KLING FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KLING FAMILY FOUNDATION (EIN 33-6272913)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349100326
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T09:23:05-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cronin Hanley & VanZile LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Kiel Ave | AddressLine1Txt |
| City | Kinnelon | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336272913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLIN | BusinessNameControlTxt |
| Phone | 9495330300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 CENTENNIAL WAY Room 100 | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRYL SHEETZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9495530300 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cara VanZile | PreparerPersonNm |
| Phone | 9734923069 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| 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 | $749,480 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,360,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,432 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,432 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $93 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $93 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,412,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,626 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $224 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,334,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,334,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,350,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,334,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,546 | CashBOYAmt |
| Cash EOY | $203,314 | CashEOYAmt |
| Cash EOYFMV | $203,314 | CashEOYFMVAmt |
| US Government Obligations BOY | $429,811 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $481,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $545,401 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $83,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $429 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $429 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,064 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $560 | LandBOYAmt |
| Land EOY | $336 | LandEOYAmt |
| Land EOYFMV | $336 | LandEOYFMVAmt |
| Total Assets BOY | $624,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $686,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $749,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $624,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $686,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $624,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $686,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $624,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $686,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $624,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,669 | ExcessRevenueOverExpensesAmt |
| Subtotal | $686,014 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $686,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Distributions | PropertyDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,432 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,374,870 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $483,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 002.842332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,351,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $729,171 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 001.853877 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,138,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,041,236 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 001.092932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $914,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $989,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.924507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,060,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,008,974 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 001.051365 | DistributionYr5Rt |
| Total Distribution | 007.765013 | TotalDistributionRt |
| Average Distribution | 001.553003 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $529,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $821,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $822,127 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,334,816 | 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 | $525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $525 | SubtotalAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $525 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Phone | 9495530300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 CENTENNIAL WAY SUITE 100 | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VICKI GUM | ||||||
| 424 LOCUST STREET | LAGUNA BEACH | CA | 92651 | DIRECTOR | 000.00 | $0 |
| JACKIE GLASS | ||||||
| 2641 WAVERLY DRIVE | NEWPORT BEACH | CA | 92633 | DIRECTOR | 000.00 | $0 |
| DONALYN G KLING | ||||||
| 515 DARTMOOR | LAGUNA BEACH | CA | 92651 | DIRECTOR | 000.00 | $0 |
| DONALYN MIKLES | ||||||
| 165 RIDGE ROAD | SEDONA | AZ | 86336 | PRESIDENT | 000.00 | $0 |
| DARYL KLING | ||||||
| 240 BRISTLECOME PINES | SEDONA | AZ | 86336 | DIRECTOR | 000.00 | $0 |
| ALLEN KLING | ||||||
| 6011 BUNKER HILL CIRCLE | PLACENTIA | CA | 92870 | SECRETARY | 000.00 | $0 |
| DARRYL SHEETZ | ||||||
| 10612 SUMTER WAY | TUSTIN | CA | 92782 | TREASURER | 010.00 | $15,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $536,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $537,097 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $537,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $529,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $25,927 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,927 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,334,816 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,334,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,334,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,927 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,010,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $865,471 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,086,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,315,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,351,344 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,629,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,334,816 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,308,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,938,433 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,010,701 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,927,732 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $865,471 | ExcessFromYear4Amt |
| Excess From Year3 | $1,086,280 | ExcessFromYear3Amt |
| Excess From Year2 | $1,315,748 | ExcessFromYear2Amt |
| Excess From Year1 | $1,351,344 | ExcessFromYear1Amt |
| Excess From Current Year | $1,308,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| Abataka Foundation | ||||||||
| 45 BIRCH BOULEVARD | SEDONA | AZ | 86336 | Charitable contribution | $16,000 | |||
| ADC Research Institute | ||||||||
| 1990 M STREET NW SUITE 610 | WASHINGTON | DC | 20036 | Charitable contribution | $1,000 | |||
| AIDS Services Foundation of OC | ||||||||
| 17982 SKY PARK CIRCLE SUITE J | IRVINE | CA | 92614 | Charitable contribution | $3,000 | |||
| Anaheim Ducks Foundation Inc | ||||||||
| 2695 EAST KATALLA | ANAHEIM | CA | 92806 | Charitable contribution | $10,000 | |||
| Arizona Psychoanalytic Society | ||||||||
| 5070 N 40TH ST 200 | PHOENIX | AZ | 85018 | Charitable contribution | $2,500 | |||
| Baltimore Medical Sys Inc | ||||||||
| 3501 SINCLAIR LANE | BALTIMORE | MD | 21213 | Charitable contribution | $1,500 | |||
| Beckman High School | ||||||||
| 3588 BRYAN AVE | IRVINE | CA | 92602 | Charitable contribution | $500 | |||
| Big Brothers Big Sisters | ||||||||
| 545 EMERALD BAY | LAGUNA BEACH | CA | 92651 | Charitable contribution | $5,000 | |||
| Boys & Girls Club of America | ||||||||
| 2576 MONACO DRIVE | LAGUNA BEACH | CA | 92651 | Charitable contribution | $1,000 | |||
| CAF America | ||||||||
| KING STREET STATION 1800 DIAGONAL R | ALEXANDRIA | VA | 22314 | Charitable contribution | $12,500 | |||
| Calvary Chapel San Clemente | ||||||||
| PO BOX 5946 | SAN CLEMENTE | CA | 92674 | Charitable contribution | $44,000 | |||
| Children of The Nations | ||||||||
| PO BOX 3970 | SAILVERDALE | WA | 98383 | Charitable contribution | $1,000 | |||
| CHOC Children's Foundation | ||||||||
| 455 SOUTH MAIN STREET | ORANGE | CA | 92868 | Charitable contribution | $10,000 | |||
| Claremont Institute for Study of | ||||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | Charitable contribution | $10,000 | |||
| College Foundation at Dehli Inc | ||||||||
| 454 DELHI DRIVE | DELHI | NY | 13753 | Charitable contribution | $2,500 | |||
| Creative Visions Foundation | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE 2 | MALIBU | CA | 90265 | Charitable contribution | $62,500 | |||
| Cure Duchenne | ||||||||
| 1400 QUAIL STREET SUITE 110 | NEWPORT BEACH | CA | 92660 | Charitable contribution | $3,000 | |||
| Daughter of the British Empire in Ca Inc | ||||||||
| 135 MONTANA AVENUE APT 8 | SANTA MONICA | CA | 90403 | Charitable contribution | $4,500 | |||
| Decorative Arts Society | ||||||||
| PO BOX 1414 | NEWPORT BEACH | CA | 92659 | Charitable contribution | $4,500 | |||
| Ebell Club of Laguna Beach Philanthropic | ||||||||
| PO BOX 422 | LAGUNA BEACH | CA | 92652 | Charitable contribution | $2,000 | |||
| Families Forward | ||||||||
| 8 THOMAS | IRVINE | CA | 92618 | Charitable contribution | $20,000 | |||
| Father Flanaghan's Boys Home | ||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | Charitable contribution | $1,000 | |||
| Festival of the Arts of Laguna Beach | ||||||||
| 650 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | Charitable contribution | $4,000 | |||
| First Step House of Orange Cty Inc | ||||||||
| PO BOX 1904 | COSTS MESA | CA | 92628 | Charitable contribution | $1,000 | |||
| Foundation World Cultural Heritage Of The | ||||||||
| Charitable contribution | $20,000 | 27616 BAD | NEUSTADT SAALE | GM | ||||
| Free The Slaves | ||||||||
| 1320 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | Charitable contribution | $7,500 | |||
| Friendship Shelter | ||||||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | Charitable contribution | $5,000 | |||
| Give Kids The World | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | Charitable contribution | $1,000 | |||
| Golden State Dance Foundation | ||||||||
| 23601 RIDGE ROURE DR SUITE A | LAGUNA HILLS | CA | 92653 | Charitable contribution | $1,000 | |||
| Happy Valley Elementary School Parents | ||||||||
| 3125 BRANCIFORTE DRIVE | SANTA CRIZ | CA | 95065 | Charitable contribution | $19,000 | |||
| Hoag Hospital Foundation | ||||||||
| PO BOX 6100 | NEWPORT BEACH | CA | 926586100 | Charitable contribution | $25,000 | |||
| Holy Family Services Adoption Guild Of Southern OC | ||||||||
| PO BOX 95 | CORONA DEL MAR | CA | 92625 | Charitable contribution | $20,000 | |||
| Humane Society of Truckee | ||||||||
| 10961 STEVENS LANE | TRUCKEE | CA | 96161 | Charitable contribution | $12,500 | |||
| International Chariomatic Center | ||||||||
| 10046 MAPLE STREET | BELLFLOWER | CA | 90806 | Charitable contribution | $5,000 | |||
| Junior Diabetes Research Foundation | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | Charitable contribution | $12,500 | |||
| Keep Sedona Beautiful Inc | ||||||||
| 360 BREWER ROAD | SEDONA | AZ | 86336 | Charitable contribution | $10,000 | |||
| Kinsey Research Institute | ||||||||
| MORRISON HALL 313 1165 EAST THIRD S | BLOOMINGTON | IN | 47405 | Charitable contribution | $8,000 | |||
| Laguna Beach Seniors | ||||||||
| 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | Charitable contribution | $4,100 | |||
| Laguna College of Art and Design | ||||||||
| 222 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | Charitable contribution | $32,500 | |||
| Leukemia & Lymphoma Society | ||||||||
| 8047 EAST DESERT PINE DRIVE | ANAHEIM HILLS | CA | 928082414 | Charitable contribution | $1,000 | |||
| Lithuanian American Community | ||||||||
| 23929 WILDWOOD CANYON ROAD | NEW HOPE | CA | 91321 | Charitable contribution | $6,500 | |||
| Lithuanian Assistance Foundation | ||||||||
| 2802 SANTA MONICA | SANTA MONICA | CA | 90404 | Charitable contribution | $11,000 | |||
| Lucas Lilley Inc | ||||||||
| PO BOX 6832 | THOUSAND OAKS | CA | 91359 | Charitable contribution | $3,500 | |||
| Maple Youth Ballet | ||||||||
| 1824 KAISER AVE | IRVINE | CA | 92614 | Charitable contribution | $4,500 | |||
| Marine Animal Rescue Specialist Inc | ||||||||
| 214 MAIN STREET 392 | EL SEGUNDO | CA | 902453803 | Charitable contribution | $2,500 | |||
| Matt Leinart Foundation | ||||||||
| 188 CENTUREY PARK EAST STE 900 | LOS ANGELES | CA | 900671736 | Charitable contribution | $5,000 | |||
| Maui Classical Music Festival | ||||||||
| PO BOX 532573 | KIHEI | HI | 967532573 | Charitable contribution | $10,000 | |||
| Memorial Medical Center Foundation | ||||||||
| 2801 ATLANTIC AVENUE PO BOX 1428 | LONG BEACH | CA | 90801 | Charitable contribution | $1,000 | |||
| MIND Institute | ||||||||
| 445 PARK AVE | NEW YORK | NY | 10022 | Charitable contribution | $10,000 | |||
| Mortgage Miracles for Kids Inc | ||||||||
| 3002 DOW AVE STE 320 | TUSTIN | CA | 927807234 | Charitable contribution | $15,000 | |||
| Music Room Inc | ||||||||
| 406 E 2ND AVE | ROME | GA | 30161 | Charitable contribution | $1,000 | |||
| New Hope International Christian Ctr | ||||||||
| 9852 LINDEN STREET | BELLFLOWER | CA | 90706 | Charitable contribution | $10,000 | |||
| Noohra Foundation | ||||||||
| 4480 S COBB DR SE STE H 343 | SMYRNA | GA | 30080 | Charitable contribution | $30,000 | |||
| Ocean Institute | ||||||||
| 555 BRYANT STREET 374 | PALA ALTO | CA | 94301 | Charitable contribution | $35,000 | |||
| Orange County Ballet Theater | ||||||||
| 23091 DEL LAGO DRIVE | LAGUNA BEACH | CA | 92653 | Charitable contribution | $6,500 | |||
| Otra Mas Inc | ||||||||
| 27252 CALLE ARROYO | SAN JUAN CAPISTRANO | CA | 92675 | Charitable contribution | $3,000 | |||
| Planned Parenthood | ||||||||
| 700 SOUTH TUSTIN AVE | ORANGE | CA | 92866 | Charitable contribution | $1,000 | |||
| Principia Solar Car | ||||||||
| 1 MAYBECK PLACE | ELSAH | IL | 62028 | Charitable contribution | $5,000 | |||
| Project Open Hand | ||||||||
| 730 POL STREET | SAN FRANCISCO | CA | 94109 | Charitable contribution | $2,000 | |||
| Ronald McDonald House | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | Charitable contribution | $15,000 | |||
| Sage Hill School | ||||||||
| 20402 NEWPORT COAST DRIVE | NEWPORT COAST | CA | 92657 | Charitable contribution | $47,500 | |||
| Saint Casimir's Chruch | ||||||||
| 2718 ST GEORGE STREET | LOS ANGELES | CA | 90027 | Charitable contribution | $8,000 | |||
| Saint John Maron Church | ||||||||
| 300 SOUTH FLOWER STREET | ORANGE | CA | 92868 | Charitable contribution | $1,000 | |||
| Sally's Fund | ||||||||
| PO BOX 1626 | LAGUNA BEACH | CA | 92652 | Charitable contribution | $2,000 | |||
| San Diego Zoo | ||||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | Charitable contribution | $3,250 | |||
| Sara's Wish Foundation | ||||||||
| 23 ASH LANE | AMHERST | MA | 01002 | Charitable contribution | $2,500 | |||
| Seaside Legal Services | ||||||||
| 301 FOREST AVE | LAGUNA BEACH | CA | 92651 | Charitable contribution | $10,000 | |||
| Seasonal Pauses | ||||||||
| 24214 GILMORE STREET | WEST HILLS | CA | 91307 | Charitable contribution | $13,000 | |||
| Sedona Arts Center Inc | ||||||||
| PO BOX 569 | SEDONA | AZ | 86339 | Charitable contribution | $120,000 | |||
| Sedona Arts Festival | ||||||||
| PO BOX 2729 | SEDONA | AZ | 86339 | Charitable contribution | $5,000 | |||
| Sedona International Film Festival | ||||||||
| 2030 STATE Route 89A Suite A3-4 | SEDONA | AZ | 86336 | Charitable contribution | $221,000 | |||
| sedona Marine Corps League | ||||||||
| PO BOX 3280 | SEDONA | AZ | 86340 | Charitable contribution | $5,000 | |||
| Segerstrom Center for the Arts | ||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | Charitable contribution | $138,800 | |||
| Sherry Griswold Foundation | ||||||||
| 335 CENTENNIAL WAY STE 100 | TUSTIN | CA | 92780 | Charitable contribution | $60,000 | |||
