CASSAR FAMILY FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CASSAR FAMILY FOUNDATION (EIN 45-6676847)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-03
- IRS object ID
- 201720629349300347
- 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 | 2017-03-03T19:07:09-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954083514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPE&H AN ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21300 VICTORY BLVD 520 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456676847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASSAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASS | BusinessNameControlTxt |
| Phone | 8057444166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 HIDDEN VALLEY ROAD | AddressLine1Txt |
| City | THOUSAND OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUGH CASSAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8054956633 | PhoneNum |
| Signature | 2017-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN BELAK-BERGER | PreparerPersonNm |
| PTIN | P00380591 | PTIN |
| Phone | 8189147100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.53.113.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-09 | IPDt |
| IP Tm | 13:47:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C1B105DCEE4C2BA2FB02A6ABE11A71F12CF35D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C1B105DCEE4C2BA2FB02A6ABE11A71F12CF35D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HUGH CASSAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5449 ENDEAVOUR CT | AddressLine1Txt |
| City | MOORPARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $230,275 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS A NOT FOR PROFIT DEDICATED TO AIDING PEOPLE AND ORGANIZATIONS IN THE PROMOTION OF EDUCATION, HEALTH, PUBLIC SAFETY, AND HUMAN WELFARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $131,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $187,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,415 | PYOtherRevenueAmt |
| CY Other Revenue | $3,528 | CYOtherRevenueAmt |
| PY Total Revenue | $209,265 | PYTotalRevenueAmt |
| CY Total Revenue | $191,278 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $222,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $161,294 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,675 | PYOtherExpensesAmt |
| CY Other Expenses | $5,526 | CYOtherExpensesAmt |
| PY Total Expenses | $226,175 | PYTotalExpensesAmt |
| CY Total Expenses | $166,820 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$16,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,458 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,382 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,840 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION IS DEDICATED TO AID AND ASSIST CHARITABLE ORGANZIATIONS, SUCH AS, BUT NOT LIMITED TO, PROMOTING EDUCATION, SCIENTIFIC RESEARCH, CARE FOR THE SICK AND ELDERLY, AND PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $101,294 | ExpenseAmt |
| Grant | $101,294 | GrantAmt |
| Revenue | $125,000 | RevenueAmt |
| Desc | DONATIONS AND GRANTS GIVEN TO VARIOUS 501(C)(3) ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $60,000 | ExpenseAmt |
| Grant | $60,000 | GrantAmt |
| Revenue | $105,275 | RevenueAmt |
| Desc | REVENUES RAISED BY GOLF TOURNAMENT AND VARIOUS ACTIVITIES IN CONJUNCTION WITH THE TOURNAMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $161,294 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | 0 | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON GORMLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057444166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5449 ENDEAVOUR CT | AddressLine1Txt |
| City | MOORPARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| HUGH CASSAR | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN KEETS CASSAR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DON GORMLEY | ||||||
| CFO | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $62,750 | FundraisingAmt |
| All Other Contributions | $125,000 | AllOtherContributionsAmt |
| Total Contributions | $187,750 | TotalContributionsAmt |
| Fundraising Gross Income | $42,525 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $62,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,997 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,528 | TotalRevenueColumnAmt |
| Exclusion | $3,528 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,278 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,528 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,294 | TotalAmt |
| Program Services | $161,294 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460 | TotalAmt |
| Management And General | $1,460 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60 | TotalAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,006 | TotalAmt |
| Management And General | $4,006 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,820 | TotalAmt |
| Program Services | $161,294 | ProgramServicesAmt |
| Management And General | $5,526 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,382 | BOYAmt |
| EOY | $63,840 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,382 | BOYAmt |
| EOY | $63,840 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,382 | BOYAmt |
