GSF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GSF FOUNDATION (EIN 46-0501728)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202443099349101404
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T16:02:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460501728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GSF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GSFF | BusinessNameControlTxt |
| Phone | 9492478000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18301 VON KARMAN AVENUE 1100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PAGE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9492478000 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,239,546 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,569,278 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $236 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $406,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $406,150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,108,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,495 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,237 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,237 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,229,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $654,118 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,557 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,557 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $792,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $816,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $796,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $820,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,104,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,104,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,901,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,924,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $650,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,519,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,645,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,645,330 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $28,281 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $28,281 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $28,281 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $1,480 | InventoriesBOYAmt |
| Inventories EOY | $1,480 | InventoriesEOYAmt |
| Inventories EOYFMV | $1,480 | InventoriesEOYFMVAmt |
| Other Investments BOY | $11,513,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,564,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,564,455 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,036,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,239,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,239,546 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $65,216 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $40,718 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $65,216 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,718 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,971,068 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,198,828 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,971,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,198,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,036,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,239,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,971,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $899,940 | OtherIncreasesAmt |
| Subtotal | $14,198,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,198,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO STEELPATH MLP SELECT 40 FD CL A | P | 2022-11-04 | 2023-10-10 | $14,790 | $13,623 | $1,167 | $1,167 |
| INVESTCO QQQ TR UNIT SER 1 | P | 2017-01-17 | 2023-10-10 | $498,882 | $165,713 | $333,169 | $333,169 |
| INVESCO STEELPATH MLP SELECT 40 FD CL A | P | 2019-07-02 | 2023-10-10 | $284,719 | $241,781 | $42,938 | $42,938 |
| ISHARES SELECT DIVIDEND ETF | P | 2017-01-17 | 2023-10-10 | $408,106 | $337,425 | $70,681 | $70,681 |
| VANGUARD DEVELOPED MARKETS INDEX FUND ET VEA | P | 2021-11-02 | 2023-10-10 | $561,189 | $671,981 | -$110,792 | -$110,792 |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR M | P | 2017-01-17 | 2023-10-10 | $340,382 | $435,025 | -$94,643 | -$94,643 |
| GE HEALTHCARE TECHNOLOGIES INC COM | P | 2012-02-13 | 2023-01-09 | $39 | $64 | -$25 | -$25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,495 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,102 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,959 | OverpaymentAmt |
| Applied To ES Tax | $2,959 | 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 | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | 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 | WWW.GSFFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDEN STATE FOODS CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492478000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18301 VON KARMAN AVE SUITE 1100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| LISA GOTTLIEB | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
| TESS MCANENA | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| JOHN PAGE | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | CHAIRMAN/CEO | 5.00 | $0 | $0 | $0 |
| CAROL FAWCETT | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN DICK | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGG TARLTON | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VANESSA HUGON | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | SECRETARY | 40.00 | $0 | $0 | $0 |
| WAYNE MORGAN | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RYAN HAMMER | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETE DELGIORNO | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHELLIE FREY | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM POCILUJKO | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN WETTERAU | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TED KOESTER | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATHAN MURPHY | ||||||||
| 18301 VON KARMAN AVENUE STE 1100 | IRVINE | CA | 92612 | 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 |
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 | $12,408,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,545,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,953,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,953,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,744,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $687,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $687,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,043 | TotalTaxAmt |
| Distributable Before Adj | $678,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $678,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $678,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,924,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,924,696 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $678,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,094,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $758,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $471,079 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $564,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,105,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,992,753 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,924,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $678,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,246,508 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,239,261 | 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 | $1,094,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,145,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $758,029 | ExcessFromYear4Amt |
| Excess From Year3 | $471,079 | ExcessFromYear3Amt |
| Excess From Year2 | $564,293 | ExcessFromYear2Amt |
| Excess From Year1 | $1,105,275 | ExcessFromYear1Amt |
| Excess From Current Year | $1,246,508 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 31 WISHES | |||||||
| 2013 NOBSCOT PLACE | APOPKA | FL | 32703 | PC | GENERAL SUPPORT | $2,172 | |
| A CHILD'S VOICE CHILD ADVOCACY CENTER | |||||||
| 216 BROOKSTONE PLACE | SOCIAL CIRCLE | GA | 30025 | PC | GENERAL SUPPORT | $55,000 | |
| ALAMOSA ELEMENTARY | |||||||
| 6500 SUNSET GARDENS RD SW | ALBUQUERQUE | NM | 87121 | PC | GENERAL SUPPORT | $500 | |
| ANGEL TREE | |||||||
| 14317 LOMITAS AVENUE | LA PUENTE | CA | 91746 | PC | GENERAL SUPPORT | $1,444 | |
| ANGEL TREE | |||||||
| 14317 LOMITAS AVENUE | LA PUENTE | CA | 91746 | PC | GENERAL SUPPORT | $687 | |
| ANGEL TREE | |||||||
| 7953 CHERRY AVENUE | FONTANA | CA | 92336 | PC | GENERAL SUPPORT | $4,131 | |
| ANGELS IN THE ATTIC | |||||||
| 109 S SUMMIT STREET | ARKANSAS | KS | 67005 | PC | GENERAL SUPPORT | $4,730 | |
| A-T CHILDREN'S PROJECT | |||||||
| 6810 N STATE ROAD 7 STE 125 | COCONUT CREEK | FL | 33073 | PC | GENERAL SUPPORT | $10,000 | |
| AUBURN FOOD BANK | |||||||
| PO BOX 464 | AUBURN | WA | 98071 | PC | GENERAL SUPPORT | $2,500 | |
| BACKPACK TO SCHOOL | |||||||
| 18301 VON KARMAN AVE STE 1100 | IRVINE | CA | 92612 | PC | GENERAL SUPPORT | $221,616 | |
| BEARINGS BIKE SHOP | |||||||
| 982 MURPHY AVE SW | ATLANTA | GA | 30310 | PC | GENERAL SUPPORT | $10,000 | |
| BEST FOOT FORWARD | |||||||
| 18301 VON KARMAN AVE STE 1100 | IRVINE | CA | 92612 | PC | GENERAL SUPPORT | $60,976 | |
| BIG BROTHERS BIG SISTERS OC | |||||||
| 1801 E EDINGER AVENUE SUITE 101 | SANTA ANA | CA | 92705 | PC | GENERAL SUPPORT | $10,000 | |
| BIKE BUILDING | |||||||
| 18301 VON KARMAN AVE STE 1100 | IRVINE | CA | 92612 | PC | GENERAL SUPPORT | $80,231 | |
| BLACKHURST ELEMENTARY | |||||||
| 2000 ELM STREET | ST CHARLES | MO | 63301 | PC | GENERAL SUPPORT | $5,500 | |
| BOY SCOUTS OF AMERICA | |||||||
| 1800 CIRCLE 75 PKWY | ATLANTA | GA | 30339 | PC | GENERAL SUPPORT | $5,000 | |
| BOYS & GIRLS CLUB OF METRO ATLANTA | |||||||
| 1275 PEACHTREE ROAD NE | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $20,000 | |
| BOYS & GIRLS CLUB OF THE VALLEY | |||||||
| 4309 E BELLEVIEW ST BUILDING 14 | KENT | WA | 98032 | PC | GENERAL SUPPORT | $5,445 | |
| BOYS AND GIRLS CLUB OF BUENA PARK | |||||||
| 7758 KNOTT AVENUE | BUENA PARK | CA | 90620 | PC | GENERAL SUPPORT | $2,500 | |
| BOYS AND GIRLS CLUB OF CABARRUS COUNTY | |||||||
| 247 SPRING ST NW | CONCORD | NC | 28025 | PC | GENERAL SUPPORT | $725 | |
| BOYS AND GIRLS CLUB OF FULLERTON | |||||||
| PO BOX 1283 | FULLERTON | CA | 92836 | PC | GENERAL SUPPORT | $5,000 | |
| BROTHERHOOD CRUSADE | |||||||
| 200 EAST SLAUSON AVE | LOS ANGELES | CA | 90011 | PC | GENERAL SUPPORT | $7,500 | |
| CAMP LAUREL FOUNDATION | |||||||
| 75 S GRAND AVE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $10,000 | |
| CAMP RONALD MCDONALD FOR GOOD TIMES | |||||||
| 56400 APPLE CANYON RD | MOUNTAIN CENTER | CA | 92561 | PC | GENERAL SUPPORT | $10,000 | |
| CAMP TWIN LAKES | |||||||
| 1100 SPRING STREET NW SUITE 406 | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $15,000 | |
| CANNING HUNGER | |||||||
| 407 W IMPERIAL HIGHWAY SUITE H-313 | BREA | CA | 92821 | PC | GENERAL SUPPORT | $5,000 | |
| CHASENTAILZ FOUNDATION | |||||||
| 6615 JUPITER GARDENS BLVD | JUPITER | FL | 33458 | PC | GENERAL SUPPORT | $500 | |
| CHILDREN OF GOD ORPHANAGE | |||||||
| 3485 WEATHERBY CIR | CONCORD | NC | 28027 | PC | GENERAL SUPPORT | $1,662 | |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | PC | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S HEALTH | |||||||
| 2777 N STEMMONS FWY 1700 | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $2,287 | |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 3395 NORTHEAST EXPRESSWAY SUITE 100 | ATLANTA | GA | 30341 | PC | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 2777 N STEMMONS FREEWAY SUITE 1700 | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $2,000 | |
| CHRISTIAN SERVICE CENTER | |||||||
| PO BOX 227 5342 CUSSETA ROAD LANETT | ALABAMA | AL | 36863 | PC | GENERAL SUPPORT | $10,000 | |
| COATS FOR KIDS | |||||||
| 18301 VON KARMAN AVE STE 1100 | IRVINE | CA | 92612 | PC | GENERAL SUPPORT | $4,342 | |
| CORE | |||||||
| 14334 CORBIN DRIVE | EASTVALE | CA | 92880 | PC | GENERAL SUPPORT | $500 | |
| DREAM STREET FOUNDATION | |||||||
| 324 S BEVERLY DRIVE SUITE 500 | BEVERLY HILLS | CA | 90212 | PC | GENERAL SUPPORT | $10,000 | |
| DREAM STREET FOUNDATION | |||||||
| 324 S BEVERLY DRIVE SUITE 500 | BEVERLY HILLS | CA | 90213 | PC | GENERAL SUPPORT | $5,000 | |
| DREAM STREET FOUNDATION | |||||||
| 324 S BEVERLY DRIVE SUITE 500 | BEVERLY HILLS | CA | 90214 | PC | GENERAL SUPPORT | $5,000 | |
| EMERGENCY FOOD NETWORK OF TACOMA AND PIERCE COUNTY | |||||||
| 3318 92ND ST S | LAKEWOOD | WA | 98499 | PC | GENERAL SUPPORT | $2,500 | |
| ESPERANZA HOUSE | |||||||
| 1908 OPELIKA RD | AUBURN | AL | 36830 | PC | GENERAL SUPPORT | $10,000 | |
| FAMILIES FORWARD | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $10,000 | |
| FEEDING AMERICA RIVERSIDE SAN BERNARDINO | |||||||
| 2950 JEFFERSON STREET | RIVERSIDE | CA | 92504 | PC | GENERAL SUPPORT | $10,000 | |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | PC | GENERAL SUPPORT | $15,000 | |
| FIRST AID KITS | |||||||
| 175 SOUTHCREEK PKWY | ROMEOVILLE | IL | 60446 | PC | GENERAL SUPPORT | $1,220 | |
| FOOD BANK OF EAST ALABAMA | |||||||
| 355 INDUSTRY DRIVE | AUBURN | AL | 36832 | PC | GENERAL SUPPORT | $15,710 | |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE DENVER | DENVER | CO | 80239 | PC | GENERAL SUPPORT | $5,000 | |
| FOODLINK | |||||||
| 1999 MOUNT READ BLVD | ROCHESTER | NY | 14615 | PC | GENERAL SUPPORT | $10,000 | |
| FRISCO FAMILY SERVICES | |||||||
| 9111 DOGWOOD ST | FRISCO | TX | 75033 | PC | GENERAL SUPPORT | $322 | |
| FRISCO FAMILY SERVICES | |||||||
| PO BOX 1387 | FRISCO | TX | 75034 | PC | GENERAL SUPPORT | $3,000 | |
