SANDNES FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SANDNES FAMILY FOUNDATION (EIN 20-5994239)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-02-03
- IRS object ID
- 202230349349100613
- Schema version
- 2020v4.2
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-03T18:15:06-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954065019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT & KING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 NEWBURY ROAD SUITE 100 | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205994239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDNES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6612948877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SANDNES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6612948877 | PhoneNum |
| Signature | 2022-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | SANDNES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN E ALPERT | PreparerPersonNm |
| PTIN | P00331049 | PTIN |
| Phone | 8053757575 | PhoneNum |
| Preparation | 2022-02-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,605,856 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,449 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,003 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $335,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,943 | 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 | $1,925 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $230,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $484,867 | CashBOYAmt |
| Cash EOY | $686,440 | CashEOYAmt |
| Cash EOYFMV | $686,440 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $323,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,770 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $401,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $579,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $744,646 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,210,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,440,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,605,856 | 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 | $1,210,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,440,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,210,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,440,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,210,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,440,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,210,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $230,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,440,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,440,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (148 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HONEYWELL INTL INC DEL | 2017-07-13 | 2020-11-30 | $205 | $130 | $75 | $75 |
| HONEYWELL INTL INC DEL | 2017-06-29 | 2020-11-30 | $1,438 | $887 | $551 | $551 |
| JOHNSON AND JOHNSON COM | 2020-02-28 | 2020-11-30 | $1,294 | $1,205 | $89 | $89 |
