R & A DAVIS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- R & A DAVIS FAMILY FOUNDATION (EIN 33-0833930)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349102810
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:29:14-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claudio A Haug CPA A Prof Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 Campus Drive | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926602119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330833930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE R & A DAVIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | R&AD | BusinessNameControlTxt |
| Phone | 9497522190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 EMERALD BAY | AddressLine1Txt |
| City | LAGUNA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON DAVIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAUDIO A HAUG | PreparerPersonNm |
| PTIN | P00801170 | PTIN |
| Phone | 9497522190 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $289,726 | 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 |
| Dividends Rev And Expnss | $6,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,237 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $20,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,236 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,542 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,542 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $644 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$13,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $303,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $252,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $281,132 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $290,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $289,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $290,485 | CapitalStockBOYAmt |
| Capital Stock EOY | $261,245 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $261,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,240 | ExcessRevenueOverExpensesAmt |
| Subtotal | $261,245 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $261,245 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH ST COVERED | P | 2016-12-12 | 2016-12-12 | $77 | $76 | $1 | $1 |
| MERRILL LYNCH LT NONCOVERED | P | 2012-12-12 | 2016-12-12 | $82,044 | $69,980 | $12,064 | $12,064 |
| MERRILL LYNCH 1099-DIV | P | 2012-12-12 | 2016-12-12 | $1,172 | $1,172 | $1,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,237 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $353,592 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13685 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,556 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $380,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.19317 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,855 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $398,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,617 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $381,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,091 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $382,699 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07863 | DistributionYr5Rt |
| Total Distribution | 0.573467 | TotalDistributionRt |
| Average Distribution | 0.114693 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $296,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,977 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,290 | 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 | $181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $181 | SubtotalAmt |
| Tax Based On Investment Income | $181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,291 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,291 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,110 | OverpaymentAmt |
| Applied To ES Tax | $2,110 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALISON Z DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497522190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 EMERALD BAY | AddressLine1Txt |
| City | LAGUNA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALISON Z DAVIS | ||||||
| 158 EMERALD BAY | LAGUNA BEACH | CA | 92651 | President | 0.00 | $0 |
| TOM BLANCHFIELD | ||||||
| 13 CAPE DANBURY | NEWPORT BEACH | CA | 92660 | Director | 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 | $296,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $300,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $300,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $296,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $181 | TotalTaxAmt |
| Distributable Before Adj | $14,631 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,631 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,631 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,290 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,290 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $181 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,109 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,631 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,184 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,164 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,290 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,631 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,659 | RemainingDistriFromCorpusAmt |
| Total Corpus | $156,008 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,772 | ExcessFromYear4Amt |
| Excess From Year3 | $18,101 | ExcessFromYear3Amt |
| Excess From Year2 | $55,164 | ExcessFromYear2Amt |
| Excess From Year1 | $31,128 | ExcessFromYear1Amt |
| Excess From Current Year | $32,659 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARTER 100 | |||||||
| 3535 E COAST HWY BOX 202 | CORONA DEL MAR | CA | 92625 | NONE | 501C3 | SUPPORT ORGANIZATION | $805 |
| LAGUNA PLAYHOUSE | |||||||
| 606 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT ORGANIZATION | $1,560 |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | NONE | 501C3 | SUPPORT ORGANIZATION | $2,500 |
| ST CATHERINE OF SIENA PARISH | |||||||
| 1042 TEMPLE TERRACE | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT ORGANIZATION | $10,500 |
| CHHAHARI ORGANIZATION NEPAL | |||||||
| 580 BROADWAY SUITE 204 | LAGUNA BEACH | CA | 92651 | NONE | 501C3 | SUPPORT ORGANIZATION | $6,325 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DRIVE STE 300 | PALM DESERT | CA | 92211 | NONE | 501C3 | THE VINTAGE CLUB EMPLOYEE SCHOLARSHIP FUND | $1,500 |
| THE NEW SCHOOL PARSONS | |||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | 501C3 | SUPPORT ORGANIZATION | $5,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | NONE | 501C3 | LUEVANO FUND | $500 |
| ORDER OF MALTA | |||||||
| 465 CALIFORNIA ST STE 818 | SAN FRANCISCO | CA | 94104 | NONE | 501C3 | SUPPORT ORGANIZATION | $5,850 |
| MARYKNOLL SISTERS | |||||||
| P O BOX 311 | MARYKNOLL | NY | 10545 | NONE | 501C3 | SUPPORT ORGANIZATION | $5,000 |
| VALDEZ MIDDLE SCHOOL ACADEMY | |||||||
| 161 E LA JOLLA ST | PLACENTIA | CA | 92870 | NONE | 501C3 | MUSIC BOOSTER | $250 |
| THE CANCER SUPPORT CENTER | |||||||
| 19657 S LAGRANGE RD | MOHENA | IL | 60448 | NONE | 501C3 | SUPPORT ORGANIZATION | $500 |
| BOB WOODRUFF FOUNDATION | |||||||
| 127 E 59TH ST THIRD FLOOR | NEW YORK | NY | 10022 | NONE | 501C3 | SUPPORT ORGANIZATION | $500 |
| RANCHO MIRAGE PUBLIC LIBRARY FOUNDA | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | 501C3 | SUPPORT ORGANIZATION | $5,000 |
| MERCY HOME FOR BOYS AND GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | 501C3 | SUPPORT ORGANIZATION | $500 |
| CHRISTIAN HILLS CHURCH | |||||||
| 9001 W 159TH ST | ORLAND HILLS | IL | 60487 | NONE | 501C3 | SUPPORT ORGANIZATION | $500 |
| THE NORBERTINE COMMUNITY OF NEW MEX | |||||||
| 5825 COORS BLVD SW | ALBUQUERQUE | NM | 87121 | NONE | 501C3 | SUPPORT ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,290 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,999 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,237 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,999 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,237 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,236 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,542 | Amt |
| Net Investment Income | $1,542 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $50 | $50 |
| MLUA FEES | $414 | $414 |
| OTHER EXPENSES | $180 | $180 |
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