| EOY | $63,840 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,382 | BOYAmt |
| EOY | $63,840 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,382 | BOYAmt |
| EOY | $63,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,458 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$2,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,000 | CurrentTaxYearAmt |
| Total | $674,520 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $175,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,000 | CurrentTaxYearAmt |
| Total | $674,520 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $674,520 | PublicSupportTotal509Amt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,275 | CurrentTaxYearAmt |
| Total | $404,201 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $249,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,275 | CurrentTaxYearAmt |
| Total | $1,078,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.64770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS & KING CHARITY GOLF TOURNAMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4761 VALLEY SPRINGS DR | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91362 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GOLF TOURNAMENT | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $105,275 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $105,275 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $105,275 | TotalGrossReceiptsAmt |
| Total Net To Organization | $105,275 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $105,275 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $62,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,525 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,192 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $36,805 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $105,275 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $62,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,525 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,192 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,805 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,997 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,528 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CASA PACIFICA CENTERS FOR CHILDREN AND FAMILIES | |||||||
| 975 FLYNN RD | CAMARILLO | CA | 93012 | 770195022 | IRC 501(C)(3) | $17,790 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| NEW WEST SYMPHONY | |||||||
| 5918 CARELL AVE | AGOURA HILLS | CA | 91301 | 770406042 | IRC 501(C)(3) | $15,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 10920 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90024 | 956006143 | IRC 501(C)(3) | $25,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| CHANNEL ISLANDS UNIVERSITY | |||||||
| ONE UNIVERSITY DR | CAMARILLO | CA | 93012 | 770433230 | IRC 501(C)(3) | $3,884 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| SENIOR CONCERNS | |||||||
| 401 HODENCAMP RD | THOUSAND OAKS | CA | 91360 | 952992927 | IRC 501(C)(3) | $5,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 620646012 | IRC 501(C)(3) | $6,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| CABRILLO MUSIC THEATRE | |||||||
| 2100 THOUSAND OAKS BLVD SUITE B | THOUSAND OAKS | CA | 91362 | 770115718 | IRC 509(A)(2) | $15,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| ST PASCHAL BAYLON | |||||||
| 155 E JANSS RD | THOUSAND OAKS | CA | 91360 | 952762717 | IRC 501(C)(3) | $5,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| COMMUNITY CONSCIENCE | |||||||
| 80 EHILLCREST DR SUITE 110 | THOUSAND OAKS | CA | 91360 | 953310410 | IRC 501(C)(3) | $1,620 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| OM FOUNDATION | |||||||
| 2312 PARK AVENUE 402 | TUSTIN | CA | 92782 | 264335292 | IRC 501(C)(3) | $60,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| EMBASSY OF MALTA | |||||||
| 2017 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | IRC 501(C)(3) | $1,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE | |
| MICHAEL HOEFFLIN FOUNDATION | |||||||
| 26470 RUETHER AVENUE UNIT 101 | SANTA CLARITA | CA | 91350 | 954565741 | IRC 501(C)(3) | $1,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
| CALIFORNIA LUTHERAN UNIVERSITY | |||||||
| 60 WEST OLSEN ROAD 4100 | THOUSAND OAKS | CA | 91360 | 952962604 | IRC 501(C)(3) | $5,000 | PROMOTE THE ORGANIZATION'S CHARITABLE PURPOSE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 - SCHEDULE I - PART I - LN 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES ARE MADE THROUGH BOOKKEEPINGS OF ORGANIZATION RECORD BY INDIVIDUAL WITH APPROPRIATE SKILLS AND COMPETENCIES. OVERSIGHT ON DISTRIBUTION OF FUNDS ARE MAINTAINED BY ORGANIZATION'S TRUSTEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VOTING MEMBERS ARE HUSBAND AND WIFE |
| FORM 990, PART VI, SECTION A, LINE 8A | BOARD MEMBERS ARE HUSBAND AND WIFE AND DON'T DOCUMENT THEIR DECISIONS. |
| FORM 990, PART VI, SECTION A, LINE 8B | BOARD MEMBERS ARE HUSBAND AND WIFE AND DO NOT DOCUMENT THEIR DECISIONS |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED BY THE CPA FOR REVIEW OF THE BOARD BEFORE FINALIZATION |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | TO ADJUST FOR PRIOR PERIOD OVERSTATED ADJUSTMENTS TO TRUSTEE'S CAPITAL -2,000. |
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