POPOCATEPETL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POPOCATEPETL FOUNDATION (EIN 33-0911609)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349105212
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T17:30:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330371564 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATTO POPE & WALWICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3131 CAMINO DEL RIO N 1200 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330911609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POPOCATEPETL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA BLACHFORD-COOPER FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POPO | BusinessNameControlTxt |
| Phone | 8587357899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 797427 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 753797427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER COOPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587357899 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD A GASTINEAU | PreparerPersonNm |
| PTIN | P00294588 | PTIN |
| Phone | 6192827366 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,876,393 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $136,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $356,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,848,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $356,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $493,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $493,225 | 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 |
| Legal Fees Rev And Expnss | $2,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,256 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,256 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,965 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,965 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $40 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $40 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,842 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,842 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $341,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $468,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $196,835 | CashBOYAmt |
| Cash EOY | $297,045 | CashEOYAmt |
| Cash EOYFMV | $297,045 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,498,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,708,437 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,714,106 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,925,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $856,554 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $865,242 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,620,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,862,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,876,393 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $85,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $85,000 | 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 | $3,535,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,862,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,535,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,862,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,620,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,862,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,535,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $341,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,877,757 | SubtotalAmt |
| Other Decreases | $15,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,862,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $23,567 | $19,923 | $3,644 | $3,644 |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $260,492 | $273,401 | -$12,909 | -$12,909 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $71,613 | $66,268 | $5,345 | $5,345 |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $90,821 | $97,153 | -$6,332 | -$6,332 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $36,339 | $36,299 | $40 | $40 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $226,023 | $226,023 | $226,023 | |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $542,146 | $339,621 | $202,525 | $202,525 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $956 | $956 | $956 | |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $76,663 | $49,017 | $27,646 | $27,646 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $57,724 | $57,234 | $490 | $490 |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $901,816 | $992,707 | -$90,891 | -$90,891 |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $29,700 | $30,700 | -$1,000 | -$1,000 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $37,099 | $37,099 | $0 | $0 |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $53,949 | $51,954 | $1,995 | $1,995 |
| JP MORGAN SHORT-TERM COVERED | P | 2024-01-01 | 2024-12-31 | $132,634 | $133,674 | -$1,040 | -$1,040 |
| JP MORGAN LONG-TERM COVERED | P | 2023-12-31 | 2024-12-31 | $298,895 | $306,842 | -$7,947 | -$7,947 |
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | 2023-12-31 | 2024-12-31 | $7,747 | $7,747 | $7,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $356,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | 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 | $1,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $4,833 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | PETER COOPER | IndividualWithBooksNm |
| Phone | 8587357899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 797427 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 753797427 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER COOPER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 797427 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 753797427 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,219,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,581,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,581,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,512,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,511 | TotalTaxAmt |
| Distributable Before Adj | $219,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $254,705 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $254,705 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $92,661 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $92,661 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $162,044 | 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 | $162,044 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW STE | 200 | KENNESAW | GA | 30144 | NONE | PC | TO SUPPORT CANCER RESEARCH | $5,699 |
| LA JOLLA MUSIC SOCIETY | ||||||||
| 7600 FAY AVE | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT PERFORMING ARTS AND MUSIC | $58,100 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | TO SUPPORT EDUCATION | $25,000 | |
| CHULA VISTA POLICE FOUNDATION | ||||||||
| 315 4TH AVENUE | CHULA VISTA | CA | 91910 | NONE | PC | TO SUPPORT CHULA VISTA POLICE | $7,750 | |
| FREEDOM PARK LEGACY BRICK PROGRAM | ||||||||
| 2700 E LANARK ST SUITE 120 | MERIDIAN | ID | 83642 | NONE | TO SUPPORT FREEDOM PARK LEGACY BRICK PROGRAM | $4,991 | ||
| USS MIDWAY MUSEUM | ||||||||
| 910 N HARBOR DRIVE | SAN DIEGO | CA | 92101 | NONE | PC | TO PRESERVE USS MIDWAY | $5,000 | |
| WILLOW ROCK WARRIORS INC | ||||||||
| 440 STONE JUG ROAD | BIGLERVILLE | PA | 17307 | NONE | PC | TO PROVIDE EQUINE ASSISTED THERAPY FOR FIRST RESPONDERS AND VETERANS | $1,500 | |
| STAND UP TO CANCER | ||||||||
| PO BOX 843721 | LOS ANGELES | CA | 900843721 | NONE | SO | TO SUPPORT CANCER RESEARCH | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,040 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,933 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $356,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $493,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $493,225 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $3,930 | Amt |
| Net Investment Income | $1,965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,965 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN BONDS | BondNm |
| EOY Book Value | $856,554 | EOYBookValueAmt |
| EOYFMV | $865,242 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN STOCKS | StockNm |
| EOY Book Value | $2,708,437 | EOYBookValueAmt |
| EOYFMV | $3,714,106 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $2,512 | LegalFeesAmt |
| Net Investment Income | $1,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,256 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $15,721 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $3,737 | $1,869 | $1,868 |
| MEALS AND ENTERTAINMENT | $181 | $90 | $91 |
| MEMBERSHIP FEE | $794 | $397 | $397 |
| PO BOX RENTAL | $478 | $239 | $239 |
| STATE FILING FEE | $500 | $250 | $250 |
| TRAVEL | $738 | $369 | $369 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS | Desc |
| BOY Book Value | $85,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $18,367 | Amt |
| Net Investment Income | $18,367 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |