PATRICK AND ROBIN VAN DAELE FAMILY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK AND ROBIN VAN DAELE FAMILY (EIN 05-0544710)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349100635
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T11:50:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952642922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRISELL & ASSOCIATES CPA'S | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2199 E WILLOW ST | AddressLine1 |
| City | SIGNAL HILL | City |
| State | CA | State |
| ZIP Code | 90755 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050544710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK AND ROBIN VAN DAELE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 9517740000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 INDIANA AVENUE SUITE 300 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK VAN DAELE | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9517740000 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J BARBER | PreparerPersonNm |
| PTIN | P00192799 | PTIN |
| Phone | 5625950501 | PhoneNum |
| Preparation | 2014-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,114,309 | 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 | $103,972 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $110,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $757,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,456 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $264,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,083 | 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 | $4,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $182,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,636 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $856 | AcctRcvblBOYAmt |
| Other Investments BOY | $2,956,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,931,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,931,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,957,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,114,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,114,309 | 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 | $2,957,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,114,309 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,957,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,114,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,957,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,114,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,957,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,412 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,858 | OtherIncreasesAmt |
| Subtotal | $3,114,309 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,114,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO A/C 8075-9369 | P | $25,338 | $24,276 | $1,062 | $1,062 |
| WELLS FARGO A/C 8075-9369 | P | $14,293 | $13,022 | $1,271 | $1,271 |
| WELLS FARGO A/C 8075-9369 | P | $482,791 | $451,139 | $31,652 | $31,652 |
| WELLS FARGO A/C 3521-6255 | P | $217,127 | $206,625 | $10,502 | $10,502 |
| WELLS FARGO A/C 3521-6255 | P | $12,358 | $12,498 | -$140 | -$140 |
| CAPITAL GAINS DIVIDENDS | P | $5,109 | $5,109 | $5,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,456 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,937,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,705 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,917,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049591 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,717 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,787,164 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048694 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $160,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,745,302 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $203,738 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,774,032 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073445 | DistributionYr5Rt |
| Total Distribution | 0.270178 | TotalDistributionRt |
| Average Distribution | 0.054036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,005,321 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $162,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,636 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $134,360 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $978 | OverpaymentAmt |
| Applied To ES Tax | $978 | 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 | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK J VAN DAELE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9517740000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 INDIANA AVE 300 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK VAN DAELE | ||||||||
| 7065 INDIANA AVE STE 200 | RIVERSIDE | CA | 92506 | FOUNDATION MANAGER | 2.00 | $0 | $0 | $0 |
| ROBIN VAN DAELE | ||||||||
| 7065 INDIANA AVE STE 200 | RIVERSIDE | CA | 92506 | SECRETARY | 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 | $2,831,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,051,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,051,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,005,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,480 | TotalTaxAmt |
| Distributable Before Adj | $147,786 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,786 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,786 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,786 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,311 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,648 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $94,772 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,426 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,426 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,346 | 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 | $51,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,813 | ExcessFromYear4Amt |
| Excess From Year2 | $1,648 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK VAN DAELE | ContributingManagerNm |
| Contributing Manager | ROBIN VAN DAELE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLLYWOOD UNITED METHODIST CHURCH | |||||||
| 6817 FRANKLIN AVENUE | LOS ANGELES | CA | 90068 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| SMILE SEEKERS INC | |||||||
| 3882 12TH STREET | RIVERSIDE | CA | 92501 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| USC | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90033 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORTGENERAL SUPPORT | $30,360 |
| SECOND HARVEST FOOD BANK | |||||||
| 2950 RIVERSIDE STREET | RIVERSIDE | CA | 92504 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| RIVERSIDE LIFE SERVICES | |||||||
| 3727 MCCRAY ST | RIVERSIDE | CA | 92506 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $54,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,360 | 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 | $110,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,083 | 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 |
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 | PATRICK AND ROBIN VAN DAELE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 INDIANA AVE 300 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,972 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | CHARITABLE CONTRIBUTION. | GiftPurposeTxt |
| Gift Use | NO RESTRICTIONS. | GiftUseTxt |
| How Gift Is Held | HELD BY FOUNDATION. | HowGiftIsHeldDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO PRIVATE BANKING PORTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,931,673 | BookValueAmt |
| EOYFMV | $2,931,673 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $31,123 | $31,123 | $0 |
| SECRETARY OF STATE FILING FEE | $50 | $50 | $0 |
| ACCOUNTING FEE | $4,910 | $4,910 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPRECIATION ON SECURITIES HELD | Description |
| Amount | $67,858 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FRANCHISE TAX | $10 | $0 | $0 |
| FEDERAL TAX | $4,190 | $0 | $0 |
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