HILL CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HILL CHARITABLE FOUNDATION (EIN 33-1145119)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201131369349101838
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T12:44:25-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MacNeill & Wolski | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5575 Lake Park Way Suite 200 | AddressLine1 |
| City | La Mesa | City |
| State | CA | State |
| ZIP Code | 919421674 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331145119 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILL CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HILL | NameControl |
| Phone | 6192261315 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 ROSECRANS STREET M-1 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELINDA E HILL | Name |
| Title | President | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THEODORE E WOLSKI | Name |
| Phone | 6194646050 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 608738 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2100 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 34 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 34 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 34 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3104 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3104 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3104 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Other Income Rev And Expnss | 67650 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 67650 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 67650 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 72888 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70788 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 70788 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2800 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 500 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 709 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 1370 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 101 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5379 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3401 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 47500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 47500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52879 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3401 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 47500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 20009 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 67387 | NetInvestmentIncome |
| Adjusted Net Income | 70788 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 100 | CashBOY |
| Cash EOY | 780 | CashEOY |
| Cash EOYFMV | 780 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 455242 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 473995 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 473995 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 945 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1471 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1471 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 132492 | InvestmentsOtherBOY |
| Investments Other EOY | 132492 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 132492 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 588779 | TotalAssetsBOY |
| Total Assets EOY | 608738 | TotalAssetsEOY |
| Total Assets EOYFMV | 608738 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 85 | AccountsPayableBOY |
| Accounts Payable EOY | 35 | AccountsPayableEOY |
| Grants Payable BOY | 5000 | GrantsPayableBOY |
| Grants Payable EOY | 5000 | GrantsPayableEOY |
| Total Liabilities BOY | 5085 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5035 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 583694 | UnrestrictedBOY |
| Unrestricted EOY | 603703 | UnrestrictedEOY |
| Total Net Assets BOY | 583694 | TotalNetAssetsBOY |
| Total Net Assets EOY | 603703 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 588779 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 608738 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 583694 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 20009 | ExcessOfRevenueOverExpenses |
| Subtotal | 603703 | Subtotal |
| Total Net Assets Fund Balances EOY | 603703 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 51565 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 659151 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07823 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 35790 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 446142 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08022 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29545 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 430000 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06871 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.22716 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07572 | AverageDistributionRatio |
| Net Noncharitable Assets | 585054 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44300 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 674 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 44974 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 47500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 674 | InvestmentIncomeExciseTax |
| Subtotal | 674 | Subtotal |
| Tax Based On Investment Income | 674 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2145 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2145 | TotalCreditsAndPayments |
| Overpayment | 1471 | Overpayment |
| Amount Credited To Next Year | 1471 | AmountCreditedToNextYear |
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 |
| 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 | PEGGY HILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6192261315 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 ROSECRANS ST STE M-1 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92106 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MELINDA E HILL | ||||||
| 1050 ROSECRANS ST STE M-1 | SAN DIEGO | CA | 92106 | President | 0.00 | 0 |
| PEGGY E HILL | ||||||
| 1050 ROSECRANS ST STE M-1 | SAN DIEGO | CA | 92106 | CEO | 0.00 | 0 |
| LISA KIY | ||||||
