PIEMONTE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PIEMONTE FOUNDATION (EIN 33-0687534)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-08-24
- IRS object ID
- 202632369349100563
- Schema version
- 2024v5.5
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-24T11:21:11-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815052000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kieckhafer Schiffer LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 Oak Canyon Drive Suite 200 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926185231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330687534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Piemonte Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIEM | BusinessNameControlTxt |
| Phone | 9495749964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Aschieris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9494331144 | PhoneNum |
| Signature | 2026-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James C Kieckhafer | PreparerPersonNm |
| PTIN | P00223581 | PTIN |
| Phone | 9492503900 | PhoneNum |
| Preparation | 2026-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,431,938 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,378 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $131,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,985 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,985 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,421 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,878 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,856 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,213,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,282,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,412,082 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,289,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,302,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,431,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,289,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,302,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,289,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,289,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,302,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,289,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,302,384 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20 AMAZON.COM | 2025-04-09 | 2025-06-06 | $4,241 | $3,448 | $793 | $793 | |
| 12 APPLE COMPUTER | 2019-12-23 | 2025-04-10 | $2,293 | $851 | $1,442 | $1,442 | |
| 31 APPLE COMPUTER | 2024-06-10 | 2025-04-10 | $5,925 | $6,276 | -$351 | -$351 | |
| 113 BOSTON PPTYS | 2023-12-08 | 2025-03-03 | $7,763 | $7,283 | $480 | $480 | |
| 41 CHENIERE ENERGY INC | 2024-07-10 | 2025-07-28 | $9,348 | $7,163 | $2,185 | $2,185 | |
| 611 CHIPOTLE MEXICAN | 2023-07-27 | 2025-07-07 | $23,045 | $23,333 | -$288 | -$288 | |
| 126 DISNEY WALT CO | 2018-05-25 | 2025-11-07 | $13,907 | $15,303 | -$1,396 | -$1,396 | |
| 49 ELEVANCE HEALTH INC | 2019-05-23 | 2025-09-23 | $15,870 | $11,899 | $3,971 | $3,971 | |
| 79 EOG RESOURCES INC | 2020-04-09 | 2025-03-14 | $9,664 | $3,401 | $6,263 | $6,263 | |
| 218 FORTIVE CORP | 2018-05-25 | 2025-11-07 | $11,052 | $10,358 | $694 | $694 | |
| 15 INTUIT | 2020-11-12 | 2025-01-31 | $9,120 | $5,226 | $3,894 | $3,894 | |
| 594 INVESCO VARIABLE | 2018-05-25 | 2025-03-12 | $14,375 | $14,992 | -$617 | -$617 | |
| 356 INVITATION HOMES INC | 2025-03-03 | 2025-12-10 | $9,361 | $12,250 | -$2,889 | -$2,889 | |
| 63 IQVIA HOLDINGS INC | 2019-05-23 | 2025-09-23 | $11,747 | $8,380 | $3,367 | $3,367 | |
| 38 MOTOROLA SOLUTIONS | 2023-06-05 | 2025-08-22 | $15,557 | $11,818 | $3,739 | $3,739 | |
| 380 NVIDIA CORP | 2020-04-09 | 2025-02-25 | $50,947 | $2,488 | $48,459 | $48,459 | |
| 71 PROCTER & GAMBLE | 2024-08-01 | 2025-04-10 | $11,643 | $11,726 | -$83 | -$83 | |
| 19 PROGRESSIVE CORP | 2024-11-20 | 2025-12-10 | $4,279 | $4,842 | -$563 | -$563 | |
| 72.667 RALLIANT CORP | 2018-05-25 | 2025-08-11 | $3,170 | $3,377 | -$207 | -$207 | |
| 33 SALESFORCE.COM | 2023-04-19 | 2025-04-10 | $8,372 | $6,530 | $1,842 | $1,842 | |
| 20 SERVICENOW INC | 2023-07-27 | 2025-11-07 | $17,003 | $12,621 | $4,382 | $4,382 | |
| 9 SERVICENOW INC | 2025-01-31 | 2025-11-07 | $7,651 | $9,317 | -$1,666 | -$1,666 | |
| 0.75 Solstice Advance Material | 2019-05-23 | 2025-10-30 | $49 | $29 | $20 | $20 | |
| 55 SPDR BIOTECH | 2018-05-25 | 2025-04-10 | $3,891 | $4,857 | -$966 | -$966 | |
| 92 TJX Companies | 2019-05-23 | 2025-06-06 | $11,611 | $4,965 | $6,646 | $6,646 | |
