SCOTT AND KIM NEGRI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT AND KIM NEGRI FAMILY FOUNDATION (EIN 46-4349014)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202601269349101980
- Schema version
- 2025v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T15:25:59-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030496412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIEBE HINTON HAMBALEK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7090 N MARKS AVE STE 104 | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 937110270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464349014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT AND KIM NEGRI FAMILY FOUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCOTT NEGRI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 8318867801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 EL DORADO ST | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT G NEGRI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8318867801 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R KEVIN HINTON | PreparerPersonNm |
| PTIN | P00854081 | PTIN |
| Phone | 5594318334 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $462,523 | 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 | $1,305 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,640 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,640 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $323,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $558,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,906 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,058 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $333,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,562 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,714 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,000 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $305 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,397 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,702 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,397 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,397 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $242,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,317 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,123 | CashBOYAmt |
| Cash EOY | $35,432 | CashEOYAmt |
| Cash EOYFMV | $35,432 | CashEOYFMVAmt |
| Other Investments BOY | $157,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $369,312 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $427,091 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $162,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $404,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $462,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $162,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $404,744 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $404,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $404,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $242,665 | ExcessRevenueOverExpensesAmt |
| Subtotal | $404,744 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $404,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC COM USDO.01 | P | 2024-11-14 | 2025-06-02 | $997 | $974 | $23 | $23 |
| APPLE INC, AAPL | P | 2016-04-28 | 2025-06-02 | $60,184 | $7,479 | $52,705 | $52,705 |
| APPLE UBC, AAPL | P | 2024-08-14 | 2025-06-02 | $273 | $303 | -$30 | -$30 |
| CISCO SYSTEMS INC, CSCO | P | 2016-03-04 | 2025-03-11 | $8,978 | $3,946 | $5,032 | $5,032 |
| CISCO SYTEMS INC, CSCO | P | 2024-07-30 | 2025-06-02 | $59 | $59 | ||
| JPMORGAN CHASE &CO, JPM | P | 2017-05-25 | 2025-06-02 | $27,487 | $9,200 | $18,287 | $18,287 |
| JPMORGAN CHASE CO., JPM | P | 2024-07-30 | 2025-06-02 | $591 | $530 | $61 | $61 |
| LOWES COMPANIES INC COM USDO.50, LO | P | 2017-08-15 | 2025-06-02 | $34,765 | $12,458 | $22,307 | $22,307 |
| LOWES COMPANIES INC COM USDO.50 LOW | P | 2024-08-06 | 2025-06-02 | $654 | $720 | -$66 | -$66 |
| MICROSOFT CORP, MSFT | P | 2016-04-27 | 2025-06-02 | $70,072 | $8,243 | $61,829 | $61,829 |
| MICROSOFT CORP, MSFT | P | 2024-06-12 | 2025-06-02 | $530 | $482 | $48 | $48 |
| ORACLE CORP, ORCL | P | 2017-12-18 | 2025-06-02 | $42,322 | $12,596 | $29,726 | $29,726 |
| ORACLE CORP, ORCL | P | 2024-07-24 | 2025-06-02 | $479 | $436 | $43 | $43 |
| PEPSICO INC, PEP | P | 2018-05-14 | 2025-06-02 | $27,102 | $20,895 | $6,207 | $6,207 |
| PEPSICO INC, PEP | P | 2024-06-24 | 2025-06-02 | $937 | $1,144 | -$207 | -$207 |
| QUALCOMM INC, QCOM | P | 2017-02-27 | 2025-06-02 | $37,876 | $14,776 | $23,100 | $23,100 |
| QUALCOMM INC, QCOM | P | 2024-06-18 | 2025-06-02 | $744 | $888 | -$144 | -$144 |
| RTX CORPORATION COM USD1.00, RTX | P | 2020-04-03 | 2025-06-02 | $42,520 | $15,729 | $26,791 | $26,791 |
| RTX CORPORATION COM USD1.00, RTX | P | 2024-06-12 | 2025-06-02 | $906 | $791 | $115 | $115 |
