JESSE TURNER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JESSE TURNER FOUNDATION (EIN 81-0896035)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349103832
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:57:59-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Kuhen & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 Von Karman Ave Suite 150 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | 810896035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JESSE TURNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEANNA GILPIN | InCareOfNm |
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 9494746900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24422 AVENIDA DE LA CARLOTA Suite 4 | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926533634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK TURNER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Darlene K Beer | PreparerPersonNm |
| PTIN | P00101109 | PTIN |
| Phone | 9492089900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $542,683 | 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 | $250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,746 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,746 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,353 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $633 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $582 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,208 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $804 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,179 | CashBOYAmt |
| Cash EOY | $8,429 | CashEOYAmt |
| Cash EOYFMV | $8,429 | CashEOYFMVAmt |
| Corporate Stock BOY | $484,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $483,759 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $523,239 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,015 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $500,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $501,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $542,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $500,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $501,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $500,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $501,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $500,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $501,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $500,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $501,740 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $501,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | 2016-12-31 | 2017-01-30 | $24,900 | $25,974 | -$1,074 | -$1,074 |
| GUGGENHEIM BULLETSHARES 2017 | 2016-05-06 | 2017-01-23 | $5,992 | $5,947 | $45 | $45 |
| GUGGENHEIM BULLETSHARES 2017 | 2016-12-31 | 2017-01-24 | $860 | $863 | -$3 | -$3 |
| GUGGENHEIM BULLETSHARES 2017 | 2016-05-06 | 2017-01-24 | $16,904 | $16,962 | -$58 | -$58 |
| GUGGENHEIM BULLETSHARES 2017 | 2016-05-06 | 2017-01-24 | $22 | $22 | ||
| GUGGENHEIM BULLETSHARES 2018 | 2017-01-24 | 2017-11-21 | $5,932 | $5,971 | -$39 | -$39 |
| GUGGENHEIM BULLETSHARES 2018 | 2016-12-31 | 2017-11-21 | $85 | $85 | ||
| HSBC HOLDINGS PLC | 2016-12-31 | 2017-04-20 | $4,919 | $4,415 | $504 | $504 |
| HSBC HOLDINGS PLC | 2016-08-04 | 2017-04-20 | $25,516 | $21,738 | $3,778 | $3,778 |
| SPDR S&P 500 ETF | 2016-11-01 | 2017-04-25 | $238 | $213 | $25 | $25 |
| GUGGENHEIM BULLETSHARES 2018 | 2016-05-06 | 2017-11-21 | $2,514 | $2,444 | $70 | $70 |
| GUGGENHEIM BULLETSHARES 2018 | 2016-05-06 | 2017-11-21 | $3,620 | $3,520 | $100 | $100 |
| GUGGENHEIM BULLETSHARES 2018 | 2016-05-06 | 2017-06-02 | $4,986 | $5,003 | -$17 | -$17 |
| GUGGENHEIM BULLETSHARES 2018 | 2016-05-06 | 2017-11-21 | $2,453 | $2,470 | -$17 | -$17 |
| GUGGENHEIM BULLETSHARES 2018 | 2016-05-06 | 2017-11-21 | $11,393 | $11,476 | -$83 | -$83 |
| POWERSHARES TAXABLE MUNICIPA | 2016-05-06 | 2017-09-12 | $20,667 | $20,545 | $122 | $122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,353 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $504,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $492,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.049967 | TotalDistributionRt |
| Average Distribution | 0.024984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $535,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,651 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $282 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $282 | SubtotalAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $222 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $222 | TotalPaymentsAndCreditsAmt |
| Tax Due | $60 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEANNA GILPIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494746900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24422 AVENIDA DE LA CARLOTA | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926533634 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK TURNER | |||||||||
| 2442 AVENIDA DE LA CARLOTA | SUITE 400 | LAGUNA HILLS | CA | 92653 | CEO | 0 | $0 | $0 | $0 |
| DEANNA GILPIN | |||||||||
| 24422 AVENIDA DE LA CARLOTA | LAGUNA HILLS | CA | 926533634 | SECRETARY | 0 | $0 | $0 | $0 | |
| DYLAN TURNER | |||||||||
| 24422 AVENIDA DE LA CARLOTA | LAGUNA HILLS | CA | 926533634 | CFO | 0 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $537,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $543,255 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $543,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $535,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $282 | TotalTaxAmt |
| Distributable Before Adj | $26,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $282 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $539 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $539 | AppliedToYear1Amt |
| Applied To Current Year | $26,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $212 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK TURNER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK TURNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2442 AVENIDA DE LA CARLOTA 400 | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9494746900 | RecipientPhoneNum |
| Form And Info And Materials | LETTER SUMMARIZING THE NEED FOR FUNDS AND TAX-EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEWPORT AQUATIC CENTER | |||||||
| 1 WHITECLIFFS DRIVE | NEWPORT BEACH | CA | 92660 | N/A | PC | CHARITABLE | $9,000 |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PC | CHARITABLE | $9,000 |
| A-TEAM BASKETBALL | |||||||
| 815 W 109TH PL | LOS ANGELES | CA | 90044 | N/A | PC | CHARITABLE | $1,550 |
| ROMANIAN HANDICAPPED MINISTRIES INC | |||||||
| 5910 PRICE ROAD | MILFORD | OH | 45150 | N/A | PC | CHARITABLE | $1,000 |
| LHHS ATHLETIC BOOSTERS | |||||||
| 25401 PASEO DE VALENCIA | LAGUNA HILLS | CA | 92653 | N/A | PC | CHARITABLE | $3,000 |
| MARKETPLACE MINISTRIES WORLDWIDE | |||||||
| PO BOX 610 | YORBA LINDA | CA | 92885 | N/A | PC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,334 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE, INC. | $31,302 | $52,631 |
| DOUBLELINE INCOME SOLUTIONS | $57,812 | $63,881 |
| FIRST REPUBLIC BANK | $0 | $0 |
| HSBC HOLDINGS | $28,069 | $28,335 |
| MERRILL LYNCH & CO | $27,867 | $28,800 |
| AT&T INC. | $26,570 | $26,749 |
| WELLS FARGO & COMPANY | $25,723 | $25,947 |
| PRUDENTIAL FINANCIAL, INC. | $13,237 | $13,648 |
| ALLY PRA (GMAC CAPITAL TRUST) | $55,695 | $57,687 |
| POWERSHARES BUILD AMERICA BOND | $31,687 | $31,979 |
| GUGGENHEIM BULLETSHARES 2017 | $0 | $0 |
| GUGGENHEIM BULLETSHARES 2018 | $0 | $0 |
| GUGGENHEIM BULLETSHARES 2019 | $20,221 | $19,990 |
| GUGGENHEIM BULLETSHARES 2020 | $20,091 | $19,885 |
| GUG BLT 17 HY CR BD | $0 | $0 |
| GUG BLT 18 HY CR BD | $12,321 | $12,224 |
| GUG BLT 19 HY CR BD | $6,148 | $6,388 |
| GUG BLT 20 HY CR BD | $4,963 | $5,249 |
| DEUTSCHE BANK CONTINGENT CAP | $27,690 | $27,515 |
| PWRSHS SP500 HD LV | $54,271 | $59,147 |
| GUGGENHEIM BULLETSHARES 2020 | $6,060 | $6,085 |
| ENERGY SELECT SECTOR SPDR FUND | $20,127 | $21,750 |
| ISHARES INTERNATIONAL PS ETF | $13,905 | $15,349 |
| SPDR S&P 500 ETF TRUST | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MBXIX FUND | CategoryOrItemTxt |
| Book Value | $9,552 | BookValueAmt |
| EOYFMV | $11,015 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $804 | $804 |
| BANK CHARGES | $396 | |
| OTHER FEES | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $633 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $633 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $582 | Amt |
| Net Investment Income | $72 | NetInvestmentIncomeAmt |
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