| 1050 ROSECRANS ST STE M-1 | SAN DIEGO | CA | 92106 | Vice Pres | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES PERFORMED BY THE FOUNDATION | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 460000 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 133963 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 593963 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 593963 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8909 | CashDeemedCharitable |
| Net Noncharitable Assets | 585054 | NetNoncharitableAssets |
| Minimum Investment Return | 29253 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29253 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 674 | TaxBasedOnInvestmentIncome |
| Total Tax | 674 | TotalTax |
| Distributable Amount Before Adj | 28579 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 28579 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 28579 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 47500 | ExpensesAndContributions |
| Qualifying Distributions | 47500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 674 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 46826 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28579 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 8895 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5481 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 19917 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 34293 | TotalExcessDistriCarryover |
| Qualifying Distributions | 47500 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 28579 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18921 | RemainingDistriFromCorpus |
| Total Corpus | 53214 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 53214 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 8895 | ExcessFromYear3 |
| Excess From Year2 | 5481 | ExcessFromYear2 |
| Excess From Year1 | 19917 | ExcessFromYear1 |
| Excess From Current Year | 18921 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PEGGY E HILL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YMCA KIDS TO CAMP | |||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | NONE | CHARITY | SUSTAINING CONTRIBUTION | $300 |
| THE USO | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | NONE | CHARITY | SUSTAINING CONTRIBUTION | $250 |
| THE CAMPANILE FOUNDATION | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | CHARITY | SUSTAINING CONTRIBUTION | $3,370 |
| COMMUNITY FDTN FOR A BETTER BIGFORK | |||||||
| PO BOX 486 | BIGFORK | MT | 59911 | NONE | CHARITY | SUSTAINING CONTRIBUTION | $500 |
| YWCA of San Diego County | |||||||
| 1012 C Street | San Diego | CA | 92101 | NONE | CHARITY | Sustaining Contribution | $5,000 |
| Special Ops Warrier Foundation | |||||||
| PO Box 13483 | Tampa | FL | 33681 | NONE | CHARITY | Sustaining Contribution | $1,000 |
| San Diego Zoo | |||||||
| 2920 ZOO DRIVE | San Diego | CA | 92101 | NONE | CHARITY | Sustaining Contribution | $5,000 |
| San Diego Humane Society | |||||||
| 5500 GAINES STREET | San Diego | CA | 92110 | NONE | CHARITY | Sustaining Contribution | $1,000 |
| San Diego Historical Society | |||||||
| 1649 El Prado | San Diego | CA | 92101 | NONE | CHARITY | Sustaining Contribution | $1,000 |
| San Diego Food Bank | |||||||
| 9850 Distribution Avenue | San Diego | CA | 92121 | NONE | CHARITY | Sustaining Contribution | $3,000 |
| San Diego Audubon Society | |||||||
| 4010 MORENA BLVD STE 100 | San Diego | CA | 92117 | NONE | CHARITY | Sustaining Contribution | $1,000 |
| Salvation Army | |||||||
| PO Box 122866 | San Diego | CA | 92112 | NONE | CHARITY | Sustaining Contribution | $1,500 |
| Rady Children Hospital | |||||||
| 3020 Childrens Way | San Diego | CA | 92123 | NONE | CHARITY | Sustaining Contribution | $11,500 |
| Project Wildlife | |||||||
| PO Box 80696 | San Diego | CA | 92138 | NONE | CHARITY | Sustaining Contribution | $2,000 |
| Planned Parenthood of San Diego | |||||||
| 1333 CAMINO DEL RIO S STE 306 | San Diego | CA | 92108 | NONE | CHARITY | Sustaining Contribution | $2,500 |
| Planned Parenthood Fed of America | |||||||
| 434 West 33rd Ave | New York | NY | 10001 | NONE | CHARITY | Sustaining Contribution | $500 |
| Monarch School | |||||||
| 808 W CEDAR STREET | SAN DIEGO | CA | 92101 | NONE | SCHOOL | Sustaining contribution | $1,000 |
| Feeding America - San Diego | |||||||
| 9151 REHCO ROAD STE B | San Diego | CA | 92121 | NONE | CHARITY | Sustaining Contribution | $1,080 |
| Doctor's Without Borders | |||||||
| 333 7th Ave - 2nd Floor | New York | NY | 10001 | NONE | CHARITY | Sustaining Contribution | $1,000 |
| Alpha Project | |||||||
| 3737 Fifth Avenue | San Diego | CA | 92103 | NONE | CHARITY | Sustaining Contribution | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 47500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 34 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3104 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISSION DEL MAGNOLIA, LLC | Description |
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $67,650 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,650 | ExclusionAmount |
| Related Or Exempt Function Income | 3138 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 70788 | 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 | 11 | LineNumber |
| Relationship Statement | DIVIDENDS, INTEREST AND NET MEMBERSHIP DISTRIBUTIONS FROM LIMITED LIABILITY COMPANY INVESTMENT THAT ARE RECEIVED BY THE FOUNDATION ARE USED TO FUND THE FOUNDATION'S DONATIONS/CONTRIBUTIONS TO OTHER PUBLIC CHARITABLE ORGANIZATIONS. | RelationshipStatement |
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) |
|---|---|---|
| Amount | $2,800 | Amount |
| Net Investment Income | 2800 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Service Charges | 81 | 81 |
| Seminars | 755 | |
| Office Supplies | 14 | |
| Membership Fees | 500 | |
| Filing Fees | 20 | 20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISSION DEL MAGNOLIA, LLC | Description |
| Revenue And Expenses Per Books | 67650 | RevenueAndExpensesPerBooks |
| Net Investment Income | 67650 | NetInvestmentIncome |
| Adjusted Net Income | 67650 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $500 | Amount |
| Net Investment Income | 500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | Category |
| Amount | $709 | Amount |
Comments