MANKINS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MANKINS FAMILY FOUNDATION (EIN 20-8042825)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-01-22
- IRS object ID
- 201410229349100501
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-22T15:50:55-08:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHIMANDLE & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 E GRAND AVENUE | AddressLine1 |
| City | ARROYO GRANDE | City |
| State | CA | State |
| ZIP Code | 93420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208042825 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANKINS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MANK | NameControl |
| Phone | 8054895536 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 EL CAMINO REAL | AddressLine1 |
| City | ARROYO GRANDE | City |
| State | CA | State |
| ZIP Code | 93420 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BLAIR B MANKINS | Name |
| Title | President | Title |
| Date Signed | 2014-01-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F Joseph Schimandle CPA | Name |
| PTIN | P00291354 | PTIN |
| Phone | 8054812280 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 554513 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2615 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2615 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2615 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3345 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3345 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3345 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 209 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 209 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 209 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6169 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6169 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 5960 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1302 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1302 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1302 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 113 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 113 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 113 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 65 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 65 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 65 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1480 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1480 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1480 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1480 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1480 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1480 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4689 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4689 | NetInvestmentIncome |
| Adjusted Net Income | 4480 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 226 | CashBOY |
| Cash EOY | 812 | CashEOY |
| Cash EOYFMV | 812 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 303420 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 302140 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 302140 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 40554 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 40554 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 58729 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 170799 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 176182 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 192832 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 514999 | TotalAssetsBOY |
| Total Assets EOY | 519688 | TotalAssetsEOY |
| Total Assets EOYFMV | 554513 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 1000 | LoansFromOfficersBOY |
| Loans From Officers EOY | 1000 | LoansFromOfficersEOY |
| Total Liabilities BOY | 1000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 513999 | RetainedEarningsBOY |
| Retained Earnings EOY | 518688 | RetainedEarningsEOY |
| Total Net Assets BOY | 513999 | TotalNetAssetsBOY |
| Total Net Assets EOY | 518688 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 514999 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 519688 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 513999 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4689 | ExcessOfRevenueOverExpenses |
| Subtotal | 518688 | Subtotal |
| Total Net Assets Fund Balances EOY | 518688 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 209 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 209 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 94 | InvestmentIncomeExciseTax |
| Subtotal | 94 | Subtotal |
| Tax Based On Investment Income | 94 | TaxBasedOnInvestmentIncome |
| Tax Due | 94 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAIR MANKINS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8054895536 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 EL CAMINO REAL | AddressLine1 |
| City | ARROYO GRANDE | City |
| State | CA | State |
| ZIP Code | 93420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BLAIR B MANKINS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 EL CAMINO REAL | AddressLine1 |
| City | ARROYO GRANDE | City |
| State | CA | State |
| ZIP Code | 93420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 245835 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 309708 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 555543 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 555543 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8333 | CashDeemedCharitable |
| Net Noncharitable Assets | 547210 | NetNoncharitableAssets |
| Minimum Investment Return | 27361 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27361 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 94 | TaxBasedOnInvestmentIncome |
| Total Tax | 94 | TotalTax |
| Distributable Amount Before Adj | 27267 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 27267 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 27267 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 27267 | DistributableAmountAsAdjusted |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Undistributed Income CY | 27267 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MANKINS FAMILY FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 EL CAMINO REAL | AddressLine1 |
| City | ARROYO GRANDE | City |
| State | CA | State |
| ZIP Code | 93420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8054895536 | RecipientPhoneNumber |
| Form And Info And Materials | AN APPLICATION SHOULD BE MADE IN WRITING. A LETTER EXPLAINING THE INTENDED USE OF THE FUNDS IS REQUIRED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS. HOWEVER, THE AMOUNTS OF THE AWARDS ARE DETERMINED BY THE MANAGERS OF THE TRUST BASED ON NEEDS AND IN A PURELY SUBJECTIVE MANNER. | RestrictionsOnAwards |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,615 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,345 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 209 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,960 | ExclusionAmount |
| Related Or Exempt Function Income | 209 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6169 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $1,302 | Amount |
| Net Investment Income | 1302 | NetInvestmentIncome |
| Adjusted Net Income | 1302 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA SPX 3/28/14 | 59349 | 71900 |
| PIMCO LOW DURATION FUND C | 116833 | 120932 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BLACKROCK GLOBAL ALLOCATION FUND C | NameOfStock |
| EOY Book Value | 40554 | EOYBookValue |
| EOYFMV | 58729 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BROKERAGE ACCOUNT FEES | Description |
| Revenue And Expenses Per Books | 65 | RevenueAndExpensesPerBooks |
| Net Investment Income | 65 | NetInvestmentIncome |
| Adjusted Net Income | 65 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FILING FEES | $10 | 10 | 10 |
| FEDERAL INCOME TAX | $103 | 103 | 103 |
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