MCCAIN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCCAIN FAMILY FOUNDATION (EIN 95-4738541)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-15
- IRS object ID
- 202342889349100309
- 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 Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-15T15:05:13-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUND CONTROL BUSINESS MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PK E 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954738541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCCAIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 3236342400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LILLIAN MCCAIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3236342400 | PhoneNum |
| Signature | 2023-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LILLIAN | PersonFirstNm |
| Person Last | MCCAIN | 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 | TIM BODNER | PreparerPersonNm |
| PTIN | P00396713 | PTIN |
| Phone | 3103156200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $753,661 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $76,614 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $437,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,633 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,594 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $133,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,547 | 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 |
| Other Prof Fees Rev And Expnss | $7,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,798 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,824 | CashBOYAmt |
| Cash EOY | $7,068 | CashEOYAmt |
| Cash EOYFMV | $7,068 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,812 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,061 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,220 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $602,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $547,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $578,561 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $633,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $722,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $753,661 | 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 | $633,444 | RetainedEarningBOYAmt |
| Retained Earning EOY | $722,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $633,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $722,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $633,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $722,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $633,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $723,854 | SubtotalAmt |
| Other Decreases | $1,104 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $722,750 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-01-02 | 2022-06-30 | $182,311 | $186,907 | -$4,596 | -$4,596 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-02 | 2022-06-30 | $7,395 | $10,109 | -$2,714 | -$2,714 |
| PUBLICLY TRADED SECURITIES | P | 2021-02-02 | 2022-06-30 | $216,412 | $181,738 | $34,674 | $34,674 |
| PUBLICLY TRADED SECURITIES | P | 2021-02-02 | 2022-06-30 | $27,042 | $25,557 | $1,485 | $1,485 |
| FROM K-1: INVESCO DB COMMODITY INDEX TRACKING FUND | P | 2022-04-05 | 2022-08-13 | $262 | -$262 | -$262 | |
| FROM K-1: INVESCO DB COMMODITY INDEX TRACKING FUND | P | 2021-11-07 | 2022-12-01 | $1 | -$1 | -$1 | |
| CAPITAL GAINS DIVIDENDS | P | $4,047 | $4,047 | $4,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,633 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46 | 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 | $46 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $650 | 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 | GROUND CONTROL BUSINESS MANAGEMENT | IndividualWithBooksNm |
| Phone | 3236342400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LILLIAN MCCAIN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES MCCAIN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN TYSSEE | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAURA DALY | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VALERIE MCCAIN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | TRUSTEE | 0.00 | $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 | $707,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $766,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $766,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $754,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $677 | TotalTaxAmt |
| Distributable Before Adj | $37,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,051 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,051 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,051 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $131 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,736 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $913 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $336 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,118 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,746 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,746 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,372 | 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 | $1,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121 | ExcessFromYear4Amt |
| Excess From Year3 | $913 | ExcessFromYear3Amt |
| Excess From Year2 | $336 | ExcessFromYear2Amt |
| Excess From Year1 | $2 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 100042400 | NONE | PUBLIC CHARITY | GENERAL | $2,023 |
| AMERICARES | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 91326 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| AMOS HOUSE | |||||||
| 460 PINE STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL | $800 |
| BLACKSTONE PARKS | |||||||
| PO BOX 603141 | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| BRADY UNITED AGAINST GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL | $1,023 |
| CAMP RONALD MCDONALD | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GGENERAL | $600 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| COMMUNITY CHRISTIAN SERVICE AGENCY | |||||||
| 4167 RAPPAHANNOCK AVE | SAN DIEGO | CA | 92117 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| CROSSROADS COMMUNITY CHURCH | |||||||
| 25300 RYE CANYON RD | VALENCIA | CA | 91355 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| CROSSROADS RHODE ISLAND | |||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL | $800 |
| FREEDOM FROM RELIGION | |||||||
| PO BOX 750 | MADISON | WI | 53701 | NONE | PUBLIC CHARITY | GENERAL | $1,023 |
| GRACE BAPTIST CHURCH | |||||||
| 22833 COPPER HILL DRIVE | SANTA CLARITA | CA | 91350 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| GREATER LA ZOO ASSOCIATION | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL | $661 |
| HUME LAKE CHRISTIAN CAMPS | |||||||
| 5545 E HEDGES AVENUE | FRESNO | CA | 93727 | NONE | PUBLIC CHARITY | GENERAL | $600 |
| INTERFAITH SHELTER NETWORK | |||||||
| 3530 CAMINO DEL RIO NORTH STE 301 | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| KPCC | |||||||
| 474 S RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MEALS ON WHEELS | |||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MEETING STREET | |||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| MEND | |||||||
| 10641 SAN FERNANDO ROAD | PACOIMA | CA | 91331 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MOM'S IN PRAYER INTL | |||||||
| PO BOX 1120 | POWAY | CA | 92074 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW STE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $327 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL | $350 |
| OPEN ARMS PREGNANCY CENTER | |||||||
| 9535 RESEDA BLVD SUITE 303 | NORTHRIDGE | CA | 91324 | NONE | PUBLIC CHARITY | GENERAL | $1,861 |
| PACIFIC BATTLESHIP CENTER | |||||||
| 250 S HARBOR BLVD | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| PACIFIC BEACH CHRISTIAN CHURCH | |||||||
| 1074 LORING STREET | SAN DIEGO | CA | 92109 | NONE | PUBLIC CHARITY | GENERAL | $5,861 |
| PAWS4THOUGHT | |||||||
| PO BOX 1893 | BONITA | CA | 91908 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||
| 5068 WHITTIER BOULEVARD | LOS ANGELES | CA | 90022 | NONE | PUBLIC CHARITY | GENERAL | $1,023 |
| PLANNED PARENTHOOD OF SOUTH ATLANTIC | |||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $450 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL | $884 |
| SHORELINE COMMUNITY SERVICES | |||||||
| 1561 THOMAS AVENUE | SAN DIEGO | CA | 92109 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | GENERAL | $1,023 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 298240 | FORT WORTH | TX | 76129 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| THE FRENCH AMERICAN SCHOOL | |||||||
| 75 JOHN ST | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL | $2,100 |
| THE SALVATION ARMY | |||||||
| 34 COMMERCIAL STREET | CRANSTON | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL | $400 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | GENERAL | $1,023 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 830 W 36TH PL | LOS ANGELES | CA | 90089 | NONE | PRIVATE PUBLIC-BENEF | GENERAL | $1,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,305 | 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 | $1,509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,314 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,050 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $547,809 | EOYBookValueAmt |
| EOYFMV | $578,561 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,061 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,220 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $729 |
| 2021 FEDERAL EXTENSION TAX PAYMENT | $375 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLES & MISCELLANEOUS | $75 | $0 | $0 |
| FROM K-1: INVESCO DB COMMODITY INDEX TRACKING FUND | $76 | $76 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESCO DB COMMODITY INDEX TRACKING FUND | Desc |
| Revenue And Expenses Per Books | $1,594 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,594 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $7,798 | Amt |
| Net Investment Income | $7,798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |