KLING FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KLING FAMILY FOUNDATION (EIN 33-6272913)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101683
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:34:52-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2015-01-01 | 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 |
| Phone | 9495530300 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cara VanZile | PreparerPersonNm |
| Phone | 9734923069 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| 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 | $650,809 | 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 | $356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,431 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,316,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,507 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $134 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $134 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,358,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,358,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,377,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,358,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $203,314 | CashBOYAmt |
| Cash EOY | $151,686 | CashEOYAmt |
| Cash EOYFMV | $151,686 | CashEOYFMVAmt |
| US Government Obligations BOY | $481,935 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $473,593 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $498,672 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $429 | 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 | $1,198 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $336 | LandBOYAmt |
| Land EOY | $202 | LandEOYAmt |
| Land EOYFMV | $202 | LandEOYFMVAmt |
| Total Assets BOY | $686,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $625,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $650,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $686,014 | RetainedEarningBOYAmt |
| Retained Earning EOY | $625,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $686,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $625,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $686,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $625,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $686,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $625,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $625,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,334,291 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $529,041 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 002.522094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,374,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $483,712 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 002.842332 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,351,793 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $729,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 001.853877 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,138,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,041,236 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 001.092932 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $914,745 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $989,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.924507 | DistributionYr5Rt |
| Total Distribution | 009.235742 | TotalDistributionRt |
| Average Distribution | 001.847148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $492,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $910,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $910,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,358,800 | 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 | $383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $383 | SubtotalAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $383 | TaxDueAmt |
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 | $15,000 |
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 | $499,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $500,239 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $500,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $383 | TotalTaxAmt |
| Distributable Before Adj | $24,254 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,254 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,358,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,358,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $383 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,358,417 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,254 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $865,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,086,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,315,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,351,344 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,308,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,927,732 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,358,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,334,546 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,262,278 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $865,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,396,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,086,280 | ExcessFromYear4Amt |
| Excess From Year3 | $1,315,748 | ExcessFromYear3Amt |
| Excess From Year2 | $1,351,344 | ExcessFromYear2Amt |
| Excess From Year1 | $1,308,889 | ExcessFromYear1Amt |
| Excess From Current Year | $1,334,546 | 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 (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Abataka Foundation Inc | |||||
| P O Box 3667 | West Palm Beach | FL | 33401 | charitable contribution | $17,500 |
| ADC Research Institute | |||||
| 1990 M Street NW Suite 610 | Washington | DC | 20036 | charitable contribution | $1,000 |
| Adoption Guild Total | |||||
| PO Box 95 | Corona Del Mar | CA | 92625 | charitable contribution | $500 |
| AFI Conservatory Total | |||||
| 2021 North Western Ave | Los Angeles | CA | 90027 | charitable contribution | $6,000 |
| AIDS Services Foundation of OC | |||||
| 17982 Sky Park Circle Ste J | Irvine | CA | 92614 | charitable contribution | $2,000 |
| American Ballet Theatre Foundation Inc | |||||
| 890 Broadway 3rd Floor | New York | NY | 10003 | charitable contribution | $5,000 |
| American Cancer Society | |||||
| PO Box 22478 | Oklahoma City | OK | 73123 | charitable contribution | $1,000 |
| Anaheim Ducks Foundation | |||||
| 2695 East Katella Avenue | Anaheim | CA | 92806 | charitable contribution | $10,000 |
| Angelitos de OroBig Brother Big Sisters | |||||
| 444 Old Newport Blvd Ste G | Newport Beach | CA | 92663 | charitable contribution | $5,000 |
| Arizona Federation of Garden Clubs | |||||
| 55 Clear Water Circle | Sedona | AZ | 86351 | charitable contribution | $1,500 |
| Arthritis Foundation Pacific Region Inc | |||||
| 1355 Peachtree St NE Suite 600 | Atlanta | GA | 30309 | charitable contribution | $3,000 |
| Baltimore Medical Sys Inc | |||||
| 3501 Sinclair Lane | Baltimore | MD | 21213 | charitable contribution | $1,000 |
| Boy Scouts of America | |||||
| 1325 West Walnut Hill Lane | Irving | TX | 75015 | charitable contribution | $3,000 |
| Boys & Girls Club of Laguna Beach | |||||
| 1085 Laguna Canyon Rd | Laguna Beach | CA | 92651 | charitable contribution | $500 |
| Calvary Chapel San Clemente | |||||
| 927 Calle Negocio Suite O | San Clemente | CA | 92673 | charitable contribution | $20,000 |
| Charities Aid Foundation of America(CAF) | |||||
| 1800 Diagonal Road Ste 150 | Alexandria | VA | 22314 | charitable contribution | $25,000 |
| CHHAHARI Organization Nepal | |||||
| 580 Broadway Ste 204 | Laguna Beach | CA | 92651 | charitable contribution | $4,000 |
| CHOC Children's Foundation | |||||
| 1201 West La Veta Avenue | Orange | CA | 92868 | charitable contribution | $11,000 |
| Claremont Institute for Study of | |||||
| 1317 W Foothill Blvd Ste120 | Upland | CA | 91786 | charitable contribution | $10,000 |
| Coeur Dalene Community Theatre & Academy | |||||
| 1320 East Garden Ave | Coeur Dalene | ID | 83814 | charitable contribution | $10,000 |
| College Foundation at Suny Dehli Inc | |||||
| 454 Delhi Drive | Delhi | NY | 13753 | charitable contribution | $5,500 |
| 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 | $4,500 |
| Donors Chooseorg | |||||
| 134 W 37th St 11th Floor | New York | NY | 10018 | charitable contribution | $1,000 |
| Eddie Guardado Foundation | |||||
| 1100 Irvine Blvd Suite 334 | Tustin | CA | 92780 | charitable contribution | $4,500 |
| Entertainment Industry Incubator | |||||
| 800 West Ave Apt 345 | Miami Beach | FL | 33139 | charitable contribution | $5,000 |
| Families Forward | |||||
| 8 Thomas | Irvine | CA | 92618 | charitable contribution | $20,000 |
| Festival of Atrs Loaguna Beach | |||||
| 650 Laguna Canyon Rd | Laguna Beach | CA | 92651 | charitable contribution | $2,000 |
| First Step House of Orange County | |||||
| P O Box 1904 | Costa Mesa | CA | 92628 | charitable contribution | $1,000 |
| Foundation World Cultural Heritage Of The | |||||
| 220 Montgomery Street Suite 1020 | San Francisco | CA | 94104 | charitable contribution | $20,000 |
| Free The Slaves | |||||
| 1320 19th Street NW Suite 600 | Washington | DC | 20036 | charitable contribution | $12,000 |
| Give Kids the World Village | |||||
| 210 South Bass Rd | Kissimmee | FL | 34746 | charitable contribution | $25,000 |
| Happy Valley Elementary School Parents | |||||
| 17480 Palm Avenue | Anderson | CA | 96007 | charitable contribution | $14,000 |
| HOAG Promise | |||||
| 330 Placentia Ave Ste 100 | Newport Beach | CA | 92663 | charitable contribution | $25,000 |
| Holy Family Services Adoption Guild Of So | |||||
| PO Box 95 | Corona Del Mar | CA | 92625 | charitable contribution | $20,000 |
| Humane Society of Truckee | |||||
| 10961 Stevens Lane | Truckee | CA | 96161 | charitable contribution | $12,500 |
| JDRF (Curing Type1 Diabetes) | |||||
| 49 Stevenson St Ste 1200 | San Francisco | CA | 94105 | charitable contribution | $10,000 |
| John Booty Ministries | |||||
| 9447 Wrenwood Blvd | Shreveport | LA | 71106 | charitable contribution | $15,000 |
| Keep Sedona Beautiful Inc | |||||
| 360 Brewer Raod | Sedona | AZ | 86336 | charitable contribution | $5,000 |
| Kinsey Institute Indiana University | |||||
| 1165 East Third Street | Bloomington | IN | 47405 | charitable contribution | $15,000 |
| LA Maritime Institute(TopSail Youth) | |||||
| Berth 73 Suite 2 | San Pedro | CA | 90731 | charitable contribution | $30,000 |
| Laguna Beach Seniors | |||||
| 380 3rd Street | Laguna Beach | CA | 92651 | charitable contribution | $13,500 |
| Laguna College of Art and Design | |||||
| 2222 Laguna Canyon Road | Laguna Beach | CA | 92651 | charitable contribution | $13,000 |
| Leukemia & Lymphoma Society | |||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | charitable contribution | $1,000 |
| Like Minded Communities Inc | |||||
| 668 Post Street | San Fransico | CA | 94108 | charitable contribution | $5,000 |
| Lithuanian-American Community Inc | |||||
| 5252 Pizzo Ranch Road | La Canada | CA | 91011 | charitable contribution | $3,000 |
| Long Beach Education Foundation | |||||
| 1515 Hughes Way | Long Beach | CA | 90810 | charitable contribution | $10,000 |
| Lucas Lilley | |||||
| PO Box 6832 | Thousand Oaks | CA | 91359 | charitable contribution | $6,000 |
| Maple Youth Ballet | |||||
| 1824 Kaiser Avenue | Irvine | CA | 92614 | charitable contribution | $2,250 |
| Marine Animal Rescue | |||||
| 214 Main St 392 | El Segundo | CA | 90245 | charitable contribution | $35,000 |
| Matt Leinart Foundation | |||||
| 2781 W MacArthur Blvd Ste B-611 | Santa Ana | CA | 92704 | charitable contribution | $5,000 |
| Maui Classical Music Festival | |||||
| PO Box 532573 | Kihei | HI | 96753 | charitable contribution | $10,000 |
| MIND Institute | |||||
| 111 Academy Suite 100 | Irvine | CA | 92617 | charitable contribution | $10,000 |
| Miracles For Kids | |||||
| 3002 Dow Ave Suite 126 | Tustin | CA | 92780 | charitable contribution | $15,000 |
| NOOHRA Foundation | |||||
| 4480 S Cobb Dr SE Ste H-343 | Smyma | GA | 30080 | charitable contribution | $30,000 |
| Ocean Institute | |||||
| 24200 Dana Point Harbor Drive | Dana Point | CA | 92629 | charitable contribution | $15,000 |
| Orange County Ballet Theater | |||||
| 23091 Del Lagp Drive | Laguna Hills | CA | 92653 | charitable contribution | $7,250 |
| Otra Mas | |||||
| 27252 Calle Arroyo | San Juan Capistrano | CA | 92675 | charitable contribution | $3,000 |
| Peace Over Violence | |||||
| 892 N Fair Oaks Ave | Pasadena | CA | 91103 | charitable contribution | $12,000 |
| Planned Parenthood | |||||
| 123 William Street 10th Floor | New York | NY | 10038 | charitable contribution | $3,500 |
| The Sherry Griswold Foundation | |||||
| 5367 Birch St Ste 561 | Newport Beach | CA | 92660 | charitable contribution | $15,000 |
| Ronald McDonald House | |||||
| 383 S Batavia Street | Orange | CA | 92868 | charitable contribution | $15,000 |
| Sage Hill School | |||||
| 20402 Newport Coast Drive | Newport Coast | CA | 92657 | charitable contribution | $28,500 |
| Sally's Fund | |||||
| PO Box 1626 | Laguna Beach | CA | 92651 | charitable contribution | $5,000 |
| 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 | $22,000 |
| Saint John Maron Church | |||||
| 300 South Flower Street | Orange | CA | 92868 | charitable contribution | $2,500 |
| Seasonal Pauses | |||||
| 24214 Gilmore St | West Hills | CA | 91307 | charitable contribution | $2,500 |
| Sedona Arts Center | |||||
| P O Box 569 | Sedona | AZ | 86339 | charitable contribution | $141,000 |
| Sedona Arts Festival | |||||
| 36 Spur Crcle | Sedona | AZ | 86336 | charitable contribution | $27,500 |
| Sedona International Film Festival | |||||
| PO Box 162 | Sedona | AZ | 86339 | charitable contribution | $201,500 |
| Segerstrom Center for the Arts | |||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | charitable contribution | $118,800 |
| STop B4U Start | |||||
| PO Box 3504 | Dana Point | CA | 92629 | charitable contribution | $5,000 |
| Southwest Community Center | |||||
| 1601 West Second St | Santa Ana | CA | 92703 | charitable contribution | $500 |
| St Pauls Episcopal Church | |||||
| 1221 Wass | Tustin | CA | 92780 | charitable contribution | $500 |
| St Casimir's Roman Catholic Church | |||||
| 2718 St George Street | Los Angeles | CA | 90027 | charitable contribution | $12,000 |
| Survivorship A-Z | |||||
| 353 West 56th St Ste 9N | New York | NY | 10019 | charitable contribution | $7,500 |
| Terra Classical Theater | |||||
| 7671 Alhambra Drive | Huntington Beach | CA | 92647 | charitable contribution | $22,000 |
| Thalians | |||||
| 15451 San Fernando Mission Blvd Ste | Mission Hills | CA | 91345 | charitable contribution | $5,000 |
| The Foundation For Aids Research | |||||
| 120 Wall Street 13th Floor | New York | NY | 100053902 | charitable contribution | $10,000 |
| University of California Irvine | |||||
| 100 Theory Ste 250 | Irvine | CA | 92617 | charitable contribution | $22,000 |
| The Centennial Campaign for UCLA | |||||
| 10920 Wilshire Blvd Ste 1400 | Los Angeles | CA | 90024 | charitable contribution | $5,000 |
| Utopia | |||||
| 111 Cass Street | Traverse City | MI | 49684 | charitable contribution | $12,000 |
| Virginia Roseanne Amato Foundation | |||||
| 1615 Poydras Street | New Orleans | LA | 70112 | charitable contribution | $2,500 |
| Toccata Tahoe Symphony Orchestra | |||||
| 586 Douglas Court | Incline Village | NV | 89451 | charitable contribution | $12,500 |
| United Church of Christ at Squaw Valley | |||||
| 444 Squaw Peak Road PO Box 2472 | Olympic Valley | CA | 96146 | charitable contribution | $15,000 |
| USC University of California | |||||
| 3454 TROUSDALE PARKWAY CAS 200 | Los Angeles | CA | 90089 | charitable contribution | $15,000 |
| Verde Valley Archaeology Center | |||||
| 385 South Main Street | Camp Verde | AZ | 86322 | charitable contribution | $15,000 |
| Villanova University School of Law | |||||
| 299 North Spring Mill Road | Villanova | PA | 19085 | charitable contribution | $2,500 |
| Women for World Health | |||||
| 16291 Fantasia Lane | Huntington Beach | CA | 92649 | charitable contribution | $5,000 |
| Yavapai Food Council | |||||
| 2020 Contractors Rd Ste 6 | Sedona | AZ | 86336 | charitable contribution | $6,500 |
| Yesteday's Pearls | |||||
| PO Box 105 | Balboa Island | CA | 92662 | charitable contribution | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,358,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,720 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,922 | 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
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,600 | Amt |
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 | $1,064 | PriorYearDepreciationAmt |
| Computation Method | 200 DBS | ComputationMethodTxt |
| Life | 0000000005.000000000000 | LifeRt |
| Current Year Expense | $134 | CurrentYearExpenseAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| Nationwide Highmark Bond Fund Instl service | 2011-09 | P | 2015-02 | $323 | $304 | $19 |
| Davis New York Venture Class Y | 2011-09 | P | 2015-02 | $4,970 | $4,156 | $814 |
| Eaton Vance Large CAP Value Fund Class | 2011-09 | P | 2015-02 | $4,970 | $4,294 | $676 |
| Manning Napier Equity Fund | 2011-09 | P | 2015-02 | $5,000 | $5,145 | -$145 |
| Nationwide Hignmark value fund instl Service Class | 2011-09 | P | 2015-02 | $4,970 | $3,979 | $991 |
| Nationwide Highmark bond Fund Instl Service | 2011-09 | P | 2015-02 | $19,647 | $18,444 | $1,203 |
| PIMCO total return fund insittutional class | 2011-09 | P | 2015-02 | $4,970 | $5,093 | -$123 |
| Payden Low Duration | 2011-09 | P | 2015-02 | $4,970 | $4,990 | -$20 |
General Explanation Attachment GeneralExplanationAttachment
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $473,593 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $498,672 | 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 | $1,198 | AccumulatedDepreciationAmt |
| Book Value | $202 | BookValueAmt |
| EOYFMV | $202 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges | Desc |
| Revenue And Expenses Per Books | $34 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax | $89 | $89 |
| State of California | $10 | |
| IRS | $540 |