GARNER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: GARNER FAMILY FOUNDATION (EIN 33-0948439)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201341339349101909
Schema version: 2012v2.0
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 Corp Stock Schedule
Investments Govt Obligations Sch
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T12:19:17-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Gatto Pope & Walwick LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 West C St Suite 1700	AddressLine1
City	San Diego	City
State	CA	State
ZIP Code	921013568	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	330948439	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GARNER FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	GARN	NameControl
Phone	6192827366	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	550 WEST C STREET	AddressLine1
City	SAN DIEGO	City
State	CA	State
ZIP Code	92101	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CAM GARNER	Name
Title	CFO	Title
Date Signed	2013-05-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DANIEL J GATTO CPA	Name
PTIN	P00078663	PTIN
Phone	6192827366	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	1414678	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	22266	DividendsRevAndExpnss
Dividends Net Invst Incm	22266	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	65137	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	236990	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	65137	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	87403	TotalRevenueAndExpenses
Total Net Investment Income	87403	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1900	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1900	AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss	7765	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	7765	OtherProfFeesNetInvstIncm
Interest Rev And Expnss	610	InterestRevAndExpnss
Interest Net Invst Incm	610	InterestNetInvstIncm
Taxes Rev And Expnss	352	TaxesRevAndExpnss
Taxes Net Invst Incm	352	TaxesNetInvstIncm
Other Expenses Rev And Expnss	1267	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1187	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	80	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	11894	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	11814	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	80	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	38420	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	38420	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	50314	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	11814	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	38500	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	37089	ExcessOfRevenueOverExpenses
Net Investment Income	75589	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	30265	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	69755	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	69755	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig EOY	185849	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	189315	InvestmentsGovtObligEOYFMV
Investments Corp Stock EOY	792508	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1147087	InvestmentsCorpStockEOYFMV
Investments Other BOY	966279	InvestmentsOtherBOY
Other Assets EOY	8521	OtherAssetsEOY
Other Assets EOYFMV	8521	OtherAssetsEOYFMV
Total Assets BOY	996544	TotalAssetsBOY
Total Assets EOY	1056633	TotalAssetsEOY
Total Assets EOYFMV	1414678	TotalAssetsEOYFMV
Other Liabilities BOY	2500	OtherLiabilitiesBOY
Other Liabilities EOY	25500	OtherLiabilitiesEOY
Total Liabilities BOY	2500	TotalLiabilitiesBOY
Total Liabilities EOY	25500	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	994044	RetainedEarningsBOY
Retained Earnings EOY	1031133	RetainedEarningsEOY
Total Net Assets BOY	994044	TotalNetAssetsBOY
Total Net Assets EOY	1031133	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	996544	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1056633	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	994044	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	37089	ExcessOfRevenueOverExpenses
Subtotal	1031133	Subtotal
Total Net Assets Fund Balances EOY	1031133	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Cost Or Other BasisCostOrOtherBasis
CAPITAL GAIN DISTRIBUTIONS	P	2001-01-01	2012-12-31	6843	6843	6843
MORGAN STANLEY #24363 - LT	P	2001-01-01	2012-12-31	54436	51044	51044	3392
MORGAN STANLEY #25906 - LT	P	2001-01-01	2012-12-31	82808	-7197	-7197	90005
MORGAN STANLEY #25906 - ST	P	2012-01-01	2012-12-31	1002	-6	-6	1008
MORGAN STANLEY #10612 - LT	P	2001-01-01	2012-12-31	86333	14487	14487	71846
MORGAN STANLEY #10612 - ST	P	2012-01-01	2012-12-31	5568	-34	-34	5602

Field	Value	IRS element (for citing)
Capital Gain Net Income	65137	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-40	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	28000	QualifyingDistributionsYear1
Noncharitable Assets Year1	967991	NoncharitableAssetsYear1
Distribution Ratio Year1	0.02893	DistributionRatioYear1
Qualifying Distributions Year2	37000	QualifyingDistributionsYear2
Noncharitable Assets Year2	933879	NoncharitableAssetsYear2
Distribution Ratio Year2	0.03962	DistributionRatioYear2
Qualifying Distributions Year3	21350	QualifyingDistributionsYear3
Noncharitable Assets Year3	792384	NoncharitableAssetsYear3
Distribution Ratio Year3	0.02694	DistributionRatioYear3
Qualifying Distributions Year4	38725	QualifyingDistributionsYear4
Noncharitable Assets Year4	895882	NoncharitableAssetsYear4
Distribution Ratio Year4	0.04323	DistributionRatioYear4
Qualifying Distributions Year5	57453	QualifyingDistributionsYear5
Noncharitable Assets Year5	1098304	NoncharitableAssetsYear5
Distribution Ratio Year5	0.05231	DistributionRatioYear5
Total Distribution Ratio	0.19103	TotalDistributionRatio
Average Distribution Ratio	0.03821	AverageDistributionRatio
Net Noncharitable Assets	1169204	NetNoncharitableAssets
Adjusted Noncharitable Assets	44669	AdjustedNoncharitableAssets
One Percent Net Investment Income	756	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	45425	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	38500	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1512	InvestmentIncomeExciseTax
Subtotal	1512	Subtotal
Tax Based On Investment Income	1512	TaxBasedOnInvestmentIncome
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	3	PenaltyForUnderpayment
Tax Due	1515	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GATTOPOPE & WALWICK LLP	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6192827366	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 WEST C ST STE 1700	AddressLine1
City	SAN DIEGO	City
State	CA	State
ZIP Code	92101	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

