MEACHAM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MEACHAM FOUNDATION (EIN 05-0590644)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-14
- IRS object ID
- 201302879349100010
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-14T14:06:14-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330885895 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050590644 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEACHAM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEAC | NameControl |
| Phone | 8585589200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL R MEACHAM | Name |
| Title | PRESIDENT | Title |
| Phone | 8585589200 | Phone |
| Date Signed | 2013-08-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY H MCGROARTY | Name |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 703951 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2395 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 14998 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14998 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 41736 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 304746 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 41736 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 59129 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56734 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 235 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2115 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 376 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 331 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 45 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6794 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6794 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9520 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7360 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2160 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30770 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7360 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 23410 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 28359 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 49374 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4468 | CashBOY |
| Cash EOY | 7015 | CashEOY |
| Cash EOYFMV | 7015 | CashEOYFMV |
| Investments Other BOY | 632256 | InvestmentsOtherBOY |
| Investments Other EOY | 658068 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 696936 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 636724 | TotalAssetsBOY |
| Total Assets EOY | 665083 | TotalAssetsEOY |
| Total Assets EOYFMV | 703951 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 636724 | RetainedEarningsBOY |
| Retained Earnings EOY | 665083 | RetainedEarningsEOY |
| Total Net Assets BOY | 636724 | TotalNetAssetsBOY |
| Total Net Assets EOY | 665083 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 636724 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 665083 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 636724 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 28359 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 665083 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 665083 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #4026 - PUBLICLY TRADED SECURITIES | P | 2012-12-31 | 9302 | 9769 | -467 | -467 |
| MERRILL LYNCH #4026 - PUBLICLY TRADED SECURITIES | P | 2012-12-31 | 290748 | 253241 | 37507 | 37507 |
| CAPITAL GAINS DIVIDENDS | P | 4696 | 4696 | 4696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 41736 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26036 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 703896 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036988 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27615 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 655276 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042143 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35021 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 641736 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054572 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 66393 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 964699 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068823 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56484 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1147978 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049203 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251729 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050346 | AverageDistributionRatio |
| Net Noncharitable Assets | 677684 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34119 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 494 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34613 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 23410 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 987 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 987 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 987 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 724 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2724 | TotalCreditsAndPayments |
| Overpayment | 1737 | Overpayment |
| Amount Credited To Next Year | 1737 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LINDSAY BROWNELL LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8585589200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 683717 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4287 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 688004 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 688004 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10320 | CashDeemedCharitable |
| Net Noncharitable Assets | 677684 | NetNoncharitableAssets |
| Minimum Investment Return | 33884 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33884 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 987 | TaxBasedOnInvestmentIncome |
| Total Tax | 987 | TotalTax |
| Distributable Amount Before Adj | 32897 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 32897 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 32897 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 23410 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 23410 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 23410 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32897 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 13720 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 23410 | QualifyingDistributions |
| Applied To Year1 | 13720 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9690 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 23207 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R MEACHAM | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AGROS INTERNATIONAL | |||||||
| 2225 4TH AVE 2ND FLOOR | SEATTLE | WA | 98121 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| BIRCH AQUARIUM AT SCRIPPS UCSD | |||||||
| 9500 GILMAN DRIVE MAIL CODE 0207 | LA JOLLA | CA | 92093 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| BREMERTON SYMPHONY ASSOCIATION | |||||||
| PO BOX 996 | BREMERTON | WA | 98337 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| CHAPEL HILL CHURCH | |||||||
| PO BOX 829 | GIG HARBOR | WA | 98335 | N/A | CHURCH | GENERAL | $575 |
| CHILDRENS SHELTER OF HOPE FOUNDATION | |||||||
| PO BOX 3471 | PORTLAND | OR | 97208 | N/A | PUBLIC CHARITY | GENERAL | $3,500 |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DRIVE SUITE 801 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| DEL MAR HILLS PTA | |||||||
| 14085 MANGO DRIVE | DEL MAR | CA | 92014 | N/A | SCHOOL | GENERAL | $175 |
| DEL MAR SCHOOLS EDUCATION FOUNDATION | |||||||
| 13030 ASHLEY FALLS DRIVE | SAN DIEGO | CA | 92130 | N/A | SCHOOL | GENERAL | $800 |
| GIG HARBOR BOATSHOP | |||||||
| PO BOX 1187 | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| GIG HARBOR CANOE & KAYAK CLUB | |||||||
| 3225 SHAWNEE DRIVE | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| 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 | $550 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| HARBOR HISTORY MUSEUM | |||||||
| 4121 HARBORVIEW DRIVE | GIG HARBOR | WA | 98335 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| NORTHWEST FOLKLIFE | |||||||
| 305 HARRISON STREET | SEATTLE | WA | 98109 | N/A | PUBLIC CHARITY | GENERAL | $750 |
| PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE | |||||||
| PO BOX 705 | CORDOVA | AK | 99574 | N/A | PUBLIC CHARITY | GENERAL | $3,500 |
| THE ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | N/A | PUBLIC CHARITY | GENERAL | $6,000 |
| UNITED STATES MARINE RAIDER ASSOCIATION | |||||||
| 704 COOPER COURT | ARLINGTON | TX | 760115550 | N/A | PUBLIC CHARITY | GENERAL | $100 |
| YMCA OF PIERCE AND KITSAP COUNTIES | |||||||
| 10550 HARBOR HILL DR | GIG HARBOR | WA | 98332 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,998 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $41,736 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $56,734 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56734 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,350 | Amount |
| Net Investment Income | 235 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2115 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 654537 | 693405 |
| DIVIDENDS RECEIVABLE | AT COST | 3531 | 3531 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSE | Description |
| Revenue And Expenses Per Books | 6794 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6794 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $331 | 331 | 0 |
| FRANCHISE TAX BOARD | $20 | 0 | 20 |
| CALIFORNIA SECRETARY OF STATE | $25 | 0 | 25 |
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