CHRIS DIALYNAS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS DIALYNAS FAMILY FOUNDATION (EIN 33-0693259)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-02-16
- IRS object ID
- 202230479349100818
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-16T16:18:09-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMONDS & EDMONDS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30th St | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | 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 | 330693259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS DIALYNAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO EDMONDS & EDMONDS LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EDMONDS & EDMONDS LLP | InCareOfNm |
| Business Name Control | DIAL | BusinessNameControlTxt |
| Phone | 9492209404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30TH STREET | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS DIALYNAS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9492209404 | PhoneNum |
| Signature | 2022-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | DIALYNAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA EDMONDS | PreparerPersonNm |
| PTIN | P00002723 | PTIN |
| Phone | 9492209404 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $7,200,263 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,223 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,223 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $988,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,268 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,491 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,223 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,936 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,936 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,936 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | -$408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$408 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | -$408 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,528 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,528 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$351,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,695 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,011 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,238 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,851,149 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,389,385 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,019,121 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,904 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,900,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,549,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,200,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,900,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,549,087 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,900,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,549,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,900,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,549,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,900,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$351,537 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,549,087 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,549,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 85,000 US TREASURY NOTES 1.5% 01/22 | P | 2019-10-31 | 2020-12-31 | $86,339 | $85,024 | $1,315 | $1,315 |
| 100,000 US TREASURY NOTES 0.125% SEP 2023 | P | 2020-10-31 | 2020-12-31 | $99,928 | $99,829 | $99 | $99 |
| 120,000 CMB'S ZERO% DEC 2020 | P | 2020-10-31 | 2020-12-31 | $120,000 | $120,000 | ||
| 34,000 US TREASURY NOTES 2.375% APRIL 2021 | P | 2018-11-30 | 2021-04-30 | $34,000 | $31,812 | $2,188 | $2,188 |
| 22,000 US TREASURY NOTES 0.125% APRIL 2021 | P | 2017-05-09 | 2021-04-15 | $24,343 | $22,664 | $1,679 | $1,679 |
| 165,000 US TREASURY NOTES 0.125% SEP 2023 | P | 2020-10-31 | 2021-10-31 | $164,009 | $164,719 | -$710 | -$710 |
| 415,000 US TREASURY NOTES 0.125% APRIL 2021 | P | 2017-07-24 | 2021-04-15 | $459,202 | $428,719 | $30,483 | $30,483 |
| CAPITAL GAIN DIVIDENDS | P | $214 | |||||
| CAPITAL GAIN DIVIDENDS | P | $214 | |||||
| CAPITAL GAIN DIVIDENDS | P | $214 | |||||
| CAPITAL GAIN DIVIDENDS | P | $214 | |||||
| CAPITAL GAIN DIVIDENDS | P | $214 | |||||
| CAPITAL GAIN DIVIDENDS | P | $214 | |||||
| CAPITAL GAIN DIVIDENDS | P | $214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $861 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $861 | SubtotalAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,380 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,380 | TotalPaymentsAndCreditsAmt |
| Overpayment | $519 | OverpaymentAmt |
| Applied To ES Tax | $519 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMONDS & EDMONDS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492209404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30TH STREET | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHRIS P DIALYNAS | |||||||||
| C/O EDMONDS EDMONDS LLP | 519 30TH STREET | NEWPORT BEACH | CA | 92663 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHERI HORNE DIALYNAS | |||||||||