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
CAM GARNER
550 WEST C ST SUITE 1700	SAN DIEGO	CA	92101	CFO	2.00	0
WANDA GARNER
550 WEST C ST SUITE 1700	SAN DIEGO	CA	92101	President	1.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1140143	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	46866	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1187009	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	1187009	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	17805	CashDeemedCharitable
Net Noncharitable Assets	1169204	NetNoncharitableAssets
Minimum Investment Return	58460	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	58460	MinimumInvestmentReturn
Tax Based On Investment Income	1512	TaxBasedOnInvestmentIncome
Total Tax	1512	TotalTax
Distributable Amount Before Adj	56948	DistributableAmountBeforeAdj
Distributable Amount Before Ded	56948	DistributableAmountBeforeDed
Distributable Amount As Adjusted	56948	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	38500	ExpensesAndContributions
Qualifying Distributions	38500	QualifyingDistributions
Adj Qualifying Distributions	38500	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	56948	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	37003	ExcessDistriCarryoverYear4
Total Excess Distri Carryover	37003	TotalExcessDistriCarryover
Qualifying Distributions	38500	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	38500	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	18448	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	18448	ExcessDistriCyovAppliedCY
Total Corpus	18555	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	18555	ExcessDistriCyovToNextYear
Excess From Year4	18555	ExcessFromYear4

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	CAM GARNER	ContributingManager
Contributing Manager	WANDA GARNER	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	CAM WANDA GARNER	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	550 WEST C STREET SUITE 1700	AddressLine1
City	SAN DIEGO	City
State	CA	State
ZIP Code	92101	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	6192827366	RecipientPhoneNumber
Form And Info And Materials	WRITTEN APPLICATION	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
TRADITION'S ARNOLD PALMER EDUCATION
78-505 OLD AVENUE 52	LA QUINTA	CA	92253	NONE	PUBLIC	EDUCATION	$500
THE VISION OF CHILDREN
11975 EL CAMINO REAL SUITE 104	SAN DIEGO	CA	92130	NONE	PUBLIC	SCIENCE	$500
ALLIANT INTERNATIONAL UNIVERSITY
ONE BEACH STREET	SAN FRANCISCO	CA	94133	NONE	PUBLIC	EDUCATION	$10,000
OMO CHILD FOUNDATION
PO BOX 2387	RANCHO SANTA FE	CA	92067	NONE	PUBLIC	WELFARE	$500
RANCHO SANTA FE FOUNDATION
6004 PASEO DELICIAS	RANCHO SANTA FE	CA	92067	NONE	PUBLIC	WELFARE	$5,000
CHP 11-99 FOUNDATION
PO BOX 3537	LA HABRA	CA	90632	NONE	PUBLIC	WELFARE	$1,000
SAN DIEGO MUSEUM OF ART
PO BOX 122107	SAN DIEGO	CA	92112	NONE	PUBLIC	EDUCATION	$1,920
CASA DE AMPARO
3355 MISSION AVE 238	OCEANSIDE	CA	92054	NONE	PUBLIC	WELFARE	$500
LA JOLLA PLAYHOUSE
PO Box 12039	LA JOLLA	CA	92039	NONE	PUBLIC	EDUCATION	$2,500
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE	LA JOLLA	CA	92093	NONE	PUBLIC	EDUCATION	$16,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	38420	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$22,266	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$65,137	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$87,403	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	87403	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,900	Amount
Net Investment Income	1900	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
MARKETABLE SECURITIES - MSSB #24363	469965	719396
MARKETABLE SECURITIES - MSSB #25906	322543	427691

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	185849	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	189315	USGovtSecuritiesEOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	INVESTMENT INCOME RECEIVABLE	Description
EOY Book Value	8521	EOYBookValue
EOYFMV	8521	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
NON-DEDUCTIBLE PORTION OF DONATIONS	80	80
MISCELLANEOUS	1187		1187

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DONATIONS PAYABLE	Description
BOY Book Value	2500	BOYBookValue
EOY Book Value	25500	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$7,765	Amount
Net Investment Income	7765	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
INVESTMENT INCOME EXCISE TAX	$138	138
FOREIGN TAX EXPENSE	$204	204
CA REGISTRATION RENEWAL FEE	$10	10

GARNER FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments