MARK CHAPIN JOHNSON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARK CHAPIN JOHNSON FOUNDATION (EIN 33-0441985)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201603099349100715
- Schema version
- 2015v2.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T10:02:48-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330441985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK CHAPIN JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7143058360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Martin L Maroney | PreparerPersonNm |
| PTIN | P00105961 | PTIN |
| Phone | 7144441177 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,229,536 | 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 | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $302,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,852 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,824 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $415,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,492 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $148 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,252 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,252 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,140 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,140 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,472 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $32,038 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $32,038 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,356 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,911 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,224,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $5,042,053 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,145,889 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $666,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $848,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,025,658 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $75,893 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,708 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $50,657 | LandBOYAmt |
| Land EOY | $36,185 | LandEOYAmt |
| Land EOYFMV | $36,185 | LandEOYFMVAmt |
| Other Assets BOY | $3,065 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,944,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,948,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,229,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,944,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,948,644 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,944,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,948,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,944,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,948,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,944,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,079 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,948,644 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,948,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3000 AT&T INC COM | P | 2015-01-06 | 2015-04-08 | $98,090 | $101,070 | -$2,980 | -$2,980 |
| 500 AT&T INC COM | P | 2015-01-06 | 2015-07-02 | $17,917 | $16,845 | $1,072 | $1,072 |
| FROM K-1 | P | 2015-01-01 | 2015-06-30 | $514 | $514 | $514 | |
| FROM K-1 | P | 2013-01-01 | 2015-12-31 | $85,246 | $85,246 | $85,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,852 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,394 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,293,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05148 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $385,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,464,916 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05969 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $355,282 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,725,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,929,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02919 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,810,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03365 | DistributionYr5Rt |
| Total Distribution | 0.226830 | TotalDistributionRt |
| Average Distribution | 0.045366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,352,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $288,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $291,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $349,976 | 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 | $3,379 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,379 | SubtotalAmt |
| Tax Based On Investment Income | $3,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $797 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,297 | TotalPaymentsAndCreditsAmt |
| Overpayment | $918 | OverpaymentAmt |
| Applied To ES Tax | $918 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MARONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7144441177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE SUITE 220 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARK CHAPIN JOHNSON | ||||||
| PO BOX 3088 | MISSION VIEJO | CA | 92690 | President & CEO | 2.00 | $0 |
| BARBARA HILLER JOHNSON | ||||||
| PO BOX 3088 | MISSION VIEJO | CA | 92690 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHAPMAN UNIVERSITYONE UNIVERSITY DRORANGE, CA 92866 | Description1Txt |
| Expenses1 | $130,000 | Expenses1Amt |
| Description2 | BOYS HOPE/GIRLS HOPE1041 W 18TH STREET, SUITE A101COSTA MESA, CA 92627 | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
