RASMUSSEN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RASMUSSEN FOUNDATION (EIN 77-0166925)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-01
- IRS object ID
- 201312139349100011
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-01T15:08:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954517351 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTOR KRYSTAD & ROSENFELD INC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 S MARENGO AVE | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | 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 | 770166925 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RASMUSSEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RASM | NameControl |
| Phone | 8055812275 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 SHASTA WAY NO F | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930651800 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C DEAN RASMUSSEN | Name |
| Title | PRESIDENT | Title |
| Phone | 8055812275 | Phone |
| Date Signed | 2013-07-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC KRYSTAD | Name |
| PTIN | P00745006 | PTIN |
| Phone | 6263974600 | 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 | 1267612 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 42502 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42502 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 45189 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 268454 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 45189 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 14828 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 39862 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 102519 | TotalRevenueAndExpenses |
| Total Net Investment Income | 127553 | 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 |
| Other Prof Fees Rev And Expnss | 5577 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5577 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 36 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4393 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5577 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85933 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 85933 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95939 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5577 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 85933 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6580 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 121976 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38654 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 71961 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 71961 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1061412 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1113676 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1113676 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 107009 | InvestmentsOtherBOY |
| Investments Other EOY | 81975 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 81975 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1207075 | TotalAssetsBOY |
| Total Assets EOY | 1267612 | TotalAssetsEOY |
| Total Assets EOYFMV | 1267612 | 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 | 1207075 | RetainedEarningsBOY |
| Retained Earnings EOY | 1267612 | RetainedEarningsEOY |
| Total Net Assets BOY | 1207075 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1267612 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1207075 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1267612 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1207075 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6580 | ExcessOfRevenueOverExpenses |
| Other Increases | 92611 | OtherIncreases |
| Subtotal | 1306266 | Subtotal |
| Other Decreases | 38654 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1267612 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB XXXX-7409 | P | 2008-11-10 | 2012-02-27 | 58463 | 44157 | 14306 | 14306 |
| CHARLES SCHWAB XXXX-7410 | P | 35773 | 36540 | -767 | -767 | ||
| CHARLES SCHWAB XXXX-7410 | P | 171752 | 142568 | 29184 | 29184 | ||
| CAPITAL GAINS DIVIDENDS | P | 2466 | 2466 | 2466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 45189 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 119600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 0 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 179042 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 167750 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 263585 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 172578 | QualifyingDistributionsYear5 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1220 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1220 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 85933 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1220 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1220 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1220 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 1650 | TaxPaidWithExtension |
| Total Credits And Payments | 1650 | TotalCreditsAndPayments |
| Penalty For Underpayment | 29 | PenaltyForUnderpayment |
| Overpayment | 401 | Overpayment |
| Amount Credited To Next Year | 401 | 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 | SHARON MINERVA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8055812275 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 SHASTA WAY SUITE F | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 93065 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| C DEAN RASMUSSEN | ||||||||
| 2320 SHASTA WAY - F | SIMI VALLEY | CA | 93065 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| CHARLES A RAMUSSEN | ||||||||
| 28548 LIVINGSTON AVE | VALENCIA | CA | 91355 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JAMES RASMUSSEN | ||||||||
| 2320 SHASTA WAY- F | SIMI VALLEY | CA | 93065 | SECRETARY | 0.00 | 0 | 0 | 0 |
