BLANCHE MARCH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLANCHE MARCH FOUNDATION (EIN 20-0064237)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-11
- IRS object ID
- 202321019349102912
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T11:56:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200064237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANCHE MARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAN | BusinessNameControlTxt |
| Phone | 9494891916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 HANCOCK STREET | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A STERNER | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 9494891916 | PhoneNum |
| Signature | 2023-04-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | STERNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2022 | 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 | $1,261,141 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,516 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $33,540 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $33,540 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $16,787 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,753 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,901 | CashBOYAmt |
| Cash EOY | $69,997 | CashEOYAmt |
| Cash EOYFMV | $69,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,782 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,451 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,162,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,135,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,135,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,278,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,258,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,261,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,278,036 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,258,104 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,278,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,258,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,278,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,258,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,278,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,258,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,258,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $301 | GrossSalesPriceAmt |
| Gain Or Loss | $301 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $301 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,570 | 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 | $2,570 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,866 | OverpaymentAmt |
| Applied To ES Tax | $1,866 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY STERNER | IndividualWithBooksNm |
| Phone | 9494891916 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 HANCOCK STREET | AddressLine1Txt |
| City | LAGUNA NIGUEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAMI TUJAGUE | ||||||||
| 292 MILLSTREAM DRIVE | CROZET | VA | 22932 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARJORIE CHRISTOFFERSEN | ||||||||
| 156 N FULLER AVENUE | LOS ANGELES | CA | 90036 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY STERNER | ||||||||
| 23 HANCOCK STREET | LAGUNA NIGUEL | CA | 92677 | TREASURER/CFO | 4.00 | $0 | $0 | $0 |
| CAROL STERNER | ||||||||
| 23 HANCOCK STREET | LAGUNA NIGUEL | CA | 92677 | SECRETARY | 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 | $53,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,135,911 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,288,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,288,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,269,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $704 | TotalTaxAmt |
| Distributable Before Adj | $62,757 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,757 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,757 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,375 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,689 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,743 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,807 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,375 | ExcessFromYear3Amt |
| Excess From Year2 | $7,689 | ExcessFromYear2Amt |
| Excess From Current Year | $5,743 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC | RESEARCH AND SUPPORT | $5,000 |
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINTON DC | DC | 20077 | NONE | PUBLIC | RESEARCH AND PROGRAM ASSISTANCE | $5,000 |
| BRIGHAM YOUNG UNIVERSITY BASEBALL | |||||||
| BRIGHAM YOUNG UNIVERSITY 111 MLRP | PROVO | UT | 84602 | NONE | PUBLIC | PROGRAM ASSISTANCE | $5,000 |
| BRIGHAM YOUNG UNIVERSITY SOFTBALL | |||||||
| MLRP 141 | PROVO | UT | 84602 | NONE | PUBLIC | PROGRAM ASSISTANCE | $5,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | CANCER RESEARCH AND TREATMENT | $5,000 |
| HOSPICE FOUNDATION OF AMERICA | |||||||
| 1710 RHODE ISLAND AVENUE SUITE 400 | WASHINGTON | DC | 20036 | NONE | PUBLIC | FAMILY ASSISTANCE | $5,000 |
| SEMPER FI & AMERICA'S FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | NONE | PUBLIC | EDUCATION AND HUMANITARIAN AID | $5,000 |
| INTREPID FALLEN HEROES FUND | |||||||
| ONE INTREPID SQUARE W46TH 12TH AVE | NEW YORK | NY | 10036 | NONE | PUBLIC | FAMILY ASSISTANCE | $5,000 |
| NATIONAL FOUNDATION FOR ECTODERMAL DYSPLASIA | |||||||
| 6 EXECUTIVE DRIVE SUITE 2 | FAIRVIEW HIGHTS | IL | 622081360 | NONE | PUBLIC | RESEARCH AND TREATMENT | $5,000 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| 755 S MAIN STREET 194 | CEDAR CITY | UT | 84720 | NONE | PUBLIC | PROGRAM ASSISTANCE | $2,000 |
| OSTEOGENESIS IMPERFECTA FOUNDATION | |||||||
| 804 W DIAMOND AVE SUITE 210 | GAITHERSBURG | MD | 20878 | NONE | PUBLIC | RESEARCH AND SUPPORT | $2,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 841081235 | NONE | PUBLIC | CANCER RESEARCH AND SUPPORT | $5,000 |
| SOCCER FOR HOPE | |||||||
| 25255 CABOT ROAD SUITE 116 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC | CANCER RESEARCH AND FAMILY ASSISTANCE | $2,000 |
| UCLA DEPARTMENT OF NEUROLOGY | |||||||
| 710 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | NONE | PUBLIC | RESEARCH & TREATMENT | $5,000 |
| WESTERN ALBEMARLE HIGH SCHOOL | |||||||
| 5941 ROCKFISH GAP TURNPIKE | CROZET | VA | 22932 | NONE | PUBLIC | PROGRAM ASSISTANCE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,516 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,787 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $301 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,618 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,618 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDED INCOME IN ORDER TO SUPPORT PUBLIC CHARITIES |
| 4 | PROVIDED INCOME IN ORDER TO SUPPORT PUBLIC CHARITIES |
| 5B | PROVIDED INCOME IN ORDER TO SUPPORT PUBLIC CHARITIES |
| 8 | PROVIDED INCOME IN ORDER TO SUPPORT PUBLIC CHARITIES |
| 7 | PROVIDED INCOME IN ORDER TO SUPPORT PUBLIC CHARITIES |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $49,414 | EOYBookValueAmt |
| EOYFMV | $52,451 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,135,911 | BookValueAmt |
| EOYFMV | $1,135,911 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUSTS FEES | $50 | $0 | $0 |
| RENTAL EXPENSES | $16,753 | $16,753 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |