C G CHARITABLE FUND: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- C G CHARITABLE FUND (EIN 20-0495002)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-12
- IRS object ID
- 201601649349300300
- 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 | 2016-06-12T11:33:03-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942604564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES E CAMP - CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8429 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951558429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200495002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CG CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGCH | BusinessNameControlTxt |
| Phone | 8314230187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ESMERALDA COURT | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950601652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN J DUCKWORTH | PersonNm |
| Person Title | DIRECTOR OF OPERATIONS | PersonTitleTxt |
| Phone | 8314596055 | PhoneNum |
| Signature | 2016-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E CAMP | PreparerPersonNm |
| PTIN | P01334311 | PTIN |
| Phone | 4088797252 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GLORIA POPE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 ESMERALDA COURT | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,884,348 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO HELP ALLEVIATE SUFFERING, TO PROMOTE SELF-SUFFICIENCY THROUGH EDUCATION AND TO GIVE HOPE TO THE POOR, THE NEEDY AND THE DISADVANTAGED THROUGHOUT THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,417,362 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,692,581 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,417,362 | PYTotalRevenueAmt |
| CY Total Revenue | $4,692,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,300,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,180,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $719,863 | PYOtherExpensesAmt |
| CY Other Expenses | $704,017 | CYOtherExpensesAmt |
| PY Total Expenses | $4,020,113 | PYTotalExpensesAmt |
| CY Total Expenses | $3,884,767 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,397,249 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $807,814 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,721,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,080,294 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,309 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,712,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,070,985 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO HELP ALLEVIATE SUFFERING, TO PROMOTE SELF-SUFFICIENCY THROUGH EDUCATION AND TO GIVE HOPE TO THE POOR, THE NEEDY AND THE DISADVANTAGED THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Grant | $433,250 | GrantAmt |
| Desc | GIFTS OF $433,250 TO THE GENERAL SCHOLARSHIP FUND OF BRIGHAM YOUNG UNIVERSITY (87-0217280) TO BE USED TO BENEFIT THE LIVES OF AS MANY STUDENTS AS POSSIBLE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $500,000 | GrantAmt |
| Desc | GIFTS TO LDS PHILANTHROPIES OF $200,000 FOR THE GENERAL MISSIONARY FUND OF THE CHURCH, $200,000 FOR THE GENERAL TEMPLE PATRON ASSISTANCE FUND AND $100,000 FOR HUMANITARIAN RELIEF IN QUAKE RAVAGED NEPAL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $300,000 | GrantAmt |
| Desc | GIFT TO COMMON HOPE FOR EDUCATING CHILDREN AND EMPOWERING FAMILIES IN GUATEMALA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (18 entries)
| GrantGrantAmt | DescDesc |
|---|---|
| $400,000 | GIFT TO WATER MISSIONS INTERNATIONAL TO SUPPORT THE WORK TO BRING SUSTAINABLE ACCESS TO SAFE WATER AND AN OPPORTUNITY TO HEAR THE "LIVINGWATER" MESSAGE IN DEVELOPING COUNTRIES AND DISASTER AREAS. |
