BOAND FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOAND FAMILY FOUNDATION (EIN 95-4262373)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349102127
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T14:45:42-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330688067 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN HAIGHT & MONAGHAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 MAIN ST SUITE 600 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954262373 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOAND FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOAN | NameControl |
| Phone | 5625314404 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD NO G | AddressLine1 |
| City | SOUTH GATE | City |
| State | CA | State |
| ZIP Code | 90280 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA EVANS | Name |
| Title | DIRECTOR | Title |
| Phone | 5625314404 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R LEE HAIGHT | Name |
| PTIN | P00087020 | PTIN |
| Phone | 9498529433 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3145689 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2150150 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 472 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 472 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 84883 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 84883 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -54933 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 413746 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2180572 | TotalRevenueAndExpenses |
| Total Net Investment Income | 85355 | 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 | 2910 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2665 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1211 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1109 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6786 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1109 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 576750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 576750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 583536 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1109 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 576750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1597036 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 84246 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 97516 | CashBOY |
| Cash EOY | 752242 | CashEOY |
| Cash EOYFMV | 752242 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 58641 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 264600 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 264600 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 381210 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 505299 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 435252 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1037934 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1650196 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1693595 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1575301 | TotalAssetsBOY |
| Total Assets EOY | 3172337 | TotalAssetsEOY |
| Total Assets EOYFMV | 3145689 | 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 | 1575301 | RetainedEarningsBOY |
| Retained Earnings EOY | 3172337 | RetainedEarningsEOY |
| Total Net Assets BOY | 1575301 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3172337 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1575301 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3172337 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1575301 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1597036 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3172337 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3172337 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| CONAGRA FOODS INC COM- 625 SH | 2004-06-30 | 2011-05-13 | 15707 | 17332 | -1625 | -1625 | |
| EASTMAN KODAK CO COM- 600 SH | 2004-06-30 | 2011-03-17 | 1784 | 15738 | -13954 | -13954 | |
| MOTORS LIQ CO COM- 700 SH | 2006-04-12 | 2011-03-17 | 11 | 19714 | -19703 | -19703 | |
| 0 | 0 | ||||||
| 0 | 0 | ||||||
| ROYAL BK SCOTLAND GROUP- 1800 SH | 2006-05-18 | 2011-03-16 | 30631 | 45000 | -14369 | -14369 | |
| WELLS FARGO & CO- 350 SH | 2004-06-30 | 2011-05-13 | 9660 | 11132 | -1472 | -1472 | |
| NM BANK AMERICA CORP- 60,000 | 2001-06-04 | 2011-09-15 | 60000 | 60000 | 0 | 0 | |
| COMCAST CORP- 2,000 | 2011-11-22 | 2011-11-25 | 50000 | 50106 | -106 | -106 | |
| BARD C R INC- 83 SH | 2011-06-08 | 2011-09-02 | 7618 | 9000 | -1382 | -1382 | |
| EMC CORPORATION- 334 SH | 2011-06-08 | 2011-11-03 | 8124 | 8990 | -866 | -866 | |
| HUNT J B TRANS SVCS INC- 208 SH | 2011-06-08 | 2011-10-12 | 8292 | 8976 | -684 | -684 | |
| PACCAR INC- 189 SH | 2011-06-08 | 2011-09-02 | 6730 | 8984 | -2254 | -2254 | |
| ROCKWELL AUTOMATION INC- 112 SH | 2011-06-08 | 2011-11-03 | 7668 | 8971 | -1303 | -1303 | |
| CITIGROUP CAPITAL XVI- 4059 SH | 2007-06-07 | 2011-06-07 | 98012 | 100189 | -2177 | -2177 | |
| GENERAL ELECTRIC CAPITAL- 1800 SH | 2010-01-12 | 2011-06-07 | 46493 | 44982 | 1511 | 1511 | |
| DB CAPITAL FDG VIII- 2555 SH | 1946-06-14 | 2011-06-07 | 61446 | 59565 | 1881 | 1881 | |
| CAPITAL GAINS DIVIDENDS | 897 | 897 | 897 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -55606 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67528 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1420642 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047533 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60733 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1303996 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046575 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 63612 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1028566 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061845 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 70042 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1301694 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053808 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 65517 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1383140 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047368 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257129 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051426 | AverageDistributionRatio |
