TOMMY AND BETH KNAPP FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOMMY AND BETH KNAPP FAMILY FOUNDATION INC (EIN 20-0514525)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349101382
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T09:43:12-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330269446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Donovan Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9930 Research Drive Suite 100 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200514525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tommy and Beth Knapp Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMM | BusinessNameControlTxt |
| Phone | 5626241848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10294 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas W Knapp | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas W | PersonFirstNm |
| Person Last | Knapp | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Donovan | PreparerPersonNm |
| PTIN | P00234335 | PTIN |
| Phone | 9496401333 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $89,765 | 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 | $1,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,569 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,569 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,330 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,214 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,899 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,783 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $843 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,783 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,834 | CashEOYAmt |
| Cash EOYFMV | $2,834 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,227 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $66,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,636 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $70,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $70,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $80,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,656 | ExcessRevenueOverExpensesAmt |
| Subtotal | $80,470 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $80,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (87 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CLEARBRIDGE INTL GROWTH I | P | 2020-05-21 | 2021-02-04 | $194 | $141 | $53 | $53 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-01-29 | 2021-02-04 | $59 | $54 | $5 | $5 |
| COLUMBIA DIVIDEND INCOME INST | P | 2020-05-21 | 2021-02-04 | $501 | $404 | $97 | $97 |
| COLUMBIA MORTGAGE OPPORT INST | P | 2020-10-20 | 2021-02-04 | $169 | $163 | $6 | $6 |
| COMM SERV SELECT SECTOR SPDR | P | 2020-02-28 | 2021-02-04 | $211 | $149 | $62 | $62 |
| CONS DISCRET SEL SECT SPDR FD | P | 2017-04-05 | 2021-02-04 | $511 | $264 | $247 | $247 |
| CONS STAPLES SEL SECT SPDR FD | P | 2020-02-28 | 2021-02-04 | $130 | $114 | $16 | $16 |
| ENERGY SEL SECT SPDR FD | P | 2019-10-23 | 2021-02-04 | $42 | $59 | -$17 | -$17 |
| GOLDMAN SACHS GQG INTL OPP I | P | 2020-02-13 | 2021-02-04 | $428 | $375 | $53 | $53 |
| GUGGENHEIM TOTAL RETURN BD I | P | 2019-01-29 | 2021-02-04 | $319 | $288 | $31 | $31 |
| HEALTH CARE SEL SECT SPDR FD | P | 2017-01-05 | 2021-02-04 | $231 | $141 | $90 | $90 |
| INDUSTRIAL SEL SEC SPDR FD | P | 2017-01-05 | 2021-02-04 | $88 | $63 | $25 | $25 |
| ISHARES CORE INTL STOCK ETF | P | 2020-05-21 | 2021-02-04 | $70 | $51 | $19 | $19 |
| ISHARES INC MSCI GLOB GOLD ETF | P | 2020-06-25 | 2021-02-04 | $57 | $57 | ||
| ISHARES RUSSELL MID-CAP ETF | P | 2020-05-21 | 2021-02-04 | $72 | $51 | $21 | $21 |
| PIMCO INCOME I2 | P | 2017-01-05 | 2021-02-04 | $168 | $163 | $5 | $5 |
| PRINCIPAL MIDCAP INSTL | P | 2020-05-21 | 2021-02-04 | $96 | $73 | $23 | $23 |
| REAL ESTATE SELECT SECT SPDR | P | 2020-02-26 | 2021-02-04 | $38 | $40 | -$2 | -$2 |
| THE FINANCIAL SEL SECT SPDR FD | P | 2020-02-28 | 2021-02-04 | $216 | $183 | $33 | $33 |
| THE TECHNOLOGY SEL SEC SPDR FD | P | 2020-02-28 | 2021-02-04 | $677 | $431 | $246 | $246 |
| VANECK INTL INVESTORS GOLD Y | P | 2020-06-25 | 2021-02-04 | $81 | $89 | -$8 | -$8 |
| VIRTUS KAR SMALL-CAP GROWTH I | P | 2020-05-21 | 2021-02-04 | $102 | $72 | $30 | $30 |
| WELLS FARGO CORE PLUS BD I | P | 2020-12-09 | 2021-02-04 | $170 | $170 | ||
| WESTERN ASSET CORE BD I | P | 2017-01-19 | 2021-02-04 | $279 | $255 | $24 | $24 |
| ISHARES INC MSCI GLOB GOLD ETF | P | 2020-06-25 | 2021-03-03 | $571 | $623 | -$52 | -$52 |
| ISHARES INC MSCI GLOB GOLD ETF | P | 2020-07-08 | 2021-03-03 | $675 | $832 | -$157 | -$157 |
| VANECK INTL INVESTORS GOLD Y | P | 2020-06-25 | 2021-03-03 | $502 | $614 | -$112 | -$112 |
| VANECK INTL INVESTORS GOLD Y | P | 2020-07-08 | 2021-03-03 | $611 | $842 | -$231 | -$231 |
| PRINCIPAL MIDCAP INSTL | P | 2020-05-21 | 2021-03-18 | $1,566 | $1,154 | $412 | $412 |
| VIRTUS KAR SMALL-CAP GROWTH I | P | 2020-05-21 | 2021-03-18 | $1,504 | $1,154 | $350 | $350 |
| CLEARBRIDGE INTL GROWTH I | P | 2020-05-21 | 2021-05-05 | $710 | $524 | $186 | $186 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-01-29 | 2021-05-05 | $297 | $270 | $27 | $27 |
| COLUMBIA DIVIDEND INCOME INST | P | 2020-05-21 | 2021-05-05 | $2,001 | $1,461 | $540 | $540 |
| COMM SERV SELECT SECTOR SPDR | P | 2020-02-28 | 2021-05-05 | $3,931 | $2,534 | $1,397 | $1,397 |
| CONS DISCRET SEL SECT SPDR FD | P | 2017-04-05 | 2021-05-05 | $2,637 | $1,322 | $1,315 | $1,315 |
| CONS DISCRET SEL SECT SPDR FD | P | 2018-11-30 | 2021-05-05 | $176 | $108 | $68 | $68 |
| CONS DISCRET SEL SECT SPDR FD | P | 2019-01-14 | 2021-05-05 | $176 | $104 | $72 | $72 |
| CONS DISCRET SEL SECT SPDR FD | P | 2020-02-28 | 2021-05-05 | $527 | $339 | $188 | $188 |
| CONS STAPLES SEL SECT SPDR FD | P | 2020-02-28 | 2021-05-05 | $2,301 | $1,875 | $426 | $426 |
| ENERGY SEL SECT SPDR FD | P | 2019-10-23 | 2021-05-05 | $1,044 | $1,181 | -$137 | -$137 |
| GOLDMAN SACHS GQG INTL OPP I | P | 2020-05-21 | 2021-05-05 | $534 | $409 | $125 | $125 |
| GOLDMAN SACHS GQG INTL OPP I | P | 2020-02-13 | 2021-05-05 | $4,174 | $3,481 | $693 | $693 |
| GUGGENHEIM TOTAL RETURN BD I | P | 2019-01-29 | 2021-05-05 | $1,745 | $1,612 | $133 | $133 |
| HEALTH CARE SEL SECT SPDR FD | P | 2017-01-05 | 2021-05-05 | $3,700 | $2,122 | $1,578 | $1,578 |
| HEALTH CARE SEL SECT SPDR FD | P | 2019-01-14 | 2021-05-05 | $617 | $435 | $182 | $182 |
| HEALTH CARE SEL SECT SPDR FD | P | 2020-02-28 | 2021-05-05 | $617 | $452 | $165 | $165 |
| INDUSTRIAL SEL SEC SPDR FD | P | 2017-01-05 | 2021-05-05 | $2,180 | $1,318 | $862 | $862 |
| INDUSTRIAL SEL SEC SPDR FD | P | 2018-11-30 | 2021-05-05 | $312 | $216 | $96 | $96 |
| INDUSTRIAL SEL SEC SPDR FD | P | 2019-01-14 | 2021-05-05 | $311 | $204 | $107 | $107 |
| INDUSTRIAL SEL SEC SPDR FD | P | 2020-02-28 | 2021-05-05 | $519 | $359 | $160 | $160 |
| ISHARES CORE INTL STOCK ETF | P | 2020-05-21 | 2021-05-05 | $508 | $358 | $150 | $150 |
| ISHARES RUSSELL MID-CAP ETF | P | 2020-05-21 | 2021-05-05 | $774 | $507 | $267 | $267 |
| MATERIALS SEL SECT SPDR FD | P | 2020-02-28 | 2021-05-05 | $1,121 | $674 | $447 | $447 |
| PIMCO INCOME I2 | P | 2017-01-05 | 2021-05-05 | $728 | $706 | $22 | $22 |
| PIMCO INCOME I2 | P | 2019-01-29 | 2021-05-05 | $638 | $614 | $24 | $24 |
| REAL ESTATE SELECT SECT SPDR | P | 2020-02-26 | 2021-05-05 | $917 | $890 | $27 | $27 |
| REAL ESTATE SELECT SECT SPDR | P | 2020-02-28 | 2021-05-05 | $83 | $72 | $11 | $11 |
| THE FINANCIAL SEL SECT SPDR FD | P | 2020-02-28 | 2021-05-05 | $3,671 | $2,584 | $1,087 | $1,087 |
| THE TECHNOLOGY SEL SEC SPDR FD | P | 2020-02-28 | 2021-05-05 | $9,058 | $5,688 | $3,370 | $3,370 |
| UTILITIES SEL SECT SPDR FUND | P | 2017-01-05 | 2021-05-05 | $910 | $680 | $230 | $230 |
| UTILITIES SEL SECT SPDR FUND | P | 2019-01-14 | 2021-05-05 | $65 | $52 | $13 | $13 |
| UTILITIES SEL SECT SPDR FUND | P | 2019-06-24 | 2021-05-05 | $65 | $61 | $4 | $4 |
| VANECK VECTORS JUNIOR GOLD M | P | 2021-03-03 | 2021-05-05 | $1,312 | $1,221 | $91 | $91 |
| VIRTUS KAR SM MD CP CORE I | P | 2021-03-18 | 2021-05-05 | $151 | $141 | $10 | $10 |
| WELLS FARGO CORE PLUS BD I | P | 2020-12-09 | 2021-05-05 | $130 | $132 | -$2 | -$2 |
| WESTERN ASSET CORE BD I | P | 2017-01-19 | 2021-05-05 | $1,155 | $1,079 | $76 | $76 |
| VANGUARD INDUSTRIAL ETF | P | 2021-05-05 | 2021-06-11 | $790 | $796 | -$6 | -$6 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-01-29 | 2021-07-08 | $590 | $531 | $59 | $59 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-03-13 | 2021-07-08 | $22 | $20 | $2 | $2 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-01-31 | 2021-07-08 | $6 | $5 | $1 | $1 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-02-28 | 2021-07-08 | $6 | $5 | $1 | $1 |
| COHEN & STEERS PREF SEC&INC I | P | 2019-03-29 | 2021-07-08 | $6 | $6 | ||
| VANGUARD MATERIAL ETF | P | 2021-05-05 | 2021-07-23 | $711 | $758 | -$47 | -$47 |
| ARK INNOVATION ETF | P | 2021-05-05 | 2021-11-03 | $2,329 | $2,144 | $185 | $185 |
| ARK INNOVATION ETF | P | 2021-06-04 | 2021-11-03 | $123 | $110 | $13 | $13 |
| JHF SEAPORT LONG/SHORT FUND I | P | 2021-05-05 | 2021-12-15 | $3,685 | $3,749 | -$64 | -$64 |
| AMER BEACON AHL MNGD FUT STR Y | P | 2021-05-05 | 2021-12-20 | $2,904 | $2,999 | -$95 | -$95 |
| AMERICAN BEAC AHL TARGETRISK Y | P | 2021-05-05 | 2021-12-20 | $3,305 | $2,999 | $306 | $306 |
| ABERDEEN CHINA A SH EQ INST | P | 2021-05-05 | 2021-12-27 | $582 | $625 | -$43 | -$43 |
| FIRST EAGLE GOLD I | P | 2021-03-03 | 2021-12-27 | $1,145 | $1,131 | $14 | $14 |
| FIRST EAGLE GOLD I | P | 2021-05-05 | 2021-12-27 | $934 | $1,013 | -$79 | -$79 |
| LM MARTIN CURRIE EMRG MKTS I | P | 2021-05-05 | 2021-12-27 | $1,163 | $1,250 | -$87 | -$87 |
| ISHARES CORE MSCI EMERGING | P | 2021-05-05 | 2021-12-30 | $541 | $586 | -$45 | -$45 |
| VIRTUS KAR INTL SM MID CAP I | P | 2021-05-05 | 2021-12-30 | $686 | $750 | -$64 | -$64 |
| INVESCO PREM US GOVT MNY INST | P | 2021-12-20 | 2021-12-27 | $3,338 | $3,338 | ||
| FEDERATED HERMES GOVT OBL AVR | P | 2021-12-15 | 2021-12-27 | $735 | $735 | ||
| FEDERATED HERMES GOVT OBL AVR | P | 2021-12-20 | 2021-12-27 | $728 | $728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,330 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,214 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $235 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $235 | SubtotalAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $115 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Knapp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5626241848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10294 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92658 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Thomas W Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Pres/Director | 0.00 | $0 |
| Bethany M Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Vice Pres/Direc | 0.00 | $0 |
| James P Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Vice President | 0.00 | $0 |
| Samantha Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Vice President | 0.00 | $0 |
| Wilson Knapp | ||||||
| Po Box 10294 | Newport Beach | CA | 92658 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $85,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $235 | TotalTaxAmt |
| Distributable Before Adj | $3,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,965 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,658 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,913 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,846 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,614 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,035 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,407 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,658 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $105,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,913 | ExcessFromYear4Amt |
| Excess From Year3 | $55,846 | ExcessFromYear3Amt |
| Excess From Year2 | $3,614 | ExcessFromYear2Amt |
| Excess From Year1 | $2,341 | ExcessFromYear1Amt |
| Excess From Current Year | $1,035 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hoag Hospital Foundation | |||||||
| 330 Placentia Avenue Suite 100 | Newport Beach | CA | 92663 | None | Public | Support for hospital | $3,000 |
| Laguna Food Pantry | |||||||
| 20652 Laguna Canyon Rd | Laguna Beach | CA | 92651 | None | Public | Social Services | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,330 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,569 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,330 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,899 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Exchange-traded and Closed-end Funds | AT COST | $34,460 | $39,555 |
| Mutual Funds | AT COST | $43,176 | $47,376 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CT Renewal Fee | $398 |
| Investment Management Fees | $420 |
| Filing Fees | $25 |