| $150,000 | GIFT TO THE GUATEMALAN TOMORROW FUND TO HELP SUPPORT THE PROJECT AK'TENAMIT IN THE RAINFOREST OF EASTER GUATEMALA. THE PROJECT AK'TENAMIT HELPS THE Q'EQCHI MAYAN PEOPLE HELP THEMSELVES THROUGH PRACTICAL RURAL LIFE-SKILLS EDUCATION, IMPROVED HEALTH CARE AND VILLAGE INCOME. |
| $125,000 | GIFT TO RISING STAR OUTREACH FOR THE EDUCATION OF CHILDREN FROM THE LEPROSY COLONIES OF INDIA. THE ORGANIZATION ALSO HAS A HEALTH PROGRAM,MOBIL HEALTH UNITS, AND A MICRO FINANCE PROGRAM. THEIR MISSION IS TO HELP LEPROSY COLONIES BECOME THRIVING, SELF-SUFFICIENT COMMUNITIES. |
| $200,000 | GIFT TO NEPAL YOUTH FOUNDATION DEVOTED TO BRINGING HOPE TO THE MOST DESTITUTE CHILDREN IN NAPAL. FUNDS ARE USED TO HELP ELIMINATE THE CUSTOM OF IMPROVISHED FAMILIES SELLING THEIR DAUGHTERS, TO HELP RESCUE CHILDREN FROM SEVERE MALNUTRITION AND TO EDUCATE MOTHERS IN PROPER HEALTH AND CHILD CARE. |
| $150,000 | GIFT TO VILLIAGE SCHOOLS INTERNATIONAL (AFRICA) TO ASSIST IN HELPING EVERY VILLIAGE CHILD GO TO SCHOOL. THIS GRANT TO BE USED FOR TEXTBOOK ACQUISITION, SCHOLARSHIPS FOR GIRLS, CONSTRUCTION MATERIALS AND ELECTRIC SERVICE EXPENSES. |
| $100,000 | GIFT TO NURTURING MINDS AND THE SEGA GIRLS SCHOOL TO EDUCATE TANZANIAN GIRLS WHO ARE POOR, MARGINALIZED AND AT-RISK OF BECOMING INVOLVED IN EXPLOITATIVE FORMS OF CHILD LABOR. |
| $100,000 | GIFT TO CHILD LEGACY INTERNATIONAL TO PROVIDE MEDICAL CARE, CLEAN WATER, VOCATIONAL SKILLS AND AGRICUTURAL TRAINING FOR PEOPLE IN AFRICA. |
| $75,000 | GIFT TO VAMOS ADELANTE FOUNDATION FOR USE IN FINANCING SCHOLARSHIPS FORSTUDENTS AND IN PROVIDING FOOD AND HEALTH CARE TO THE ELDERLY IN THE RURAL AREA OS ESCUINTLA, GUATEMALA. |
| $52,500 | GIFT TO FAITH IN PRACTICE TO HELP SUPPORT MEDICAL TEAMS WHO BRING RELIEF AND ACCESS TO MEDICAL CARE DESPERATELY NEEDED BY MANY IN GUATEMALA. |
| $50,000 | GIFT TO FRABRETTO CHILDREN'S FOUNDATION TO ENABLE IMPROVERISHED NICARAGUAN CHILDREN AND THEIR FAMILIES IN NICARAGUA TO BREAK THE CYCLE OF POVERTY AND REACH THEIR FULL POTENTIAL THROUGH PROGRAMS PROMOTING NUTRITION, HEALTH, EDUCATION, COMMUNITY AND CHARACTER DEVELOPMENT. |
| $40,000 | GIFT TO AMIGOS DE SANTA CRUZ TO BE USED TOWARD GENERAL PROGRAM SUPPORT, INCLUDING NUTRITION PROGRAMS FOR WOMEN AND CHILDREN, VACATIONAL TRAINING AND ECONOMIC DEVELOPMENT PROJECTS, YOUTH PROGRAMS AND EARLY EDUCATION INITIATIVES. |
| $80,000 | GIFT TO COOPERATIVE FOR EDUCATION TO ASSIST IN THE EXPANSION OFEDUCATIONAL DEVELOPMENT PROJECTS TO CHILDREN AND YOUTHS IN GUATEMALA. |
| $50,000 | GIFT TO CHILD AID TO ASSIST IN MAKING SIGNIFICANT IMPROVEMENT IN THE QUALITY OF PRIMARY SCHOOL EDUCATION FOR INDIGENOUS GUATEMALAN CHILDREN. |
| $180,000 | GIFT TO MCP MIDDLE AND HIGH SCHOOL (MCP). FOR OPERATION AND ADMINISTRATIVE EXPENSES. MCP PROVIDES A MIDDLE AND HIGH SCHOOL EDUCATION FOR GIFTED AND TALENTED STUDENTS WITH LEARNING DIFFERENCES. |
| $75,000 | GIFT TO MI REFUGIO INC FOR THE MONTHLY OPERATION OF A SCHOOL FOR THE POOR CHILDREN OF GUATEMALA CITY AND THE SURROUNDING MAYAN FARM VILLAGES. ACADEMIC AND TRADE EDUCATION IS PROVIDED, ALONG WITH TWO DAILY MEALS, UNIFORMS, TRANSPORTATION, MEDICAL/DENTAL NEEDS AND SCHOLARSHIPS TO ATTEND THE UNIVERSITY. |
| $50,000 | GIFT TO EDUCATION AND HOPE TO HELP PROVIDE SCHOLARSHIPS AND EQUCATIONAL ASSISTANCE TO UNDERPRIVILEDGED CHILDREN IN GUATEMALA. |
| $50,000 | GIFT TO KENYA CHILDREN'S FUND TO HELP PROVIDE AN EXCELLENT CHRISTIAN HOLISTIC EDUCATION FOR ITS STUDENTS AND TO EXPAND ITS PROGRAM IN THE AREA OF VOCATIONAL EDUCATION. |
| $20,000 | GIFT TO OPEN WINDOWS FOUNDATION TO HELP PROVIDE THE CHILDREN OF SAN MIGUEL DUENAS, GUATEMALA, THE RESOURCES NEEDED TO REACH THIER FULL FOTENTIAL THROUGH SCHOLARSHIPS AND EDUCATIONAL PROGRAMS AND ACTIVITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Grant | $1,947,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,180,750 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN J DUCKWORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8314230187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ESMERALDA COURT | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GLORIA POPE | ||||||
| PRESIDENT & DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICKEY N GARNER CO DESERET TRST CO | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SANDRA ROGERS CO BRIGHAM YOUNG UNIV | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHARLES POPE | ||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,903,738 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,903,738 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,980,610 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,191,767 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,788,843 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,788,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,788,843 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,692,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,692,581 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180,750 | TotalAmt |
| Program Services | $3,180,750 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,705 | TotalAmt |
| Management And General | $111,705 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,605 | TotalAmt |
| Management And General | $20,605 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,414 | TotalAmt |
| Management And General | $508,414 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,222 | TotalAmt |
| Management And General | $8,222 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812 | TotalAmt |
| Management And General | $1,812 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FOREIGN TAXES PAID - NE | $48,075 | $48,075 |
| EXPENSE REIMBURSEMENT | $4,787 | $4,787 |
| MISCELLANEOUS EXPENSES | $217 | $217 |
| CALIFORNIA TAXES AND FE | $180 | $180 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,884,767 | TotalAmt |
| Program Services | $3,180,750 | ProgramServicesAmt |
| Management And General | $704,017 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,798,039 | BOYAmt |
| EOY | $4,330,496 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,923,580 | BOYAmt |
| EOY | $56,749,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,721,619 | BOYAmt |
| EOY | $61,080,294 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,951 | BOYAmt |
| EOY | $9,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,951 | BOYAmt |
| EOY | $9,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,712,668 | BOYAmt |
| EOY | $61,070,985 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,712,668 | BOYAmt |
| EOY | $61,070,985 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,721,619 | BOYAmt |
| EOY | $61,080,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $807,814 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,449,497 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BRIGHAM YOUNG UNIVERSITY | ||||
| 870217280 | 2 | Yes (1) | $433,250 | $0 |
| LDS PHILANTROPHIES | ||||
| 237300405 | 1 | Yes (1) | $500,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $933,250 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | 0 | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PAGE 5, SECTIONE, LINE 2A | FormAndLineReferenceDesc |
| Explanation | THE SPECIFIC AND PRIMARY PURPOSE OF CG CHARITABLE FUND IS TO ENGAGE IN CHARITABLE, EDUCATIONAL, AND RELIGIOUS ACTIVITIES WHICH ARE CONSISTENT WITH THE PURPOSE OF THE CHURCH OF LATTER-DAY SAINTS AND BRIGHAM YOUNG UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY SMITH BARNEY - STOCKS, BONDS, ETC | Desc |
| Book Value | $56,749,798 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $56,749,798 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNCERTAINTY IN INCOME TAXES: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE FUND IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BRIGHAM YOUNG UNIVERSITY | |||||||
| ASBC-389 | PROVO | UT | 846021344 | 870217280 | 501(C)(3) | CASH | SEE FORM 990 III 4A |
| LDS PHILANTROPHIES | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 846047423 | 237300405 | 501(C)(3) | CASH | SEE FORM 990 III 4B |
| COMMON HOPE | |||||||
| 1400 ENERGY PARK DR 23 | ST PAUL | MN | 55108 | 411560297 | 501(C)(3) | CASH | SEE FORM 990 III 4C |
| WATER MISSIONS INTERNATIONAL | |||||||
| 1150 KINZER ST BUILDING 1605 | NORTH CHARLESTON | SC | 29405 | 571116978 | 501(C)(3) | CASH | SEE SCHEDULE O |
| GUATEMALAN TOMORROW FUND | |||||||
| PO BOX 3636 | TEQUESTA | FL | 33469 | 650305897 | 501(C)(3) | CASH | SEE SCHEDULE O |
| RISING STAR OUTREACH | |||||||
| 3305 N UNIVRSITY AVE 250 | PROVO | UT | 846047423 | 020532420 | 501(C)(3) | CASH | SEE SCHEDUEL O |
| COOPERATIVE FOR EDUCATION | |||||||
| 2300 MONTANA AVENUE 301 | CINCINNATI | OH | 45211 | 311545464 | 501(C)(3) | CASH | SEE SCHEDULE O |
| NEPAL YOUTH FOUNDATION | |||||||
| 3030 BRIDGEWAY 202 | SAUSALITO | CA | 94965 | 680224596 | 501(C)(3) | CASH | SEE SCHEDULE O |
| VILLIAGE SCHOOLS INTERNATIONAL | |||||||
| BOX 1929 | TOMBALL | TX | 77377 | 261869032 | 501(C)(3) | CASH | SEE SCHEDULE O |
| SAFE PASSAGE | |||||||
| 81 BRIDGE STREET 104 | YARMOUTH | ME | 04096 | 010532835 | 501(C)(3) | CASH | SEE SCHEDULE O |
| CAUSE FOR HOPE | |||||||
| 10421 S JORDAN GATEWAY 660 | SOUTH JORDAN | UT | 84095 | 800001164 | 501(C)(3) | CASH | SEE SCHEDULE O |
| VAMOS ADELANTE | |||||||
| 41 W 655 MAIN STREET RD | ELBURN | IL | 60119 | 912155843 | 501(C)(3) | CASH | SEE SCHEDULE O |
| FAITH IN PRACTICE | |||||||
| 7500 BEECHNUT ST SUITE 208 | HOUSTON | TX | 77074 | 760415986 | 501(C)(3) | CASH | SEE SCHEDULE O |
| CHILD AID | |||||||
| 917 SW OAK STREET 208 | PORTLAND | OR | 97205 | 330317937 | 501(C)(3) | CASH | SEE SCHEDULE O |
| FABRETTO CHILDREN'S FOUNDATION INC | |||||||
| 3124 NORTH 10TH STREET 2ND FLOOR | ARLINGTON | VA | 22201 | 363894824 | 501(C)(3) | CASH | SEE SCHEDULE O |
| AMIGOS DE SANTA CRUZ FOUNDATION | |||||||
| PO BOX 148 | LOPEZ ISLAND | WA | 98261 | 912155843 | 501(C)(3) | CASH | SEE SCHEDULE O |
| (no name) | |||||||
| SEE SCHEDULE O | |||||||
| MCP MIDDLE AND HIGH SCHOOL | |||||||
| 125 BETHANY DRIVE | SCOTTS VALLEY | CA | 95066 | 272078145 | 501(C)(3) | CASH | SEE SCHEDULE O |
| CAMBODIAN CHILDREN'S FUND | |||||||
| 2461 SANTA MONICA BLVD PMB 833 | SANTA MONICA | CA | 90404 | 200764162 | 501(C)(3) | CASH | SEE SCHEDULE O |
| EDUCATION AND HOPE | |||||||
| PO BOX 486 | NORWALK | CT | 06856 | 061532033 | 501(C)(3) | CASH | SEE SCHEDULE O |
| GOODWEAVE INTRNATIONAL | |||||||
| 2001 S STREET NW SUITE 510 | WASHINGTON | DC | 20009 | 522042014 | 501(C)(3) | CASH | SEE SCHEDULE O SEE SCHEDULE O |
| KENYA CHILDREN'S FUND | |||||||
| 8700 WEST 36TH ST SUITE 224 | ST LOUIS PARK | MN | 55426 | 363431216 | 501(C)(3) | CASH | SEE SCHEDULE O |
| OPEN WINDOWS FOUNDATION | |||||||
| 2934 NORTH SAINT AUGUSTINE PL | TUCSON | AZ | 857121270 | 300065462 | 501(C)(3) | CASH | SEE SCHEDULE O |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES POPE AND GLORIA POPE ARE HUSBAND AND WIFE |
| FORM 990, PART VI, SECTION A, LINE 3 | MR. BRIAN J. DUCKWORTH - ATTORNEY |
| FORM 990, PART VI, SECTION B, LINE 11 | MR. BRIAN J. DUCKWORTH REVIEWS THE FORM 990. IN ADDITION, A COMPLETE DRAFT OF FORM 990 IS E-MAILED TO EACH MEMBER OF THE BOARD FOR REVIEW AND COMMENTS BEFORE THE FINAL FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST AT ITS ANNUAL BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST. |
| FORM 990. PART XII, LINE 2C | NO CHANGE FROM THE PRIOR YEAR |
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