OR WELFARE$25,000
THOMAS HOUSE TEMPORARY SHELTER
12601 mORINGSIDE AVE 6gARDEN GROVECA92843NONEPCHEALTH, EDUCATION OR WELFARE$35,000
Tufts University
419 Boston AveMedfordMA02155NONEPCHEALTH, EDUCATION OR WELFARE$21,664
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,414TotalGrantOrContriPdDurYrAmt
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$40,063ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,181ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$48,244ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,244TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLegal and AccountingCategoryTxt
Amt$1,120Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,120DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPREFERRED STOCKSStockNm
EOY Book Value$150,149EOYBookValueAmt
EOYFMV$161,344EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$746,920BookValueAmt
EOYFMV$754,824EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOther LiabilitiesDesc
BOY Book Value$168BOYBookValueAmt
EOY Book Value$846EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBANK CHARGESCategoryTxt
Amt$1,885Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,885DisbursementsCharitablePrpsAmt

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