PATRICK AND ROBIN VAN DAELE FAMILY: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK AND ROBIN VAN DAELE FAMILY (EIN 05-0544710)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349101588
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:43:03-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952642922 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRISELL & ASSOCIATES CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2199 E WILLOW ST | AddressLine1 |
| City | SIGNAL HILL | City |
| State | CA | State |
| ZIP Code | 90755 | 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 | 050544710 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK AND ROBIN VAN DAELE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PATR | NameControl |
| Phone | 9517740000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 INDIANA AVENUE SUITE 300 | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK VAN DAELE | Name |
| Title | MANAGER | Title |
| Phone | 9517740000 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARRIE L CRISELL | Name |
| PTIN | P00096796 | PTIN |
| Phone | 5625950501 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| 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 | 3057617 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 185082 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 185082 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22283 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1177090 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22283 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 207365 | TotalRevenueAndExpenses |
| Total Net Investment Income | 207365 | 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 |
| Taxes Rev And Expnss | 4942 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 33765 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 33765 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38707 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 33765 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 117778 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 117778 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 156485 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 33765 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 117778 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 50880 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 173600 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 75932 | SavingsAndTempCashInvstBOY |
| Accounts Receivable | 856 | AccountsReceivable |
| Accounts Receivable EOY | 856 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 856 | AccountsReceivableEOYFMV |
| Investments Other BOY | 2830499 | InvestmentsOtherBOY |
| Investments Other EOY | 2956183 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3056761 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2906431 | TotalAssetsBOY |
| Total Assets EOY | 2957039 | TotalAssetsEOY |
| Total Assets EOYFMV | 3057617 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 100 | AccountsPayableBOY |
| Other Liabilities BOY | 172 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 272 | 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 | 2906159 | RetainedEarningsBOY |
| Retained Earnings EOY | 2957039 | RetainedEarningsEOY |
| Total Net Assets BOY | 2906159 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2957039 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2906431 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2957039 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2906159 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 50880 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2957039 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2957039 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| COUNTRY WIDE CAP 4,700 | P | 2012-08-28 | 117262 | 99875 | 17387 | 17387 | |
| JPM CHASE 7,500 | P | 2012-07-12 | 187500 | 199500 | -12000 | -12000 | 2009-12-16 |
| MORGAN STANLEY 800 | P | 2012-08-28 | 19879 | 17304 | 2575 | 2575 | 2009-12-16 |
| PUTNAM DIVERSIFIED 65,703 | P | 2012-03-21 | 500000 | 503422 | -3422 | -3422 | 2009-12-15 |
| WACHOVIA 5,120 | P | 2012-04-13 | 128000 | 112650 | 15350 | 15350 | |
| WELLS FARGO | P | 2012-03-23 | 224449 | 222056 | 2393 | 2393 | 2010-03-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22283 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 144705 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2917954 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049591 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 135717 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2787164 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048694 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 160190 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2745302 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058351 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 203738 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2774032 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073445 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 445610 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2930790 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.152044 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.382125 | TotalDistributionRatio |
| Average Distribution Ratio | 0.076425 | AverageDistributionRatio |
| Net Noncharitable Assets | 2937333 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 224486 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1736 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 226222 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 117778 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3472 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3472 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3472 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2880 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2880 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 27 | PenaltyForUnderpayment |
| Tax Due | 619 | TaxDue |
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 | NOT APPLICABLE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK J VAN DAELE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9517740000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2596 RAEBURN DRIVE | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92506 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK VAN DAELE | ||||||||
| 7065 INDIANA AVE STE 200 | RIVERSIDE | CA | 92506 | FOUNDATION MANAGER | 2.00 | 0 | 0 | 0 |
| ROBIN VAN DAELE | ||||||||
| 7065 INDIANA AVE STE 200 | RIVERSIDE | CA | 92506 | SECRETARY | 1.00 | 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 | 2956757 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25307 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2982064 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2982064 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 44731 | CashDeemedCharitable |
| Net Noncharitable Assets | 2937333 | NetNoncharitableAssets |
| Minimum Investment Return | 146867 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 146867 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3472 | TaxBasedOnInvestmentIncome |
| Total Tax | 3472 | TotalTax |
| Distributable Amount Before Adj | 143395 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 143395 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 143395 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 117778 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 117778 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 117778 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 143395 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 300720 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 65311 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 27813 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 1648 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 395492 | TotalExcessDistriCarryover |
| Qualifying Distributions | 117778 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 117778 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 25617 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 25617 | ExcessDistriCyovAppliedCY |
| Total Corpus | 369875 | 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 | 275103 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 94772 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 65311 | ExcessFromYear4 |
| Excess From Year3 | 27813 | ExcessFromYear3 |
| Excess From Year1 | 1648 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK VAN DAELE | ContributingManager |
| Contributing Manager | ROBIN VAN DAELE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CALIFORNIA FAMILY COUNCIL | |||||||
| PO BOX 20012 | RIVERSIDE | CA | 92516 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| HARVEST FOOD BANK | |||||||
| 2950 JEFFERSON STREET B | RIVERSIDE | CA | 92504 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| PATH OF LIFE MINISTRIES | |||||||
| 2840 HULEN PLACE | RIVERSIDE | CA | 92507 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| MISSIONARIES OF CHARITY | |||||||
| 10950 CALIFORNIA AVE | LYNWOOD | CA | 90262 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| RIVERSIDE LIFE SERVICES | |||||||
| 3727 MCCRAY ST | RIVERSIDE | CA | 92506 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| SMILE SEEKERS INC | |||||||
| 3882 12TH STREET | RIVERSIDE | CA | 92501 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORTGENERAL SUPPORT | $15,000 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 7085 BROCKTON AVE | RIVERSIDE | CA | 92506 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $700 |
| USC | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90033 | NONE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $31,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 117778 | 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 | $185,082 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,283 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $207,365 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 207365 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO PRIVATE BANKING PORTFOLIO | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2956183 | BookValue |
| EOYFMV | 3056761 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 28 | 28 | 0 |
| INVESTMENT ADVISOR FEES | 28712 | 28712 | 0 |
| SECRETARY OF STATE FILING FEE | 75 | 75 | 0 |
| ACCOUNTING FEE | 4950 | 4950 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH OVERDRAFT | Description |
| BOY Book Value | 172 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CALIFORNIA FRANCHISE TAX | $10 | 0 | 0 |
| FEDERAL TAX | $4,932 | 0 | 0 |
Comments