BUSCH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BUSCH FAMILY FOUNDATION (EIN 77-0356496)
- Tax period
- 2015-08-01 to 2016-07-31
- Filed
- 2016-10-17
- IRS object ID
- 201622919349100727
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T15:33:32-07:00 | ReturnTs |
| Tax Period End | 2016-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYASHI WAYLAND Accounting & Consulting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26515 Carmel Rancho Blvd STE 100 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770356496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSC | BusinessNameControlTxt |
| Phone | 8319157289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH B BUSCH III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Lee CPA | PreparerPersonNm |
| PTIN | P01000223 | PTIN |
| Phone | 8316245333 | 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 | $1,761,981 | 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 | $116,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $91,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,410 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $91,410 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,069 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,254 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12,254 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $222,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $103,664 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,830 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,154 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,154 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $13,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $13,102 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,086 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,086 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $76,578 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,007 | CashBOYAmt |
| Cash EOY | $11,158 | CashEOYAmt |
| Cash EOYFMV | $11,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,390,794 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,450,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,401,534 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $180,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $189,346 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $321,855 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $255 | OtherAssetsBOYAmt |
| Other Assets EOY | $255 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $255 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,632,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,678,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,761,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,632,515 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,678,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,632,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,678,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,632,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,678,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,632,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,647 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,678,162 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,678,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 110 CARE CAP PTYS | P | 2012-01-01 | 2015-08-25 | $3,860 | $3,860 | $3,860 | |
| 980 GOVERNMENT PPTYS INCOME TR COM SHS | P | 2012-01-01 | 2015-09-14 | $15,392 | -$10,311 | -$10,311 | $25,703 |
| 320 HOME PPTYS INC | P | 2012-01-01 | 2015-10-08 | $24,074 | $3,826 | $3,826 | $20,248 |
| 196.078 CITY NATIONAL ROCHDALE | P | 2012-01-01 | 2015-10-15 | $4,998 | -$150 | -$150 | $5,148 |
| 700 HAWAIIAN ELEC INC COM | P | 2012-01-01 | 2015-10-15 | $20,495 | $4,986 | $4,986 | $15,509 |
| 720 SENIOR HSG PPTYS TR SH | P | 2012-01-01 | 2015-10-15 | $11,827 | -$4,438 | -$4,438 | $16,265 |
| 650 JP MORGAN CHASE & CO ALERIAN MLP INDEX | P | 2014-07-24 | 2015-12-08 | $18,172 | -$15,733 | -$15,733 | $33,905 |
| 1220 KINDER MORGAN INC DEL COM | P | 2015-08-05 | 2015-12-08 | $23,683 | -$19,003 | -$19,003 | $42,686 |
| 360 TRANSCANADA CORP COM | P | 2013-04-30 | 2015-12-08 | $11,216 | -$5,219 | -$5,219 | $16,435 |
| 910 SPECTRA ENERGY CORP | P | 2015-10-15 | 2015-12-10 | $21,524 | -$5,566 | -$5,566 | $27,090 |
| 790 BRISTOL MYERS SQUIBB CO COM | P | 2012-01-01 | 2016-01-08 | $53,549 | $33,065 | $33,065 | $20,484 |
| 165 ONE GAS | P | 2012-01-01 | 2016-02-26 | $9,551 | $9,551 | $9,551 | |
| 540 SOUTHERN CO COM | P | 2012-01-01 | 2016-02-26 | $26,435 | $8,201 | $8,201 | $18,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,069 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$24,569 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,593 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,593 | SubtotalAmt |
| Tax Based On Investment Income | $1,593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,307 | OverpaymentAmt |
| Applied To ES Tax | $1,307 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | MICHAEL GREEN & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8319157289 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RALPH B BUSCH III | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | President | 1.00 | $0 |
| GREGORY J BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Vice President | 1.00 | $0 |
| FRANK B BUSCH | ||||||
| 150 SAN BENANCIO RD | SALINAS | CA | 939089146 | Vice President | 1.00 | $0 |
| PETER S BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | CFO | 1.00 | $0 |
| ELLYN D BUSCH ESSIG | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Secretary | 1.00 | $0 |
| JEFFREY D BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Director | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,676,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,749,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,749,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,723,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,593 | TotalTaxAmt |
| Distributable Before Adj | $84,578 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,578 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,578 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $150,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,578 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,814 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $74,236 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $74,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,814 | ExcessFromYear2Amt |
| Excess From Current Year | $65,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RALPH B BUSCH III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RALPH B BUSCH III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8319157289 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MIAMI UNIVERSITY | |||||||
| 501 EAST HIGH STREET | OXFORD | OH | 45056 | NONE | PC | GENERAL | $30,000 |
| SANTA BARBARA EDUCATION FOUNDATION | |||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL | $10,000 |
| ST JOSEPH'S CATHOLIC CHURCH | |||||||
| 1 RAILROAD AVE | SPRECKELS | CA | 93962 | NONE | PC | GENERAL | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,410 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $12,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,069 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,069 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,733 | 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 | RALPH B III AND MINDY BUSCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 CORRAL DE TIERRA TERRACE | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $116,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $10,830 | Amt |
| Net Investment Income | $10,830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,830 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1180 VECTOR GROUP LTD COM | $12,021 | $26,066 |
| 1515 B&G FOODS INC NEW COM | $14,504 | $78,159 |
| 360 PHILIP MORRIS INTL INC COM | $20,407 | $36,094 |
| 450 DTE ENERGY CO COM | $17,829 | $43,884 |
| 470 DOMINION RES INC VA COM | $17,495 | $36,669 |
| 540 SOUTHERN CO COM | ||
| 574 DUKE ENERGY CORP NEW COM | $30,362 | $49,129 |
| 580 ATMOS ENERGY CORP COM | $16,591 | $46,278 |
| 660 ONEOK INC NEW COM | $12,607 | $29,561 |
| 690 ALTRIA GROUP INC COM | $12,496 | $46,713 |
| 117600 LINNCO LLC | $306,250 | $7,409 |
| 700 AT&T INC COM | $19,210 | $30,303 |
| 700 HAWAIIAN ELEC INDS INC COM | ||
| 740 PAYCHEX INC COM | $23,584 | $43,867 |
| 750 VERIZON COMMUNICATIONS COM | $24,906 | $41,558 |
| 790 BRISTOL MEYERS SQUIBB CO COM | ||
| 800 VECTRON CORP COM | $21,153 | $41,384 |
| 870 XCEL ENERGY INC COM | $18,224 | $38,263 |
| 650 JPMORGAN CHASE & ALERIAN | ||
| 9371.055 CN ROCHDALE FIXED INCOME | $271,503 | $236,338 |
| 165 ONE GAS INC | ||
| 1050 SYSCO CORP | $38,959 | $54,380 |
| 360 TRANSCANADA CORP | ||
| 6320 LINN CO LLC | $81,552 | $398 |
| 1500 LINN CO LLC | $44,730 | $95 |
| 350 AMERICAN ELECTRIC POWER | $20,156 | $24,255 |
| 400 CINCINNATI FINANCIAL | $20,517 | $29,880 |
| 1800 CONSOLIDATED COMM HLDGS | $43,406 | $50,310 |
| 782 EVERSOURCE ENERGY | $23,647 | $45,739 |
| 390 LAMAR ADVERTISING CO | $20,711 | $26,465 |
| 370 UIL HOLDINGS CORP | ||
| 17926.551 STONE RIDGE REINSURANCE RISK | $182,578 | $184,106 |
| 370 AVANGRID INC | $11,017 | $16,702 |
| 790 COCA COLA | $34,254 | $34,468 |
| 560 GLAXOSMITHKLINE | $22,704 | $25,239 |
| 100 LOCKHEED MARTIN CORP | $21,653 | $25,273 |
| 290 PROCTOR & GAMBLE CO | $22,643 | $24,821 |
| 370 SCANA CORP NEW COM | $22,555 | $27,728 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 720 SENIOR HSG PPTYS TR | AT COST | ||
| 1045 HEALTHCARE TR AMER INC CL A | AT COST | $23,114 | $35,582 |
| 350 WELLTOWER INC COM | AT COST | $11,427 | $27,766 |
| 440 VENTAS INC COM | AT COST | $14,820 | $33,510 |
| 450 EPR PPTYS COM SH BEN INT | AT COST | $16,481 | $37,809 |
| 580 LTC PROPERTIES INC | AT COST | $14,821 | $31,047 |
| 980 GOVERNMENT PPTYS INCOME TR COM SHS | AT COST | ||
| 690 NATIONAL RETAIL PPTYS INC COM | AT COST | $17,576 | $36,680 |
| 320 HOME PPTYS INC COM | AT COST | ||
| 570 LIBERTY PPTY TR SHS BEN INT | AT COST | $20,074 | $23,587 |
| 500 MID-AMER APT CMNTYS INC COM | AT COST | $38,357 | $53,010 |
| 590 W P CAREY INC COM | AT COST | $32,676 | $42,864 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL COSTS | Desc |
| BOY Book Value | $255 | BOYBookValueAmt |
| EOY Book Value | $255 | EOYBookValueAmt |
| EOYFMV | $255 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| COMMISSIONS & FEES | $35 | $35 | $35 |
| INVESTMENT MANAGEMENT FEES | $12,523 | $12,523 | $12,523 |
| OFFICE EXPENSE | $459 | $459 | $459 |
| REGISTRATION RENEWAL FEE | $75 | $75 | $75 |
| STATE FILING FEE | $10 | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $12,254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,254 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL | $3,106 | $3,106 | $3,106 |
| FOREIGN | $48 | $48 | $48 |
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