| 35000 US TREAS NTS NOTE 3.875% | 2023-05-23 | 2025-04-30 | $35,000 | $35,000 | $0 | $0 | |
| 29 Visa Inc | 2019-05-23 | 2025-02-21 | $10,187 | $4,717 | $5,470 | $5,470 | |
| 23 TJX Companies | 2025-04-09 | 2025-06-06 | $2,947 | $2,782 | $165 | $165 | |
| Capital Gains Dividends | $557 | $557 | $557 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,719 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,719 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $390 | OverpaymentAmt |
| Applied To ES Tax | $390 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | John E Aschieris | IndividualWithBooksNm |
| Phone | 9494331144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Avenue | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926632813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John M Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | President/Director | 1.00 | $0 | $0 | $0 |
| John E Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Sec/CFO/Director | 1.00 | $0 | $0 | $0 |
| Michael S Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | V-Pres/Director | 1.00 | $0 | $0 | $0 |
| Ronald A Aschieris | ||||||||
| 1575 Placentia Avenue | Newport Beach | CA | 92663 | Asst Sec/Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - NO DIRECT CHARITABLE ACTIVITIES ARE BEING UNDERTAKEN BY THIS FOUNDATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,178,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,273,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,273,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,239,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,329 | TotalTaxAmt |
| Distributable Before Adj | $110,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,648 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,539 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,539 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $110,309 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John M Aschieris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||
| PO Box 6704 | Hagerstown | MD | 21741 | None | Tax-Exempt | General Fund | $1,000 | |
| Aravaipa Running | ||||||||
| 2401 S 24th St | Phoenix | AZ | 85034 | None | Tax-Exempt | General Fund | $104 | |
| Ben Carlson Foundation | ||||||||
| 10 Vienna | Newport Beach | CA | 92660 | None | Tax-Exempt | General Fund | $400 | |
| Cal State Long Beach | ||||||||
| 1250 Bellflower Blvd | Long Beach | CA | 90840 | None | Tax-Exempt | General Fund | $250 | |
| Catalina Island Conservancy | ||||||||
| 708 Crescent Ave | Avalon | CA | 90704 | None | Tax-Exempt | General Fund | $500 | |
| Challenged Athletes Foundation | ||||||||
| 951 Waples St | San Diego | CA | 92121 | None | Tax-Exempt | General Fund | $500 | |
| Cougar Club | ||||||||
| 336 SAB Brigham Young University | Provo | UT | 84602 | None | Tax-Exempt | General Fund | $300 | |
| Curebound | ||||||||
| 9605 Scranton Rd Ste 120 | San Diego | CA | 92121 | None | Tax-Exempt | General Fund | $1,300 | |
| End Homelesness | ||||||||
| 1025 Vermont Ave NW | Washington | DC | 20005 | None | Tax-Exempt | General Fund | $500 | |
| Fellowship of Christian Athletes | ||||||||
| 449 W Foothill Blvd | Glendora | CA | 91741 | None | Tax-Exempt | General Fund | $550 | |
| Helen Woodward Animal Hospital | ||||||||
| 6523 Helen Woodward Way 200 | Rancho Santa Fe | CA | 92067 | None | Tax-Exempt | General Fund | $107 | |
| Hoag Hospital Foundation | ||||||||
| 330 Placentia Ave 100 | Newport Beach | CA | 92663 | None | Tax-Exempt | General Fund | $1,400 | |
| Holy Family Church | ||||||||
| 1527 Fremont Ave | South Pasadena | CA | 91030 | None | Tax-Exempt | General Fund | $250 | |
| Leukemia & Lymphoma Society | ||||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | None | Tax-Exempt | General Fund | $312 | |
| Light Church | ||||||||
| 831 3rd St | Encinitas | CA | 92024 | None | Tax-Exempt | General Fund | $200 | |
| Little Red Dog | ||||||||
| 23046 Avenida De La Carlota 600 | Laguna Hills | CA | 92653 | None | Tax-Exempt | General Fund | $585 | |
| Loyola High School | ||||||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | None | Tax-Exempt | General Fund | $1,250 | |
| Loyola Marymount University | ||||||||
| 1 LMU Drive | Los Angeles | CA | 90045 | None | Tax-Exempt | General Fund | $650 | |
| MAE House | ||||||||
| PO Box 2953 | Newport Beach | CA | 92659 | None | Tax-Exempt | General Fund | $200 | |
| Marengo Elementary | ||||||||
