MCGURK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCGURK FOUNDATION (EIN 20-1857399)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-27
- IRS object ID
- 202421799349100417
- Schema version
- 2023v5.1
- 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 | 2024-06-27T12:04:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 PRIESTLY DR SUITE 204 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201857399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGURK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGU | BusinessNameControlTxt |
| Phone | 8587944949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7040 AVENIDA ENCINAS SUITE 104-258 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HYLEN | PersonNm |
| Person Title | FOUNDATION MGR. | PersonTitleTxt |
| Phone | 8587944949 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HYLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID B FORMAN CPA | PreparerPersonNm |
| PTIN | P00436299 | PTIN |
| Phone | 7607292343 | PhoneNum |
| Preparation | 2024-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $385,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $419,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,326 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,733 | 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 |
| Accounting Fees Rev And Expnss | $3,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,523 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,522 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,511 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $111,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $239,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $358,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $381,191 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $359,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $385,316 | 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 | $359,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $363,105 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $363,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $363,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $363,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| A T & T INC | 2022-11-29 | 2023-06-07 | $2,243 | $2,657 | -$414 | -$414 | |
| AFLAC INC | 2022-11-29 | 2023-06-07 | $2,735 | $2,839 | -$104 | -$104 | |
| ALPHABET INC. C | 2021-07-21 | 2023-06-07 | $2,459 | $2,641 | -$182 | -$182 | |
| ALPHABET INC. C | 2022-11-29 | 2023-06-07 | $1,845 | $1,433 | $412 | $412 | |
| AMAZON.COM INC | 2021-07-12 | 2023-06-07 | $2,426 | $3,715 | -$1,289 | -$1,289 | |
| AMERICAN EXPRESS CO | 2022-11-29 | 2023-06-07 | $2,577 | $2,311 | $266 | $266 | |
| AMGEN INC. | 2021-07-21 | 2023-06-07 | $3,313 | $3,667 | -$354 | -$354 | |
| APPLE INC | 2022-11-29 | 2023-06-07 | $3,563 | $2,817 | $746 | $746 | |
| BAE SYSTEMS PLC ADR | 2018-05-11 | 2023-06-07 | $3,049 | $2,278 | $771 | $771 | |
| BANK OF AMERICA CORP | 2022-11-29 | 2023-06-07 | $2,216 | $2,777 | -$561 | -$561 | |
| BOEING CO | 2020-01-17 | 2023-06-07 | $2,112 | $3,260 | -$1,148 | -$1,148 | |
| BP PLC ADR | 2018-07-10 | 2023-06-07 | $1,784 | $2,358 | -$574 | -$574 | |
| CHEVRON CORP | 2022-11-29 | 2023-06-07 | $2,401 | $2,715 | -$314 | -$314 | |
| CISCO SYSTEMS INC | 2022-11-29 | 2023-06-07 | $2,489 | $2,408 | $81 | $81 | |
| CITIGROUP INC | 2022-11-29 | 2023-06-07 | $2,644 | $2,617 | $27 | $27 | |
| D R HORTON CO | 2022-11-29 | 2023-06-07 | $3,428 | $2,517 | $911 | $911 | |
| DOMINION ENERGY INC | 2020-12-10 | 2023-06-07 | $2,131 | $2,983 | -$852 | -$852 | |
| DUPONT DE NEMOURS IN | 2022-11-29 | 2023-06-07 | $2,850 | $2,787 | $63 | $63 | |
| ENBRIDGE INC | 2020-10-06 | 2023-06-07 | $2,843 | $2,184 | $659 | $659 | |
