BOAND FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BOAND FAMILY FOUNDATION (EIN 95-4262373)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201711219349100836
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T18:57:03-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330688067 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN HAIGHT & MONAGHAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 MAIN ST SUITE 600 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 954262373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAN | BusinessNameControlTxt |
| Phone | 5625314404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD NO B | AddressLine1Txt |
| City | SOUTH GATE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA EVANS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5625314404 | PhoneNum |
| Signature | 2017-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN K MASSINGALE CPA | PreparerPersonNm |
| PTIN | P00438540 | PTIN |
| Phone | 9498529433 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.189.216.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-25 | IPDt |
| IP Tm | 15:29:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A12C6AA956655A385E634C170980F900551B7559 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,703,636 | 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 | $279 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,458 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,958 | CashBOYAmt |
| Cash EOY | $2,398 | CashEOYAmt |
| Cash EOYFMV | $2,398 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $543,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $616,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $621,436 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $747,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $659,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $957,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,078,967 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,038,339 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,077,983 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,739 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,405,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,340,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,703,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,405,411 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,340,207 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,405,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,340,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,405,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,340,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,405,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,340,207 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,340,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE - 2,250 SHARES | 2011-10-17 | 2016-04-15 | $56,250 | $59,850 | -$3,600 | -$3,600 | |
| RBS CAP FDG - 2,750 SHARES | 2005-07-21 | 2016-06-13 | $68,750 | $68,445 | $305 | $305 | |
| SOUTHERN CA PPA NAT - 20,000 SHARES | 2013-01-03 | 2016-07-01 | $20,000 | $20,000 | $0 | $0 | |
| CD BLUE HILLS BANK - 56,000 SHARES | 2016-04-18 | 2016-10-31 | $56,000 | $56,000 | $0 | $0 | |
| BCE INC - 230 SHARES | 2011-06-08 | 2016-01-06 | $8,912 | $9,005 | -$93 | -$93 | |
| ROCKWELL AUTOMATION INC - 31 SHARES | 2012-03-02 | 2016-02-02 | $2,871 | $2,497 | $374 | $374 | |
| ROCKWELL AUTOMATION INC - 93 SHARES | 2012-03-02 | 2016-02-02 | $8,612 | $7,491 | $1,121 | $1,121 | |
| COSTCO WHOLESALE - 114 SHARES | 2011-06-08 | 2016-05-04 | $17,285 | $8,959 | $8,326 | $8,326 | |
| AMETEK INC NEW - 320 SHARES | 2012-07-31 | 2016-10-05 | $15,296 | $9,987 | $5,309 | $5,309 | |
| WHITEWAVE FOODS CO - 139 SHARES | 2014-02-07 | 2016-10-05 | $7,602 | $3,295 | $4,307 | $4,307 | |
| WHITEWAVE FOODS CO - 166 SHARES | 2014-03-04 | 2016-10-05 | $9,079 | $4,986 | $4,093 | $4,093 | |
| MAGELLAN MIDSTREAM PARTNERS, LP | $11 | $11 | P | ||||
| ENERGY TRANSFER PARTNERS, LP | $177 | $177 | P | ||||
| UNDER ARMOUR, INC.- CASH IN LIEU | 2016-07-01 | 2016-07-01 | $29 | $29 | $29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $143,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,870,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049821 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $662,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,295,530 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.201152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,238,827 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,218,312 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $575,908 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,004,970 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.191652 | DistributionYr5Rt |
| Total Distribution | 0.542308 | TotalDistributionRt |
| Average Distribution | 0.108462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,779,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,460 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $758 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,218 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Tax Due | $37 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA EVANS | IndividualWithBooksNm |
| Phone | 5625314404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD SUITE B | AddressLine1Txt |
| City | SOUTH GATE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERESA EVANS | ||||||||
| 21242 HILLSDALE LN | HUNTINGTON BEACH | CA | 92646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUCINDA MCDERMOTT | ||||||||
| 683 VISTA BONITA | NEWPORT BEACH | CA | 92660 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NICOLE BOAND | ||||||||
| 10965 NW WARREN ROAD | SILVERDALE | WA | 98383 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DERRICK MERCURIO | ||||||||
| 502 AVENIDA LUCIA | NEWPORT BEACH | CA | 92660 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,176,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,821,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,821,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,779,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,517 | TotalTaxAmt |
| Distributable Before Adj | $137,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,453 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $500,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $948 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $504,431 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,847 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $506,278 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $506,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,962 | ExcessFromYear3Amt |
| Excess From Year2 | $500,521 | ExcessFromYear2Amt |
| Excess From Year1 | $948 | ExcessFromYear1Amt |
| Excess From Current Year | $1,847 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF HUNTINGTON VALLEY | |||||||
| 16582 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | NONE | PC | PUBLIC SUPPORT | $12,000 |
| BRAILLE INSTITUTE OF AMERICA | |||||||
| 527 N DALE AVENUE | ANAHEIM | CA | 92801 | NONE | PC | PUBLIC SUPPORT | $17,000 |
| DREAM CATCHERSASSISTANCE LEAGUE OF HUNTINGTON BEACH | |||||||
| 8071 SLATER AVE STE 105 | HUNTINGTON BEACH | CA | 92647 | NONE | PC | PUBLIC SUPPORT | $10,000 |
| KITSAP HUMANE SOCIETY | |||||||
| 9167 DICKEY ROAD NW | SILVERDALE | WA | 98383 | NONE | PC | PUBLIC SUPPORT | $35,000 |
| MONTEREY COUNTY WEEKLY COMMUNITY FUND (PEACE OF MIND DOG RESCUE) | |||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | NONE | PC | PUBLIC SUPPORT | $14,000 |
| ORANGE COAST MEMORIAL FOUNDATION | |||||||
| 18111 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | NONE | PC | PUBLIC SUPPORT | $15,000 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | |||||||
| 2001 E MADISON | SEATTLE | WA | 98122 | NONE | PC | PUBLIC SUPPORT | $11,000 |
| RANCHO CIELO DRUMMOND CULINARY INSTITUTE | |||||||
| 710 OLD STAGE ROAD | SALINAS | CA | 93912 | NONE | PC | PUBLIC SUPPORT | $15,000 |
| SURF CITY ROTARY | |||||||
| 16535 ALGONQUIN STREET | HUNTINGTON BEACH | CA | 92649 | NONE | PC | PUBLIC SUPPORT | $10,000 |
| 1ST CEB ADOPTION COMMITTEE | |||||||
| 17527 ANTONIO AVE | CERRITOS | CA | 90703 | NONE | PC | PUBLIC SUPPORT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,359 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,359 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,458 | 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 | 1 | LineNumberTxt |
| Relationship Statement | TO PROVIDE INCOME NECESSARY TO FUND THE PURPOSE OF THE FOUNDATION. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,450 | Amt |
| Net Investment Income | $5,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,038,339 | EOYBookValueAmt |
| EOYFMV | $1,077,983 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $659,311 | EOYBookValueAmt |
| EOYFMV | $957,080 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,908 | BookValueAmt |
| EOYFMV | $44,739 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $15 | $15 | $0 |
| BROKERAGE FEES | $10,438 | $10,438 | $0 |
| SOS FILING FEE | $45 | $45 | $0 |
| PASSTHROUGH LOSS | $2,613 | $2,613 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TAX | $1,741 | $0 | $0 |
| CA TAX | $10 | $0 | $0 |
| FOREIGN TAX | $50 | $50 | $0 |
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