| TARGET CORP, TGT | P | 2016-05-23 | 2025-06-02 | $14,609 | $10,990 | $3,619 | $3,619 |
| TARGET CORP, TGT | P | 2024-06-07 | 2025-06-02 | $656 | $889 | -$233 | -$233 |
| UNITED PARCEL SERVICE INC CL B, UPS | P | 2020-03-11 | 2025-03-13 | $18,297 | $14,762 | $3,535 | $3,535 |
| UNITED PARCEL SERVICE INC CL B, UPS | P | 2024-05-29 | 2025-03-13 | $955 | $1,057 | -$102 | -$102 |
| WALMART INC COM, WMT | P | 2017-01-31 | 2025-06-02 | $45,610 | $10,506 | $35,104 | $35,104 |
| VANGUARD INDEX FUNDSS&P 500 ETF USD, | P | 2025-06-02 | 2025-10-08 | $82,927 | $72,434 | $10,493 | $10,493 |
| WALMART INC COM, WMT | P | 2024-08-30 | 2025-06-02 | $467 | $410 | $57 | $57 |
| ABBVIE INC COM USDO.01, ABBV | P | 2016-10-28 | 2025-06-02 | $37,120 | $11,514 | $25,606 | $25,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,906 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,058 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,575 | SubtotalAmt |
| Tax Based On Investment Income | $4,575 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $4,593 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT NEGRI | IndividualWithBooksNm |
| Phone | 8318867801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 EL DORADO ST | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT G NEGRI | ||||||||
| 540 EL DORADO ST | MONTEREY | CA | 93940 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KIMBERLEY D NEGRI | ||||||||
| 540 EL DORADO ST | MONTEREY | CA | 93940 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ARIANNA LITRENTA | ||||||||
| 540 EL DORADO ST | MONTEREY | CA | 93940 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALEXANDAR NEGRI | ||||||||
| 540 EL DORADO ST | MONTEREY | CA | 93940 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BIANCA NEGRI MOSSMAN | ||||||||
| 540 EL DORADO ST | MONTEREY | CA | 93940 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $455,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $475,558 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $475,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $468,425 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,575 | TotalTaxAmt |
| Distributable Before Adj | $18,846 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,846 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,846 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,846 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $96,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $87,500 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,846 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,846 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $276,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $276,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,167 | ExcessFromYear4Amt |
| Excess From Year3 | $19,500 | ExcessFromYear3Amt |
| Excess From Year2 | $24,000 | ExcessFromYear2Amt |
| Excess From Year1 | $67,833 | ExcessFromYear1Amt |
| Excess From Current Year | $87,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT AND KIM NEGRI VIA SKN PROPERT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MORSE FOUNDATION | ||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | PC | TO PROVIDE EDUCATION SCHOLARSHIPS | $10,000 |
| NAVAL POST GRADUATE SCHOOL | ||||||
| 283 COTTAGE WAY | MONTEREY | CA | 93943 | PC | ENHANCE QUALITY OF LIFE FOR STUDENTS | $10,000 |
| HOSPICE GIVING FOUNDATION | ||||||
| 80 GARDEN COURT SUITE 20 | MONTEREY | CA | 93940 | PC | PROVIDE DIGNIFIED END-OF-LIFE CARE | $2,500 |
| FUTURE CITIZENS FOUNDATION | ||||||
| 945 S MAIN ST SUITE 210 | SALINAS | CA | 93901 | PC | TO PROMOTE YOUTH DEVELOPMENT | $15,000 |
| MONTAGE HEALTH FOUNDATION | ||||||
| 40 RYAN COURT SUITE 200 | MONTEREY | CA | 93940 | PC | NONPROFIT TO PROMOTE ATHLETES HEALTH | $25,000 |
| BOYS & GIRLS CLUBS | ||||||
| 1332 LA SALLE AVE | SEASIDE | CA | 93955 | PC | TO PROMOTE YOUTH DEVELOPMENT | $5,000 |
| ALEXANDER THARPE FUND | ||||||
| 177 NORTH AVE NW | ATLANTA | GA | 30332 | PC | TO PROVIDE EDUCATION SCHOLARSHIPS | $5,000 |
| LOS ANEGELES REGIONAL FOOD BANK | ||||||
| 1734 EAST 41 STREET | LOS ANGELES | CA | 90058 | PC | NON PROFIT TO PROVIDE FOOD ASSISTANC | $10,000 |
| HINDS LIFECARE | ||||||
| 2490 W SHAW STE 101 | FRESNO | CA | 93711 | PC | NON PROFIT TO PROVIDE HOSPICE SUPPOR | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $323,906 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $332,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,562 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS AND STOCKS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $369,312 | BookValueAmt |
| EOYFMV | $427,091 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT ADVISORY FEES | $2,397 | $2,397 | $2,397 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $305 | Amt |