| Description3 | HOOVER INSTITUTIONSTANFORD UNIVERSITYSTANFORD, CA 94305 | Description3Txt |
| Expenses3 | $75,000 | Expenses3Amt |
| Description4 | JUNIOR ACHIEVEMENT636 W SOUTHERN AVETEMPE, AZ 85282 | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,103,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,925 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,064,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,449,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,449,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,352,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $317,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $317,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,379 | TotalTaxAmt |
| Distributable Before Adj | $314,244 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $314,244 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $314,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $349,976 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,379 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $202,535 | UndistributedIncomePYAmt |
| Qualifying Distributions | $349,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $202,535 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,441 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $166,803 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK CHAPIN JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CHAPIN JOHNSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1Txt |
| City | MISSION VIEJO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPEGIRLS HOPE OF CALIFORNIA | |||||||
| 1041 W 18TH STREET STE A101 | COSTA MESA | CA | 92627 | NONE | NONE | SPONSORSHIP OF PROGRAM | $25,000 |
| BLIND CHILDRENS LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | NONE | SPONSORSHIP OF PROGRAM | $3,500 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | NONE | SPONSORSHIP OF PROGRAM | $75,000 |
| PACIFIC SYMPHONY ORCHESTRA | |||||||
| 3631 S HARBOR BLVD STE 100 | SANTA ANA | CA | 92704 | NONE | NONE | SPONSORSHIP OF PROGRAM | $5,000 |
| WORLD AFFAIRS COUNCIL | |||||||
| 2102 BUSINESS CENTER DR | IRVINE | CA | 92612 | NONE | NONE | SPONSORSHIP OF PROGRAM | $2,100 |
| OC INTERNATIONAL | |||||||
| PO BOX 36900 | COLORADO SPRINGS | CO | 80936 | NONE | NONE | SPONSORSHIP OF PROGRAM | $2,400 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DR | ORANGE | CA | 92866 | NONE | NONE | SPONSORSHIP OF PROGRAM | $130,000 |
| CHILDRENS HOSPITAL | |||||||
| 4650 SUNSET BLVD MS29 | LOS ANGELES | CA | 90027 | NONE | NONE | SPONSORSHIP OF PROGRAM | $1,000 |
| CHINO HILLS ALL AMERICAN FOOTBALL | |||||||
| 4195 CHINO HILLS PKWY 426 | CHINO HILLS | CA | 91709 | NONE | NONE | SPONSORSHIP OF PROGRAM | $300 |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | NONE | NONE | SPONSORSHIP OF PROGRAM | $10,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE STE 200 | RYE BROOK | NY | 10573 | NONE | NONE | SPONSORSHIP OF PROGRAM | $1,000 |
| NEWPORT-MESA ASSISTANCE LEAGUE | |||||||
| 2220 FAIRVIEW RD | COSTA MESA | CA | 92627 | NONE | NONE | SPONSORSHIP OF PROGRAM | $200 |
| SHEA CENTER | |||||||
| 26284 OSO RD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NONE | SPONSORSHIP OF PROGRAM | $80 |
| SEGERSTROM CENTER FOR THE ARTS OCPA | |||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | NONE | NONE | SPONSORSHIP OF PROGRAM | $10,000 |
| WOUNDED WARRIOR PROJECT FRESNO | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | NONE | SPONSORSHIP OF PROGRAM | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $302,799 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,824 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,852 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $415,495 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,495 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,252 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,252 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2013-09-25 | $58,762 | $22,788 | 200DB | 0.1749 | $10,277 |
| FURNITURE & FIXTURES | 2014-05-01 | $17,131 | $2,448 | 200DB | 0.2449 | $4,195 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOLAMERE FOUNDERS FUND I, LP | AT COST | $494,093 | $620,774 |
| SOLAMERE CAPITAL FUND II LP | AT COST | $324,601 | $361,956 |
| SFF PORTFOLIO CO INVESTMENTS LLC SER I | AT COST | $4,099 | $4,495 |
| SFF PORTFOLIO CO INVESTMENTS LLC SER II | AT COST | $6,967 | $16,593 |
| SOLAMERE PORTFOLIO COMPANY INV II LLC | AT COST | $18,842 | $21,840 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $75,893 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $39,708 | AccumulatedDepreciationAmt |
| Book Value | $36,185 | BookValueAmt |
| EOYFMV | $36,185 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $148 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $148 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,065 | BOYBookValueAmt |
| EOY Book Value | $3,065 | EOYBookValueAmt |
| EOYFMV | $3,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $493 | $493 | |
| INTERNET | $3,341 | $3,341 | |
| MEALS | $497 | $497 | |
| OFFICE EXPENSE | $1,719 | $1,719 | |
| PASS THRU DEDUCTIONS FROM K-1 | $43,328 | $42,911 | |
| REPAIR | $22,368 | $22,368 | |
| TELEPHONE | $3,067 | $3,067 | |
| UTILITIES | $1,592 | $1,592 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $28,824 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,179 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA TAX | CategoryTxt |
| Amt | $1,525 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |