ARMROD CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARMROD CHARITABLE FOUNDATION (EIN 68-0370503)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349103204
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T16:54:07-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tenney and Company | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 Starr Drive Suite A | AddressLine1 |
| City | Yuba City | City |
| State | CA | State |
| ZIP Code | 95993 | 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 | 680370503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMROD CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMR | BusinessNameControlTxt |
| Phone | 9166246200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD | AddressLine1 |
| City | ROCKLIN | City |
| State | CA | State |
| ZIP Code | 95677 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin A Harmon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD L STALLINS | PreparerPersonNm |
| PTIN | P01381173 | PTIN |
| Phone | 5306744211 | 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 | $946,111 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $43,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $49,245 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,245 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $49,245 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,917 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,917 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $406,824 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $504,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,162 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,162 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,640 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,088 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,088 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,162 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $188,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,888 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $70,755 | AcctRcvblAmt |
| Acct Rcvbl BOY | $66,630 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $70,755 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $70,755 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $807,598 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $339,248 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $140,091 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $468,350 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $468,350 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $123,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $202,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $202,118 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $200,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $200,000 | LandBOYAmt |
| Land EOY | $200,000 | LandEOYAmt |
| Land EOYFMV | $200,000 | LandEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $718,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $946,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $718,685 | UnrestrictedBOYAmt |
| Unrestricted EOY | $946,111 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $946,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $946,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,426 | ExcessRevenueOverExpensesAmt |
| Subtotal | $946,111 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $946,111 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $991,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,732,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.57195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,090,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03433 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $239,066 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,151,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,027 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,750,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $587,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,166,256 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.27123 | DistributionYr5Rt |
| Total Distribution | 1.06979 | TotalDistributionRt |
| Average Distribution | 0.21396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,025,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,484 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,460 | 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 | $542 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $542 | SubtotalAmt |
| Tax Based On Investment Income | $542 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $548 | 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 | DONALD TROWBRIDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9166246200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD200 | AddressLine1 |
| City | ROCKLIN | City |
| State | CA | State |
| ZIP Code | 956773906 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTIN A HARMON | ||||||
| 4020 SIERRA COLLEGE BLDV200 | ROCKLIN | CA | 95677 | PRESIDENT | 0.00 | $0 |
| ROBERT MEAGLIA | ||||||
| 4020 SIERRA COLLEGE BLVD 200 | ROCKLIN | CA | 95677 | CFO | 0.00 | $0 |
| DONALD T TROWBRIDGE | ||||||
| 4020 SIERRA COLLEGE BLVD200 | ROCKLIN | CA | 95677 | SECRETARY | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $202,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $739,105 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,041,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,041,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,025,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $542 | TotalTaxAmt |
| Distributable Before Adj | $50,749 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,749 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,749 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,460 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $277,460 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $542 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $276,918 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,749 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $479,248 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,557 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $904,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,572,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,460 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $226,711 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,799,156 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $479,248 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,319,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,557 | ExcessFromYear4Amt |
| Excess From Year3 | $132,805 | ExcessFromYear3Amt |
| Excess From Year1 | $904,835 | ExcessFromYear1Amt |
| Excess From Current Year | $226,711 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN A HARMON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTIN A HARMON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD 200 | AddressLine1 |
| City | ROCKLIN | City |
| State | CA | State |
| ZIP Code | 95677 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9166246200 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST FOR FUNDS, TO INCLUDE AMOUNT, INTENDED USE, AND DOCUMENTARY VERIFICATION OF EXEMPT/CHARITABLE STATUS OF RECIPIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OAKLAND MILITARY INSTITUTE | |||||||
| 2269 CHESTNUT STREET SUITE 500 | OAKLAND | CA | 94123 | N/A | PUBLIC | SCHOLARSHIP FUNDING | $5,000 |
| SENIORS FIRST | |||||||
| 11566 D AVE | AUBURN | CA | 95603 | N/A | PUBLIC | EDUCATION FOR SENIOR SERVICES | $1,500 |
| CHILD ADVOCATES OF PLC CTY | |||||||
| PO BOX 701 | AUBURN | CA | 95604 | N/A | PUBLIC | SUPPORT FOSTER CARE PROGRAMS | $2,500 |
| DEL ORO HIGH SCHOOL | |||||||
| 9185 VISTA COURT | LOOMIS | CA | 95652 | NA | PUBLIC | SCHOLARSHIP FUNDING | $1,000 |
| AUBURN SYMPHONY | |||||||
| 808 LINCOLN WAY | AUBURN | CA | 95603 | NA | PUBLIC | COMMUNITY BETTERMENT THROUGH CULTURAL ACTIVITIES | $2,500 |
| AUBURN COMMUNITY CANCER ENDOWMENT F | |||||||
| 11899 EDGEWOOD ROAD SUITE X | AUBURN | CA | 95603 | NA | PUBLIC | CANCER AWARENESS AND RESEARCH | $26,600 |
| PLACER COMMUNITY FOUNDATION | |||||||
| PO BOX 9207 | AUBURN | CA | 95604 | NA | PUBLIC | NONPROFIT LEADERSHIP SUMMIT | $1,500 |
| SACRAMENTO VALLEY TEEN CHALLENGE IN | |||||||
| PO BOX 276737 | SACRAMENTO | CA | 95827 | NA | PUBLIC | TO PROVIDE YOUTH, ADULTS AND FAMILIES CHRISTIAN-BASED SOLUTIONS TO LIFE CONTROLLING DRUG AND ALCOHOL PROBLEMS | $30,000 |
| NEXT TOWN FOUNDATION | |||||||
| 8635 CALLAGHAN | SAN ANTONIO | TX | 78230 | NA | PUBLIC | HOME OF HOPE ORPHANAGE | $20,000 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | NA | PUBLIC | MEDICAL CARE FOR MEN, WOMEN AND CHILDREN IN THE WEST AFRICAN COUNTRIES OF TOGO AND GUINEA | $1,000 |
| COMMUNITY RECOVERY RESOURCES | |||||||
| 180 SIERRA COLLEGE DRIVE | GRASS VALLEY | CA | 95945 | N/A | PUBLIC | WELLNESS AND RECOVERY SERVICES | $20,000 |
| UC DAVIS CANCER | |||||||
| 4501 X STREET | SACRAMENTO | CA | 95817 | N/A | PUBLIC | CANCER AWARENESS AND RESEARCH | $2,000 |
| ROCKLIN KIWANIS FOUNDATION | |||||||
| PO BOX 76 | ROCKLIN | CA | 95677 | N/A | PUBLIC | COMMUNITY BETTERMENT | $1,000 |
| UNION GOSPEL MISSION | |||||||
| 400 BANNON STREET | SACRAMENTO | CA | 95811 | N/A | PUBLIC | HELPING THE NEEDY AND HOMELESS | $20,000 |
| BOYS AND GIRLS CLUB OF W SLOPE | |||||||
| 5212 LEMON HILL AVE | SACRAMENTO | CA | 95824 | N/A | PUBLIC | FOCUSING ON ACEDEMIC SUCCESS, GOOD CHARACTER & CITIZENSHIP AND HEALTHY LIFESTYLES FOR YOUTH | $1,500 |
| ALBIE AWARE INC | |||||||
| 1851 HERITAGE LANE SUITE 299 | SACRAMENTO | CA | 95815 | NONE | PUBLIC | BREAST CANCER AWARENESS AND EDUCATION | $1,000 |
| AMERICAN DIABETES | |||||||
| PO BOX 11454 | ALEANDRIA | VA | 22312 | NONE | PUBLIC | DIABITIES AWARENESS AND EDUCATION | $1,000 |
| AUBURN MONTESSORI | |||||||
| PO BOX 5019 | AUBURN | CA | 95604 | NONE | PUBLIC | PRESCHOOL PROGRAMS | $1,000 |
| AUBURN PLACER PERFORMING ARTS | |||||||
| PO BOX 7733 | AUBURN | CA | 95604 | NONE | PUBLIC | SUPPORT PERFORMING ARTS | $1,000 |
| BIG BROTHERS AND BIG SISTERS | |||||||
| 1000 WHITE ROCK ROAD 700 | EL DORADO HILLS | CA | 95762 | NONE | PUBLIC | SUPPORT YOUTH ACTIVITY PROGRAMS | $1,000 |
| CALIFORNINA FOOD LITERACY CENTER | |||||||
| 170 SANBURG DRIVE | SACRAMENTO | CA | 95819 | NONE | PUBLIC | SUPPORT HEALTHY LIFESTYLE EDUCATION | $1,000 |
| CALIFORNIA INSTITUTE OF HEALTH | |||||||
| 8929 S SEPULVEDA BLVD 200 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | SUPPORT HEALTHY LIFESTYLE EDUCATION | $1,000 |
| KEATON RAPHAEL MEMORIAL | |||||||
| 2260 DOUGLAS BLVD SUITE 150 | ROSEVILLE | CA | 95661 | NONE | CANCER AWARENESS AND SUPPORT | $1,200 | |
| CENTER FOR LAND BASED LEARNING | |||||||
| 5265 PUTAH CREEK RD | WINTERS | CA | 95694 | NONE | PUBLIC | SUPPORT FOR THE NEXT GENERATION OF FARMERS AND NATURAL RESOURCE CONSERVATION | $30,000 |
| CITY OF ROSEVILLE WINTER GALA | |||||||
| 225 TAYLOR STREET | ROSEVILLE | CA | 95678 | NONE | PUBLIC | SUPPORT OF MOBILE LIBRARY | $1,000 |
| CLEAN AND SOBER INC | |||||||
| PO BOX 2604 | SACRAMENTO | CA | 95812 | NONE | PUBLIC | SUPPORT AND TREATMENT OF SUBSTANCE ABUSE | $50,000 |
| FRIENDS OF AUBURN PARKS AND REC | |||||||
| 471 MAIDU DRIVE STE 200 | AUBURN | CA | 95603 | NONE | PUBLIC | PROVIDE LEISURE SERVICES AND FACILITIES TO CITIZENS AND TO MANAGE CEMETERIES IN THE COMMUNITY | $1,000 |
| EPPIE'S GREAT RACE FOUNDATION | |||||||
| 1111 HOWE AVE 140 | SACRAMENTO | CA | 95825 | NONE | PUBLIC | MENTAL, PHYSICAL & EMOTIONAL HANDICAPPED OF ALL AGES | $1,500 |
| FEED THE HUNGRY OF AUBURN | |||||||
| 11850 KEMPER ROAD D | AUBURN | CA | 95603 | NONE | PUBLIC | FOOD FOR POOR & HOMELESS | $2,000 |
| VALLEY VIEW ELEMENTARY | |||||||
| 3000 CREST DRIVE | ROCKLIN | CA | 95765 | NONE | PUBLIC | SUPPORT YOUTH PROGRAMS | $1,000 |
| FULL GOSPEL SHIELD OF FAITH | |||||||
| 21280 NORTH 4 MILE ROAD | HULBERT | OK | 74441 | NONE | PUBLIC | COMMUNITY PROGRAMS | $27,000 |
| VALLEY VIEW PTC | |||||||
| 3000 CREST DRIVE | ROCKLIN | CA | 95765 | NONE | PUBLIC | SUPPORT YOUTH PROGRAMS | $1,000 |
| MERVYN DYMALLY MEMORIAL FUND | |||||||
| 4436 WEST 58TH PLACE | LOS ANGELES | CA | 90043 | NONE | PUBLIC | SUPPORT HEALTH AND EDUCATION AWARENESS | $6,000 |
| PLACER ARTS | |||||||
| 808 LINCOLN WAY | AUBURN | CA | 95603 | NONE | PUBLIC | COMMUNITY BETTERMENT | $1,000 |
| PLACER COUNTY JACL | |||||||
| 11850 KEMPER ROAD STE D | AUBURN | CA | 95603 | NONE | PUBLIC | SCHOLARSHIP FUNDING | $1,000 |
| PLACER HIGH SCHOOL | |||||||
| 13000 NEW AIRPORT ROAD | AUBURN | CA | 95603 | NONE | PUBLIC | SCHOLARSHIP FUNDING | $3,000 |
| ROAST SHERIFF ED BONNER | |||||||
| 427 A STREET STE 400 | LINCOLN | CA | 95648 | NONE | PUBLIC | COMMUNITY BETTERMENT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,245 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,917 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BAD DEDT RECOVERY | 14 | $328,258 |
| UNREALIZE GAIN ADJ UMPQUA | 14 | $78,566 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $460,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $460,986 | 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 | PLUM HEALTHCARE GROUP LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD | AddressLine1 |
| City | ROCKLIN | City |
| State | CA | State |
| ZIP Code | 95677 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,640 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,640 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 10,560 SH UMPQUA HOLDING CORP | StockNm |
| EOY Book Value | $202,118 | EOYBookValueAmt |
| EOYFMV | $202,118 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $200,000 | CostOrOtherBasisAmt |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $185 | $185 |
| CA FTB ANNUAL FILING FEE | $10 | $10 |
| MEALS AND ENTERTAINMENT | $93 | $93 |
| OTHER DUES (LOT 138) | $2,056 | $2,056 |
| POSTAGE AND FREIGHT | $67 | $67 |
| REGISTRY OF CHARITABLE ORGANIZATION FEE | $21 | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BAD DEDT RECOVERY | $328,258 |
| UNREALIZE GAIN ADJ UMPQUA | $78,566 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)
| Balance DueBalanceDueAmt |
|---|
| C C MYERS |
| $468,350 |
| LL AND ES BEEBE |
| $305,114 |
| CITY OF SACRAMENTO |
| $34,134 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FED TAXES | $227 | $227 |
| PLACER COUNTY TAX 058045014000 | $1,861 | $1,861 |
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