| EXXON MOBIL CORP | 2021-07-21 | 2023-06-07 | $2,712 | $1,447 | $1,265 | $1,265 | |
| FIRST TRUST SENIOR LOAN ETF | 2021-07-21 | 2023-06-07 | $1,126 | $1,196 | -$70 | -$70 | |
| FIRST TRUST SENIOR LOAN ETF | 2021-05-06 | 2023-06-07 | $4,506 | $4,784 | -$278 | -$278 | |
| FIRST TRUST TACTICAL HIGH YIELD ETF | 2021-07-21 | 2023-06-07 | $5,521 | $6,769 | -$1,248 | -$1,248 | |
| FIRST TRUST TACTICAL HIGH YIELD ETF | 2020-04-27 | 2023-06-07 | $2,169 | $2,453 | -$284 | -$284 | |
| FIRST TRUST TACTICAL HIGH YIELD ETF | 2018-03-27 | 2023-06-07 | $2,169 | $2,628 | -$459 | -$459 | |
| GENERAL DYNAMICS CO | 2022-11-29 | 2023-06-07 | $2,136 | $2,510 | -$374 | -$374 | |
| GLOBAL X GENOMICS & BIOTECHN ETF IV | 2022-02-22 | 2023-06-07 | $2,614 | $3,075 | -$461 | -$461 | |
| HOME DEPOT INC | 2022-11-29 | 2023-06-07 | $3,014 | $3,165 | -$151 | -$151 | |
| INTEL CORP | 2022-11-29 | 2023-06-07 | $2,652 | $2,455 | $197 | $197 | |
| ISHARES 0 TO 3 MNTH TREASURY BND ETF | 2023-06-28 | 2023-11-27 | $21,141 | $21,120 | $21 | $21 | |
| ISHARES 0 TO 3 MNTH TREASURY BND ETF | 2023-06-28 | 2023-10-27 | $1,007 | $1,006 | $1 | $1 | |
| ISHARES GLOBAL REIT ETF | 2022-11-29 | 2023-06-07 | $10,974 | $11,004 | -$30 | -$30 | |
| ISHARES MICRO CAP ETF | 2022-11-29 | 2023-06-07 | $12,302 | $12,133 | $169 | $169 | |
| ISHARES MSCI EAFE SMALL CAP ETF | 2017-01-24 | 2023-06-07 | $12,318 | $10,858 | $1,460 | $1,460 | |
| ISHARES MSCI EAFE SMALL CAP ETF | 2022-11-29 | 2023-06-07 | $1,760 | $1,685 | $75 | $75 | |
| ISHARES RUSSELL MID CAP GROWTH ETF | 2022-11-29 | 2023-06-07 | $8,777 | $8,200 | $577 | $577 | |
| ISHARES RUSSELL MID CAP VALUE ETF | 2022-11-29 | 2023-06-07 | $14,940 | $15,269 | -$329 | -$329 | |
| ISHARES S&P SMALL CAP 600 ETF | 2017-01-24 | 2023-06-07 | $13,891 | $10,134 | $3,757 | $3,757 | |
| ISHARES S&P SMLL CAP 600 GRTH ETF | 2017-01-24 | 2023-06-07 | $13,791 | $9,040 | $4,751 | $4,751 | |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | 2018-07-10 | 2023-06-07 | $5,006 | $5,184 | -$178 | -$178 | |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | 2017-07-07 | 2023-06-07 | $24,529 | $25,768 | -$1,239 | -$1,239 | |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | 2021-07-21 | 2023-03-06 | $10,696 | $11,790 | -$1,094 | -$1,094 | |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | 2017-07-07 | 2023-03-06 | $20,397 | $21,561 | -$1,164 | -$1,164 | |
| ISHARES TRT IS 5-10 INV GR CR BD ETF | 2017-07-07 | 2023-06-07 | $9,023 | $9,843 | -$820 | -$820 | |
| ISHARES TRT IS 5-10 INV GR CR BD ETF | 2023-03-06 | 2023-06-07 | $31,331 | $31,050 | $281 | $281 | |
| ISHARES TRT IS 5-10 INV GR CR BD ETF | 2022-11-29 | 2023-06-07 | $5,264 | $5,208 | $56 | $56 | |
| JOHNSON & JOHNSON | 2021-07-21 | 2023-06-07 | $3,169 | $3,387 | -$218 | -$218 | |
| JPMORGAN CHASE & CO | 2022-11-29 | 2023-06-07 | $2,820 | $2,729 | $91 | $91 | |
| JPMORGAN ULTRA SHORT INCOME ETF | 2021-07-21 | 2023-06-07 | $6,004 | $6,087 | -$83 | -$83 | |
| MERCK & CO. INC. | 2022-11-29 | 2023-06-07 | $2,711 | $2,723 | -$12 | -$12 | |
| META PLATFORMS INC A | 2022-11-29 | 2023-06-07 | $7,952 | $3,292 | $4,660 | $4,660 | |
| METLIFE INC | 2022-11-29 | 2023-06-07 | $1,924 | $2,664 | -$740 | -$740 | |
| MICROSOFT CORP | 2022-11-29 | 2023-06-07 | $3,233 | $2,398 | $835 | $835 | |
| NVIDIA CORP | 2021-07-21 | 2023-06-07 | $5,645 | $2,882 | $2,763 | $2,763 | |
| PFIZER INC | 2022-11-29 | 2023-06-07 | $2,138 | $2,715 | -$577 | -$577 | |
| PROCTER & GAMBLE | 2022-11-29 | 2023-06-07 | $2,896 | $2,909 | -$13 | -$13 | |
| REGENERON PHARMS INC | 2019-11-26 | 2023-06-07 | $2,965 | $1,457 | $1,508 | $1,508 | |
| ROCHE HLDG AG ADR | 2018-05-11 | 2023-06-07 | $1,970 | $1,391 | $579 | $579 | |
| RPM INTERNTNL | 2022-11-29 | 2023-06-07 | $2,094 | $2,536 | -$442 | -$442 | |
