THE PETER AND MARY MUTH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE PETER AND MARY MUTH FOUNDATION (EIN 33-0016627)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-08
- IRS object ID
- 201821599349100012
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-08T11:51:59-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352495028 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johnson Tax & Consulting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Spectrum Center Dr Ste 400 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 330016627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter and Mary Muth Foundation | BusinessNameLine1Txt |
| Business Name Line2 | CO VerLyn Jensen | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9492616255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 Campus Drive | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERLYN JENSEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA A JOHNSON CPA | PreparerPersonNm |
| PTIN | P00167963 | PTIN |
| Phone | 9494246242 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,727,089 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,188 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,188 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,751 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,867 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $35,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,045 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,161 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $275 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $275 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,934 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,934 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $360 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,081 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,161 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,105,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $785,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $785,138 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $697,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $847,596 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $941,951 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,803,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,632,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,727,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,087,210 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,087,210 | CapitalStockEOYAmt |
| Retained Earning BOY | $715,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $545,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,803,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,803,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,632,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,803,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,405 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,632,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1055.17 COLUMBIA FDS SER TR I TECHNOLOGY | P | 2017-01-01 | 2017-01-01 | $25,693 | $23,549 | $2,144 | $2,144 |
| 170 ISHARES TR S&P MIDCAP 400/VALUE | P | 2017-01-01 | 2017-01-01 | $24,704 | $25,160 | -$456 | -$456 |
| 160 STANDARDS &POORS DEP RCPTS TR | P | 2017-01-01 | 2017-01-01 | $37,791 | $35,423 | $2,368 | $2,368 |
| 450 SPDR INDEX SHS FDS DJ WILSHIRE | P | 2017-01-11 | 2017-03-27 | $16,823 | $16,577 | $246 | $246 |
| 570 SPDR SER TR KBW BK ETF | P | 2017-01-01 | 2017-08-17 | $23,572 | $25,672 | -$2,100 | -$2,100 |
| 600 VANGUARD INDEX FDS REIT VIPER SHS | P | 2017-01-01 | 2017-01-01 | $49,050 | $49,385 | -$335 | -$335 |
| 720 ISHARES DOW JONES US HOME | P | 2016-10-28 | 2017-11-08 | $28,419 | $19,535 | $8,884 | $8,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,751 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,867 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,308 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,228,576 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05174 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $993,872 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,181,467 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.45560 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,179,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07597 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,228,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05048 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,330 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $555,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05636 | DistributionYr5Rt |
| Total Distribution | 0.690157 | TotalDistributionRt |
| Average Distribution | 0.138031 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,733,319 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $224 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $192,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $448 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $448 | SubtotalAmt |
| Tax Based On Investment Income | $448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,604 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,604 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,156 | OverpaymentAmt |
| Applied To ES Tax | $1,156 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johnson Tax Consulting | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494246242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Spectrum Center Drive Suite 400 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VerLyn N Jensen | ||||||
| 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | President | 0.00 | $0 |
| RICHARD J MATTERN | ||||||
| 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | Vice President | 0.00 | $0 |
| JEFFERY V JENSEN | ||||||
| 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | SECRETARY/TREAS | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $884,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $875,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,759,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,759,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,733,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $448 | TotalTaxAmt |
| Distributable Before Adj | $86,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,218 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $192,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $192,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,218 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,678 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,477 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $901,921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $968,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,800 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,582 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,074,615 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,678 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,070,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,477 | ExcessFromYear4Amt |
| Excess From Year3 | $57,078 | ExcessFromYear3Amt |
| Excess From Year2 | $901,921 | ExcessFromYear2Amt |
| Excess From Year1 | $3,879 | ExcessFromYear1Amt |
| Excess From Current Year | $106,582 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF TUSTIN | |||||||
| 580 W SIXTH STREET | TUSTIN | CA | 92780 | NONE | PC | CONTRIBUTION | $75,000 |
| CATHOLIC CHARITIES OF OC | |||||||
| 1820 E 16TH STREET | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $500 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE STREET | SANTA ANA | CA | 92704 | NONE | PC | CONTRIBUTION | $7,500 |
| KIDSINGERS | |||||||
| 3947 E LA PALMA AVENUE | ANAHEIM | CA | 92807 | NONE | PC | CONTRIBUTION | $1,500 |
| NEWPORT BAY CONSERVANCY | |||||||
| PO BOX 10804 | NEWPORT BEACH | CA | 92658 | NONE | PC | CONTRIBUTION | $5,000 |
| PROVIDENCE SPEECH HEARING | |||||||
| 1301 PROVIDENCE AVENUE | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $7,500 |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | NONE | PC | CONTRIBUTION | $25,000 |
| THE FIRST TEE OF ORANGE COUNTY | |||||||
| 5100 CAMPUS DRIVE SUITE 200 | NEWPORT BEACH | CA | 92660 | NONE | PC | CONTRIBUTION | $10,000 |
| UC RIVERSIDE FOUNDATION | |||||||
| 900 UNIVERSITY AVENUE MC063 | RIVERSIDE | CA | 92521 | NONE | PC | CONTRIBUTION | $15,000 |
| UCR FOUNDATION | |||||||
| 900 UNIVERSITY AVENUE INRS 4133 | RIVERSIDE | CA | 92521 | NONE | PC | CONTRIBUTION | $2,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 39 Mesa Street 205 | San Francisco | CA | 94129 | NONE | PC | CONTRIBUTION | $1,500 |
| TUSTIN POLICE FOUNDATION | |||||||
| 14081 Yorba Street Ste 218 | Tustin | CA | 92780 | NONE | PC | CONTRIBUTION | $10,000 |
| AMERICAN FEDERATION PUERI CANTORES | |||||||
| 1188 N TUSTIN STREET | ORANGE | CA | 92867 | NONE | PC | CONTRIBUTION | $2,000 |
| BLIND CHILDREN'S LEARNING CENTER | |||||||
| 18542B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | PC | CONTRIBUTION | $1,000 |
| BOY SCOUTS OF AMERICA OC COUNCIL | |||||||
| 1211 EAST DYER ROAD | SANTA ANA | CA | 92705 | NONE | PC | CONTRIBUTION | $500 |
| OC BOY SCOUTS OF AMERICA | |||||||
| 619 S VAN NESS AVENUE | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $800 |
| ISAIAH HOUSE | |||||||
| 316 S CYPRESS AVENUE | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $1,000 |
| NOBEL VIKING CHARITIES | |||||||
| 1048 IRVINE BLVD PMB 465 | NEWPORT BEACH | CA | 92658 | NONE | PC | CONTRIBUTION | $7,500 |
| ST JOSEPH'S CHURCH | |||||||
| 727 MINTER STREET | SANTA ANA | CA | 92701 | NONE | PC | CONTRIBUTION | $3,000 |
| ST JOSEPH HOSPITAL FOUNDATION | |||||||
| 1100 WEST STEWART DRIVE | ORANGE | CA | 92868 | NONE | PC | CONTRIBUTION | $3,000 |
| ST JOSEPH RADIO | |||||||
| PO BOX 2983 | ORANGE | CA | 92859 | NONE | PC | CONTRIBUTION | $500 |
| ST MICHAEL'S SOCIETY | |||||||
| 107 W MARQUITA | SAN CLEMENTE | CA | 92672 | NONE | PC | CONTRIBUTION | $1,000 |
| ST THOMAS MORE CHURCH | |||||||
| 51 MARKETPLACE | IRVINE | CA | 92602 | NONE | PC | CONTRIBUTION | $10,000 |
| TUSTIN CHAMBER OF COMMERCE | |||||||
| 700 W FIRST STREET 7 | TUSTIN | CA | 92780 | NONE | PC | CONTRIBUTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $10,751 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,294 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,751 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,045 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,934 | Amt |
| Net Investment Income | $6,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $275 | LegalFeesAmt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK AND INVESTMENT FEES | $5,066 | $5,066 |
| COURIER | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $330 | $330 |
| STATE FILING FEE | $20 | $20 |
| STATE TAXES | $10 | $10 |
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