MEACHAM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MEACHAM FOUNDATION (EIN 05-0590644)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-29
- IRS object ID
- 201431499349100603
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-29T11:53:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | 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 | 050590644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEACHAM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAC | BusinessNameControlTxt |
| Phone | 8585589200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 DAVID WAY | AddressLine1 |
| City | DEL MAR | City |
| State | CA | State |
| ZIP Code | 92014 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R MEACHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8585589200 | PhoneNum |
| Signature | 2014-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | 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 | $746,853 | 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 | $5,685 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,345 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,026 | 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 |
| Accounting Fees Rev And Expnss | $5,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,085 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $283 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,015 | CashBOYAmt |
| Other Investments BOY | $658,068 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $746,853 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $665,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $660,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $746,853 | 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 | $665,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | $660,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $665,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $660,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $665,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $660,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $665,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $660,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $660,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #4026 - PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $9,744 | $10,165 | -$421 | -$421 |
| MERRILL LYNCH #4026 - PUBLICLY TRADED SECURITIES | P | 2013-12-31 | $251,954 | $233,431 | $18,523 | $18,523 |
| CAPITAL GAINS DIVIDENDS | P | $6,243 | $6,243 | $6,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,345 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $677,684 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,036 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $703,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036988 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $655,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,021 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $641,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054572 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,393 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $964,699 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068823 | DistributionYr5Rt |
| Total Distribution | 0.237070 | TotalDistributionRt |
| Average Distribution | 0.047414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $712,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $291 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,850 | 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 | $291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,737 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,737 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,446 | OverpaymentAmt |
| Applied To ES Tax | $1,446 | 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 | LINDSAY BROWNELL LLP | IndividualWithBooksNm |
| Phone | 8585589200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1 |
| City | LA JOLLA | City |
| State | CA | State |
| ZIP Code | 92037 | 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL R MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHARLENE D MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| CHARLES P MEACHAM | ||||||||
| 2131 DAVID WAY | DEL MAR | CA | 92014 | SECRETARY/CFO | 0.25 | $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 | $713,690 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $723,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $723,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $712,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $291 | TotalTaxAmt |
| Distributable Before Adj | $35,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,320 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $291 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,207 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,207 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,643 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $21,677 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R MEACHAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP PARTNERS | |||||||
| PO BOX 994044 | REDDING | CA | 96099 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CHILDRENS SHELTER OF HOPE FOUNDATION | |||||||
| PO BOX 3471 | PORTLAND | OR | 97208 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DR STE 801 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CONSTRUCTION FOR CHANGE | |||||||
| 5525 16TH AVE NE | SEATTLE | WA | 98105 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| DEL MAR HILLS PTA | |||||||
| 14085 MANGO DR | DEL MAR | CA | 92014 | N/A | SCHOOL | GENERAL | $360 |
| DEL MAR SCHOOLS EDUCATION FOUNDATION | |||||||
| 13030 ASHLEY FALLS DR | SAN DIEGO | CA | 92130 | N/A | SCHOOL | GENERAL | $3,600 |
| ECOLOGISTS WITHOUT BORDERS | |||||||
| 6625 ARNESEN LN SW | OLYMPIA | WA | 98512 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| FISH FOOD BANK | |||||||
| 3481 EHRCK HILL RD | HOOD RIVER | OR | 97031 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| GIG HARBOR ARTS CENTER ALLIANCE | |||||||
| 10550 HARBOR HILL DRIVE | GIG HARBOR | WA | 98332 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| GIG HARBOR BOATSHOP | |||||||
| PO BOX 1187 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $550 |
| GIG HARBOR CHAMBER OF COMMERCE | |||||||
| PO BOX 102 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| GIG HARBOR HISTORIC WATERFRONT ASSOCIATION | |||||||
| PO BOX 771 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| GIG HARBOR YMCA | |||||||
| 10550 HARBOR HILL DRIVE | GIG HARBOR | WA | 98332 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| GREATER GIG HARBOR FOUNDATION | |||||||
| 6625 WAGNER WAY NW STE 150 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $700 |
| HARBOR HISTORY MUSEUM | |||||||
| 4121 HARBORVIEW DR | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| HARBOR WILDWATCH | |||||||
| 3110 JUDSON STREET PMB 99 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| LONG LIVE THE KINGS | |||||||
| 1326 5TH AVE STE 450 | SEATTLE | WA | 98101 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| NORTHWEST FOLKLIFE | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| NORTHWEST SINFONIETTA | |||||||
| PO BOX 1154 | TACOMA | WA | 98401 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE | |||||||
| PO BOX 705 | CORDOVA | AK | 99574 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92106 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| TACOMA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6501 S 19TH ST | TACOMA | WA | 98466 | N/A | SCHOOL | GENERAL | $100 |
| THE ANTIOCH PARTNERS | |||||||
| 11612 MEMORIAL DRIVE | HOUSTON | TX | 77024 | N/A | PUBLIC CHARITY | GENERAL | $200 |
| THE ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | N/A | PUBLIC CHARITY | GENERAL | $1,520 |
| UNITED STATES MARINE RAIDER ASSOCIATION | |||||||
| 704 COOPER COURT | ARLINGTON | TX | 760115550 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| UNIVERSITY OF SAN DIEGO FOUNDATION | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | SCHOOL | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,730 | 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 | $12,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,026 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,085 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $660,621 | $746,487 |
| DIVIDENDS RECEIVABLE | AT COST | $367 | $366 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $7,050 | $7,050 | $0 |
| BANK FEES | $33 | $33 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $283 | $283 | $0 |
| FRANCHISE TAX BOARD | $35 | $0 | $10 |
| CALIFORNIA SECRETARY OF STATE | $25 | $0 | $25 |
| EXCISE TAXES | $2,000 | $0 | $0 |
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