| Net Noncharitable Assets | 3004970 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 154534 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 842 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 155376 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 576750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 842 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 842 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 842 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2120 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2120 | TotalCreditsAndPayments |
| Overpayment | 1278 | Overpayment |
| Amount Credited To Next Year | 1278 | 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 | 0 | 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 | TERESA EVANS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5625314404 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD SUITE G | AddressLine1 |
| City | SOUTH GATE | City |
| State | CA | State |
| ZIP Code | 90280 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| TERESA EVANS | ||||||||
| 21242 HILLSDALE LN | HUNTINGTON BEACH | CA | 92646 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LUCINDA MCDERMOTT | ||||||||
| 683 VISTA BONITA | NEWPORT BEACH | CA | 92660 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| NICOLE BOAND | ||||||||
| 10965 NW WARREN ROAD | SILVERDALE | WA | 98383 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DERRICK MERCURIO | ||||||||
| 502 AVENIDA LUCIA | NEWPORT BEACH | CA | 92660 | DIRECTOR | 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 | 1921866 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1128865 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3050731 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3050731 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 45761 | CashDeemedCharitable |
| Net Noncharitable Assets | 3004970 | NetNoncharitableAssets |
| Minimum Investment Return | 150249 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 150249 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 842 | TaxBasedOnInvestmentIncome |
| Total Tax | 842 | TotalTax |
| Distributable Amount Before Adj | 149407 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 149407 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 149407 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 576750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 576750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 842 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 575908 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 149407 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 66458 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6953 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13946 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 87357 | TotalExcessDistriCarryover |
| Qualifying Distributions | 576750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 149407 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 427343 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 514700 | 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 | 514700 | 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) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| DREAM CATCHERSASSISTANCE LEAGUE OF HUNTINGTON BEACH | ||||||
| 8071 SLATER AVE STE 145 | HUNTINGTON BEACH | CA | 92647 | NONE | PUBLIC SUPPORT | $10,000 |
| BOYS AND GIRLS CLUB OF HUNTINGTON BEACH | ||||||
| 2309 DELAWARE STREET | HUNTINGTON BEACH | CA | 92648 | NONE | PUBLIC SUPPORT | $500,000 |
| BOYS AND GIRLS CLUB OF HUNTINGTON VALLEY | ||||||
| 16582 BROOKHURST STREET | FOUNTAIN VALLEY | CA | 92708 | NONE | PUBLIC SUPPORT | $10,000 |
| BRAILLE INSTITUTE OF AMERICA | ||||||
| 527 N DALE AVENUE | ANAHEIM | CA | 92801 | NONE | PUBLIC SUPPORT | $10,000 |
| KITSAP HUMANE SOCIETY | ||||||
| 9167 DICKEY ROAD NW | SILVERDALE | WA | 98383 | NONE | PUBLIC SUPPORT | $10,000 |
| PEACE OF MIND DOG RESCUE | ||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | NONE | PUBLIC SUPPORT | $10,000 |
| SHERMAN LIBRARY & GARDENS | ||||||
| 2647 EAST COAST HIGHWAY | CORONA DEL MAR | CA | 92625 | NONE | PUBLIC SUPPORT | $1,500 |
| SURF CITY ROTARY | ||||||
| 9582 HAMILTON AVE STE 195 | HUNTINGTON BEACH | CA | 92646 | NONE | PUBLIC SUPPORT | $5,000 |
| DOWNEY POLICE AND FIRE FOUNDATION | ||||||
| PO BOX 911 | DOWNEY | CA | 90241 | NONE | PUBLIC SUPPORT | $100 |
| FRIENDS OF THE 1ST CEB | ||||||
| 16824 BETTY AVENUE | CERRITOS | CA | 90703 | NONE | PUBLIC SUPPORT | $150 |
| DRUMMOND CULINARY ACADEMY | ||||||
| PO BOX 6948 | SALINAS | CA | 93912 | NONE | PUBLIC SUPPORT | $5,000 |
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST | ||||||
| 2001 E MADISON | SEATTLE | WA | 98122 | NONE | PUBLIC SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 576750 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $472 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $84,883 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,570 | ExclusionAmount |
| Related Or Exempt Function Income | -56503 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $86,925 | ExclusionAmount |
| Related Or Exempt Function Income | -56503 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30422 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | TO PROVIDE INCOME NECESSARY TO FUND THE PURPOSE OF THE FOUNDATION. | RelationshipStatement |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOAND MARITAL TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13440 PARAMOUNT BLVD SUITE G | AddressLine1 |
| City | SOUTH GATE | City |
| State | CA | State |
| ZIP Code | 90280 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2150150 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,910 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PERSHING - OTHER INCOME | Name |
| How Acquired | PURCHASED | HowAcquired |
| Gross Sales Price | 673 | GrossSalesPrice |
| Sales Expense | 0 | SalesExpense |
| Total Net | 673 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 1650196 | EOYBookValue |
| EOYFMV | 1693595 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 505299 | EOYBookValue |
| EOYFMV | 435252 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 1211 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1109 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAXES | $2,569 | 0 | 0 |
| FRANCHISE TAX BOARD | $10 | 0 | 0 |
| ATTORNEY GENERAL | $50 | 0 | 0 |
| FOREIGN TAX | $36 | 0 | 0 |
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