J F SHEA COMPANY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- J F SHEA COMPANY FOUNDATION (EIN 95-2554052)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-02
- IRS object ID
- 201633079349100828
- Schema version
- 2015v2.1
- 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 | 2016-11-02T15:56:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941530032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JF SHEA CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | 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 | 952554052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J F SHEA COMPANY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFSH | BusinessNameControlTxt |
| Phone | 9095940941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD L LAKEY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 9095949500 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD L LAKEY | PreparerPersonNm |
| PTIN | P01251459 | PTIN |
| Phone | 9095949500 | 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 | $3,201,666 | 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 |
| Dividends Rev And Expnss | $47,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,179,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,181,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,179,952 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,227,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,226,979 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $730 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $730 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $933,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $933,237 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $938,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $933,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $288,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,226,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,731 | CashBOYAmt |
| Cash EOY | $12,735 | CashEOYAmt |
| Cash EOYFMV | $12,735 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $282,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $282,812 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $342,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $338,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,906,119 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $345,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $634,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,201,666 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $345,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $634,079 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $634,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $634,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $288,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $634,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $634,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 7000 SHS - AES CORP | D | 1982-01-20 | 2015-01-13 | $90,578 | $90,578 | $90,578 | |
| 7500 SHS - AES CORP | D | 1982-01-20 | 2015-01-16 | $99,598 | $99,598 | $99,598 | |
| 6000 SHS - AES CORP | D | 1982-01-20 | 2015-08-19 | $75,359 | $75,359 | $75,359 | |
| 5300 SHS - AES CORP | D | 1982-01-20 | 2015-09-04 | $59,677 | $59,677 | $59,677 | |
| 600 SHS - ALTERA CORP | D | 1988-03-31 | 2015-04-02 | $26,000 | $25,940 | $25,940 | $60 |
| 2000 SHS - ALTERA CORP | D | 1988-03-31 | 2015-04-16 | $86,603 | $86,402 | $86,402 | $201 |
| 2000 SHS - ALTERA CORP | D | 1988-03-31 | 2015-07-15 | $100,386 | $100,185 | $100,185 | $201 |
| 2000 SHS - ALTERA CORP | D | 1988-03-31 | 2015-09-16 | $100,878 | $100,677 | $100,677 | $201 |
| 200 SHS - ALTERA CORP | D | 1988-03-31 | 2015-09-25 | $10,072 | $10,052 | $10,052 | $20 |
| 1500 SHS - ALTERA CORP | D | 1988-03-31 | 2015-10-08 | $77,098 | $76,947 | $76,947 | $151 |
| 1000 SHS - ALTERA CORP | D | 1988-03-31 | 2015-10-21 | $52,489 | $52,388 | $52,388 | $101 |
| 700 SHS - ALTERA CORP | D | 1988-03-31 | 2015-11-20 | $36,847 | $36,777 | $36,777 | $70 |
| 5000 SHS - ALTERA CORP | D | 1988-03-31 | 2015-12-28 | $270,000 | $269,497 | $269,497 | $503 |
| AES CORP NONDIVIDEND DISTRIBUTION | D | $95,289 | $95,289 | $95,289 | |||
| CAPITAL GAINS DIVIDENDS | P | $586 | $586 | $586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,179,952 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $928,652 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,340,194 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.173899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $691,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,512,749 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.125507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $257,060 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,717,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044960 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,105 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,909,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,475,511 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030272 | DistributionYr5Rt |
| Total Distribution | 0.417297 | TotalDistributionRt |
| Average Distribution | 0.083459 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,013,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $334,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $347,235 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $933,237 | 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 | $12,262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,344 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,344 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,082 | OverpaymentAmt |
| Applied To ES Tax | $9,082 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD L LAKEY | IndividualWithBooksNm |
| Phone | 9095949500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN F SHEA | ||||||||
| 655 BREA CANYON ROAD | WALNUT | CA | 91789 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER O SHEA | ||||||||
| 655 BREA CANYON ROAD | WALNUT | CA | 91789 | TREASURER | 1.00 | $0 | $0 | $0 |
| RONALD L LAKEY | ||||||||
| 655 BREA CANYON ROAD | WALNUT | CA | 91789 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,061,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,074,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,074,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,013,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,262 | TotalTaxAmt |
| Distributable Before Adj | $188,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $933,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $933,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,262 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $920,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $427,310 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $664,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,091,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $933,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $188,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $744,818 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,836,270 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,836,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $427,310 | ExcessFromYear2Amt |
| Excess From Year1 | $664,142 | ExcessFromYear1Amt |
| Excess From Current Year | $744,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN PASTIME | |||||||
| 615 WINN DR | UPLAND | CA | 91760 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $13,500 |
| ARCHDIOCESE OF INDIANA | |||||||
| 1400 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,679 |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $270,343 |
| AUGIE'S QUEST | |||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $95,200 |
| BUILDON | |||||||
| 800 LONG RIDGE ROAD 2ND FLOOR | STAMFORD | CT | 06902 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $50,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $3,436 |
| CASA TERESA | |||||||
| PO BOX 429 | ORANGE | CA | 92856 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $750 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 3424 WILSHIRE BLVD 3RD FLOOR | LOS ANGELES | CA | 90010 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $17,920 |
| CELL THECOUNTERTERRORISM EDUCATION LEARNING | |||||||
| 1625 BROADWAY SUITE 780 | DENVER | CO | 80202 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 12TH FLOOR | LOS ANGELES | CA | 90017 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $7,500 |
| COLORADO COUNCIL ECONOMIC EDUCATION | |||||||
| 3443 SOUTH GALENA STREET SUITE 190 | DENVER | CO | 80231 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,900 |
| COMMUNITY FOOD SHARE | |||||||
| 650 SOUTH TAYLOR AVENUE | LOUISEVILLE | CO | 80027 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| DOUGLAS COUNTY EDUCATIONAL FOUNDATION | |||||||
| 620 WILCOX STREET | CASTLE ROCK | CO | 80104 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| DOUGLAS COUNTY FAIR FOUNDATION | |||||||
| 8351 RAMPART RANGE RD SUITE 111 | LITTLETON | CO | 80125 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| DOWNING STREET FOUNDATION | |||||||
| 5150 E YALE CIRCLE SUITE 303 | DENVER | CO | 80222 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| ERIE COMMUNITY CIVIC FUND | |||||||
| 450 SOUTH POWERS STREET | ERIE | CO | 80516 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| FIRST TEE OF THE TRI-VALLEY | |||||||
| 2843 HOPYARD ROAD STE 143 | PLEASANTON | CA | 94588 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| GRACE WILSEY FOUNDATION | |||||||
| PO BOX 114 | MENLO PARK | CA | 94026 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $50,000 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE STREET | SANTA ANA | CA | 927046001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $9,250 |
| HELPS INTERNATIONAL | |||||||
| 15301 DALLAS PKWY SUITE 200 | ADDISON | TX | 75001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| HOMEAID AMERICA NORTHERN CALIFORNIA | |||||||
| 1350 TREAT BLVD SUITE 140 | WALNUT CREEK | CA | 94597 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $8,150 |
| HOMEAID AMERICA ORANGE COUNTY | |||||||
| 24 EXECUTIVE PARK STE 100 | IRVINE | CA | 92614 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| HOPE HOSPICE | |||||||
| 6377 CLARK AVENUE SUITE 100 | DUBLIN | CA | 945683024 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| INNER CIRCLE FOUNDATION | |||||||
| 18952 EAST LOYOLA CIRCLE | AURORA | CO | 800133642 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| IRVINE PUBLIC SCHOOLS FOUNDATION | |||||||
| 1 POST SUITE 250 | IRVINE | CA | 92618 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| KIDS FIRST HEALTH CARE | |||||||
| 4675 E 69TH AVENUE | COMMERCE CITY | CO | 80022 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| KIDWORKS FOUNDATION FOR SUCCESS | |||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,450 |
| LANDMARK ACADEMY FOUNDATION | |||||||
| 10566 MEMPHIS STREET | COMMERCE CITY | CO | 80022 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 2143 HURLEY WAY SUITE 110 | SACRAMENTO | CA | 95825 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 WEST EDINGER AVENUE | SANTA ANA | CA | 92707 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| MCKENNA CLAIRE FOUNDATIONONEOC | |||||||
| PO BOX 8094 | HUNTINGTON BEACH | CA | 92615 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| MIZEL INSTITUTE | |||||||
| 4350 S MONACO ST 5TH FLOOR | DENVER | CO | 80237 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $4,500 |
| NATURE'S HOTLINE | |||||||
| 3760 NORTHLAND DRIVE | LOS ANGELES | CA | 90008 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| ORANGE CATHOLIC FOUNDATION | |||||||
| 13280 CHAPMAN AVENUE | GARDEN GROVE | CA | 92840 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $31,163 |
| ORANGE COUNTY COUNCIL-BOY SCOUTS AMERICA | |||||||
| 1211 E DYER ROAD | SANTA ANA | CA | 92705 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,568 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| PRETEND CITY CHILDREN'S MUSEUM | |||||||
| 29 HUBBLE | IRVINE | CA | 92618 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| RAMONA CONVENT ELEMENTARY SCHOOL | |||||||
| 1701 W RAMONA ROAD | ALHAMBRA | CA | 91803 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $7,464 |
| RIVERSIDE COUNTY SEARCH DOGS | |||||||
| 43950 ACACIA AVENUE | HEMET | CA | 92543 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| ROMAN CATHOLIC BISHOP OF SAN BERNARDINO | |||||||
| 1201 EAST HIGHLAND AVENUE | SAN BERNARDINO | CA | 92404 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $166,260 |
| ROXBOROUGH MUSIC FESTIVAL | |||||||
| 8351 RAMPART RANGE RD SUITE 111 | LITTLETON | CO | 80125 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SALVATION ARMY-RED SHIELD CENTER | |||||||
| 180 E OCEAN BLVD SUITE 500 | LONG BEACH | CA | 90802 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SCHOOL OF IMAGINATION | |||||||
| 9801 DUBLIN BLVD | DUBLIN | CA | 94568 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| THE SHEA CENTER FOR THERAPEUTIC RIDING | |||||||
| 26284 OSO RD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $3,000 |
| SHEPHERD'S GATE | |||||||
| 1660 PORTOLA AVENUE | LIVERMORE | CA | 94551 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SPECIAL OLYMPICS OF NORTHERN CALIFORNIA | |||||||
| 3480 BUSKIRK AVENUE STE 340 | PLEASANT HILL | CA | 94523 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SUNFLOWER HILL | |||||||
| 956 MINGOIA STREET | PLEASANTON | CA | 94588 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| ST CATHERINE'S ACADEMY | |||||||
| 215 N HARBOR BLVD | ANAHEIM | CA | 92805 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $21,553 |
| ST GREGORY CATHOLIC SCHOOL | |||||||
| 3440 N 18TH AVENUE | PHOENIX | AZ | 85015 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $19,857 |
| ST JOHN VIANNEY SCHOOL | |||||||
| 539 LA PASADA BLVD | GOODYEAR | AZ | 85338 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $3,590 |
| ST PETER INDIAN MISSION | |||||||
| 1500 N ST PETER ROAD | BAPCHULE | AZ | 85121 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $36,844 |
| SUSAN G KOMEN - SAN FRANCISCO BAY AREA | |||||||
| 26 OFARRELL ST STE 900 | SAN FRANCISCO | CA | 94108 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| THE TAYLOR FAMILY FOUNDATION | |||||||
| 5555 ARROYO ROAD | LIVERMORE | CA | 94550 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| THOMAS CARMAN FOOD PANTRY IN MARINA | |||||||
| 425 CARMEL AVENUE | MARINA | CA | 93933 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| USC LUSK CENTER FOR REAL ESTATE | |||||||
| 650 CHILDS WAY RGL 331 | LOS ANGELES | CA | 900890626 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $25,000 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 945064617 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| WILLIAM R MEYN FOUNDATION | |||||||
| 10111 INVERNESS MAIN STREET SUITE O | ENGLEWOOD | CO | 80112 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $4,260 |
| XAVIER COLLEGE PREPARATORY HIGH SCHOOL | |||||||
| 34-200 COOK STREET | PALM DESERT | CA | 92211 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $8,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $933,237 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,179,952 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF FILING FEE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,227,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,227,004 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 SHS ALTERA CORP | $0 | $0 |
| 18,500 SHS HCP INC | $338,532 | $707,440 |
| 229,747 SHS AES CORP | $0 | $2,198,679 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 | $0 |
| CA ATTORNEY GENERAL | $50 | $50 | $0 |
| UNITED STATES TREASURY | $4,000 | $0 | $0 |
Comments