LEWIS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY FOUNDATION (EIN 68-0593113)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-07
- IRS object ID
- 201532199349100613
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-07T15:37:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 252476821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY OFFICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 S POLARIS AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | 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 | 680593113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 9099850971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156 N MOUNTAIN AVENUE | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9099850971 | PhoneNum |
| Signature | 2015-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R MANSFIELD | PreparerPersonNm |
| PTIN | P01707424 | PTIN |
| Phone | 7022627338 | PhoneNum |
| Preparation | 2015-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,941 | 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 |
| Interest On Sav Rev And Expnss | $218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225 | 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 | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7 | CashBOYAmt |
| Cash EOY | $248 | CashEOYAmt |
| Cash EOYFMV | $248 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,693 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $55,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,941 | 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 | $55,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,108 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMGEN INC 4.850% 11/18/14 | P | 2014-04-11 | 2014-11-18 | $2,000 | $2,000 | $0 | $0 |
| ARDEN REALTY LP 5.250% 3/01/15 | P | 2014-02-19 | 2014-12-15 | $2,000 | $2,010 | -$10 | -$10 |
| CNA FINL CORP 5.850% 12/15/14 | P | 2014-03-26 | 2014-12-15 | $2,000 | $2,000 | $0 | $0 |
| JOHN DEERE CAPITAL 1.250% 12/02/14 | P | 2014-01-27 | 2014-12-02 | $2,000 | $2,000 | $0 | $0 |
| ECOLAB INC 2.375% 12/08/14 | P | 2014-04-11 | 2014-12-08 | $2,000 | $2,000 | $0 | $0 |
| LUBRIZOL CORP 5.500% 10/01/14 | P | 2014-06-12 | 2014-10-01 | $2,000 | $2,000 | $0 | $0 |
| MEAD JOHNSON NUTRITI 3.500% 11/01/14 | P | 2014-05-06 | 2014-08-13 | $2,014 | $2,014 | $0 | $0 |
| PACCAR FINANCIAL COR 1.550% 9/29/14 | P | 2014-02-19 | 2014-09-29 | $2,000 | $2,000 | $0 | $0 |
| SBC COMMUNICATIONS 5.100% 9/15/14 | P | 2014-01-14 | 2014-09-15 | $2,000 | $2,000 | $0 | $0 |
| STATE STREET CORP 4.300% 5/30/14 | P | 2014-01-17 | 2014-05-30 | $2,000 | $2,000 | $0 | $0 |
| AMER EXPRESS CREDIT 5.125% 8/25/14 | P | 2013-11-22 | 2014-08-25 | $3,000 | $3,000 | $0 | $0 |
| BARCLAYS BANK PLC 5.200% 7/10/14 | P | 2014-01-29 | 2014-07-10 | $2,000 | $2,000 | $0 | $0 |
| BARCLAYS BANK PLC 2.375% 1/13/14 | P | 2013-04-01 | 2014-01-13 | $2,000 | $2,000 | $0 | $0 |
| BAXTER INTERNATIONAL 4.000% 3/01/14 | P | 2013-10-02 | 2014-03-01 | $2,000 | $2,000 | $0 | $0 |
| CREDIT SUISSE FB USA 5.125% 1/15/14 | P | 2013-04-29 | 2014-01-15 | $2,000 | $2,000 | $0 | $0 |
| DEUTSCHE BANK AG 3.875% 8/18/14 | P | 2013-11-20 | 2014-08-18 | $3,000 | $3,000 | $0 | $0 |
| E.I. DU PONT DE NEMO 4.875% 4/30/14 | P | 2013-10-09 | 2014-04-30 | $5,000 | $5,000 | $0 | $0 |
| GOLDMAN SACHS GROUP 6.000% 5/01/14 | P | 2013-07-16 | 2014-05-01 | $2,000 | $2,000 | $0 | $0 |
| JPMORGAN CHASE & CO 2.050% 1/24/14 | P | 2013-07-16 | 2014-01-24 | $2,000 | $2,000 | $0 | $0 |
| JOHNSON CONTROLS INC 1.750% 3/01/14 | P | 2013-10-02 | 2014-03-01 | $2,000 | $2,000 | $0 | $0 |
| KIMBERLY CLARK 6.875% 2/15/14 | P | 2013-10-09 | 2014-02-15 | $4,000 | $4,000 | $0 | $0 |
| MERRILL LYNCH & CO 5.000% 2/03/14 | P | 2013-07-16 | 2014-02-03 | $2,000 | $2,000 | $0 | $0 |
| MORGAN STANLEY 2.875% 1/24/14 | P | 2013-04-16 | 2014-01-24 | $2,000 | $2,000 | $0 | $0 |
| NATIONAL RURAL UTILI 4.750% 3/01/14 | P | 2013-09-11 | 2014-03-01 | $2,000 | $2,000 | $0 | $0 |
| NBCUNIVERSAL MEDIA 2.100% 4/01/14 | P | 2013-07-23 | 2014-04-01 | $2,000 | $2,000 | $0 | $0 |
| PHILIP MORRIS INTL 6.875% 3/17/14 | P | 2013-11-27 | 2014-03-17 | $2,000 | $2,000 | $0 | $0 |
| VODAFONE GROUP PLC 4.150% 6/10/14 | P | 2014-01-28 | 2014-03-26 | $2,016 | $2,015 | $1 | $1 |
| CLAREMORE OK PUBLIC 5.500% 6/01/21 | P | 2013-05-30 | 2014-06-01 | $2,020 | $2,020 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000187 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,026 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $305 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,802 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000186 | DistributionYr5Rt |
| Total Distribution | 0.006727 | TotalDistributionRt |
| Average Distribution | 0.001345 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $52,949 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,010 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | LEWIS FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 7022627338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5240 S POLARIS AVENUE | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD A LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT E LEWIS | ||||||||
| 5240 S POLARIS AVENUE | LAS VEGAS | NV | 89118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROGER G LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RANDALL W LEWIS | ||||||||
| 1156 N MOUNTAIN AVENUE | UPLAND | CA | 91786 | TRUSTEE | 0.50 | $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 | $53,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,647 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,010 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN ANTONIO HOSPITAL FOUNDATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 SAN BERNARDINO ROAD | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | STRATEGIC PARTNERSHIP FOR SUPPORTING HEALTHCARE IN THE COMMUNITY. | GrantOrContributionPurposeTxt |
| Amt | $3,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000 | 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 | $218 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$9 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNREALIZED LOSS | $9 | $0 | $0 |
| AGENCY FEES | $55 | $55 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
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