| FRISTERS | |||||||
| 17815 SKY PARK CIRCLE SUITE H | IRVINE | CA | 92614 | PC | GENERAL SUPPORT | $10,000 | |
| GIRL SCOUTS OF GREATER ATLANTA | |||||||
| 5601 N ALLEN RD SE | MABLETON | GA | 30126 | PC | GENERAL SUPPORT | $20,000 | |
| GIVING CHILDREN HOPE | |||||||
| 8332 COMMONWEALTH AVENUE | BUENA PARK | CA | 90621 | PC | GENERAL SUPPORT | $5,000 | |
| HARVEST HOUSE | |||||||
| 349 NW RENFRO STREET | BURLESON | TX | 76028 | PC | GENERAL SUPPORT | $5,000 | |
| HELPING HANDS | |||||||
| 2100 N NIMITZ HWY | HONOLULU | HI | 96819 | PC | GENERAL SUPPORT | $3,298 | |
| HYGIENE KITS | |||||||
| 6810 S DECATUR BLVD SUITE 100 | LAS VEGAS | NV | 89118 | PC | GENERAL SUPPORT | $648 | |
| ILLUMINATION FOUNDATION | |||||||
| 2691 RICHTER AVENUE 103 | IRVINE | CA | 92606 | PC | GENERAL SUPPORT | $10,000 | |
| KATE'S CLUB | |||||||
| 1190 W DRUID HILLS DRIVE NE SUITE | ATLANTA | GA | 30329 | PC | GENERAL SUPPORT | $10,000 | T-80 |
| KAUAI FOOD BANK | |||||||
| 3285 WAAPA RD | LIHUE | HI | 96766 | PC | GENERAL SUPPORT | $1,600 | |
| KENT FOOD BANK | |||||||
| 515 W HARRISON STREET SUITE 107 | KENT | WA | 98032 | PC | GENERAL SUPPORT | $2,500 | |
| KNEE HIGH FOUNDATION | |||||||
| 1503 HARPER STREET | OPELIKA | AL | 36801 | PC | GENERAL SUPPORT | $10,000 | |
| LEVINE CHILDREN'S HOSPITAL | |||||||
| 1000 BLYTHE BLVD | CHARLOTTE | NC | 28203 | PC | GENERAL SUPPORT | $2,285 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $10,000 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $15,000 | |
| MAUI FOOD BANK | |||||||
| 760 KOLU ST | WAILUKU | HI | 96793 | PC | GENERAL SUPPORT | $7,251 | |
| MEALS FOR TRINITY OAKS | |||||||
| 9385 MILLER LN | SAN ANTONIO | TX | 78266 | PC | GENERAL SUPPORT | $1,138 | |
| MIAMI-DADE COUNTY FOSTER & ADOPTIVE PARENT | |||||||
| 100 OPA LOCKA BLVD | OPA LOCKA | FL | 33054 | PC | GENERAL SUPPORT | $512 | |
| MOZAIC | |||||||
| 235 NORTH AVE | PENN YAN | NY | 14527 | PC | GENERAL SUPPORT | $5,000 | |
| NEVADA HOMELESS YOUTH | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GENERAL SUPPORT | $3,471 | |
| NEW BRAUNFELS FOOD BANK | |||||||
| 1620 S SEGUIN AVE | NEW BRAUNFELS | TX | 78130 | PC | GENERAL SUPPORT | $10,000 | |
| NEW VISTA SCHOOL | |||||||
| 23092 MILL CREEK DRIVE | LAGUNA HILLS | CA | 92653 | PC | GENERAL SUPPORT | $5,000 | |
| OLIVE CREST | |||||||
| 2130 EAST FOURTH ST SUITE 200 | SANTA ANA | CA | 92705 | PC | GENERAL SUPPORT | $10,000 | |
| OPERATION UNDERGROUND RAILROAD | |||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | PC | GENERAL SUPPORT | $10,000 | |
| PINEVILLE NEIGHBORS | |||||||
| 561 N POLK STREET | PINEVILLE | NC | 28134 | PC | GENERAL SUPPORT | $446 | |
| PROJECT VISITATION | |||||||
| 801 SOUTH KING STREET | HONOLULU | HI | 96813 | PC | GENERAL SUPPORT | $2,993 | |
| PROMISES MINISTRIES | |||||||
| 140 NW RENFRO STREET | BURLESON | TX | 76097 | PC | GENERAL SUPPORT | $5,000 | |
| RAD CAMP | |||||||
| 17921 SKY PARK CIRCLE SUITE G | IRVINE | CA | 92614 | PC | GENERAL SUPPORT | $10,000 | |
| RELATIVES | |||||||
| 2219 FREEDOM DRIVE | CHARLOTTE | NC | 28208 | PC | GENERAL SUPPORT | $1,648 | |
| RESCUE MISSION WOMENS CENTER | |||||||
| 1165 S STATE STREET | SALT LAKE CITY | UT | 84111 | PC | GENERAL SUPPORT | $720 | |
| RESCUE MISSION | |||||||
| 907 W 1ST STREET | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $1,470 | |
| RMHC ATLANTA | |||||||
| 792 HOUSTON MILL ROAD | ATLANTA | GA | 30329 | PC | GENERAL SUPPORT | $38,191 | |
| RMHC CHARLOTTE | |||||||
| 1613 E MOREHEAD STREET | CHARLOTTE | NC | 28207 | PC | GENERAL SUPPORT | $576 | |
| RMHC FRISCO | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | PC | GENERAL SUPPORT | $777 | |
| RMHC OF AUGUSTA | |||||||
| 1442 HARPER STREET | AUGUSTA | GA | 30901 | PC | GENERAL SUPPORT | $1,500 | |
| RMHC OF CENTRAL FLORIDA | |||||||
| 1039 N ORANGE AVENUE SUITE 105 | ORLANDO | FL | 32801 | PC | GENERAL SUPPORT | $2,000 | |
| RMHC OF HAWAII | |||||||
| 1970 JUDD HILLSIDE ROAD | HONOLULU | HI | 96822 | PC | GENERAL SUPPORT | $691 | |
| RMHC OF INLAND EMPIRE | |||||||
| 11365 ANDERSON STREET | LOMA LINDA | CA | 92509 | PC | GENERAL SUPPORT | $10,000 | |
| RMHC OF NASHVILLE | |||||||
| 2144 FAIRFAX AVENUE | NASHVILLE | TN | 37212 | PC | GENERAL SUPPORT | $2,000 | |
| RMHC OF SO CAL | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | PC | GENERAL SUPPORT | $857 | |
| RMHC OF THE COASTAL EMPIRE | |||||||
| 4710 WATERS AVENUE | SAVANAH | GA | 31404 | PC | GENERAL SUPPORT | $2,000 | |
| RMHC ORLANDO | |||||||
| 1030 N ORANGE AVENUE SUITE 105 | ORLANDO | FL | 32801 | PC | GENERAL SUPPORT | $1,338 | |
| RMHC PIEDMONT TRIAD | |||||||
| 419 S HAWTHORNE ROAD | WINSTON SALEM | NC | 27103 | PC | GENERAL SUPPORT | $2,000 | |
| RMHC RICHMOND | |||||||
| 2330 MONUMENT AVENUE | RICHMOND | VA | 23220 | PC | GENERAL SUPPORT | $4,000 | |
| RMHC SEATTLE | |||||||
| 5130 40TH AVENUE NE | SEATTTLE | WA | 98105 | PC | GENERAL SUPPORT | $1,100 | |
| ROADRUNNER FOOD BANK | |||||||
| 5840 OFFICE BLVD NE | ALBUQUERQUE | NM | 87109 | PC | GENERAL SUPPORT | $3,000 | |
| SALVATION ARMY WHITTIER CORPS | |||||||
| 12000 WASHINGTON BLVD | WHITTIER | CA | 90606 | PC | GENERAL SUPPORT | $4,275 | |
| SANDBOX | |||||||
| 9935 REA ROAD 107 | CHARLOTTE | NC | 28277 | PC | GENERAL SUPPORT | $1,934 | |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA | |||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | PC | GENERAL SUPPORT | $10,000 | |
| SECOND HARVEST FOOD BANK OF METROLINA | |||||||
| 500-B SPRATT STREET | CHARLOTTE | NC | 28206 | PC | GENERAL SUPPORT | $5,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $25,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $10,000 | |
| SHEA CENTER | |||||||
| 26284 OSO RD | SAN JUAN CAPISTRANO | CA | 92675 | PC | GENERAL SUPPORT | $10,000 | |
| SHOP WITH A COP | |||||||
| 112 E 6TH STREET | APOPKA | FL | 32703 | PC | GENERAL SUPPORT | $1,070 | |
| SPECIAL OLYMPICS | |||||||
| 2200 GATEWAY CENTRE BLVD SUITE 201 | MORRISVILLE | NC | 27560 | PC | GENERAL SUPPORT | $400 | |
| STEVENS ELEMENTARY | |||||||
| 1717 E SINTO AVE | SPOKANE | WA | 99202 | PC | GENERAL SUPPORT | $2,217 | |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | PC | GENERAL SUPPORT | $1,600 | |
| THE REAL YOUTH FOUNDATION | |||||||
| 2100 REDONDO BEACH BLVD UNIT 403C | TORRANCE | CA | 90504 | PC | GENERAL SUPPORT | $28,036 | |
| THINK TOGETHER | |||||||
| 2101 EAST FOURTH STREET SUITE 200B | SANTA ANA | CA | 92705 | PC | GENERAL SUPPORT | $7,500 | |
| THINK TOGETHER | |||||||
| 2101 EAST FOURTH STREET SUITE 200B | SANTA ANA | CA | 92706 | PC | GENERAL SUPPORT | $5,000 | |
| TOME ELEMENTARY | |||||||
| 46 CHACON BLVD | LOS LUNAS | NM | 87031 | PC | GENERAL SUPPORT | $90 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | GENERAL SUPPORT | $992 | |
| UNIFORMS FOR HOPE | |||||||
| 27758 SANTA MARGARITA PKWY SUITE | MISSION VIEJO | CA | 92691 | PC | GENERAL SUPPORT | $5,000 | 162 |
| VICTIMS FIRST | |||||||
