WAHOOS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WAHOOS FAMILY FOUNDATION (EIN 45-0472265)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-01
- IRS object ID
- 201612149349100616
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-01T13:52:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330310569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & WHITE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SPECTRUM CENTER DR STE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 450472265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WAHOO'S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAHO | BusinessNameControlTxt |
| Phone | 9492220670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2855 PULLMAN STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENATO LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9492220670 | PhoneNum |
| Signature | 2016-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE J CASTLE | PreparerPersonNm |
| PTIN | P00176907 | PTIN |
| Phone | 9494506200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $614,542 | 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 | $20,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,950 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,950 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,968 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$9,968 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$9,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,553 | 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 |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,133 | CashBOYAmt |
| Cash EOY | $19,650 | CashEOYAmt |
| Cash EOYFMV | $19,650 | CashEOYFMVAmt |
| Corporate Stock BOY | $640,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $603,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $594,892 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $672,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $614,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $672,507 | UnrestrictedBOYAmt |
| Unrestricted EOY | $622,661 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $672,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $622,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $672,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $622,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $672,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $819 | OtherIncreasesAmt |
| Subtotal | $622,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $622,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RBC 7874 | 2015-01-01 | 2015-12-31 | $44,729 | $42,640 | $2,089 | $2,089 |
| CHARLES SCHWAB 1774 | 2015-01-01 | 2015-12-31 | $17,497 | $30,075 | -$12,578 | -$12,578 |
| CHARLES SCHWAB 1774 | 2014-01-01 | 2015-12-31 | $24,526 | $24,062 | $464 | $464 |
| CHARLES SCHWAB 1774 | 2014-01-01 | 2015-12-31 | $10,510 | $10,955 | -$445 | -$445 |
| ARCHROCK PARTNERS LP | 2014-01-01 | 2015-12-31 | $9,858 | $13,577 | -$3,719 | -$3,719 |
| BOARDWALK PIPELINE P LP | 2014-01-01 | 2015-12-31 | $8,657 | $9,968 | -$1,311 | -$1,311 |
| BREITBURN ENERGY PTN LP | 2014-01-01 | 2015-07-31 | $1,540 | $8,328 | -$6,788 | -$6,788 |
| E V ENERGY PARTNERS LP | 2014-01-01 | 2015-07-31 | $3,017 | $8,748 | -$5,731 | -$5,731 |
| MARTIN MIDSTREAM PTN LP | 2014-01-01 | 2015-12-31 | $12,731 | $15,674 | -$2,943 | -$2,943 |
| MEMORIAL PRODUCTION PARTNERS LP | 2014-12-18 | 2015-02-04 | $13,300 | $10,064 | $3,236 | $3,236 |
| SUBURBAN PROPANE PARTNERS LP | 2014-08-13 | 2015-01-30 | $13,392 | $11,678 | $1,714 | $1,714 |
| SUBURBAN PROPANE - ORD INCOME | 2014-08-13 | 2015-01-30 | $1,506 | -$1,506 | -$1,506 | |
| MID-CON ENERGY PARTN LP | 2014-05-22 | 2015-07-31 | $1,571 | $8,402 | -$6,831 | -$6,831 |
| WILLIAMS PARTNERS LP | 2014-01-01 | 2015-12-31 | $9,320 | $6,824 | $2,496 | $2,496 |
| WILLIAMS PARTNERS - ORD INCOME | 2014-01-01 | 2015-12-31 | $1,933 | -$1,933 | -$1,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,786 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $270 | AppliedToEsTaxAmt |
| Total Payments And Credits | $270 | TotalPaymentsAndCreditsAmt |
| Overpayment | $270 | OverpaymentAmt |
| Applied To ES Tax | $270 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENATO LEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492220670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2855 PULLMAN STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDUARDO LEE | ||||||||
