J F SHEA COMPANY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- J F SHEA COMPANY FOUNDATION (EIN 95-2554052)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201422049349100207
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T11:17:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 BREA CANYON ROAD | AddressLine1 |
| City | WALNUT | City |
| State | CA | State |
| ZIP Code | 91789 | 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 | 952554052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J F SHEA COMPANY FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WALNUT | City |
| State | CA | State |
| ZIP Code | 91789 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD L LAKEY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 9095949500 | PhoneNum |
| Signature | 2014-07-23 | 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 | 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 | $5,714,923 | 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 | $87,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,383,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,402,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,383,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,470,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,470,640 | 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 |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $706,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $706,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $725,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $706,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $745,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,470,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,286 | CashBOYAmt |
| Cash EOY | $23,812 | CashEOYAmt |
| Cash EOYFMV | $23,812 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $797,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $797,421 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $365,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $343,773 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,893,690 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $419,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,165,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,714,923 | 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 | $419,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,165,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $419,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,165,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $419,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,165,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $419,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $745,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,165,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,165,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 6000 SHS - AES CORP | D | 1982-01-20 | 2013-02-07 | $66,000 | $66,000 | $66,000 | |
| 5000 SHS - AES CORP | D | 1982-01-20 | 2013-03-27 | $61,944 | $61,944 | $61,944 | |
| 3000 SHS - AES CORP | D | 1982-01-20 | 2013-04-26 | $40,170 | $40,170 | $40,170 | |
| 4000 SHS - AES CORP | D | 1982-01-20 | 2013-06-28 | $48,079 | $48,079 | $48,079 | |
| 10000 SHS - AES CORP | D | 1982-01-20 | 2013-07-03 | $117,598 | $117,598 | $117,598 | |
| 12000 SHS - AES CORP | D | 1982-01-20 | 2013-08-08 | $156,169 | $156,169 | $156,169 | |
| 15000 SHS - AES CORP | D | 1982-01-20 | 2013-10-10 | $201,149 | $201,149 | $201,149 | |
| 88654 SHS - SYMMETRICOM INC | D | 1990-03-20 | 2013-12-03 | $636,536 | $636,536 | $636,536 | |
| 10000 SHS - SYMMETRICOM INC | D | 1993-12-13 | 2013-12-03 | $71,800 | $53,050 | $53,050 | $18,750 |
| CAPITAL GAINS DIVIDENDS | P | $2,805 | $2,805 | $2,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,383,500 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,060 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,717,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044960 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $252,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,909,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,753 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,475,511 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $380,739 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,100,851 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074642 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $342,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,200,956 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047515 | DistributionYr5Rt |
| Total Distribution | 0.240048 | TotalDistributionRt |
| Average Distribution | 0.048010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,512,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $264,667 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $279,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $706,597 | 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 | $14,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $33,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,594 | OverpaymentAmt |
| Applied To ES Tax | $18,594 | 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 | AddressLine1 |
| City | WALNUT | City |
| State | CA | State |
| ZIP Code | 91789 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $5,582,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,596,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,596,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,512,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $275,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $275,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,706 | TotalTaxAmt |
| Distributable Before Adj | $260,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $706,597 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $706,597 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,706 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $691,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,356 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $706,597 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,356 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $427,310 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $427,310 | 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 | $427,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $427,310 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION AZ CHAPTER | |||||||
| 4643 E THOMAS ROAD SUITE 1 | PHOENIX | AZ | 85018 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| AMERICAN PASTIME | |||||||
| 615 WINN DR | UPLAND | CA | 91760 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $10,000 |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $394,441 |
| B'NAI B'RITH INTERNATIONAL | |||||||
| 3397 BARHAM BLVD | LOS ANGELES | CA | 90068 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,750 |
| BOSTON COLLEGE TRIBUTE DINNER | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| BOYS & GIRLS CLUB OF CAPISTRANO VALLEY | |||||||
| 1 VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| CALIFORNIA HOMEBUILDING FOUNDATION | |||||||
| 1215 K STREET SUITE 1200 | SACRAMENTO | CA | 95814 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $16,686 |
| CIRCLE THE CITY | |||||||
| 220 S 12TH AVENUE | PHOENIX | AZ | 85007 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 12TH FLOOR | LOS ANGELES | CA | 90017 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| COMMUNITY FOOD SHARE | |||||||
| 6363 HORIZON LANE | LONGMONT | CO | 80503 | 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 | $6,136 |
| DIOCESE OF ORANGE | |||||||
| 2811 EAST VILLA REAL DRIVE | ORANGE | CA | 92867 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,183 |
| DOUGLAS COUNTY FAIR FOUNDATION | |||||||
| 500 FAIRGROUNDS DRIVE | CASTLE ROCK | CO | 80104 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| DOWNING ST FOUNDATION | |||||||
| 5150 E YALE CIRCLE SUITE 303 | DENVER | CO | 80222 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| FULCRUM FOUNDATION | |||||||
| 710 NINTH AVENUE | SEATTLE | WA | 98104 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $20,000 |
| 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 |
| GOOD SHEPHERD SHELTER | |||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,687 |
| HEART OF JESUS RETREAT CENTER | |||||||
| 2927 SOUTH GREENVILLE STREET | SANTA ANA | CA | 927046001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $6,000 |
| HELPS INTERNATIONAL | |||||||
| 15301 DALLAS PKWY SUITE 200 | ADDISON | TX | 75001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| HOMEAID AMERICA IRVINE | |||||||
| 9 EXECUTIVE CIRCLE SUITE 275 | IRVINE | CA | 91614 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $15,000 |
| HOMEAID AMERICA COLORADO | |||||||
| 600 GRANT STREET SUITE 208 | DENVER | CO | 80203 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| 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 | $10,000 |
| HOME BUILDERS CARE | |||||||
| 7740 N 16TH STREET SUITE 385 | PHOENIX | AZ | 85020 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| JF SHEA THERAPEUTIC RIDING CENTER | |||||||
| 26284 OSO RD | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 10401 N MERIDIAN STREET SUITE 150 | INDIANAPOLIS | IN | 46290 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| KIDWORKS FOUNDATION FOR SUCCESS | |||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,744 |
| LIGHT UP A LIFEMERCY FOUNDATION NORTH | |||||||
| 2400 WASHINGTON AVE SUITE 410 | REDDING | CA | 96001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| LIVERMORE VALLEY PERFORMING ARTS CENTER | |||||||
| 2400 FIRST STREET | LIVERMORE | CA | 94550 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $50,000 |
| LUNGEVITY FOUNDATION | |||||||
| 435 NORTH LASALLE STREET SUITE 310 | CHICAGO | IL | 60654 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| MIZEL INSTITUTE | |||||||
| 400 S KEARNEY STREET | DENVER | CO | 802241238 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $5,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 857183208 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $100 |
| NATURE'S HOTLINE | |||||||
| 3760 NORTHLAND DRIVE | LOS ANGELES | CA | 90008 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| NORTH PHOENIX KIWANIS FOUNDATION | |||||||
| 4005 E HAMBLIN DRIVE | PHOENIX | AZ | 850508713 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $250 |
| ORANGE CATHOLIC FOUNDATION | |||||||
| 2811 EAST VILLA REAL DRIVE | ORANGE | CA | 92867 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $54,698 |
| ORANGE COUNTY COUNCIL-BOY SCOUTS AMERICA | |||||||
| 1211 E DYER ROAD | SANTA ANA | CA | 92705 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $4,616 |
| ORANGE COUNTY UNITED WAY | |||||||
| FILE 51041 | LOS ANGELES | CA | 900741041 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,900 |
| PEACEWORK MEDICAL PROJECTS | |||||||
| 2322 NORTH 8TH STREET | PHOENIX | AZ | 85006 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,000 |
| RED ROCKS CENTURY | |||||||
| 7000 E BELLEVIEW AVE SUITE 355 | GREENWOOD VILLAGE | CO | 80111 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,500 |
| RIVERSIDE COUNTY SEARCH DOGS | |||||||
| 43950 ACACIA AVENUE | HEMET | CA | 92543 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $300 |
| ROMAN CATHOLIC BISHOP OF SAN BERNARDINO | |||||||
| 1201 EAST HIGHLAND AVENUE | SAN BERNARDINO | CA | 92404 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $29,804 |
| ST JOSEPH'S CATHOLIC SCHOOL | |||||||
| 608 CIVIC CENTER DRIVE EAST | SANTA ANA | CA | 927014199 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $4,542 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $150 |
| 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 | $1,000 |
| SHASTA COLLEGE FOUNDATION | |||||||
| PO BOX 496006 | REDDING | CA | 960496006 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $4,000 |
| SHASTA FAMILY JUSTICE CENTER | |||||||
| 1670 MARKET STREET SUITE 300 | REDDING | CA | 96001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $2,500 |
| SHERIFF'S CHARITIES | |||||||
| PO BOX 1088 | DANVILLE | CA | 94526 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,250 |
| SPECIAL OLYMPICS OF SHASTA COUNTY | |||||||
| 4305 EMILY WAY | REDDING | CA | 96001 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $500 |
| UNIVERSITY OF COLORADO | |||||||
| 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 | $20,000 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 945064617 | NONE | NON-PROFIT | TO FURTHER EXEMPT ACTIVITIES | $1,300 |
| WILLIAM R MEYN FOUNDATION | |||||||
| 10111 INVERNESS MAIN STREET SUITE 0 | 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 ACTVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $706,597 | 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 | $87,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,383,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,470,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,470,640 | 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 (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 98,654 SHS SYMMETRICOM INC | $0 | $0 |
| 15,000 SHS ALTERA CORP | $1,509 | $487,665 |
| 18,500 SHS HCP INC | $342,264 | $671,920 |
| 257,347 SHS AES CORP | $0 | $3,734,105 |
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 | $75 | $75 | $0 |
| UNITED STATES TREASURY | $18,796 | $0 | $0 |
Comments