| JOHNSON AND JOHNSON COM | 2018-04-12 | 2020-11-30 | $862 | $783 | $79 | $79 |
| JOHNSON AND JOHNSON COM | 2017-06-29 | 2020-11-30 | $144 | $133 | $11 | $11 |
| HONEYWELL INTL INC DEL | 2017-07-26 | 2020-12-10 | $212 | $133 | $79 | $79 |
| HONEYWELL INTL INC DEL | 2017-07-13 | 2020-12-10 | $848 | $519 | $329 | $329 |
| HONEYWELL INTL INC DEL | 2017-07-26 | 2020-12-11 | $422 | $265 | $157 | $157 |
| BLACKROCK LIQUIDITY FUND T FUND INSTL CL | 2020-08-12 | 2021-01-12 | $377 | $377 | $0 | $0 |
| BLACKROCK LIQUIDITY FUND T FUND INSTL CL | 2020-05-12 | 2021-01-12 | $132 | $132 | $0 | $0 |
| BLACKROCK LIQUIDITY FUND T FUND INSTL CL | 2020-02-28 | 2021-01-12 | $800 | $800 | $0 | $0 |
| BLACKROCK LIQUIDITY FUND T FUND INSTL CL | 2019-11-27 | 2021-01-12 | $2,595 | $2,595 | $0 | $0 |
| COMM SERVICES SELECT(WASH SALE) SECTOR | 2019-11-27 | 2021-01-12 | $2,671 | $2,161 | $510 | $510 |
| CONSUMER DISCRETIONARY SPDR | 2018-05-31 | 2021-01-12 | $337 | $211 | $126 | $126 |
| FIDELITY MSCI UTILITIES INDEX | 2020-10-14 | 2021-01-12 | $198 | $203 | -$5 | -$5 |
| FIRST TRUST CLOUD COMPUTING ETF | 2020-04-14 | 2021-01-12 | $960 | $594 | $366 | $366 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 2019-11-27 | 2021-01-12 | $429 | $276 | $153 | $153 |
| HEALTH CARE SELECT SPDR | 2018-05-31 | 2021-01-12 | $1,049 | $742 | $307 | $307 |
| HEALTH CARE SELECT SPDR | 2017-06-30 | 2021-01-12 | $350 | $238 | $112 | $112 |
| ISHARES 20+ YEAR TREASURY BOND ETF | 2020-01-14 | 2021-01-12 | $901 | $833 | $68 | $68 |
| ISHARES NASDAQ BIOTECH(WASH SALE) ETF | 2018-09-13 | 2021-01-12 | $630 | $472 | $158 | $158 |
| ISHARES TIPS BOND ETF | 2018-05-31 | 2021-01-12 | $885 | $789 | $96 | $96 |
| ISHARES TR CORE MSCI EAF ETF | 2018-05-31 | 2021-01-12 | $1,414 | $1,310 | $104 | $104 |
| PACER BENCHMARK DATA AND INFRASTRUCTURE | 2020-10-14 | 2021-01-12 | $239 | $256 | -$17 | -$17 |
| SECTOR SPDR CONSMRS STPL(WASH SALE) | 2019-11-27 | 2021-01-12 | $659 | $620 | $39 | $39 |
| SECTOR SPDR CONSMRS STPL(WASH SALE) | 2018-09-13 | 2021-01-12 | $462 | $383 | $79 | $79 |
| SECTOR SPDR ENERGY(WASH SALE) | 2019-11-27 | 2021-01-12 | $260 | $355 | -$95 | -$95 |
| SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF | 2020-03-11 | 2021-01-12 | $1,739 | $1,740 | -$1 | -$1 |
| VANGUARD FINANCIALS ETF | 2018-05-31 | 2021-01-12 | $543 | $483 | $60 | $60 |
| VANGUARD INFORMATION TECH ETF | 2017-06-30 | 2021-01-12 | $2,468 | $990 | $1,478 | $1,478 |
| LYONDELLBASELL INDUSTRIE(WASH SALE) | 2017-06-29 | 2021-01-27 | $172 | $168 | $4 | $4 |
| NEXTERA ENERGY INC SHS | 2017-06-29 | 2021-01-27 | $1,290 | $558 | $732 | $732 |
| LYONDELLBASELL INDUSTRIE(WASH SALE) | 2018-04-12 | 2021-01-28 | $260 | $313 | -$53 | -$53 |
| NEXTERA ENERGY INC SHS | 2017-06-29 | 2021-02-24 | $1,621 | $767 | $854 | $854 |
| WEC ENERGY GROUP INC SHS | 2017-06-29 | 2021-02-24 | $330 | $246 | $84 | $84 |
| WEC ENERGY GROUP INC SHS | 2017-06-29 | 2021-02-25 | $326 | $246 | $80 | $80 |