| 4195 CHINO HILLS PARKWAY 593 | CHINO HILLS | CA | 91709 | PC | GENERAL SUPPORT | $5,000 | |
| VIRGINIA PENINSULA FOOD BANK | |||||||
| 2401 ALUMINUM AVE | HAMPTON | VA | 23661 | PC | GENERAL SUPPORT | $15,000 | |
| WATER DONATION | |||||||
| 4801 NORTH PARK DRIVE | OPELIKA | AL | 36801 | PC | GENERAL SUPPORT | $445 | |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | PC | GENERAL SUPPORT | $7,500 | |
| YATES CULTURAL AND RECREATIONAL RESOURCE | |||||||
| 467 N MAIN STREET | PENN YAN | NY | 14527 | PC | GENERAL SUPPORT | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,104,269 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,858 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $406,150 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $659,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,740 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (49 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AFCOZEP | ||||||
| 1 | 600 GALLERIA PKWY SE STE 1500 | ATLANTA | GA | 303395910 | $8,000 | Yes (X) |
| AMCOR FLEXIBLES NA INC | ||||||
| 2 | 2200 BADGER AVE | OSHKOSH | WI | 549049118 | $50,200 | Yes (X) |
| AMERICAN CONVERTING | ||||||
| 3 | 1161 BURRIS BLVD | LINCOLNTON | NC | 280926014 | $5,000 | Yes (X) |
| ARAMARK | ||||||
| 4 | 115 N FIRST STREET | BURBANK | CA | 915021855 | $33,500 | Yes (X) |
| ARMSTRONG INGREDIENTS | ||||||
| 5 | 8 TIVOLI | ALISO VIEJO | CA | 926565235 | $10,000 | Yes (X) |
| ASHURST AMERICAN HONEY | ||||||
| 6 | 1246 W ROSS ROAD | EL CENTRO | CA | 922439534 | $5,400 | Yes (X) |
| BATORY FOODS | ||||||
| 7 | 885 DOUGLAS HILLS RD | LITHIA SPRINGS | GA | 301223626 | $11,000 | Yes (X) |
| BRIAN DICK | ||||||
| 8 | 233 AVENIDA LA CUESTA | SAN CLEMENTE | CA | 926722140 | $24,342 | Yes (X) |
| CBI GENERAL CONTRACTORS | ||||||
| 9 | 416 PIRKLE FERRY ROAD | CUMMING | GA | 300409201 | $8,000 | Yes (X) |
| CONRAD WETTERAU | ||||||
| 10 | 525 MYLES STANDISH BLVD | TAUNTON | MA | 027801042 | $5,000 | Yes (X) |
| DORN VAN CLEAVE III | ||||||
| 11 | 55 SHADY LANE | IRVINE | CA | 92603 | $5,100 | Yes (X) |
| EDWARDO RODRIGUEZ | ||||||
| 12 | 64 HILLRISE | DOVE CANYON | CA | 926793505 | $15,550 | Yes (X) |
| FLORIDA FOOD PRODUCTS | ||||||
| 13 | 1025 GREENWOOD BLVD SUITE 500 | LAKE MARY | FL | 32746 | $6,450 | Yes (X) |
| FULTON MARKET GROUP | ||||||
| 14 | 820 W JACKSON | CHICAGO | IL | 606073290 | $5,550 | Yes (X) |
| GATEWAY TRUCK & REFRIGERATION | ||||||
| 15 | 921 FOURNIE LN | COLLINSVILLE | IL | 622347430 | $25,000 | Yes (X) |
| HELMSING FAMILY TRUST | ||||||
| 16 | 3755 MUELLER ROAD | ST CHARLES | MO | 633018043 | $25,000 | Yes (X) |
| IMA DAIRY AND FOOD USA | ||||||
| 17 | 7 NEW LANCASTER ROAD | LEOMINSTER | MA | 01453 | $7,500 | Yes (X) |
| INDUSTRY PALLET SERVICE INC | ||||||
| 18 | 14763 PROCTOR AVENUE | CITY OF INDUSTRY | CA | 917463203 | $5,000 | Yes (X) |
| JIM AND GALE LUCE | ||||||
| 19 | 108 GARNET AVENUE | NEWPORT BEACH | CA | 92662 | $20,000 | Yes (X) |
| JOHN PAGE | ||||||
| 20 | 19 WEDGEWOOD LANE | LADERA RANCH | CA | 926940314 | $29,950 | Yes (X) |
| JOSE ARMARIO | ||||||
| 21 | 9514 HEYDON HALL CIRCLE | CHARLOTTE | NC | 28210 | $15,000 | Yes (X) |
| JUSTIN D VANNOY | ||||||
| 22 | 289 NUNNALLY FARM RD | MONROE | GA | 306555699 | $5,200 | Yes (X) |
| LONGBOW TRANSPORTATION & LOGISTICS LLC | ||||||
| 23 | 203 FORT WADE RD STE 320 | PONTE VEDRA | FL | 32081 | $8,000 | Yes (X) |
| LOS GATOS TOMATO PRODUCT | ||||||
| 24 | 19800 GALE AVENUE | HURON | CA | 93234 | $5,000 | Yes (X) |
| MARK AND GINNY WETTERAU | ||||||
| 25 | 19 OLD RANCH ROAD | LAGUNA NIGUEL | CA | 926779210 | $31,260 | Yes (X) |
| MCCORMICK & COMPANY INC | ||||||
| 26 | 24 SCHILLING ROAD 1 | HUNT VALLEY | MD | 210311105 | $5,550 | Yes (X) |
| MEAT COMMODITIES | ||||||
| 27 | 1200 CENTREPARK DRIVE 2ND FLOOR | ASHEVILLE | NC | 288056103 | $8,000 | Yes (X) |
| MELIO | ||||||
| 28 | 124 E 14TH STREET 15TH FLOOR | NEW YORK | CA | 100034170 | $16,047 | Yes (X) |
| MICHAEL WAITUKAITIS | ||||||
| 29 | 10 RIVIERA | KAISER | MO | 65047 | $15,236 | Yes (X) |
| MORGAN STANLEY | ||||||
| 30 | 1300 THAMES STREET WHARF 4TH FLOOR | BALTIMORE | MD | 21231 | $5,000 | Yes (X) |
| PACKAGING CORPORATION OF AMERICA | ||||||
| 31 | ONE NORTH FIELD COURT | LAKE FOREST | IL | 600454810 | $5,800 | Yes (X) |
| PRAIRIE FARMS | ||||||
| 32 | 3744 STAUNTON ROAD | EDWARDSVILLE | IL | 620256936 | $5,100 | Yes (X) |
| PROCESSOR'S CHOICE INC | ||||||
| 33 | 2465 US HIGHWAY 78 | MOODY | AL | 350042137 | $8,000 | Yes (X) |
| RABOBANK | ||||||
| 34 | 245 PARK AVENUE 37TH FLOOR | NEW YORK | NY | 101670002 | $6,000 | Yes (X) |
| RADO MECHANICAL GROUP | ||||||
| 35 | 341 GEES MILL BUSINESS PARKWAY NE | CONYERS | GA | 300131562 | $10,000 | Yes (X) |
| RICHARD W GOCHNAUER TTEE | ||||||
| 36 | 210 HAZEL DRIVE | CORONA DEL MAR | CA | 926253059 | $10,000 | Yes (X) |
| RYAN HAMMER | ||||||
| 37 | 6306 PITCHFORK RANCH ROAD | FRISCO | TX | 750365032 | $6,450 | Yes (X) |
| SAN DIEGO ROCK CHURCH | ||||||
| 38 | 2277 ROSECRANS ST | SAN DIEGO | CA | 921061988 | $6,181 | Yes (X) |
| SHARON DAVIS | ||||||
| 39 | 10490 WILSHIRE BLVD APT 2103 | LOS ANGELES | CA | 900244670 | $20,000 | Yes (X) |
| SSS INGREDIENTS LLC | ||||||
| 40 | 16821 E FM 1097 ROAD | WILLIS | TX | 77378 | $6,000 | Yes (X) |
| STEEL MAINTENANCE | ||||||
| 41 | 186 REBON MADDOX ROAD | JACKSON | GA | 302333519 | $5,153 | Yes (X) |
| SUMMIT HILL FOODS | ||||||
| 42 | 333 OLD LINDALE RD SE | ROME | GA | 30161 | $5,350 | Yes (X) |
| SUN PACIFIC PRODUCTS INC | ||||||
| 43 | 990 W ALLUVIAL AVENUE | FRESNO | CA | 93711 | $6,450 | Yes (X) |
| SUNRISE FAMILY FARMS INC | ||||||
| 44 | 5037 STATE HWY 23 | NORWICH | NY | 138153179 | $10,000 | Yes (X) |
| TARA JORDAN MANAGEMENT | ||||||
| 45 | 7105 W HIGGINS AVENUE | CHICAGO | IL | 606561903 | $11,545 | Yes (X) |
| TRUIST SECURITIES | ||||||
| 46 | 3333 PEACHTREE ROAD 8TH FLOOR | ALTANTA | GA | 30326 | $10,000 | Yes (X) |
| WAYNE MORGAN | ||||||
| 47 | 65 WALNUT RIDGE COURT | COVINGTON | GA | 300147524 | $7,600 | Yes (X) |
| WESTROCK SHARED SERVICES LLC | ||||||
| 48 | 1000 ABERNATHY ROAD NE SUITE 125 | ATLANTA | GA | 303285639 | $5,000 | Yes (X) |
| WILLIAM G POCILUJKO | ||||||
| 49 | 140 GLEN ALLEN DRIVE | ST PETERS | MO | 63376 | $6,680 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $12,564,455 | BookValueAmt |
| EOYFMV | $12,564,455 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FUND RAISING EXPENSES | $211,452 | $0 | $0 | $211,452 |
| BANK CHARGES | $20,397 | $0 | $0 | $20,397 |
| ADMINSTRATIVE EXPENSES | $560,523 | $0 | $0 | $585,021 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY | Desc |
| Revenue And Expenses Per Books | $5,237 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,237 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED MARK TO MARKET ADJUSTMENT - SECURITIES | Desc |
| Amt | $899,940 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX ON INVESTMENT INCOME | $1,000 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $3,557 | $3,557 | $0 | $3,557 |