J F SHEA COMPANY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- J F SHEA COMPANY FOUNDATION (EIN 95-2554052)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-28
- IRS object ID
- 201543019349100719
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-28T19:21:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941530032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JF SHEA CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | 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 | 952554052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J F SHEA COMPANY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFSH | BusinessNameControlTxt |
| Phone | 9095940941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD L LAKEY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 9095949500 | PhoneNum |
| Signature | 2015-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD L LAKEY | PreparerPersonNm |
| PTIN | P01251459 | PTIN |
| Phone | 9095949500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,890,563 | 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 | $46,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,226 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,183 | 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 |
| Taxes Rev And Expnss | $15,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $929,902 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $929,902 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $929,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$819,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,998 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,812 | CashBOYAmt |
| Cash EOY | $2,731 | CashEOYAmt |
| Cash EOYFMV | $2,731 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $797,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $295 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $343,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $342,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,887,537 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,165,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $345,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,890,563 | 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 | $1,165,006 | RetainedEarningBOYAmt |
| Retained Earning EOY | $345,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,165,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,165,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $345,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,165,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$819,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $345,102 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $345,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1800 SHS - AES CORP | D | 1982-01-20 | 2014-11-21 | $25,109 | $25,109 | $25,109 |
| CAPITAL GAINS DIVIDENDS | P | $53,117 | $53,117 | $53,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,226 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $691,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,512,749 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $257,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,717,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,105 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,909,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042659 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,753 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,475,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $380,739 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,100,851 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074642 | DistributionYr5Rt |
| Total Distribution | 0.318040 | TotalDistributionRt |
| Average Distribution | 0.063608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,340,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $339,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $340,929 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $929,902 | 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 | $1,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,594 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,594 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,344 | OverpaymentAmt |
| Applied To ES Tax | $17,344 | 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 | RONALD L LAKEY | IndividualWithBooksNm |
| Phone | 9095949500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91789 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN F SHEA | ||||||||
| 655 BREA CANYON ROAD | WALNUT | CA | 91789 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER O SHEA | ||||||||
| 655 BREA CANYON ROAD | WALNUT | CA | 91789 | TREASURER | 1.00 | $0 | $0 | $0 |
| RONALD L LAKEY | ||||||||
| 655 BREA CANYON ROAD | WALNUT | CA | 91789 | VICE PRESIDENT | 1.00 | $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 | $5,402,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,421,517 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,421,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,340,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,250 | TotalTaxAmt |
| Distributable Before Adj | $265,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $929,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $929,902 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $928,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $427,310 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $427,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $929,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $265,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $664,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,091,452 | 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 | $1,091,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $427,310 | ExcessFromYear1Amt |
| Excess From Current Year | $664,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FOR GOD CATHOLIC | |||||||
| 4698 ALVARADO CANYON ROAD STE K | SAN DIEGO | CA | 92120 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| AMERICAN PASTIME | |||||||
| 615 WINN DR | UPLAND | CA | 91760 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $12,000 |
| ANCHOR CENTER FOR BLIND CHILDREN | |||||||
| 2550 ROSLYN STREET | DENVER | CO | 80238 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| AQUINAS HIGH SCHOOL | |||||||
| 2772 STERLING AVENUE | SAN BERNARDINO | CA | 92404 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $499 |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $252,273 |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY | |||||||
| 14131 YORBA ST STE 200 | TUSTIN | CA | 927802053 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| BROPHY COLLEGE PREPARATORY | |||||||
| 4701 NORTH CENTRAL AVENUE | PHOENIX | AZ | 850121723 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,940 |
| CARE FUND | |||||||
| 16427 N SCOTTSDALE ROAD STE 145 | SCOTTSDALE | AZ | 85254 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| THE CELLMIZEL MUSEUM | |||||||
| 4350 S MONACO STREET 5TH FLOOR | DENVER | CO | 80237 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| CIRCLE THE CITY | |||||||
| 220 S 12TH AVENUE | PHOENIX | AZ | 85007 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 12TH FLOOR | LOS ANGELES | CA | 90017 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $11,112 |
| COLORADO CONSTRUCTION INSTITUTE | |||||||
| 3532 FRANKLIN STREET STE J | DENVER | CO | 80205 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $750 |
| COMMUNITY FOOD SHARE | |||||||
| 650 SOUTH TAYLOR AVENUE | LOUISEVILLE | CO | 80027 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| CORNELIA CONNELLY SCHOOL | |||||||
| 2323 WEST BROADWAY | ANAHEIM | CA | 92804 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,521 |
| DIOCESE OF SAN BERNARDINO | |||||||
| 1201 E HIGHLAND AVENUE | SAN BERNARDINO | CA | 92404 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $18,880 |
| DOUGLAS COUNTY EDUCATIONAL FOUNDATION | |||||||
| 620 WILCOX STREET | CASTLE ROCK | CO | 80104 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $800 |
| DOUGLAS COUNTY FAIR FOUNDATION | |||||||
| 500 FAIRGROUNDS DRIVE | CASTLE ROCK | CO | 80104 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| DOWNING STREET FOUNDATION | |||||||
| 5150 E YALE CIRCLE SUITE 303 | DENVER | CO | 80222 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| EASTER SEALS COLORADO | |||||||
| 5755 WEST ALAMEDA AVENUE | LAKEWOOD | CO | 80226 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,750 |
| FIRST TEE OF THE TRI-VALLEY | |||||||
| 2843 HOPYARD ROAD STE 143 | PLEASANTON | CA | 94588 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $475 |
| FRIENDS OF THE OAKLEY LIBRARY | |||||||
| 4854 CHABLIS CT | OAKLEY | CA | 94561 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| GIRLS ON THE RUN | |||||||
| 21001 N TATUM BLVD SUITE 1630-436 | PHOENIX | AZ | 85050 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $300 |
| GOOD NEWS RESCUE MISSION | |||||||
| PO BOX 991626 | REDDING | CA | 96099 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| GREATER RICHMOND INTER-FAITH PROGRAM SALUTE THANKSGIVING | |||||||
| 1900 ESPLANADE MARINA BAY | RICHMOND | CA | 94804 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE STREET | SANTA ANA | CA | 927046001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| HELPS INTERNATIONAL | |||||||
| 15301 DALLAS PKWY SUITE 200 | ADDISON | TX | 75001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| HOMEAID AMERICA | |||||||
| 9 EXECUTIVE CIRCLE SUITE 275 | IRVINE | CA | 91614 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| HOMEAID AMERICA ORANGE COUNTY | |||||||
| 24 EXECUTIVE PARK STE 100 | IRVINE | CA | 92614 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $8,000 |
| HOMEAID AMERICA INLAND EMPIRE | |||||||
| 3891 11TH ST | RIVERSIDE | CA | 92501 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| HOMEAID AMERICA NORTHERN CALIFORNIA | |||||||
| 6210 STONERIDGE MALL ROAD 5TH FLOOR | PLEASANTON | CA | 94588 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,025 |
| INDEPENDENCE FUND THE | |||||||
| 32379 COLLECTION CENTER DR | CHICAGO | IL | 606930323 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $30,000 |
| JEWISH FAMILY SERVICE OF COLORADO | |||||||
| 3201 SOUTH TAMARAC DRIVE | DENVER | CO | 80231 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| JOHN SPADARO YOUTH FOUNDATION | |||||||
| 2170 TRAPANI CIRCLE | MONTEREY | CA | 93940 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| KIDS FIRST HEALTH CARE | |||||||
| 4675 E 69TH AVENUE | COMMERCE CITY | CO | 80022 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| KIDWORKS FOUNDATION FOR SUCCESS | |||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,804 |
| LIGHT UP A LIFEMERCY FOUNDATION NORTH | |||||||
| 2400 WASHINGTON AVE SUITE 410 | REDDING | CA | 96001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| LIVERMORE CULTURAL ARTS COUNCIL | |||||||
| POBOX 489 | LIVERMORE | CA | 945510489 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| LIVERMORE VALLEY PERFORMING ARTS CENTER | |||||||
| 2400 FIRST STREET | LIVERMORE | CA | 94550 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 WEST EDINGER AVENUE | SANTA ANA | CA | 92707 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| MIZEL INSTITUTE | |||||||
| 4350 S MONACO ST 5TH FLOOR | DENVER | CO | 80237 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| NATURE'S HOTLINE | |||||||
| 3760 NORTHLAND DRIVE | LOS ANGELES | CA | 90008 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| NEXTSTEP FITNESS | |||||||
| 4447 REDONDO BEACH BLVD | LAWNDALE | CA | 90260 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| NORTH PHOENIX KIWANIS FOUNDATION | |||||||
| 7942 W BELL RD SUITE C5-510 | GLENDALE | AZ | 853088705 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| ORANGE CATHOLIC FOUNDATION | |||||||
| 13280 CHAPMAN AVENUE | GARDEN GROVE | CA | 92840 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $59,208 |
| ORANGE COUNTY COUNCIL-BOY SCOUTS AMERICA | |||||||
| 1211 E DYER ROAD | SANTA ANA | CA | 92705 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,024 |
| ORANGEWOOD CHILDREN'S FOUNDATION | |||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| PATHWAYS OF HOPE | |||||||
| PO BOX 6326 | FULLERTON | CA | 92834 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,180 |
| PEPPERMINT RIDGE | |||||||
| 825 MAGNOLIA | CORONA | CA | 91719 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| QUEEN OF PEACE SCHOOL | |||||||
| 141 N MACDONALD | MESA | AZ | 85201 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,738 |
| RED ROCKS CENTURY | |||||||
| 7000 E BELLEVIEW AVE SUITE 355 | GREENWOOD VILLAGE | CO | 80111 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| ROCKY MOUNTAIN CANCER CENTERS FOUNDATION | |||||||
| 1161 S VIVIAN STREET | LAKEWOOD | CO | 80228 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| ROMAN CATHOLIC BISHOP OF SAN BERNARDINO | |||||||
| 1201 EAST HIGHLAND AVENUE | SAN BERNARDINO | CA | 92404 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $74,270 |
| ST CATHERINE'S ACADEMY | |||||||
| 215 N HARBOR BLVD | ANAHEIM | CA | 92805 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $3,126 |
| ST GREGORY CATHOLIC SCHOOL | |||||||
| 3440 N 18TH AVENUE | PHOENIX | AZ | 85015 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $39,840 |
| ST JOHN VIANNEY SCHOOL | |||||||
| 539 LA PASADA BLVD | GOODYEAR | AZ | 85338 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $11,703 |
| ST PETER INDIAN MISSION | |||||||
| 1500 N ST PETER ROAD | BAPCHULE | AZ | 85121 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $136,814 |
| SALVATION ARMY | |||||||
| 2961 LARKSPUR LANE | REDDING | CA | 96002 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| SALVATION ARMY-LAAC | |||||||
| 1532 WEST 11TH STREET | LOS ANGELES | CA | 90015 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SAN JUAN CAPISTRANO OPEN SPACE FOUNDATION | |||||||
| 31103 RANCHO VIEJO RD STE D-2133 | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| SCHOOL OF IMAGINATION | |||||||
| 9801 DUBLIN BLVD | DUBLIN | CA | 94568 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SHASTA COLLEGE FOUNDATION | |||||||
| PO BOX 496006 | REDDING | CA | 960496006 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,000 |
| SHASTA FAMILY JUSTICE CENTER | |||||||
| 1670 MARKET STREET SUITE 300 | REDDING | CA | 96001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| THE SHEA CENTER FOR THERAPEUTIC RIDING | |||||||
| 26284 OSO RD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $3,500 |
| SHEPHERD'S GATE | |||||||
| 1660 PORTOLA AVENUE | LIVERMORE | CA | 94551 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SPECIAL OLYMPICS OF NORTHERN CALIFORNIA | |||||||
| 3480 BUSKIRK AVENUE STE 340 | PLEASANT HILL | CA | 94523 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SPECIAL OLYMPICS OF SHASTA COUNTY | |||||||
| 4305 EMILY WAY | REDDING | CA | 96001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| SUSAN G KOMEN - SAN FRANCISCO BAY AREA | |||||||
| 26 OFARRELL ST STE 900 | SAN FRANCISCO | CA | 94108 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| THE TAYLOR FAMILY FOUNDATION | |||||||
| 5555 ARROYO ROAD | LIVERMORE | CA | 94550 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| UCI FOUNDATION | |||||||
| 4199 CAMPUS DRIVE | IRVINE | CA | 92697 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| USC LUSK CENTER FOR REAL ESTATE | |||||||
| 650 CHILDS WAY RGL 331 | LOS ANGELES | CA | 900890626 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $25,000 |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 SOUTH CENTRAL | LOS ANGELES | CA | 90059 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $100,000 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 945064617 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,360 |
| WILLIAM R MEYN FOUNDATION | |||||||
| 10111 INVERNESS MAIN STREET SUITE O | ENGLEWOOD | CO | 80112 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $4,260 |
| WOMEN'S FUND OF SHASTA REGIONAL COMMUNITY FOUNDATION | |||||||
| 1335 ARBORETUM DRIVE SUITE B | REDDING | CA | 96003 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $929,902 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,226 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,183 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 SHS ALTERA CORP | $1,509 | $554,100 |
| 18,500 SHS HCP INC | $340,567 | $814,555 |
| 255,547 SHS AES CORP | $0 | $3,518,882 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 | $0 |
| CA ATTORNEY GENERAL | $150 | $150 | $0 |
| UNITED STATES TREASURY | $15,000 | $0 | $0 |
Comments