| Squaw Valley Chapel | ||||||||
| 444 SQUAW OEAK ROAD | OLYMPIC VALLEY | CA | 96146 | Charitable contribution | $7,500 | |||
| St Paul's Episcopal Church | ||||||||
| 1221 WASS STREET | TUSTIN | CA | 92780 | Charitable contribution | $1,000 | |||
| Survivorship A-Z Inc | ||||||||
| 353 WEST 56TH STREET | NEW YORK | NY | 10019 | Charitable contribution | $2,500 | |||
| Susan G Komen Foundation | ||||||||
| 11845 WEST OLYMPIC BOULEVARD STE 66 | LOS ANGELES | CA | 90064 | Charitable contribution | $500 | |||
| Terra Classical Theater | ||||||||
| 7671 ALHAMBRA DRIVE | HUNTINGTON BEACH | CA | 926474648 | Charitable contribution | $12,000 | |||
| Thalions | ||||||||
| 15451 SAN FERNANDO MISSION BOULEVAR | MISSION HILLS | CA | 91345 | Charitable contribution | $3,000 | |||
| The Eddie Guardaro Foundation | ||||||||
| 1100 IRVINE BOULEVARD SUITE 334 | TUSTIN | CA | 92780 | Charitable contribution | $10,000 | |||
| The Roseanne Amato Foundation | ||||||||
| 1615 POYDRAS ST 22ND FLR STE 2270 | NEW ORLEANS | LA | 70112 | Charitable contribution | $2,500 | |||
| The UCI Foundation | ||||||||
| 4199 CAMPUS DRIVE SUITE 210 UT | IRVINE | CA | 92697 | Charitable contribution | $12,500 | |||
| The UCLA Foundation | ||||||||
| 7256 BOELTER HALL BOX 59160 | LOS ANGELES | CA | 90095 | Charitable contribution | $3,000 | |||
| Think Together | ||||||||
| 2101 EAST FOURTH STREET BUILDING A | SANTA ANA | CA | 92705 | Charitable contribution | $7,000 | |||
| UNIVERSITY OF CALIFORNIA IRVINCE | ||||||||
| 4199 CAMPUS DRIVE SUITE 210 UT | IRVINE | CA | 926975612 | Charitable contribution | $10,000 | |||
| USC Catalina Hyperbaric Chamber | ||||||||
| 3454 TROUSDALE PARKWAY CAS 200 | LOS ANGELES | CA | 900890153 | Charitable contribution | $15,000 | |||
| Verde Valley Land Preservation | ||||||||
| PO BOX 3356 | COTTONWOOD | AZ | 86323 | Charitable contribution | $2,500 | |||
| Villanova University School of Law | ||||||||
| 299 NORTH SPRING ROAD | VILLANOVA | PA | 19085 | Charitable contribution | $2,500 | |||
| Waves for Water | ||||||||
| PO BOX 57285 | SHERMAN OAKS | CA | 91413 | Charitable contribution | $3,000 | |||
| Women for World Health | ||||||||
| 16291 FANTASIA LANE | HUNTINGTON BEACH | CA | 92649 | Charitable contribution | $5,666 | |||
| Women in Need | ||||||||
| 1730 NEWPORT HILLS DRIVE WEST | NEWPORT BEACH | CA | 92660 | Charitable contribution | $13,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,334,816 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,681 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,432 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,626 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,626 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Griswold Industries | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1325 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,360,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Computer | PropertyDesc |
| Acquired | 2013-04-20 | AcquiredDt |
| Cost Or Other Basis | $1,400 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $840 | PriorYearDepreciationAmt |
| Computation Method | 200 DBS | ComputationMethodTxt |
| Life | 0000000005.000000000000 | LifeRt |
| Current Year Expense | $224 | CurrentYearExpenseAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $481,935 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $545,401 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMERICA BANK - MONEY MARKET | CategoryOrItemTxt |
| Book Value | $429 | BookValueAmt |
| EOYFMV | $429 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItemTxt |
| Cost Or Other Basis | $1,400 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,064 | AccumulatedDepreciationAmt |
| Book Value | $336 | BookValueAmt |
| EOYFMV | $336 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Licenses and Permits | $176 | |
| Bank Charges | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non Taxable income | Desc |
| Revenue And Expenses Per Books | $93 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $93 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax | $81 | $81 |
| State of California | $175 | |
| IRS | $450 |