| RICHARD GREENBERG | ||||||||
| 2320 SHASTA WAY - F | SIMI VALLEY | CA | 93065 | CFO | 0.00 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1220 | TaxBasedOnInvestmentIncome |
| Total Tax | 1220 | TotalTax |
| Distributable Amount Before Adj | 0 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 0 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 85933 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 85933 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1220 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 84713 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 174951 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 263585 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 168125 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 179190 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 120292 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 906143 | TotalExcessDistriCarryover |
| Qualifying Distributions | 85933 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 85933 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 992076 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 174951 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 817125 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 263585 | ExcessFromYear4 |
| Excess From Year3 | 168125 | ExcessFromYear3 |
| Excess From Year2 | 179190 | ExcessFromYear2 |
| Excess From Year1 | 120292 | ExcessFromYear1 |
| Excess From Current Year | 85933 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALSA - GLAC (ALS FOUNDATION) | ||||||
| PO BOX 565 | AGOURA HILLS | CA | 91376 | 95-4163338 | MEDICAL AID AND RESEARCH. | $15,500 |
| CALIFORNIA WATERFOWL ASSOCIATION | ||||||
| 4630 NORTHGATE BLVD SUITE 150 | SACRAMENTO | CA | 95834 | 94-1149574 | CONSERVATION OF CALIFORNIA WATERFOWL. | $50 |
| HARVARD NEURO DISCOVERY CENTER | ||||||
| 220 LONGWOOD AVE | BOSTON | MA | 02115 | 31-1745145 | MEDICAL RESEARCH. | $25,000 |
| HOMELAND SECURITY ADVISORY COUNCIL | ||||||
| 19528 VENTURA BLVD SUITE 647 | TARZANA | CA | 91356 | 27-0285630 | OPERATING EXPENSES. THE HOMELAND SECURITY ADVISORY COUNCIL (HSAC) PROVIDES ADVICE AND RECOMMENDATIONS TO THE SECRETARY ON MATTERS RELATED TO HOMELAND SECURITY. THE COUNCIL COMPRISES LEADERS FROM STATE AND LOCAL GOVERNMENT, FIRST RESPONDER COMMUNITIES, THE PRIVATE SECTOR, AND ACADEMIA. | $850 |
| THE IRAIDA FOUNDATION | ||||||
| 28845 COUNTRYSIDE DR | AGOURA HILLS | CA | 91301 | 95-4237926 | HOSPITAL AND MEDICAL RESEARCH. | $1,000 |
| JONI AND FRIENDS | ||||||
| PO BOX 9557 | WILTON | NH | 030869557 | 95-3402002 | AID TO THE DISABLED. | $500 |
| RONALD REAGAN PRESIDENTIAL FOUNDATION | ||||||
| 40 PRESIDENTIAL DR | SIMI VALLEY | CA | 93065 | 77-0054631 | MAINTENANCE OF PRESIDENTIAL LIBRARY. | $25,000 |
| SCLERODERMA FOUNDATION | ||||||
| 59 FRONT ST | BINGHAMTON | NY | 13905 | 13-3128296 | MEDICAL RESEARCH. | $1,000 |
| FOR THE TROOPS | ||||||
| 2872 COCHRAN ST | SIMI VALLEY | CA | 93065 | 20-8099782 | FUND CARE PACKAGES FOR U.S. MILITARY TROOPS. | $2,500 |
| WATERFORD FOUNDATION FOR PUBLIC EDUCATION | ||||||
| PO BOX 300681 | WATERFORD | MI | 483300681 | 38-2528009 | THE FOUNDATION EXISTS TO PROMOTE AND RECOGNIZE EXCELLENCE IN TEACHING AND LEARNING. | $100 |
| BOY SCOUTS OF AMERICA - VENTURA COUNTY COUNCIL | ||||||
| 509 DAILY DR | CAMARILLO | CA | 93010 | 95-1716783 | YOUTH PROGRAMS. | $1,150 |
| NATIONAL PARK FOUNDATION | ||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON | DC | 20005 | 92-1086761 | NATIONAL PARKS PRESERVATION. | $10,000 |
| LOVE RIDE FOUNDATION | ||||||
| 3717 SAN FERNANDO RD | GLENDALE | CA | 90214 | MUSCULAR DYSTROPHY ASSOCIATION FUNDRAISER. | $500 | |
| NEW WEST SYMPHONY LEAGUE | ||||||
| 2100 THOUSAND OAKS BLVD SUITE D | THOUSAND OAKS | CA | 91362 | 77-0406042 | MUSIC EDUCATIONAL DEVELOPMENT. | $110 |
| STARS & STRIPES CO GSF FOUNDATION | ||||||
| 18301 VON KARMAN AVE SUITE 1100 | IRVINE | CA | 92612 | 46-0501728 | UNRESTRICTED DONATION TO CHILDREN'S CHARITIES. | $673 |
| CASA TERESA | ||||||
| PO BOX 429 | ORANGE | CA | 92856 | 95-3251986 | AID TO PREGNANT HOMELESS WOMEN. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 85933 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 42502 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 39862 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 45189 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|
| PARTNERSHIP INCOME - PJALF | 531390 | 01 | -$26,158 |
| PARTNERSHIP INCOME - TCL | 531390 | 01 | $1,124 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$25,034 | ExclusionAmount |
| Related Or Exempt Function Income | 127553 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102519 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 11A | REVENUE FROM SALE OF REAL PROPERTY INVESTMENT USED TO FUND FOUNDATION |
| 11B | REVENUE GENERATED FROM INVESTMENTS USED TO FUND FOUNDATION |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB XXXX-7409 | 552403 | 552403 |
| CHARLES SCHWAB XXXX-7410 | 561273 | 561273 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 81975 | BookValue |
| EOYFMV | 81975 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT - OVERSTATED CASH | Description |
| Amount | $38,654 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FEES | 1846 | 0 | 0 |
| ADMINISTRATIVE EXPENSES | 3147 | 0 | 0 |
| VOID CHECKS | -600 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTIES | 39862 | 39862 | 39862 |
| PARTNERSHIP INCOME - PJALF | -26158 | -26158 | |
| PARTNERSHIP INCOME - TCL | 1124 | 1124 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON PORTFOLIO | $92,293 |
| PRIOR PERIOD ADJUSTMENT - OTHER | $318 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | Category |
| Amount | $5,577 | Amount |
| Net Investment Income | 5577 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON DIVIDENDS | Category |
| Amount | $36 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments