RASMUSSEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RASMUSSEN FOUNDATION (EIN 77-0166925)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-29
- IRS object ID
- 201502119349100100
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T23:56:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954517351 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTOR KRYSTAD & ROSENFELD INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 S MARENGO AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770166925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RASMUSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RASM | BusinessNameControlTxt |
| Phone | 8055812275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 SHASTA WAY NO F | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 930651800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C DEAN RASMUSSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8055812275 | PhoneNum |
| Signature | 2015-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC KRYSTAD | PreparerPersonNm |
| PTIN | P00745006 | PTIN |
| Phone | 6263974600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,497,770 | 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 | $196,220 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,757 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,977 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,457 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $306,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,474 | 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 |
| Other Prof Fees Rev And Expnss | $13,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $202,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $119,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,247 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,173,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,429,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,429,625 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,602 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,897 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,301,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,497,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,497,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,301,117 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,497,770 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,301,117 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,497,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,301,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,497,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,301,117 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $202,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,503,164 | SubtotalAmt |
| Other Decreases | $5,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,497,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB XXXX-7409 - HEARTLAND VALUE PLUS FUND | P | 2011-02-22 | 2014-11-21 | $45,666 | $40,000 | $5,666 | $5,666 |
| CHARLES SCHWAB XXXX-7409 - T. ROWE PRICE HEALTH SCIENCES FUND | P | 2004-05-13 | 2014-05-01 | $99,950 | $94,036 | $5,914 | $5,914 |
| CHARLES SCHWAB XXXX-7410 SHORT-TERM | P | $11,563 | $11,911 | -$348 | -$348 | ||
| CHARLES SCHWAB XXXX-7410 LONG-TERM | P | $148,921 | $112,088 | $36,833 | $36,833 | ||
| CAPITAL GAINS DIVIDENDS | P | $15,692 | $15,692 | $15,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,757 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $385,727 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,250,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.308492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,713 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,213,850 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069789 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,042 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $167,750 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.378281 | TotalDistributionRt |
| Average Distribution | 0.075656 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,274,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,438 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,027 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,465 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,393 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,393 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,339 | OverpaymentAmt |
| Applied To ES Tax | $1,339 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARON MINERVA | IndividualWithBooksNm |
| Phone | 8055812275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 SHASTA WAY SUITE F | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| C DEAN RASMUSSEN | ||||||||
| 2320 SHASTA WAY - F | SIMI VALLEY | CA | 93065 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHLEEN RASMUSSEN | ||||||||
| 2320 SHASTA WAY - F | SIMI VALLEY | CA | 93065 | VICE-PRESIDENT & SECRETARY | 0.00 | $0 | $0 | $0 |
| ERIC N RASMUSSEN | ||||||||
| 2320 SHASTA WAY- F | SIMI VALLEY | CA | 93065 | CFO | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,224,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,897 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,294,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,294,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,274,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,054 | TotalTaxAmt |
| Distributable Before Adj | $61,681 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,681 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,681 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $179,190 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $325,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $819,328 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,419 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $845,747 | 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 | $168,125 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $677,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $179,190 | ExcessFromYear4Amt |
| Excess From Year3 | $120,292 | ExcessFromYear3Amt |
| Excess From Year2 | $26,460 | ExcessFromYear2Amt |
| Excess From Year1 | $325,261 | ExcessFromYear1Amt |
| Excess From Current Year | $26,419 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NATIONAL PARK FOUNDATION | |||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON | DC | 20005 | 52-1086761 | NATIONAL PARKS PRESERVATION | $35,000 | |
| SIMI VALLEY HIGH SCHOOL BOYS BASKETBALL BOOSTERS | |||||||
| 5400 COCHRAN ST | SIMI VALLEY | CA | 93063 | 91-2169536 | YOUTH SPORTS | $500 | |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DR | SIMI VALLEY | CA | 93065 | 77-0054631 | PRESIDENTIAL LIBRARY | $1,000 | |
| HUMAN OPTIONS INC | |||||||
| PO BOX 53745 | IRVINE | CA | 92619 | 95-3667817 | ABUSED WOMEN AND CHILDREN PROGRAMS | $5,000 | |
| SEAL-NAVAL SPECIAL WARFARE FAMILY FOUNDATION | |||||||
| 300 CARLSBAD VILLAGE DR SUITE | CARLSBAD | CA | 92008 | 27-1963880 | FINANCIAL ASSISTANCE FOR MILITARY PERSONNEL FAMILIES | $5,000 | 108A-361 |
| JONI AND FRIENDS | |||||||
| 30009 LADYFACE CT | AGOURA HILLS | CA | 91301 | 95-3402002 | PERSONS WITH DISABILITIES | $1,000 | |
| VIEWPOINT SCHOOL | |||||||
| 23525 DRY CANYON COLD CREEK RD | CALABASAS | CA | 91302 | 95-2242261 | EDUCATION | $34,600 | |
| STOP CANCER | |||||||
| 2566 OVERLAND AVE SUITE 790 | LOS ANGELES | CA | 90064 | 95-4167790 | CANCER RESEARCH | $500 | |
| THE IRAIDA FOUNDATION | |||||||
| 28845 COUNTRYSIDE DR | AGOURA HILLS | CA | 91301 | 95-4237926 | HOSPITAL AND MEDICAL RESEARCH | $5,000 | |
| HATHAWAY-SYCAMORES | |||||||
| 210 S DELACEY AVE SUITE 110 | PASADENA | CA | 911052074 | 95-1691005 | BOYS HOME | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,260 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,759 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,757 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| PARTNERSHIP INCOME - TCL | 531390 | 01 | -$1,705 |
| STATE OF CALIFORNIA | 01 | $1,012 | |
| OTHER INCOME | $399 | ||
| OTHER INCOME | $4 | ||
| OTHER INCOME | $2,508 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $109,994 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,994 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | INCOME FROM PARTNERSHIP, IF ANY, USED TO FUND FOUNDATION |
| 11B | INCOME FROM OTHER SOURCES USED TO FUND FOUNDATION |
| 11C | INCOME FROM OTHER SOURCES USED TO FUND FOUNDATION |
| 11D | INCOME FROM OTHER SOURCES USED TO FUND FOUNDATION |
| 11E | INCOME FROM OTHER SOURCES USED TO FUND FOUNDATION |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | C DEAN RASMUSSEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 BAY ISLAND | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $196,220 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $196,220 | FairMarketValueAmt |
| Received | 2014-12-15 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB XXXX-7409 | $661,634 | $661,634 |
| CHARLES SCHWAB XXXX-7410 | $767,991 | $767,991 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,897 | BookValueAmt |
| EOYFMV | $5,897 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON PORTFOLIO | $4,194 |
| FEDERAL TAXES & PENALTIES NOT DEDUCTED ON TAX RETURN | $1,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FEES | $10 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $2,492 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $17,267 | $17,267 | $17,267 |
| 2014 DIVIDENDS/CAPITAL GAINS PAID IN 2015 | $2,492 | $2,492 | $2,492 |
| PARTNERSHIP INCOME - TCL | -$1,705 | -$1,705 | -$1,705 |
| STATE OF CALIFORNIA | $1,012 | $1,012 | |
| OTHER INCOME | $399 | $399 | $399 |
| OTHER INCOME | $4 | $4 | $4 |
| OTHER INCOME | $2,508 | $2,508 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $3,761 | $3,761 | $0 |
| TAX PREPARATION FEES | $9,555 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON DIVIDENDS | CategoryTxt |
| Amt | $249 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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