| COMM SERVICES SELECT(WASH SALE) SECTOR | 2019-11-27 | 2021-03-09 | $588 | $422 | $166 | $166 |
| FIDELITY MSCI UTILITIES INDEX | 2020-10-14 | 2021-03-09 | $160 | $163 | -$3 | -$3 |
| FIRST TRUST CLOUD COMPUTING ETF | 2020-04-14 | 2021-03-09 | $387 | $238 | $149 | $149 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 2019-11-27 | 2021-03-09 | $431 | $276 | $155 | $155 |
| ISHARES TR CORE MSCI EAF ETF | 2018-05-31 | 2021-03-09 | $143 | $131 | $12 | $12 |
| PROSHARES ONLINE RETAIL ETF SHS | 2020-10-14 | 2021-03-09 | $80 | $70 | $10 | $10 |
| SECTOR SPDR CONSMRS STPL(WASH SALE) | 2019-11-27 | 2021-03-09 | $1,237 | $1,178 | $59 | $59 |
| SECTOR SPDR INDUSTRIAL | 2018-05-31 | 2021-03-09 | $381 | $297 | $84 | $84 |
| VANGUARD FINANCIALS ETF | 2018-05-31 | 2021-03-09 | $424 | $345 | $79 | $79 |
| VANGUARD SMALL CAP | 2020-01-14 | 2021-03-09 | $429 | $335 | $94 | $94 |
| COCA COLA COM | 2020-03-25 | 2021-03-10 | $459 | $374 | $85 | $85 |
| COCA COLA COM | 2020-03-10 | 2021-03-10 | $510 | $520 | -$10 | -$10 |
| COCA COLA COM | 2020-02-28 | 2021-03-10 | $408 | $422 | -$14 | -$14 |
| COCA COLA COM | 2019-02-05 | 2021-03-10 | $204 | $197 | $7 | $7 |
| COCA COLA COM | 2019-02-04 | 2021-03-10 | $969 | $934 | $35 | $35 |
| HONEYWELL INTL INC DEL | 2018-04-12 | 2021-03-18 | $217 | $141 | $76 | $76 |
| HONEYWELL INTL INC DEL | 2017-07-27 | 2021-03-18 | $435 | $266 | $169 | $169 |
| HONEYWELL INTL INC DEL | 2017-07-26 | 2021-03-18 | $435 | $265 | $170 | $170 |
| JOHNSON AND JOHNSON COM | 2020-03-25 | 2021-03-23 | $1,763 | $1,326 | $437 | $437 |
| JOHNSON AND JOHNSON COM | 2020-02-28 | 2021-03-23 | $160 | $134 | $26 | $26 |
| HOME DEPOT INC | 2017-06-29 | 2021-04-08 | $1,887 | $911 | $976 | $976 |
| STARBUCKS CORP | 2018-07-13 | 2021-04-21 | $817 | $360 | $457 | $457 |
| HONEYWELL INTL INC DEL | 2018-04-12 | 2021-04-30 | $223 | $141 | $82 | $82 |
| HONEYWELL INTL INC DEL | 2020-02-28 | 2021-05-03 | $447 | $311 | $136 | $136 |
| HONEYWELL INTL INC DEL | 2018-04-12 | 2021-05-03 | $894 | $564 | $330 | $330 |
| LOCKHEED MARTIN CORP | 2017-06-29 | 2021-05-03 | $1,911 | $1,379 | $532 | $532 |
| CROWN CASTLE REIT INC SHS | 2017-06-29 | 2021-05-17 | $182 | $95 | $87 | $87 |
| CROWN CASTLE REIT INC SHS | 2017-06-29 | 2021-05-18 | $546 | $285 | $261 | $261 |
| VERIZON COMMUNICATNS COM | 2020-03-19 | 2021-05-21 | $855 | $812 | $43 | $43 |
| ORGANON AND CO REG SHS WHEN IS | 2020-03-02 | 2021-06-08 | $12 | $15 | -$3 | -$3 |
| ORGANON AND CO REG SHS WHEN IS | 2020-11-30 | 2021-06-09 | $31 | $41 | -$10 | -$10 |
| ORGANON AND CO REG SHS WHEN IS | 2020-09-02 | 2021-06-09 | $48 | $69 | -$21 | -$21 |
| ORGANON AND CO REG SHS WHEN IS | 2020-05-08 | 2021-06-09 | $65 | $83 | -$18 | -$18 |
| ORGANON AND CO REG SHS WHEN IS | 2020-04-15 | 2021-06-09 | $28 | $38 | -$10 | -$10 |
| ORGANON AND CO REG SHS WHEN IS | 2020-03-25 | 2021-06-09 | $42 | $48 | -$6 | -$6 |
| ORGANON AND CO REG SHS WHEN IS | 2020-03-23 | 2021-06-09 | $20 | $23 | -$3 | -$3 |
| ORGANON AND CO REG SHS WHEN IS | 2020-03-12 | 2021-06-09 | $6 | $7 | -$1 | -$1 |
| ORGANON AND CO REG SHS WHEN IS | 2020-03-10 | 2021-06-09 | $54 | $72 | -$18 | -$18 |
| ORGANON AND CO REG SHS WHEN IS | 2020-03-02 | 2021-06-09 | $45 | $60 | -$15 | -$15 |
| BLACKROCK INC | 2017-06-29 | 2021-06-15 | $882 | $422 | $460 | $460 |
| VERIZON COMMUNICATNS COM | 2020-03-23 | 2021-06-15 | $344 | $306 | $38 | $38 |
| VERIZON COMMUNICATNS COM | 2020-03-19 | 2021-06-15 | $172 | $162 | $10 | $10 |
| VERIZON COMMUNICATNS COM | 2020-03-23 | 2021-06-16 | $572 | $509 | $63 | $63 |
| NEXTERA ENERGY INC SHS | 2017-06-29 | 2021-07-07 | $1,129 | $523 | $606 | $606 |
| NEXTERA ENERGY INC SHS | 2017-06-29 | 2021-07-08 | $150 | $70 | $80 | $80 |
| COMM SERVICES SELECT(WASH SALE) SECTOR | 2019-11-27 | 2021-07-12 | $246 | $158 | $88 | $88 |
| CONSUMER DISCRETIONARY SPDR | 2018-09-13 | 2021-07-12 | $1,465 | $938 | $527 | $527 |
| CONSUMER DISCRETIONARY SPDR | 2018-05-31 | 2021-07-12 | $183 | $105 | $78 | $78 |
| FIDELITY MSCI UTILITIES INDEX | 2020-10-14 | 2021-07-12 | $42 | $41 | $1 | $1 |
| FIRST TRUST CLOUD COMPUTING ETF | 2020-04-14 | 2021-07-12 | $318 | $178 | $140 | $140 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | 2019-11-27 | 2021-07-12 | $247 | $138 | $109 | $109 |
| HEALTH CARE SELECT SPDR | 2018-09-13 | 2021-07-12 | $646 | $467 | $179 | $179 |
| HEALTH CARE SELECT SPDR | 2018-05-31 | 2021-07-12 | $904 | $577 | $327 | $327 |
| ISHARES 20+ YEAR TREASURY BOND ETF | 2020-01-14 | 2021-07-12 | $146 | $139 | $7 | $7 |
| ISHARES BIOTECHNOLOGY ETF | 2019-11-27 | 2021-07-12 | $653 | $477 | $176 | $176 |
| ISHARES IBOXX $ INVT GRADE CORP BD | 2018-05-31 | 2021-07-12 | $135 | $116 | $19 | $19 |
| PROSHARES ONLINE RETAIL ETF SHS | 2020-10-14 | 2021-07-12 | $411 | $351 | $60 | $60 |
| SECTOR SPDR INDUSTRIAL | 2018-05-31 | 2021-07-12 | $619 | $446 | $173 | $173 |
| VANECK VECTORS FALLEN ANGEL HIGH YIELD B | 2020-01-14 | 2021-07-12 | $33 | $30 | $3 | $3 |
| VANGUARD FINANCIALS ETF | 2018-05-31 | 2021-07-12 | $1,459 | $1,104 | $355 | $355 |
| VANGUARD INFORMATION TECH ETF | 2018-05-31 | 2021-07-12 | $1,628 | $732 | $896 | $896 |
| HOME DEPOT INC | 2017-06-29 | 2021-07-13 | $636 | $304 | $332 | $332 |
| PAYCHEX INC | 2017-06-29 | 2021-07-20 | $1,108 | $566 | $542 | $542 |
| WEC ENERGY GROUP INC SHS | 2017-06-29 | 2021-07-29 | $472 | $307 | $165 | $165 |
| WEC ENERGY GROUP INC SHS | 2017-06-29 | 2021-07-30 | $284 | $184 | $100 | $100 |
| HOME DEPOT INC | 2017-06-29 | 2021-08-13 | $331 | $152 | $179 | $179 |
| ABBOTT LABS | 2017-06-29 | 2021-08-16 | $249 | $97 | $152 | $152 |
| AUTOMATIC DATA PROC | 2017-06-29 | 2021-08-16 | $216 | $101 | $115 | $115 |
| COMCAST CORP NEW CL A | 2019-01-29 | 2021-08-16 | $296 | $180 | $116 | $116 |
| ELI LILLY & CO | 2018-08-24 | 2021-08-16 | $540 | $211 | $329 | $329 |
| HOME DEPOT INC | 2017-06-29 | 2021-08-16 | $659 | $304 | $355 | $355 |
| ILLINOIS TOOL WORKS INC | 2017-06-29 | 2021-08-16 | $235 | $141 | $94 | $94 |
| MICROSOFT CORP | 2017-06-29 | 2021-08-16 | $883 | $205 | $678 | $678 |
| TEXAS INSTRUMENTS | 2017-06-29 | 2021-08-16 | $758 | $306 | $452 | $452 |
| TRUIST FINL CORP | 2017-06-29 | 2021-08-16 | $285 | $227 | $58 | $58 |
| PAYCHEX INC | 2017-06-29 | 2021-08-20 | $576 | $283 | $293 | $293 |
| PAYCHEX INC | 2017-06-29 | 2021-09-07 | $112 | $57 | $55 | $55 |
| PAYCHEX INC | 2017-06-29 | 2021-09-08 | $223 | $113 | $110 | $110 |
| PAYCHEX INC | 2017-06-29 | 2021-09-17 | $326 | $170 | $156 | $156 |
| AMGEN INC COM | 2020-02-28 | 2021-10-14 | $621 | $595 | $26 | $26 |
| AMGEN INC COM | 2018-04-12 | 2021-10-14 | $1,242 | $1,034 | $208 | $208 |
| AMGEN INC COM | 2017-10-17 | 2021-10-14 | $414 | $371 | $43 | $43 |
| AMGEN INC COM | 2020-03-25 | 2021-10-15 | $622 | $585 | $37 | $37 |
| CONSUMER DISCRETIONARY SPDR | 2018-09-13 | 2021-10-20 | $191 | $117 | $74 | $74 |
| FIRST TRUST CLOUD COMPUTING ETF | 2020-04-14 | 2021-10-20 | $229 | $119 | $110 | $110 |
| ISHARES TIPS BOND ETF | 2020-02-28 | 2021-10-20 | $128 | $120 | $8 | $8 |
| ISHARES TIPS BOND ETF | 2018-09-13 | 2021-10-20 | $1,025 | $888 | $137 | $137 |
| ISHARES TIPS BOND ETF | 2018-05-31 | 2021-10-20 | $768 | $676 | $92 | $92 |
| ISHARES U.S. REGIONAL BANKS ETF | 2021-07-12 | 2021-10-20 | $259 | $232 | $27 | $27 |
| MATERIALS SELECT SECTOR(WASH SALE) SPDR FUND | 2018-09-13 | 2021-10-20 | $170 | $119 | $51 | $51 |
| PROSHARES ONLINE RETAIL ETF SHS | 2020-10-14 | 2021-10-20 | $419 | $421 | -$2 | -$2 |
| SECTOR SPDR ENERGY(WASH SALE) | 2020-02-28 | 2021-10-20 | $931 | $703 | $228 | $228 |
| SECTOR SPDR ENERGY(WASH SALE) | 2019-11-27 | 2021-10-20 | $175 | $177 | -$2 | -$2 |
| SECTOR SPDR INDUSTRIAL | 2020-02-28 | 2021-10-20 | $208 | $143 | $65 | $65 |
| SECTOR SPDR INDUSTRIAL | 2019-11-27 | 2021-10-20 | $832 | $658 | $174 | $174 |
| SECTOR SPDR INDUSTRIAL | 2018-09-13 | 2021-10-20 | $1,872 | $1,413 | $459 | $459 |
| VANGUARD FINANCIALS ETF | 2018-09-13 | 2021-10-20 | $595 | $424 | $171 | $171 |
| VANGUARD FINANCIALS ETF | 2018-05-31 | 2021-10-20 | $99 | $69 | $30 | $30 |
| VANGUARD INFORMATION TECH ETF | 2018-05-31 | 2021-10-20 | $428 | $183 | $245 | $245 |
| VANGUARD INTRMDIATE-TERM(WASH SALE) CORPORATE BOND | 2020-01-14 | 2021-10-20 | $94 | $92 | $2 | $2 |
| VANGUARD INTRMDIATE-TERM(WASH SALE) CORPORATE BOND | 2019-11-27 | 2021-10-20 | $6,740 | $6,585 | $155 | $155 |
| VANGUARD SMALL CAP | 2020-01-14 | 2021-10-20 | $459 | $335 | $124 | $124 |
| VALERO ENERGY CORP NEW(WASH SALE) | 2017-06-29 | 2020-11-18 | $52 | $57 | -$5 | -$5 |
| VALERO ENERGY CORP NEW(WASH SALE) | 2017-06-19 | 2020-11-18 | $314 | $519 | -$205 | -$205 |
| VALERO ENERGY CORP NEW(WASH SALE) | 2017-06-29 | 2020-11-19 | $254 | $283 | -$29 | -$29 |
| ISHARES NASDAQ BIOTECH(WASH SALE) ETF | 2018-05-31 | 2021-01-12 | $158 | $118 | $40 | $40 |
| SECTOR SPDR CONSMRS STPL(WASH SALE) | 2017-06-30 | 2021-01-12 | $198 | $180 | $18 | $18 |
| LYONDELLBASELL INDUSTRIE(WASH SALE) | 2017-06-29 | 2021-01-28 | $521 | $660 | -$139 | -$139 |
| ISHARES INC CORE MSCI(WASH SALE) EMERGING MKTS ETF | 2018-05-31 | 2021-10-20 | $64 | $50 | $14 | $14 |
| SECTOR SPDR ENERGY(WASH SALE) | 2019-11-27 | 2021-10-20 | $58 | $59 | -$1 | -$1 |
| VANGUARD INTRMDIATE-TERM(WASH SALE) CORPORATE BOND | 2019-12-25 | 2021-10-20 | $94 | $91 | $3 | $3 |
| VANGUARD INTRMDIATE-TERM(WASH SALE) CORPORATE BOND | 2019-11-27 | 2021-10-20 | $187 | $212 | -$25 | -$25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $504 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RICHARD AND MARIAN SANDNES | IndividualWithBooksNm |
| Phone | 6612948877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARIAN SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | SECRETARY | 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 | $571,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $846,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $846,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $833,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $500 | TotalTaxAmt |
| Distributable Before Adj | $41,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,284 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,302 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $397,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,328 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $452,717 | 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 | $31,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $420,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,334 | ExcessFromYear4Amt |
| Excess From Year3 | $112,284 | ExcessFromYear3Amt |
| Excess From Year2 | $90,487 | ExcessFromYear2Amt |
| Excess From Year1 | $51,302 | ExcessFromYear1Amt |
| Excess From Current Year | $55,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY | |||||||
| 24909 NEWHALL AVENUE | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $65,000 |
| CAROUSEL RANCH | |||||||
| 34289 ROCKING HORSE ROAD | SANTA CLARITA | CA | 91390 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $25,000 |
| CANYON THEATRE GUILD | |||||||
| 24242 MAIN STREET | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $2,000 |
| HENRY MAYO NEWHALL HOSPITAL FOUNDATION | |||||||
| 23845 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,500 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,189 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,751 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $22,003 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $35,943 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,943 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ALL CASH IS HELD FOR USE AS DONATIONS TO ORGANIZED CHARITIES | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $579,085 | BookValueAmt |
| EOYFMV | $744,646 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,925 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $6,198 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD AND MARIAN SANDNES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA | $10 | $0 | $0 |
| FEDERAL | $165 | $0 | $0 |