KLING FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: KLING FAMILY FOUNDATION (EIN 33-6272913)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-06-22
IRS object ID: 201731739349100413
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
General Explanation Attachment
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-06-22T04:03:58-00:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Cronin Hanley & VanZile LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17 Kiel Ave	AddressLine1Txt
City	Kinnelon	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07405	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	336272913	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE KLING FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KLIN	BusinessNameControlTxt
Phone	9495330300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	335 CENTENNIAL WAY Room 100	AddressLine1Txt
City	TUSTIN	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92780	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Darryl Sheetz	PersonNm
Person Title	TREASURER	PersonTitleTxt
Signature	2017-06-22	SignatureDt
Discuss With Paid Preparer	false	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Cara VanZile	PreparerPersonNm
Phone	9734923069	PhoneNum
Preparation	2017-06-22	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.116.146.49	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-06-22	IPDt
IP Tm	19:01:24	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	241FB4661C9292829CF48545D61F8E87D674EAE2	AtSubmissionCreationDeviceId
At Submission Filing Device Id	241FB4661C9292829CF48545D61F8E87D674EAE2	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	$730,728	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,275,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$196	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$196	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$7,615	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$7,615	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$14,433	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$14,433	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,433	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$256	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$256	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,297,500	TotalRevAndExpnssAmt
Total Net Invst Incm	$22,500	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$81	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$71	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$81	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$81	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$4,763	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$46	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$4,925	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$198	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,271,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,271,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,276,225	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$198	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,271,300	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$21,275	ExcessRevenueOverExpensesAmt
Net Investment Income	$22,302	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$151,686	CashBOYAmt
Cash EOY	$125,244	CashEOYAmt
Cash EOYFMV	$125,244	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$74,785	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$74,785	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$473,593	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$495,825	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$530,329	USGovtObligationsEOYFMVAmt
Other Investments BOY	$249	OtherInvestmentsBOYAmt
Other Investments EOY	$249	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$249	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,400	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,279	LandBldgEquipAccumDeprecAmt
Land BOY	$202	LandBOYAmt
Land EOY	$121	LandEOYAmt
Land EOYFMV	$121	LandEOYFMVAmt
Total Assets BOY	$625,730	TotalAssetsBOYAmt
Total Assets EOY	$696,224	TotalAssetsEOYAmt
Total Assets EOYFMV	$730,728	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$625,730	RetainedEarningBOYAmt
Retained Earning EOY	$696,224	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$625,730	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$696,224	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$625,730	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$696,224	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$625,730	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$21,275	ExcessRevenueOverExpensesAmt
Other Increases	$49,219	OtherIncreasesAmt
Subtotal	$696,224	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$696,224	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,433	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,358,417	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$492,735	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	002.756892	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,334,291	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$529,041	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	002.522094	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,374,870	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$483,712	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	002.842332	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,351,793	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$729,171	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	001.853877	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,138,000	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,041,236	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	001.092932	DistributionYr5Rt
Total Distribution	011.068127	TotalDistributionRt
Average Distribution	002.213625	AverageDistributionRt
Net Vl Noncharitable Assets	$494,036	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,093,610	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$223	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,093,833	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,271,300	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	$223	InvestmentIncomeExciseTaxAmt
Subtotal	$223	SubtotalAmt
Tax Based On Investment Income	$223	TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax	$223	AppliedToEsTaxAmt
Total Payments And Credits	$223	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$223	OriginalReturnTaxPaidAmt

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
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
Phone	9495530300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	335 CENTENNIAL WAY SUITE 100	AddressLine1Txt
City	TUSTIN	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92780	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
VICKI GUM
424 LOCUST STREET	LAGUNA BEACH	CA	92651	DIRECTOR	000.00	$0
JACKIE GLASS
2641 WAVERLY DRIVE	NEWPORT BEACH	CA	92633	DIRECTOR	000.00	$0
DONALYN G KLING
515 DARTMOOR	LAGUNA BEACH	CA	92651	DIRECTOR	000.00	$0
DONALYN MIKLES
165 RIDGE ROAD	SEDONA	AZ	86336	PRESIDENT	000.00	$0
DARYL KLING
35 GARNET HILL DRIVE	SEDONA	AZ	86336	DIRECTOR	000.00	$0
ALLEN KLING
6011 BUNKER HILL CIRCLE	PLACENTIA	CA	92870	SECRETARY	000.00	$0
DARRYL SHEETZ
10612 SUMTER WAY	TUSTIN	CA	92782	TREASURER	010.00	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$501,310	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$249	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$501,559	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$501,559	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,523	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$494,036	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$24,702	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$24,702	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$223	TaxBasedOnInvestmentIncomeAmt
Total Tax	$223	TotalTaxAmt
Distributable Before Adj	$24,479	DistributableBeforeAdjAmt
Distributable Before Ded	$24,479	DistributableBeforeDedAmt
Distributable As Adjusted	$24,479	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,271,300	ExpensesAndContributionsAmt
Qualifying Distributions	$1,271,300	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$223	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,271,077	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$24,479	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,086,280	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,315,748	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,351,344	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,308,889	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,334,546	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,396,807	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,271,300	QualifyingDistributionsAmt
Applied To Current Year	$24,479	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,246,821	RemainingDistriFromCorpusAmt
Total Corpus	$7,643,628	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,086,280	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,557,348	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,315,748	ExcessFromYear4Amt
Excess From Year3	$1,351,344	ExcessFromYear3Amt
Excess From Year2	$1,308,889	ExcessFromYear2Amt
Excess From Year1	$1,334,546	ExcessFromYear1Amt
Excess From Current Year	$1,246,821	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Abataka Foundation
PO Box 3667	West Palm Beach	FL	33401	charitable contribution	$10,000
ADC Research institute
1990 M Street NW Suite 610	Washington	DC	20036	charitable contribution	$1,500
Age Well Senior Services
24300 E Toro Road Bldg A Ste 2000	Laguna Woods	CA	92637	charitable contribution	$2,000
AIDS Services Foundation of OC
17982 Sky Park Circle Ste J	Irvine	CA	92614	charitable contribution	$3,000
Alpha Phi Alpha Fraternity Inc
PO Box 6486	Anaheim	CA	92816	charitable contribution	$1,500
Alzheimer's Assocation of OC
770 The City Drive South Suite 7400	Orange	CA	92868	charitable contribution	$2,000
Aneheim Ducks Foundation
2695 East Katella Avenue	Anaheim	CA	92806	charitable contribution	$5,000
Attorney General's Registry
PO Box 903447	Sacramento	CA	94203	charitable contribution	$150
Ballet Hispanico of New York
167 West 89th Street	New York	NY	10024	charitable contribution	$5,000
Baltimore Medical Sys Inc
3501 Sinclair Lane	Baltimore	MD	21213	charitable contribution	$1,500
Big BrothersBig Sisters
241 Emerald Bay	Laguna Beach	CA	92651	charitable contribution	$5,000
Boys & Girls Club of Laguna Beach
1085 Laguna Canyon Rd	Laguna Beach	CA	92651	charitable contribution	$2,000
Braver Players Theater Foundation
335 Centennial Way Suite 100	Tustin	CA	92780	charitable contribution	$10,000
Calvary Chapel San Clemente
927 Calle Negocio Suite O	San Clemente	CA	92673	charitable contribution	$21,000
Charities Aid Foundation of America (CAF)
1800 Diagonal Road Ste 150	Alexandria	VA	22314	charitable contribution	$18,500
CHHAHARI Organization Nepal
580 Broadway Ste 204	Laguna Beach	CA	92651	charitable contribution	$2,000
CHOC Children's Foundation
1201 West La Veta Avenue	Orange	CA	92868	charitable contribution	$20,000
Claremont Institute for Study of
1317 W Foothill Blvd Ste 120	Upland	CA	91786	charitable contribution	$10,000
Coeur Dalene Community Theatre & Acadamy
1320 East Garden Ave	Coeur Dalene	ID	83814	charitable contribution	$2,000
College Foundation at Suny Delhi Inc
454 Delhi Drive	Delhi	NY	13753	charitable contribution	$5,000
Cosmo Gru Foundation
335 Centennial Way Suite 100	Tustin	CA	92780	charitable contribution	$15,000
Decorative Arts Society
P O Box 1414	Newport Beach	CA	92659	charitable contribution	$5,400
Diversity of Dance Inc
2 Merry Acres Lane	New Milford	CT	06776	charitable contribution	$5,000
Doctors without Borders USA Inc
333 7th Avenue floor 2	New York	NY	10001	charitable contribution	$3,000
ENC Nature Preschool
PO Box 4075	Irvine	CA	92664	charitable contribution	$3,000
Entertainment Industry Incubator
800 West Ave Apt 345	Miami Beach	FL	33139	charitable contribution	$2,500
Environmental Nature Center
1601 E 16th Street	Newport Beach	CA	92663	charitable contribution	$5,000
Families Forward
8 Thomas	Irvine	CA	92618	charitable contribution	$20,000
Festival of Arts Laguna Beach
650 Laguna Canyon Rd	Laguna Beach	CA	92651	charitable contribution	$5,000
Foundation World Cultural Heritage of the
220 Montgomery Street Suite 1020	San Francisco	CA	94104	charitable contribution	$10,000
Free Wheelchair Mission
15279 Alton Parkway Suite 300	Irvine	CA	926182601	charitable contribution	$1,000
Gay Men's Chorus of Los Angeles
9056 Santa Monica Blvd Suite 300	West Hollywood	CA	90069	charitable contribution	$10,000
Give Kids the World Village
210 South Bass Rd	Kissimmee	FL	34746	charitable contribution	$27,500
Grizzly & Wolf Discovery Center
201 South Canyon Street	West Yellowstone	MT	59758	charitable contribution	$2,500
Happy Valley Elementary School Parents
17480 Palm Avenue	Anderson	CA	96007	charitable contribution	$2,000
Helpers of the Mentally Retarded
2626 Fulton Street	San Francisco	CA	94118	charitable contribution	$2,500
Hoag Hospital Foundation
330 Placentia Suite 100	Newport Beach	CA	92663	charitable contribution	$30,000
Holy Family Services Adoption Guild of So
PO Box 95	Corona Del Mar	CA	92625	charitable contribution	$10,000
Humane Society of Truckee
10961 Stevens Lane	Truckee	CA	96161	charitable contribution	$10,000
Juvenille Diabetes Research Foundation (JDRF) (Curing Type 1 Diabetes)
49 Stevenson St Ste 1200	San Francisco	CA	94105	charitable contribution	$1,750
John Booty Ministries
9447 Wrenwood Blvd	Shreveport	LA	71106	charitable contribution	$2,500
LA Maritime Institute
Berth 73 Suite 2	San Pedro	CA	90731	charitable contribution	$40,000
Laguna Beach Seniors
380 3rd Street	Laguna Beach	CA	92651	charitable contribution	$18,000
Laguna College of Art & Design
2222 Laguna Canyon Road	Laguna Beach	CA	92651	charitable contribution	$20,000
Like Minded Communities Inc
668 Post Street	San Francisco	CA	94108	charitable contribution	$10,000
Lithuanian-American Community
5252 Pizzo Ranch Road	La Canada	CA	91011	charitable contribution	$13,000
Lithuanian Assistance Foundation
2802 Santa Monica Blvd	Santa Monica	CA	90404	charitable contribution	$2,500
Lithuanian Children's Hope
3020 Adirondack Court	West Lake Village	CA	91362	charitable contribution	$3,000
Matt Leinart Foundation
2781 W MacArthur Blvd Ste B-611	Santa Ana	CA	92704	charitable contribution	$11,000
Maui Classical Music Festival
PO Box 532573	Kihei	HI	96753	charitable contribution	$10,000
Mortgage Miracles For Kids
3002 Dow Ave Suite 126	Tustin	CA	92780	charitable contribution	$5,000
Newport Acuatic Center
1 Whit Cliffs Drive	Newport Beach	CA	92660	charitable contribution	$2,000
NOOHRA Foundation
4480 S Cobb Dr SE Ste H-343	Smyma	GA	30080	charitable contribution	$29,000
Ocean Institute
24200 Dana Point Harbor Drive	Dana Point	CA	92629	charitable contribution	$10,000
One OC Mckenna Claire
PO Box 8094	Huntington Beach	CA	92615	charitable contribution	$3,000
Orange County Ballet Theater
23091 Del Lago Drive	Laguna Hills	CA	92653	charitable contribution	$5,000
Otra Mas
27252 Calle Arroyo	San Juan Capistrano	CA	92675	charitable contribution	$3,000
Planned Parenthood
123 William Street 10th Floor	New York	NY	10038	charitable contribution	$1,500
Ronald McDonald House
383 S Batavia Street	Orange	CA	92868	charitable contribution	$10,000
Runnin W Wildlife Center
PO Box 980 Sheepshead Road	Cornville	AZ	86325	charitable contribution	$750
Sage Hill School
20402 Newport Coast Drive	Newport Coast	CA	92657	charitable contribution	$29,500
San Clemente Calvary Chapel
PO Box 4255	San Clemente	CA	92674	charitable contribution	$17,000
Sara's Wish Foundation
23 Ash Lane	Amherst	MA	01002	charitable contribution	$2,500
Seaside Legal Services
301 Forest Ave	Laguna Beach	CA	92651	charitable contribution	$38,100
Saint John Maron Church
300 South Flower Street	Orange	CA	92868	charitable contribution	$1,000
Sedona Arts Center
P O Box 569	Sedona	AZ	86339	charitable contribution	$164,000
Sedona Charter School
165 Kachina Drive	Sedona	AZ	86336	charitable contribution	$1,000
Sedona International Film Festival
PO Box 162	Sedona	AZ	86339	charitable contribution	$190,000
Segerstrom Center for the Arts
600 Town Center Drive	Costa Mesa	CA	92626	charitable contribution	$118,800
Sherry Griswold Foundation
335 Centennial Way Suite 100	Tustin	CA	92780	charitable contribution	$28,500
Shining Light Ministries
1600 N State Rt 934	Annville	PA	17003	charitable contribution	$2,500
Southwest Wildlife Conservation Center
8711 E Pinnacle Peak Road PMB 115	Scottsdale	AZ	85262	charitable contribution	$750
Squaw Valley Chapel
444 Squaw Peak Road PO Box 2472	Olympic Valley	CA	96146	charitable contribution	$10,000
St Casimir's Catholic Church
2718 St George Street	Los Angeles	CA	90027	charitable contribution	$8,500
Terra Classical Theater
7671 Alhambra Drive	Huntington Beach	CA	92647	charitable contribution	$27,100
The Principia Corporation
1 Maybeck Place	Elsah	IL	62028	charitable contribution	$3,500
The UCI Foundation
4199 Campus Drive Suite 210 UT	Irvine	CA	92697	charitable contribution	$13,000
Virginia Roseanne Amato Foundation
1615 Poydras Street	New Orleans	LA	70112	charitable contribution	$2,500
UCI Foundation Chancellor's Club
4199 Campus Drive Suite 210 UT	Irvine	CA	92697	charitable contribution	$11,000
UCLA Foundation
7256 Boelter Hall Box 951600	Los Angeles	CA	90095	charitable contribution	$5,000
United Church of Christ at Squaw Valley
444 Squaw Peak Road PO Box 2472	Olympic Valley	CA	96146	charitable contribution	$10,000
United States Adaptive Recreation Center
PO Box 2897	Big Bear Lake	CA	92315	charitable contribution	$3,000
USC Catalina Hyberbaric Chamber
PO Box 5069	Avalon	CA	90704	charitable contribution	$16,000
Verde Valley Sanctuary
385 South Main Street	Camp Verde	AZ	86322	charitable contribution	$3,000
Verde Valley Archaeology Center
385 South Main Street	Camp Verde	AZ	86322	charitable contribution	$60,000
Villanova University School of Law
299 North Mill Road	Villanova	PA	19085	charitable contribution	$2,500
MIND Institute
111 Academy Suite 100	Irvine	CA	92617	charitable contribution	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,271,300	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$196	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,615	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$256	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$14,433	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$22,500	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$22,500	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Griswold Industries	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1325	AddressLine1Txt
City	Newport Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92653	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,275,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	Computer	PropertyDesc
Acquired	2013-04-20	AcquiredDt
Cost Or Other Basis	$1,400	CostOrOtherBasisAmt
Prior Year Depreciation	$1,198	PriorYearDepreciationAmt
Computation Method	200 DBS	ComputationMethodTxt
Life	0000000005.000000000000	LifeRt
Current Year Expense	$81	CurrentYearExpenseAmt
Net Investment Income	$81	NetInvestmentIncomeAmt

General Explanation Attachment GeneralExplanationAttachment

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
State Local Sec Book Vl EOY	$495,825	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$530,329	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	COMMERICA BANK - MONEY MARKET	CategoryOrItemTxt
Book Value	$249	BookValueAmt
EOYFMV	$249	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER	CategoryOrItemTxt
Cost Or Other Basis	$1,400	CostOrOtherBasisAmt
Accumulated Depreciation	$1,279	AccumulatedDepreciationAmt
Book Value	$121	BookValueAmt
EOYFMV	$121	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Bank Charges	$46	$46
postage	$1,393
supplies	$864
administrative expense	$2,460

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Non Taxable income	Desc
Revenue And Expenses Per Books	$256	RevenueAndExpensesPerBooksAmt
Net Investment Income	$256	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Removed uncashed checks from prior years	$49,250
adjustment	-$31

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Foreign Tax	$71	$71
State of California	$10