OCONNELL FAM FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OCONNELL FAM FOUNDATION TR (EIN 47-6265357)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201411299349101831
- Schema version
- 2013v3.1
- 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 | 2014-05-09T16:07:38-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMWC CPAs And Business Advisors | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17501 East 17th Street Suite 100 | AddressLine1 |
| City | Tustin | City |
| State | CA | State |
| ZIP Code | 927807924 | 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 | 476265357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCONNELL FAMILY FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCON | BusinessNameControlTxt |
| Phone | 9495892007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE O'CONNELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey Hipshman | PreparerPersonNm |
| PTIN | P00285458 | PTIN |
| Phone | 7145059000 | PhoneNum |
| 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 | $345,316 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,676 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $417,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,964 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $770 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,672 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $770 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $497,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $330,504 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,316 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $92,285 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,910 | CorporateBondsBOYAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $425,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $345,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $345,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $425,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $345,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $425,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $345,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $425,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $345,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $425,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $345,316 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $345,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,676 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $622,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $347,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.79273 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $465,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $425,414 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.09354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $559,055 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $567,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.98435 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $577,391 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $562,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.02586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $553,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $444,232 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.24672 | DistributionYr5Rt |
| Total Distribution | 6.14320 | TotalDistributionRt |
| Average Distribution | 1.22864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $159,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $195,882 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $196,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $497,445 | 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 | $171 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $171 | SubtotalAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $171 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE OCONNELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9495892007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE O'CONNELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO MAKE GRANTS TO CHARITABLE ORGANIZATIONS TO HELP PROMOTE THEIR CHARITABLE PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $161,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $161,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $159,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $7,801 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,801 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,801 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $497,445 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $497,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $497,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,801 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $531,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $549,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $530,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $465,265 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $604,958 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,682,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $497,445 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $489,644 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,171,884 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $531,842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,640,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $549,379 | ExcessFromYear4Amt |
| Excess From Year3 | $530,796 | ExcessFromYear3Amt |
| Excess From Year2 | $465,265 | ExcessFromYear2Amt |
| Excess From Year1 | $604,958 | ExcessFromYear1Amt |
| Excess From Current Year | $489,644 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE O'CONNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSION PRESERVATION FOUNDATION | |||||||
| 26801 ORTEGA HIGHWAY | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | SUPPORT HOSPICE | $100,000 |
| MISSION HOSPITAL FOUNDATION | |||||||
| 27700 MEDICAL CENTER ROAD | MISSION VIEJO | CA | 92691 | NONE | PC | HOSPITAL EXPANSION | $10,000 |
| BOYS AND GIRLS CLUB OF CAPISTRANO V | |||||||
| ONE VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | CAPITAL IMPROVEMENTS FOR BOYS AND GIRLS CLUB. | $25,000 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE ST | SANTA ANA | CA | 92704 | NONE | PC | HELP TO CURE AND CONTROL CYSTIC FIBROSIS. | $50,000 |
| CHILD HELP USA | |||||||
| 15757 N 78TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | SUPPORT FOR FIGHT AGAINST CHILD ABUSE & NEGLECT | $25,000 |
| THE SHEA CENTER | |||||||
| 26284 OSO ROAD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | GENERAL SUPPORT FOR THE CENTER TO HELP FAMILIES WITH DISABILITIES | $108,000 |
| BACK BAY THERAPEUTIC RIDING CLUB | |||||||
| 20262 CYPRESS ST | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MISSION SAN JUAN CAPISTRANO PARISH | |||||||
| 31520 CAMINO CAPISTRANO | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | GENERAL SUPPORT | $30,000 |
| SOMEONE CARES SOUP KITCHEN | |||||||
| 720 W 19TH STREET | COSTA MESA | CA | 92627 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAN JUAN CAPISTRANO HISTORICAL SOCI | |||||||
| 31831 LOS RIOS | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | GENERAL SUPPORT | $2,500 |
| RMV RODEO | |||||||
| PO BOX 9 | SAN JUAN CAPISTRINO | CA | 92693 | NONE | PC | GENERAL SUPPORT | $24,000 |
| HAPPY TRAILS THERAPUETIC RIDING ACA | |||||||
| PO BOX 572 | VISALIA | CA | 93279 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BENSON CHRISTIAN TRAINING CENTER | |||||||
| PO BOX 2190 | BENSON | AZ | 85602 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE PATHWAY HOME TIDE CTR | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SANTA MARGARITA CATHOLIC HIGH SCHOO | |||||||
| 22062 ANTONIA PARKWAY | RANCHO SANTA MARGARI | CA | 92688 | NONE | PC | GENERAL SUPPORT | $15,000 |
| DIOCESE OF ORANGE | |||||||
| 13280 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | NONE | PC | GENERAL SUPPORT | $25,000 |
| PATHWAY HOUSE SCHOOL | |||||||
| 23802 AVENIDA DE LA CARLOTA | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL SUPPORT | $1,000 |
| REINS OF LIFE | |||||||
| 55200 QUINCE ROAD | SOUTH BEND | IN | 46619 | NONE | PC | GENERAL SUPPORT | $1,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,100 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE O'CONNELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30882 STEEPLECHASE | AddressLine1 |
| City | SAN JUAN CAPISTRANO | City |
| State | CA | State |
| ZIP Code | 92675 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,540 | Amt |
| Net Investment Income | $770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $770 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $47 | |
| FILING FEE | $75 | $75 |
| FRANCHISE TAX BOARD | $10 | $10 |
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