| C/O EDMONDS EDMONDS LLP | 519 30TH STREET | NEWPORT BEACH | CA | 92663 | SECTY/CFO | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,337,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,390,714 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,390,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,279,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $861 | TotalTaxAmt |
| Distributable Before Adj | $363,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $363,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $363,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $413,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $413,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $363,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $500,299 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $517,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $483,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $419,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $417,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,338,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $363,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,368 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,388,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $500,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,888,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $517,701 | ExcessFromYear4Amt |
| Excess From Year3 | $483,259 | ExcessFromYear3Amt |
| Excess From Year2 | $419,970 | ExcessFromYear2Amt |
| Excess From Year1 | $417,400 | ExcessFromYear1Amt |
| Excess From Current Year | $50,368 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRIS P SHERI DIALYNAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| POMONA COLLEGE | |||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | NONE | CHARITABLE | $50,000 | |
| Back Bay Therapeutic Riding Club | |||||||
| 20262 SW Cypress St | NEWPORT BEACH | CA | 92660 | NONE | CHARITABLE | $2,000 | PC |
| THOMPSON FOUNDATION FOR AUTISM | |||||||
| 205 PORTLAND STREET | COLUMBIA | MO | 65211 | NONE | CHARITABLE | $10,000 | PC |
| J PAUL GETTY MUSEUM | |||||||
| 1200 GETTY CENTER DRIVE SUITE 1300 | LOS ANGELES | CA | 90049 | NONE | CHARITABLE | $10,000 | PC |
| CHOC FOUNDATION | |||||||
| 1120 W LA VETA AVENUE SUITE 500 | ORANGE | CA | 92868 | NONE | CHARITABLE | $35,000 | PC |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | NONE | CHARITABLE | $35,000 | PC |
| TRINITY COLLEGE OF ARTS AND SCIENCES | |||||||
| BOX 90046 | DURHAM | NC | 27708 | NONE | CHARITABLE | $15,000 | PC |
| GIRL'S INC OF ORANGE COUNTY | |||||||
| 1815 ANAHEIM AVENUE | COSTA MESA | CA | 92627 | NONE | CHARITABLE | $7,500 | PC |
| COLLEGE YEAR IN ATHENS | |||||||
| 1035 CAMBRIDGE STREET SUITE 21 E | CAMBRIDGE | MA | 02141 | NONE | CHARITABLE | $2,000 | PC |
| HARBOR DAY ENDOWMENT CORP | |||||||
| 3443 PACIFIC VIEW DRIVE | CORONA DEL MAR | CA | 92625 | NONE | CHARITABLE | $7,000 | PC |
| THOMPSON AUTISM CENTER | |||||||
| 205 PORTLAND STREET | COLUMBIA | MO | 65201 | NONE | CHARITABLE | $15,000 | PC |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 87 PROSPECT AVENUE SUITE 208 | PRINCETON | NJ | 08540 | NONE | CHARITABLE | $25,000 | PC |
| CAMBRIDGE IN AMERICA | |||||||
| 1120 AVENUE OF THE AMERICAS 17TH FL | NEW YORK | NY | 10036 | NONE | CHARITABLE4 | $20,000 | PC |
| NO KID HUNGRY | |||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | CHARITABLE | $10,000 | PC |
| BEAT THE STREETS LA | |||||||
| 515 S FIGUEROA STRRET 16TH FLOOR | LOS ANGELES | CA | 90071 | NONE | CHARITABLE | $7,500 | PC |
| MCHF | |||||||
| 18900 JEFFERSON DAVIS HIGHWAY | TRIANGLE | VA | 22172 | NONE | CHARITABLE | $7,500 | PC |
| DUKE UNIVERSITY | |||||||
| 102 FLOWERS DRIVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $25,000 | PC |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL | |||||||
| 5807 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | NONE | CHARITABLE | $25,000 | PC |
| ORANGE CO COMM FOUNDATION | |||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | CHARITABLE | $80,000 | PC |
| CYTONOSIS | |||||||
| 19200 VON KARMAN AVENUE SUITE 920 | IRVINE | CA | 92612 | NONE | CHARITABLE | $15,000 | PC |
| HARVESTERS | |||||||
| 19102 PAPUA LANE | HUNTINGTON BEACH | CA | 92646 | NONE | CHARITABLE | $10,000 | PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,491 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDMONDS & EDMONDS LLP | CategoryTxt |
| Amt | $3,936 | Amt |
| Net Investment Income | $3,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,936 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1,445 MORGAN STANLEY EMERGING | StockNm |
| EOY Book Value | $19,464 | EOYBookValueAmt |
| EOYFMV | $40,904 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,389,385 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,019,121 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MERRILL LYNCH FEES | $3 | $3 | $3 |
| ATTORNEY GENERALS REGISTRY FEE | $25 | $25 | $25 |
| REFUND- FEDERAL TAXES | -$436 | -$436 | -$436 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |