BETA

C A M JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
C A M JOHNSON FAMILY FOUNDATION (EIN 75-2970248)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201711329349102956
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T16:16:02-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954485080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEDMAN PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY ROAD SUITE 200AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752970248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C A M JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMJBusinessNameControlTxt
Phone6612541139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6612541139PhoneNum
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMI M STOFFELPreparerPersonNm
PTINP00094445PTIN
Phone6612876333PhoneNum
Preparation2017-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.123.169.201IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-10IPDt
IP Tm12:54:14IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionCreationDeviceId
At Submission Filing Device Id8033709CF2C42093E44376467BC9228902E33484AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$625,616FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$101,020ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$15,579DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,579DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,475NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$191,625GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,475CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,471OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,471OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$119,545TotalRevAndExpnssAmt
Total Net Invst Incm$18,525TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$48InterestRevAndExpnssAmt
Interest Net Invst Incm$48InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$48InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,692TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,333TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,690TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,033TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,855ExcessRevenueOverExpensesAmt
Net Investment Income$18,477NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$248SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$248SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$558,619CorporateStockBOYAmt
Corporate Stock EOY$612,997CorporateStockEOYAmt
Corporate Stock EOYFMV$625,368CorporateStockEOYFMVAmt
Total Assets BOY$558,619TotalAssetsBOYAmt
Total Assets EOY$613,245TotalAssetsEOYAmt
Total Assets EOYFMV$625,616TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,229OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,229TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$557,390RetainedEarningBOYAmt
Retained Earning EOY$613,245RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$557,390TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$613,245TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$558,619TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$613,245TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$557,390TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,855ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$613,245SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$613,245TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT-TERM INVESTMENTSP2016-12-31$22,689$24,571-$1,882-$1,882
SCHWAB LONG-TERM INVESTMENTSP2016-12-31$165,200$165,579-$379-$379
CAPITAL GAINS DIVIDENDSP$3,736$3,736$3,736
FieldValueIRS element (for citing)
Capital Gain Net Income$1,475CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,701AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$552,726NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035643DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,936AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$588,552NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.106934DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,539AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$587,485NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.014535DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,883AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$540,086NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.022002DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,213AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$541,638NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.101937DistributionYr5Rt
Total Distribution0.281051TotalDistributionRt
Average Distribution0.056210AverageDistributionRt
Net Vl Noncharitable Assets$577,066NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,437AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$185NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,622AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,033QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$185InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$185SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$185TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Overpayment$1,015OverpaymentAmt
Applied To ES Tax$1,015AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARTHUR JOHNSONIndividualWithBooksNm
Phone6612541139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonARTHUR J JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.10AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$586,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances-$491AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$585,854TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$585,854AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,788CashDeemedCharitableAmt
Net Vl Noncharitable Assets$577,066NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,853MinimumInvestmentReturnAmt
Tax Based On Investment Income$185TaxBasedOnInvestmentIncomeAmt
Total Tax$185TotalTaxAmt
Distributable Before Adj$28,668DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,668DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,668DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,033ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$62,033QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$185PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$61,848AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,668DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$55,521ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,883ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$34,394ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$101,798TotalExcessDistributionCyovAmt
Qualifying Distributions$62,033QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,668AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,365RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$135,163TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$55,521ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$79,642ExcessDistriCyovToNextYrAmt
Excess From Year4$11,883ExcessFromYear4Amt
Excess From Year2$34,394ExcessFromYear2Amt
Excess From Current Year$33,365ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR J JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALS FOUNDATION FOR LIFE
PO BOX 96NATICKMA01760PUBLIC CHARITYTO RAISE PUBLIC AWARENESS AND HELP IMPROVE THE QUALITY OF LIFE FOR THE MEN AND WOMEN IN OUR COMMUNITY WHO ARE BATTLING THIS DISEASE ON A DAILY BASIS.$1,000
AVENUES SUPPORTIVE LIVING
28415 INDUSTRY DRIVE 502VALENCIACA91355PUBLIC CHARITYTO SUPPORT PEOPLE WITH DEVELOPMENTAL DISABILITIES IN REMAINING ACTIVE IN THEIR COMMUNITIES.$3,000
LORENA OCHOA FUND
11418 68TH STREETJURUPA VALLEYCA91752PUBLIC CHARITYTO PROVIDE OPPORTUNITY FOR CHILDREN AND ADULTS WITH FAMILY-BASED HEALTH, FITNESS, EDUCATION AND INCLUSION PROGRAMS THROUGH GOLF ACTIVITIES.$1,000
SCV SCHOLARSHIP FOUNDATION
PO BOX 220236SANTA CLARITACA91322PUBLIC CHARITYPROVIDES SCHOLARSHIPS FOR SCV HIGH SCHOOL GRADUATING SENIORS.$3,000
UCLA BROAD STEM CELL RESEARCH CENTER
615 CHARLES E YOUNG DRIVE SOUTHLOS ANGELESCA90095PUBLIC CHARITYTO SUPPORT INNOVATIVE RESEARCH THAT WILL LEAD TO MORE EFFECTIVE TREATMENTS FOR A MYRIAD OF DISEASES.$50,000BIOMEDICAL RESEARCH BUILDING 477
YOUNG LIFE - CAPERNAUM
PO BOX 520COLORADO SPRINGSCO80901RELIGIOUS CHARITYINTRODUCE TEENAGERS AND YOUNG ADULTS WITH DISABILITIES TO JESUS CHRIST AND HELP THEM GROW IN THEIR FAITH.$1,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,579ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,471ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,475ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,525ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,525TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARTHUR JOHNSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADORAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Total Contributions$101,020TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1220 SHS OF COSTCO WHOLSALE$35,5742016-12-28
1300 SHS OF JOHNSON & JOHNSON$34,6812016-12-18
1365 SHS OF PROCTER & GAMBLE.$30,7652016-12-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$612,997EOYBookValueAmt
EOYFMV$625,368EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTIONS$705$705$705
OTHER INCOME$766$766$766

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$1,229BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonARTHUR JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$35$0$35
FOREIGN TAXES$241$0$0
FEDERAL TAXES$1,416$0$0

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