| 2855 PULLMAN STREET | SANTA ANA | CA | 92705 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RENATO LEE | ||||||||
| 2855 PULLMAN STREET | SANTA ANA | CA | 92705 | DIRECTOR | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ENTITY ONLY EXISTS TO FURTHER THE WORK OF OTHERQUALIFIED NON-PROFIT 501(C)(3) ORGANIZATIONS AND DOESNOT CONDUCT AY OF ITS OWN ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $623,413 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $649,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $649,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $639,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,978 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $31,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,732 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $50,225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,246 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,246 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,329 | 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 | $17,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $50,225 | ExcessFromYear2Amt |
| Excess From Year1 | $8,607 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDUARDO LEE | ContributingManagerNm |
| Contributing Manager | RENATO LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEWPORT HARBOR HIGH SCHOOL | ||||||
| 600 IRVINE AVENUE | NEWPORT BEACH | CA | 92663 | GOV | FUND ONGOING SERVICES FOR NEEDS | $1,750 |
| THOMAS HOUSE FAMILY SHELTER | ||||||
| PO BOX 2737 | GARDEN GROVE | CA | 92842 | PC | FUND ONGOING SERVICES FOR NEEDS | $2,650 |
| AFRICAN WILDLIFE FOUNDATION | ||||||
| 1400 SIXTEENTH STREET NW SUITE 120 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE CARE OF ANIMALS IN NEED | $1,000 |
| SOMEONE CARES SOUP KITCHEN | ||||||
| 720 W 19TH STREET | COSTA MESA | CA | 92626 | PC | ONGOING COMMUNITY SERVICE | $2,000 |
| BEST FRIENDS ANIMAL SANCTUARY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | PC | TO SUPPORT THE CARE OF ANIMALS IN NEED | $500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE 2ND FL | NEW YORK | NY | 10001 | PC | FUND ONGOING SERVICES FOR NEEDS | $7,500 |
| CONSERVATION FUND | ||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | PC | FUND ONGOING SERVICES FOR NEEDS | $1,000 |
| ASPCA | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | TO SUPPORT THE CARE OF ANIMALS IN NEED | $500 |
| ST JUDE CHILDRENS HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | SUPPORT MEDICAL TREATMENT & RESEARCH | $2,500 |
| NEWPORT MESA SOCCER CLUB | ||||||
| PO BOX 10157 | COSTA MESA | CA | 92627 | PC | FUND ONGOING SERVICES FOR NEEDS | $500 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | PC | FUND ONGOING SERVICES FOR NEEDS | $1,000 |
| WAHOO'S SCHOLARSHIP | ||||||
| 2855 PULLMAN STREET | SANTA ANA | CA | 92705 | VARIOUS SCHOOLS | FUND ONGOING SERVICES FOR NEEDS | $9,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,732 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,950 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,786 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASSTRHOUGH LOSSES ALLOWED | 01 | -$4,597 |
| PRIOR YEAR PASSIVE ACTIVITY LOSSES ALLOWED | 01 | -$5,371 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$30,233 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$30,233 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDUARDO LEE | ||||||
| 1 | 12 BARISTO | IRVINE | CA | 92612 | $10,000 | Yes (X) |
| RENATO LEE | ||||||
| 2 | 335 WALNUT STREET | COSTA MESA | CA | 92627 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $603,011 | EOYBookValueAmt |
| EOYFMV | $594,892 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $2,477 | $2,477 | $0 |
| OFFICE SUPPLIES | $856 | $856 | $0 |
| BANK SERVICE FEES | $1,479 | $1,479 | $0 |
| FINANCIAL FEES | $3,823 | $3,823 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTRHOUGH LOSSES ALLOWED | -$4,597 | -$4,597 | -$4,597 |
| PRIOR YEAR PASSIVE ACTIVITY LOSSES ALLOWED | -$5,371 | -$5,371 | -$5,371 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Amt | $819 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $405 | $405 | $0 |
| STATE TAX | $10 | $10 | $0 |
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