MARK CHAPIN JOHNSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARK CHAPIN JOHNSON FOUNDATION (EIN 33-0441985)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-07
- IRS object ID
- 201443119349100319
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-07T09:57:08-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926061021 | 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 | 330441985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK CHAPIN JOHNSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7143058360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1 |
| City | MISSION VIEJO | City |
| State | CA | State |
| ZIP Code | 92690 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CHAPIN JOHNSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Martin L Maroney | PreparerPersonNm |
| PTIN | P00105961 | PTIN |
| Phone | 7144441177 | 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 | $6,421,411 | 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 |
| Interest On Sav Rev And Expnss | $29,812 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,812 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,681 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,891 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,061 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $73,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,565 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,077 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,077 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,818 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,818 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $921 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $921 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $193 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,891 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $32,757 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $32,757 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,576 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,576 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,787 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,570 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,127 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,127 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$367,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,088,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,642,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,642,732 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $527,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $556,286 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $725,249 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $58,762 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,397 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,322 | LandBOYAmt |
| Land EOY | $50,365 | LandEOYAmt |
| Land EOYFMV | $50,365 | LandEOYFMVAmt |
| Other Assets EOY | $3,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,619,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,252,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,421,411 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,619,658 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,252,448 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,619,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,252,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,619,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,252,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,619,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$367,210 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,252,448 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,252,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FROM K-1 | P | 2013-01-01 | 2013-06-30 | $2,175 | -$2,175 | -$2,175 |
| FROM K-1 | P | 2011-01-01 | 2013-12-31 | $26,684 | $26,684 | $26,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,681 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,175 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $355,282 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,725,821 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,929,716 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $229,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,810,229 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $261,282 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,124,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $235,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,480,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03151 | DistributionYr5Rt |
| Total Distribution | 0.18385 | TotalDistributionRt |
| Average Distribution | 0.03677 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,464,916 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $237,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $237,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $386,118 | 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 | $227 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $227 | SubtotalAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,325 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,325 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,098 | OverpaymentAmt |
| Applied To ES Tax | $1,098 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | MARTIN MARONEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7144441177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE SUITE 220 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92606 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARK CHAPIN JOHNSON | ||||||
| PO BOX 3088 | MISSION VIEJO | CA | 92690 | President & CEO | 2.00 | $0 |
| BARBARA HILLER JOHNSON | ||||||
| PO BOX 3088 | MISSION VIEJO | CA | 92690 | Secretary | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHAPMAN UNIVERSITYONE UNIVERSITY DRORANGE, CA 92866 | Description1Txt |
| Expenses1 | $85,987 | Expenses1Amt |
| Description2 | BOYS HOPE/GIRLS HOPE1041 W 18TH STREET, SUITE A101COSTA MESA, CA 92627 | Description2Txt |
| Expenses2 | $26,800 | Expenses2Amt |
| Description3 | SEGERSTROM CENTER FOR THE ARTS600 TOWN CENTER DRCOSTA MESA, CA 92626 | Description3Txt |
| Expenses3 | $40,000 | Expenses3Amt |
| Description4 | CLAREMONT GRADUATE UNIVERSITY150 E 10TH STREETCLAREMONT, CA 91711 | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,922,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $640,768 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,563,367 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,563,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,464,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $227 | TotalTaxAmt |
| Distributable Before Adj | $323,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $323,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $323,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,118 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $386,118 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $227 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $385,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,518 | UndistributedIncomePYAmt |
| Qualifying Distributions | $386,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,518 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,600 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $212,419 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK CHAPIN JOHNSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CHAPIN JOHNSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3088 | AddressLine1 |
| City | MISSION VIEJO | City |
| State | CA | State |
| ZIP Code | 92690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPEGIRLS HOPE OF CALIFORNIA | |||||||
| 1041 W 18TH STREET STE A101 | COSTA MESA | CA | 92627 | NONE | NONE | SPONSORSHIP OF PROGRAM | $26,800 |
| BLIND CHILDRENS LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | NONE | SPONSORSHIP OF PROGRAM | $2,500 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | NONE | SPONSORSHIP OF PROGRAM | $25,000 |
| OC FORUM | |||||||
| 13700 ALTON PARKWAY SUITE 154 | IRVINE | CA | 92618 | NONE | NONE | SPONSORSHIP OF PROGRAM | $2,500 |
| CLAREMONT UNIVERSITY | |||||||
| 150 E 10TH STREET | CLAREMONT | CA | 91711 | NONE | NONE | SPONSORSHIP OF PROGRAM | $50,000 |
| PACIFIC SYMPHONY ORCHESTRA | |||||||
| 3631 S HARBOR BLVD STE 100 | SANTA ANA | CA | 92704 | NONE | NONE | SPONSORSHIP OF PROGRAM | $10,000 |
| WORLD AFFAIRS COUNCIL | |||||||
| 2102 BUSINESS CENTER DR | IRVINE | CA | 92612 | NONE | NONE | SPONSORSHIP OF PROGRAM | $850 |
| OC INTERNATIONAL | |||||||
| PO BOX 36900 | COLORADO SPRINGS | CO | 80936 | NONE | NONE | SPONSORSHIP OF PROGRAM | $2,200 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 100 THEORY 250 | IRVINE | CA | 92697 | NONE | NONE | SPONSORSHIP OF PROGRAM | $10,000 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DR | ORANGE | CA | 92866 | NONE | NONE | SPONSORSHIP OF PROGRAM | $85,987 |
| FRESNO BULLDOG FOUNDATION | |||||||
| PO BOX 26267 | FRESNO | CA | 93729 | NONE | NONE | SPONSORSHIP OF PROGRAM | $2,410 |
| FRIENDS OF CHILDREN EVERYWHERE | |||||||
| PO BOX 6904 | KOKOMO | IN | 46904 | NONE | NONE | SPONSORSHIP OF PROGRAM | $25,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| WOUNDED WARRIOR CTR BLDG H49 | CAMP PENDELTON NORTH | CA | 92055 | NONE | NONE | SPONSORSHIP OF PROGRAM | $500 |
| LITERACY PROJECT FOUNDATION | |||||||
| 3334 EAST COAST HWY 177 | NEWPORT BEACH | CA | 92625 | NONE | NONE | SPONSORSHIP OF PROGRAM | $1,500 |
| THE AMERICAN DIABETES ASSOCIATION | |||||||
| 151 KALMUS DRIVE STE C-100 | COSTA MESA | CA | 92626 | NONE | NONE | SPONSORSHIP OF PROGRAM | $600 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 15321 BRAND BLVD | MISSION HILLS | CA | 91345 | NONE | NONE | SPONSORSHIP OF PROGRAM | $5,000 |
| MARINE MILITARY ACADEMY | |||||||
| 320 N IWO JIMA BLVD | HARLINGEN | TX | 78550 | NONE | NONE | SPONSORSHIP OF PROGRAM | $5,000 |
| SEGERSTROM CENTER FOR THE ARTS OCPA | |||||||
| 600 TOWN CENTER DR | COSTA MESA | CA | 92626 | NONE | NONE | SPONSORSHIP OF PROGRAM | $40,000 |
| SAINT MATTHEW ECUMENICAL CATHOLIC C | |||||||
| 1111 W TOWN AND COUNTRY RD | ORANGE | CA | 92868 | NONE | NONE | SPONSORSHIP OF PROGRAM | $1,000 |
| SOUTHERN OHIO COLLEGIATE | |||||||
| 100 HOBART DR | HILLSBORO | OH | 45133 | NONE | NONE | SPONSORSHIP OF PROGRAM | $1,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | NONE | SPONSORSHIP OF PROGRAM | $10,000 |
| WOUNDED WARRIOR PROJECT FRESNO | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | NONE | SPONSORSHIP OF PROGRAM | $1,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,127 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,812 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,137 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,891 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,681 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,521 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,521 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,818 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,818 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE DECOR | 2006-07-01 | $7,317 | $6,990 | 57 | 0.0446 | $163 |
| OFFICE FURNITURE | 2006-07-01 | $6,596 | $6,301 | 57 | 0.0446 | $147 |
| WALLCOVERING | 2006-07-01 | $5,032 | $2,506 | 66 | 0.0590 | $149 |
| OFFICE FURNITURE | 2008-07-01 | $777 | $603 | 57 | 0.0892 | $35 |
| FURNITURE & FIXTURES | 2013-09-25 | $58,762 | 57 | 0.1429 | $8,397 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOLAMERE FOUNDERS FUND I, LP | AT COST | $540,909 | $711,767 |
| SOLAMERE CAPITAL FUND II LP | AT COST | $6,883 | $5,101 |
| SFF PORTFOLIO CO INVESTMENTS LLC SER I | AT COST | $1,522 | $1,407 |
| SFF PORTFOLIO CO INVESTMENTS LLC SER II | AT COST | $6,972 | $6,974 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $58,762 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,397 | AccumulatedDepreciationAmt |
| Book Value | $50,365 | BookValueAmt |
| EOYFMV | $50,365 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,077 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,077 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| EOY Book Value | $3,065 | EOYBookValueAmt |
| EOYFMV | $3,065 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $458 | $458 | |
| INTERNET | $1,699 | $1,699 | |
| LICENSES | $96 | $96 | |
| MEALS | $90 | $90 | |
| MOVING SERVICES | $2,057 | $2,057 | |
| OFFICE EXPENSE | $2,583 | $2,583 | |
| PASS THRU DEDUCTIONS FROM K-1 | $32,142 | $31,787 | |
| REPAIR | $15,043 | $15,043 | |
| TELEPHONE | $1,264 | $1,264 | |
| UTILITIES | $1,280 | $1,280 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $9,891 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,061 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA TAX | $5,214 | $5,154 | $60 |
| FEDERAL TAX | $7,505 | ||
| PROPERTY TAXES | $133 | $133 |