THE JIM HICKS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE JIM HICKS FAMILY FOUNDATION (EIN 27-1357705)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-02-09
- IRS object ID
- 201620409349100207
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-09T10:48:02-08:00 | ReturnTs |
| Tax Period End | 2015-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Genske Mulder & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4150 Concours Ste 250 | AddressLine1Txt |
| City | Ontario | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917645913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271357705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JIM HICKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIMH | BusinessNameControlTxt |
| Phone | 6263338325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3013 PIETRO DR | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HICKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADFORD P CARR CPA | PreparerPersonNm |
| PTIN | P00053250 | PTIN |
| Phone | 9094832100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,856,781 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $150,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,230 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $150,230 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $817,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,021,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $817,419 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $967,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $967,649 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $150,236 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $12,480 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $89,474 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $399,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $399,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $501,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $466,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $967,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $150,236 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $8,562,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,028,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,856,781 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,562,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,028,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,856,781 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,562,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,028,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,562,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,028,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,562,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,028,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,562,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $466,061 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,028,959 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,028,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7,890 SHARES AGRIRUM INC. (NYSE) | P | 1998-09-22 | 2015-06-05 | $829,613 | $76,211 | $753,402 | $753,402 |
| 1,500 SHARES TERRA NITROGEN CO. LP (NYSE) | P | 2010-04-29 | 2015-06-05 | $191,964 | $127,953 | $64,011 | $64,011 |
| OILN CORPORATION (NYSE) | P | 2015-10-14 | 2015-10-14 | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $817,419 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $289,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,109,379 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $229,383 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,655,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,837 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,813,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,349 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,122,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,147,271 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00488 | DistributionYr5Rt |
| Total Distribution | 0.12093 | TotalDistributionRt |
| Average Distribution | 0.02419 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,425,663 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $252,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $261,841 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $411,940 | 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 | $9,675 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,675 | SubtotalAmt |
| Tax Based On Investment Income | $9,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $48,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38,325 | OverpaymentAmt |
| Applied To ES Tax | $12,000 | AppliedToESTaxAmt |
| Refund | $26,325 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM HICKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263338325 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 565 MERCURY LANE | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JIM HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | President | 10.00 | $0 |
| GARY H EDELSTONE | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | Secretary | 2.00 | $0 |
| WAYLAND R HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| GARY MILHOUS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| JENNIFER E HICKS | ||||||
| 565 MERCURY LANE | BREA | CA | 92821 | BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,278,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,306,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,584,429 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,584,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,425,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $521,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $521,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,675 | TotalTaxAmt |
| Distributable Before Adj | $511,608 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $511,608 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $511,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,940 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $411,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,675 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $402,265 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $511,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $394,570 | UndistributedIncomePYAmt |
| Qualifying Distributions | $411,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $394,570 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,370 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $494,238 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM HICKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CA FOUNDATION FOR AGRICULTURE IN CL | |||||||
| 2300 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | N/A | PC | CHARITY | $1,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW SUITE 800 | WASHINGTON | DC | 20024 | N/A | PC | CHARITY | $20,000 |
| CENTER THEATRE GROUP | |||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | CHARITY | $5,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | N/A | PC | CHARITY | $1,000 |
| GEORGE BUSH PRESIDENTIAL LIBRARY FD | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 77841 | N/A | PC | CHARITY | $2,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90017 | N/A | PC | CHARITY | $40,000 |
| TAX FOUNDATION | |||||||
| 529 14TH STREET NW SUITE 420 | WASHINGTON | DC | 20045 | N/A | PC | CHARITY | $10,000 |
| OUR NEIGHBORHOOD HOMEWORK HOUSE | |||||||
| PO BOX 993 | AZUSA | CA | 91702 | N/A | PC | CHARITY | $10,000 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | CHARITY | $13,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | CHARITY | $10,000 |
| ANGELES CREST CHRISTIAN CAMP | |||||||
| 2501 EAST CHAPMAN AVENUE SUITE 190 | FULLERTON | CA | 92831 | N/A | PC | CHARITY | $9,000 |
| PIH HEALTH FOUNDATION | |||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | N/A | PC | CHARITY | $5,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | N/A | PC | CHARITY | $10,000 |
| DEVIL PUPS | |||||||
| PO BOX 6607 | WESTLAKE VILLAGE | CA | 91359 | N/A | PC | CHARITY | $10,000 |
| PURDUE UNIVERSITY | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | N/A | PC | CHARITY | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | PC | CHARITY | $25,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DRIVE | RESTON | VA | 20191 | N/A | PC | CHARITY | $11,500 |
| THE RONALD REAGAN PRESIDENTIAL FDN | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | N/A | PC | CHARITY | $8,000 |
| THE HOBART SHAKESPEAREANS | |||||||
| 980 S HOBART BLVD | LOS ANGELES | CA | 90006 | N/A | PC | CHARITY | $1,000 |
| MOUNTAIN STATE LEGAL FDN | |||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | PC | CHARITY | $7,000 |
| THE FRIEDMAN FOUNDATION | |||||||
| ONE AMERICAN SQUARE SUITE 2420 | INDIANAPOLIS | IN | 46282 | N/A | PC | CHARITY | $4,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | CHARITY | $15,000 |
| THE CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | N/A | PC | CHARITY | $8,000 |
| NATIONAL FFA FOUNDATION | |||||||
| PO BOX 68960 | INDIANAPOLIS | IN | 46268 | N/A | PC | CHARITY | $5,000 |
| NATIONAL 911 MEMORIAL AND MUSEUM | |||||||
| 200 LIBERTY ST 16TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | CHARITY | $2,000 |
| FIVE ACRES | |||||||
| 760 WEST MOUNTAIN VIEW STREET | ALTADENA | CA | 91001 | N/A | PC | CHARITY | $5,000 |
| AMERICANS FOR PROSPERITY | |||||||
| 2111 WILSON BLVD SUITE 350 | ARLINGTON | VA | 22201 | N/A | PC | CHARITY | $10,000 |
| THE AMERICAN LEGION | |||||||
| 5745 LEE ROAD | INDIANAPOLIS | IN | 46216 | N/A | PC | CHARITY | $1,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | CHARITY | $25,000 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PC | CHARITY | $4,000 |
| THE SALVATION ARMY | |||||||
| 180 EAST OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | N/A | PC | CHARITY | $5,000 |
| SOLIDARITY | |||||||
| PO BOX 220 | PLACENTIA | CA | 92871 | N/A | PC | CHARITY | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 Belfort Road Suite 300 | JACKSONVILLE | FL | 32256 | N/A | PC | CHARITY | $3,000 |
| SOUTHEASTERN LEGAL FUND | |||||||
| 2255 Sewell Mill Road Suite 320 | Marietta | GA | 30062 | N/A | PC | CHARITY | $4,000 |
| NATIONAL RIGHT TO WORK FDN | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | N/A | PC | CHARITY | $8,000 |
| MAYO CLINIC | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | N/A | PC | CHARITY | $15,000 |
| THE MARINE CORPS HERITAGE FDN | |||||||
| 3800 Fettler Park Drive Ste 104 | DUMFRIES | VA | 22025 | N/A | PC | CHARITY | $2,000 |
| LIBERTY INSTITUTE | |||||||
| 2001 W Plano Pkwy 1600 | PLANO | TX | 75075 | N/A | PC | CHARITY | $4,000 |
| HOPE 4 KIDS | |||||||
| PO BOX 1235 | SAN JUAN CAPISTRANO | CA | 92693 | N/A | PC | CHARITY | $1,000 |
| GOLDWATER INSTITUTE | |||||||
| 500 EAST CORONADO ROAD | PHEONIX | AZ | 85004 | N/A | PC | CHARITY | $9,000 |
| EISENHOWER FOUNDATION | |||||||
| 200 SE 4TH ST | ABILENE | KS | 67410 | N/A | PC | CHARITY | $4,000 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| 1301 CONNECTICUT AVE STE 400 | WASHINGTON | DC | 20004 | N/A | PC | CHARITY | $5,000 |
| Committee For A Constructive Tomorr | |||||||
| 1875 Eye St NW | Washington | DC | 20006 | N/A | PC | CHARITY | $1,000 |
| CATO INSTITUTE | |||||||
| 1000 Massachusetts Ave NW | WASHINGTON | DC | 20001 | N/A | PC | CHARITY | $3,000 |
| Ashbrook Center | |||||||
| 401 College Ave | ASHLAND | OH | 44805 | N/A | PC | CHARITY | $4,000 |
| AMERICAN MAJORITY | |||||||
| PO Box 87 | PURCELLVILLE | VA | 20134 | N/A | PC | CHARITY | $1,000 |
| The American Civil Rights Union | |||||||
| 3213 Duke St 625 | ALEXANDRIA | VA | 22314 | N/A | PC | CHARITY | $3,000 |
| Alliance Defending Freedom | |||||||
| 15100 N 90th Street | Scottsdale | AZ | 85260 | N/A | PC | CHARITY | $1,000 |
| BOYS TOWN | |||||||
| PO BOX 6000 | BOYS TOWN NE | NE | 68010 | N/A | PC | CHARITY | $20,000 |
| CAL POLY UNIVERSITY POMONA | |||||||
| 3801 WEST TEMPLE AVENUE | POMONA | CA | 91768 | PC | CHARITY | $16,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $399,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $817,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $967,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $967,649 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $12,480 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,480 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $160 | $160 | |
| SERVICE FEES | $174 | $174 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $89,474 | Amt |
Comments