| SALESFORCE INC | 2022-10-11 | 2023-06-07 | $4,538 | $3,136 | $1,402 | $1,402 | |
| SAP SE ADR | 2018-05-11 | 2023-06-07 | $2,641 | $2,332 | $309 | $309 | |
| STARBUCKS CORP | 2020-04-30 | 2023-06-07 | $1,471 | $1,141 | $330 | $330 | |
| TARGET CORP | 2022-11-29 | 2023-06-07 | $1,979 | $2,489 | -$510 | -$510 | |
| TECK RESOURCES LTD B | 2022-11-29 | 2023-06-07 | $2,142 | $1,765 | $377 | $377 | |
| THE CIGNA GROUP | 2022-11-29 | 2023-06-07 | $2,613 | $3,213 | -$600 | -$600 | |
| UNILEVER PLC ADR | 2017-01-24 | 2023-06-07 | $2,498 | $2,125 | $373 | $373 | |
| VISA INC A | 2020-04-13 | 2023-06-07 | $2,253 | $1,686 | $567 | $567 | |
| WALMART INC | 2022-11-29 | 2023-06-07 | $2,251 | $2,291 | -$40 | -$40 | |
| WISDOMTREE INTL QLTY DIV GWTH ETF | 2020-04-16 | 2023-06-07 | $28,345 | $22,613 | $5,732 | $5,732 | |
| WISDOMTREE US QLT DIV GRW ETF IV | 2022-11-29 | 2023-06-07 | $15,338 | $14,820 | $518 | $518 | |
| WSDMTR EMRGNG MKT QLT DIV GWTH ETF | 2021-08-04 | 2023-06-07 | $1,527 | $1,976 | -$449 | -$449 | |
| WSDMTR EMRGNG MKT QLT DIV GWTH ETF | 2018-04-17 | 2023-06-07 | $5,471 | $6,475 | -$1,004 | -$1,004 | |
| WSDMTR EMRGNG MKT QLT DIV GWTH ETF | 2022-11-29 | 2023-06-07 | $4,741 | $4,447 | $294 | $294 | |
| CAPITAL GAIN DISTRIBUTIONS | 2022-12-30 | 2022-12-31 | $1,101 | $1,101 | $1,101 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,326 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $377 | TaxDueAmt |
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 | DAVID HYLEN | IndividualWithBooksNm |
| Phone | 8587944949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7040 AVENIDA ENCINAS SUITE 104-258 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92011 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HYLEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7040 AVENIDA ENCINAS SUITE 10 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION MGR. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $365,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $371,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $371,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $365,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $377 | TotalTaxAmt |
| Distributable Before Adj | $17,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,909 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,522 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,522 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,522 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,613 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,253 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,314 | ExcessFromYear3Amt |
| Excess From Year2 | $1,730 | ExcessFromYear2Amt |
| Excess From Year1 | $4,807 | ExcessFromYear1Amt |
| Excess From Current Year | $1,613 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MONARCH SCHOOL | |||||||
| 1625 NEWTON AVE | SAN DIEGO | CA | 92113 | N/A | PC | CHARITABLE | $9,000 |
| US VETERANS INITIATIVE | |||||||
| 800 W 6TH ST 1505 | LOS ANGELES | CA | 90017 | N/A | PC | CHARITABLE | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | 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 | $9,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,747 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,045 | Amt |
| Net Investment Income | $1,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,522 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLIFFWATER CORPORATE | AT COST | $5,140 | $5,087 |
| SPDR S&P 500ETF | AT COST | $174,878 | $190,841 |
| VANGUARD DIVIDEND GROWTH | AT COST | $178,962 | $185,263 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE | $2,495 | $0 | $0 |
| PENALTY | $16 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $1,032 | $0 | $0 |
| FOREIGN TAXES | $95 | $95 | $0 |