| 1400 Marengo Ave | South Pasadena | CA | 91030 | None | Tax-Exempt | General Fund | $1,560 | |
| Maria Lanakila Church | ||||||||
| 712 Wainee St | Lahaina | HI | 96761 | None | Tax-Exempt | General Fund | $500 | |
| Marketplace | ||||||||
| 480 Cedar St | Saint Paul | MN | 55101 | None | Tax-Exempt | General Fund | $60 | |
| Newport Beach Police | ||||||||
| 870 Santa Barbara Dr | Newport Beach | CA | 92660 | None | Tax-Exempt | General Fund | $100 | |
| Newport Harbor Sailing | ||||||||
| 1048 Irvine Ave 820 | Newport Beach | CA | 92660 | None | Tax-Exempt | General Fund | $1,000 | |
| Sanford-Burnham | ||||||||
| 10901 N Torrey Pines Rd | La Jolla | CA | 92037 | None | Tax-Exempt | General Fund | $500 | |
| Santa Clara University | ||||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | None | Tax-Exempt | General Fund | $250 | |
| Semester at Sea | ||||||||
| 2243 Centre Ave Unit 300 | Fort Collins | CO | 80526 | None | Tax-Exempt | General Fund | $200 | |
| Solana Presbyterian | ||||||||
| 120 Stevens Ave | Solana Beach | CA | 92075 | None | Tax-Exempt | General Fund | $300 | |
| Song for Charlie | ||||||||
| 530 South Lake Ave 632 | Pasadena | CA | 91101 | None | Tax-Exempt | General Fund | $500 | |
| St Francis Center | ||||||||
| 1835 S Hope St | Los Angeles | CA | 90015 | None | Tax-Exempt | General Fund | $100 | |
| St Francis High School | ||||||||
| 1885 Miramonte Ave | Mountain View | CA | 94040 | None | Tax-Exempt | General Fund | $500 | |
| St James Presbyterian Church | ||||||||
| 19414 Ventura Blvd | Tarzana | CA | 91356 | None | Tax-Exempt | General Fund | $500 | |
| The Agape Fund | ||||||||
| 1140 HIGHLAND AVE STE 250 | Manhattan Beach | CA | 90266 | None | Tax-Exempt | General Fund | $250 | |
| The ALS Association of Greater San Diego | ||||||||
| 1980 Peacock Blvd Suite A | Oceanside | CA | 92056 | None | Tax-Exempt | General Fund | $500 | |
| The Nature Conservacy | ||||||||
| Union Bank Plaza 445 S Figueroa St | Los Angeles | CA | 90071 | None | Tax-Exempt | General Fund | $1,000 | 1950 |
| UCLA UniCamp | ||||||||
| 2131 John Wooden Center | Los Angeles | CA | 90095 | None | Tax-Exempt | General Fund | $100 | |
| UCSF | ||||||||
| 505 Parnassus Ave | San Francisco | CA | 94143 | None | Tax-Exempt | General Fund | $500 | |
| USC - Alumni Association | ||||||||
| 3607 Trousdale Parkway TCC 305 | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $100 | |
| USC - Cardinal Gold | ||||||||
| 3501 Watt Way | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $3,000 | |
| USC - Oral Cancer Research | ||||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $12,000 | |
| USC - Orthodontic Department of the Ostrow School of Dentistry | ||||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $12,000 | |
| USC Caruso Catholic Center | ||||||||
| 844 W 32nd St | Los Angeles | CA | 90007 | None | Tax-Exempt | General Fund | $1,750 | |
| USC | ||||||||
| 925 W 34th St | Los Angeles | CA | 90089 | None | Tax-Exempt | General Fund | $50,000 | |
| Vivante | ||||||||
| 850 San Clemente Dr | Newport Beach | CA | 92660 | None | Tax-Exempt | General Fund | $1,000 | |
| Waves of Impact | ||||||||
| 326 Camelot Dr | Oceanside | CA | 92054 | None | Tax-Exempt | General Fund | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,878 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $557 | ExclusionAmt |
| Related Or Exempt Function Incm | $84,786 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $84,786 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,040 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | Proceeds from the sale of securities are used to fund contributions |
| 8 | to various charitable organizations. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Park Place Inc | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 Placentia Ave | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,378 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 shares of EIX at closing price per share of $81.89 | NoncashPropertyDesc |
| Fair Market Value | $16,378 | FairMarketValueAmt |
| Received | 2024-12-13 | ReceivedDt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Code Section 4942(h) and Regulation Section 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock Portfolio | StockNm |
| EOY Book Value | $1,282,528 | EOYBookValueAmt |
| EOYFMV | $2,412,082 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $15,421 | $15,421 | $0 |
| Filing Fees | $75 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $420 | $420 | $0 |
| Excise Tax | $3,565 | $3,565 | $0 |
Comments