GODS GIFT: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GODS GIFT (EIN 33-0831475)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349109587
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:08:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | 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 | 330831475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOD'S GIFT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GODS | BusinessNameControlTxt |
| Phone | 9492969639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12463 RANCHO BERNARDO RD 357 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921282143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL LOVAAS | PersonNm |
| Person Title | CFO/SECRETARY | PersonTitleTxt |
| Phone | 8584722961 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | LOVAAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON DE GREIFF | PreparerPersonNm |
| PTIN | P01511827 | PTIN |
| Phone | 2133566000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $61,393,274 | 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 | $364,820 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,106,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,105,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,480,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,217,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,480,334 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,953,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,585,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,583 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,896 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $86,688 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $523 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,568 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,788 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $387,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $238,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $149,009 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,661 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $651,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $306,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $272,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,990,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,990,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,641,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $306,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,262,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,311,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,279,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,282,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,350,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,350,510 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $43,354,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,651,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,752,806 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $283,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $282,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $282,863 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $512,557 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,095 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,095 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,432,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,291,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,393,274 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96,683 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,683 | 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 | $57,432,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,194,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,432,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,194,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,432,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,291,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,432,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,311,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $59,744,198 | SubtotalAmt |
| Other Decreases | $549,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,194,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO 9058 | P | 2020-10-30 | 2021-01-08 | $37,951 | $37,951 | $0 | $0 |
| WELLS FARGO 9058 | P | 2020-10-30 | 2021-03-11 | $2,324,288 | $2,117,183 | $207,105 | $207,105 |
| WELLS FARGO 8562 | P | 2020-07-15 | 2021-01-08 | $255,894 | $255,894 | $0 | $0 |
| WELLS FARGO 8562 | P | 2020-07-15 | 2021-02-11 | $4,424,490 | $4,455,079 | -$30,589 | -$30,589 |
| TD AMERITRADE CLEARING 0870 | P | 2015-01-20 | 2021-03-08 | $243,013 | $236,907 | $6,106 | $6,106 |
| WELLS FARGO 8562 | P | 2020-07-22 | 2021-10-06 | $68,723 | $68,723 | $0 | $0 |
| WELLS FARGO 8562 | P | 2020-07-15 | 2021-01-08 | $1,867,149 | $1,885,757 | -$18,608 | -$18,608 |
| TD AMERITRADE CLEARING 0870 | P | 2016-05-03 | 2021-03-08 | $16,632,562 | $13,679,730 | $2,952,832 | $2,952,832 |
| CAPITAL GAINS DIVIDENDS | P | 2020-01-01 | 2021-12-31 | $1,363,488 | $1,363,488 | $1,363,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,480,334 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,548 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $59,162 | OverpaymentAmt |
| Applied To ES Tax | $59,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RUBY BOETTCHER | IndividualWithBooksNm |
| Phone | 6195185777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12463 RANCHO BERNARDO RD 357 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921282143 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK BARTLETT | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | PRESIDENT | 20.00 | $54,750 | $0 | $0 |
| DANIEL LOVAAS | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | CFO/SECRETARY | 25.00 | $60,833 | $0 | $0 |
| LAURA LOVAAS | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| THERESA BELL | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| CHRISTINE LOVAAS KNUTTILA | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| CINDY WESTWOOD | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| LANCE WOOD | ||||||||
| 12463 RANCHO BERNARDO RD 357 | SAN DIEGO | CA | 921282143 | DIRECTOR | 4.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,455,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,717,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,173,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,173,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $917,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,255,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,012,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,012,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,386 | TotalTaxAmt |
| Distributable Before Adj | $2,939,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,939,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,939,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,262,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,262,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,939,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,390,546 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,723,483 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $447,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,282,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,844,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,262,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,939,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $322,881 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,167,576 | 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 | $2,390,546 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,777,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,723,483 | ExcessFromYear4Amt |
| Excess From Year3 | $447,807 | ExcessFromYear3Amt |
| Excess From Year1 | $1,282,859 | ExcessFromYear1Amt |
| Excess From Current Year | $322,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 2ND CHANCE DISCIPLESHIP MINISTRIES | ||||||
| 10583 N GOVERNMENT WAY | HAYDEN | ID | 838357472 | PC | GENERAL SUPPORT | $5,000 |
| AGNUS DEI FOUNDATION | ||||||
| 243 S ESCONDIDO BLVD STE 127 | ESCONDIDO | CA | 92025 | PC | GENERAL SUPPORT | $50,000 |
| AGNUS DEI FOUNDATION | ||||||
| 243 S ESCONDIDO BLVD STE 127 | ESCONDIDO | CA | 92025 | PC | GENERAL SUPPORT | $20,000 |
| AGNUS DEI FOUNDATION | ||||||
| 243 S ESCONDIDO BLVD STE 127 | ESCONDIDO | CA | 92025 | PC | GENERAL SUPPORT | $5,000 |
| ALLIANCE DEFENDING FREEDOM | ||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 852602769 | PC | BLACKSTONE LEGAL FELLOWSHIP | $50,000 |
| ALLIANCE DEFENDING FREEDOM | ||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 852602769 | PC | GENERAL SUPPORT | $50,000 |
| ARCHDIOCESE FOR THE MILITARY SERVICES USA | ||||||
| 1025 MICHIGAN AVE NE | WASHINGTON | DC | 200171836 | PC | GENERAL SUPPORT | $10,000 |
| AWANA CLUBS INTERNATIONAL | ||||||
| 1 E BODE RD | STREAMWOOD | IL | 601076657 | PC | GENERAL SUPPORT | $20,000 |
| BIRTH CHOICE CENTERS INC | ||||||
| 1 RIDGEGATE DR STE 220 | TEMECULA | CA | 925905514 | PC | GENERAL SUPPORT | $10,000 |
| BIRTH CHOICE OF SAN MARCOS | ||||||
| 277 S RANCHO SANTA FE RD STE S | SAN MARCOS | CA | 920782343 | PC | GENERAL SUPPORT | $10,000 |
| BUILD A MIRACLE | ||||||
| 10755 SCRIPPS POWAY PARKWAY NO 49 | SAN DIEGO | CA | 921313924 | PC | GENERAL SUPPORT | $20,000 |
| BUILD A MIRACLE | ||||||
| 10755 SCRIPPS POWAY PARKWAY NO 49 | SAN DIEGO | CA | 921313924 | PC | GENERAL SUPPORT | $10,000 |
| CATHOLIC SECONDARY EDUCATION- DIOCESE OF SAN DIEGO INCORPORATED | ||||||
| PO BOX 85728 | SAN DIEGO | CA | 921865728 | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||
| 44900 PRENTICE DRIVE | DULLES | VA | 20166 | PC | GENERAL SUPPORT | $10,000 |
| CHILDREN OF THE IMMACULATE HEART | ||||||
| 515 SICARD ST | SAN DIEGO | CA | 921132332 | PC | GENERAL SUPPORT | $10,000 |
| CHILDREN OF THE IMMACULATE HEART | ||||||
| 515 SICARD ST | SAN DIEGO | CA | 921132332 | PC | GENERAL SUPPORT | $5,000 |
| CHILDRENS VILLAGE FOUNDATION INC | ||||||
| 1350 W HANLEY AVE | COEUR D ALENE | ID | 838158638 | PC | GENERAL SUPPORT | $10,000 |
| CHILDRENS VILLAGE INCORPORATED | ||||||
| 1350 W HANLEY AVE | COEUR D ALENE | ID | 838158638 | PC | GENERAL SUPPORT | $5,000 |
| CHURCH OF THE NAZARENE INC COEUR D ALENE | ||||||
| 4000 N 4TH ST | COEUR D ALENE | ID | 838155114 | PC | GENERAL SUPPORT | $65,000 |
| CHURCH OF THE NAZARENE INC COEUR D ALENE | ||||||
| 4000 N 4TH ST | COEUR D ALENE | ID | 838155114 | PC | LIVE-STREAMING EQUIPMENT | $10,000 |
| CHURCH OF THE NAZARENE INC COEUR D ALENE | ||||||
| 4000 N 4TH ST | COEUR D ALENE | ID | 838155114 | PC | INTERNSHIP SCHOLARSHIP FUND | $10,000 |
| CORNERSTONE MARRIAGE & FAMILY LIFE MINISTRIES | ||||||
| 9 PEACEFUL DRIVE | HUNTSVILLE | TX | 77340 | PC | FOR COUPLES FINANCIAL ASSISTANCE. | $25,000 |
| CORNERSTONE MARRIAGE & FAMILY LIFE MINISTRIES | ||||||
| 9 PEACEFUL DRIVE | HUNTSVILLE | TX | 77340 | PC | GENERAL SUPPORT | $20,000 |
| CORNERSTONE MARRIAGE & FAMILY LIFE MINISTRIES | ||||||
| 9 PEACEFUL DRIVE | HUNTSVILLE | TX | 77340 | PC | GENERAL SUPPORT | $1,000 |
| CORNERSTONE MARRIAGE & FAMILY LIFE MINISTRIES | ||||||
| 9 PEACEFUL DRIVE | HUNTSVILLE | TX | 77340 | PC | FOR FINANCIAL ASSISTANCE FOR MARRIED COUPLES | $1,000 |
| CRU CENTRAL & EASTERN EUROPE INC | ||||||
| 100 LAKE HART DR STE 3500 | ORLANDO | FL | 328320100 | PC | GENERAL SUPPORT | $5,000 |
| DYNAMIC CATHOLIC INSTITUTE | ||||||
| 901 ADAMS CROSSING | CINCINNATI | OH | 452021685 | PC | GENERAL SUPPORT | $20,000 |
| ENLIGHTEN LEARNING RESOURCE | ||||||
| 16769 BERNARDO CENTER DR 1361 | SAN DIEGO | CA | 921282546 | PC | GENERAL SUPPORT | $20,000 |
| EPIC INTERNATIONAL CORPORATION | ||||||
| 607 W CREEK DR | CLARKSVILLE | TN | 370406787 | PC | GENERAL SUPPORT | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | CENTRAL OREGON FCA | $10,000 |
| FIRST LIBERTY INSTITUTE | ||||||
| 2001 W PLANO PKWY STE 1600 | PLANO | TX | 750758608 | PC | GENERAL SUPPORT | $94,000 |
| FOOD FOR THE POOR INC | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | GENERAL SUPPORT | $10,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | PC | GENERAL SUPPORT | $10,000 |
| GRACE LAKE MINISTRIES INC | ||||||
| 9611 FM 1827 | ANNA | TX | 754098640 | PC | GENERAL SUPPORT | $5,000 |
| HAWAII PACIFIC BAPTIST CONVENTION | ||||||
| 2042 VANCOUVER DR | HONOLULU | HI | 968222452 | PC | GENERAL SUPPORT | $5,000 |
| HER CAMPAIGN | ||||||
| 33 N 15TH ST | BILLINGS | MT | 591012501 | PC | GENERAL SUPPORT | $10,000 |
| HER CAMPAIGN | ||||||
| 33 N 15TH ST | BILLINGS | MT | 591012501 | PC | GENERAL SUPPORT | $10,000 |
| HOPE CLINIC FOR WOMEN | ||||||
| PO BOX 1588 | FALLBROOK | CA | 920881588 | PC | GENERAL SUPPORT | $10,000 |
| HOPE INTERNATIONAL | ||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 176016813 | PC | 10/7/2020 INVEST IN DREAMS EVENT | $150,000 |
| HOPE INTERNATIONAL | ||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 176016813 | PC | GENERAL SUPPORT | $5,000 |
| HOPE INTERNATIONAL | ||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 176016813 | PC | GENERAL SUPPORT | $5,000 |
| JEWS FOR JESUS | ||||||
| 60 HAIGHT ST | SAN FRANCISCO | CA | 941025802 | PC | GENERAL SUPPORT | $10,000 |
| JUVENILE JUSTICE OUTREACH INC | ||||||
| PO BOX 2716 | POST FALLS | ID | 838772716 | PC | GENERAL SUPPORT | $5,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | PERSONNEL 2021 | $55,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | MICRO-CHURCH TECH | $25,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | KAUAI TRAINING INSTITUTE SEMINAR | $6,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | LEADERSHIP DEVELOPMENT | $3,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | PARSONAGE SUPPORT | $5,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | GENERAL SUPPORT | $30,000 |
| KALAHEO MISSIONARY CHURCH | ||||||
| 4480 HOKUA RD | KALAHEO | HI | 96741 | PC | GENERAL SUPPORT | $30,000 |
| KAUAI PRISON MINISTRY | ||||||
| PO BOX 3233 | LIHUE | HI | 967666233 | PC | GENERAL SUPPORT | $40,000 |
| KAUAI PRISON MINISTRY | ||||||
| PO BOX 3233 | LIHUE | HI | 967666233 | PC | GENERAL SUPPORT | $10,000 |
| LIFE TEEN INC | ||||||
| 6105 BLUE STONE RD STE B | ATLANTA | GA | 303285903 | PC | GENERAL SUPPORT | $25,000 |
| LIFE TEEN INC | ||||||
| 6105 BLUE STONE RD STE B | ATLANTA | GA | 303285903 | PC | GENERAL SUPPORT | $15,000 |
| LIFE WITHOUT LIMBS | ||||||
| 2001 W PLANO PKWY STE 3500 | PLANO | TX | 750758652 | PC | GENERAL SUPPORT | $10,000 |
| MILES CHRISTI RELIGIOUS ORDER | ||||||
| PO BOX 910331 | SAN DIEGO | CA | 92191 | PC | GENERAL SUPPORT | $25,000 |
| MILES CHRISTI RELIGIOUS ORDER | ||||||
| PO BOX 910331 | SAN DIEGO | CA | 92191 | PC | GENERAL SUPPORT | $25,000 |
| MILES CHRISTI RELIGIOUS ORDER | ||||||
| PO BOX 910331 | SAN DIEGO | CA | 92191 | PC | GENERAL SUPPORT | $20,000 |
| MILES CHRISTI RELIGIOUS ORDER | ||||||
| PO BOX 910331 | SAN DIEGO | CA | 92191 | PC | GENERAL SUPPORT | $10,000 |
| MISSION AVIATION FELLOWSHIP | ||||||
| PO BOX 47 | NAMPA | ID | 83653 | PC | GENERAL SUPPORT | $10,000 |
| MISSIONARY CHURCH INC | ||||||
| PO BOX 9127 | FORT WAYNE | IN | 46899 | PC | GENERAL SUPPORT | $5,000 |
| MISSIONARY CHURCH INC | ||||||
| PO BOX 9127 | FORT WAYNE | IN | 46899 | PC | GENERAL SUPPORT | $5,000 |
| MOSAIC PREGNANCY & HEALTH CENTERS | ||||||
| 2019 JOHNSON RD | GRANITE CITY | IL | 620403957 | PC | GENERAL SUPPORT | $10,000 |
| MY FRIENDS HOUSE FAMILY AND CHILDREN SERVICES INC | ||||||
| 626 EASTVIEW CIR | FRANKLIN | TN | 370643418 | PC | GENERAL SUPPORT | $55,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | ||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 300098678 | PC | GENERAL SUPPORT | $600,000 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | ||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 300098678 | PC | GENERAL SUPPORT | $340,000 |
| NAVY SEAL FOUNDATION INC | ||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | PC | GENERAL SUPPORT | $20,000 |
| ONE PLACE CHURCH | ||||||
| 190 W CENTA AVE | HAYDEN | ID | 83835 | PC | GENERAL SUPPORT | $10,000 |
| ONE PLACE CHURCH INC | ||||||
| 1350 S BOULDER AVE STE 800 | TULSA | OK | 741193207 | PC | GENERAL SUPPORT | $10,000 |
| ONE PLACE CHURCH INC | ||||||
| 1350 S BOULDER AVE STE 800 | TULSA | OK | 741193207 | PC | GENERAL SUPPORT | $10,000 |
| OPEN ARMS PCC AND REAL CHOICES CLINIC INC | ||||||
| 1800 N LINCOLN WAY SUITE 201 | COEUR DALENE | ID | 838142570 | PC | NEW BUILDING | $50,000 |
| OPEN ARMS PCC AND REAL CHOICES CLINIC INC | ||||||
| 1800 N LINCOLN WAY SUITE 201 | COEUR DALENE | ID | 838142570 | PC | GENERAL SUPPORT | $50,000 |
| OPERATION HOMEFRONT SOUTHERN CALIFORNIA INC DBA SUPPORT THE ENLISTED P | ||||||
| PO BOX 26747 | SAN DIEGO | CA | 921960747 | PC | GENERAL SUPPORT | $10,000 |
| OUR LADY OF MT CARMEL CATHOLIC PARISH IN SAN DIEGO CA REAL PROP S | ||||||
| 13541 STONEY CREEK RD | SAN DIEGO | CA | 921292099 | PC | FOR THE BUILDING FUND | $10,000 |
| OUR LADY OF MT CARMEL CATHOLIC PARISH IN SAN DIEGO CA REAL PROP S | ||||||
| 13541 STONEY CREEK RD | SAN DIEGO | CA | 921292099 | PC | GENERAL SUPPORT | $10,000 |
| PRISON FELLOWSHIP INTERNATIONAL | ||||||
| 44180 RIVERSIDE PKWY STE 300 | LEESBURG | VA | 201768283 | PC | GENERAL SUPPORT | $10,000 |
| PRISON FELLOWSHIP MINISTRIES | ||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 201768421 | PC | GENERAL SUPPORT | $10,000 |
| PRO-LIFE PREGANCY COUNSELING & EDUCATIONAL LEAGUE OF SAN DIEGO | ||||||
| 13412 POMERADO ROAD SUITE C | POWAY | CA | 920643549 | PC | GENERAL SUPPORT | $10,000 |
| PRO-LIFE PREGANCY COUNSELING & EDUCATIONAL LEAGUE OF SAN DIEGO | ||||||
| 13412 POMERADO ROAD SUITE C | POWAY | CA | 920643549 | PC | GENERAL SUPPORT | $30,000 |
| RAINBOW OMEGA INC | ||||||
| PO BOX 740 | EASTABOGA | AL | 362600740 | PC | GENERAL SUPPORT | $10,000 |
| REAL LIFE CATHOLIC | ||||||
| 6160 S SYRACUSE WAY STE 100 | GREENWOOD VLG | CO | 801114770 | PC | GENERAL SUPPORT | $20,000 |
| RELEVANT RADIO INC | ||||||
| 680 BARCLAY BLVD | LINCOLNSHIRE | IL | 600694328 | PC | GENERAL SUPPORT | $20,000 |
| RIDING EMPHASIZING INDIVIDUAL NEEDS AND STRENGTHS | ||||||
| PO BOX 1283 | BONSALL | CA | 920031283 | PC | NEW CONSTRUCTION PROJECT. | $20,000 |
| RIPE FOR HARVEST WORLD OUTREACH | ||||||
| PO BOX 487 | MONUMENT | CO | 80132 | PC | 'CLEAN WATER WELLS PROGRAM' FOR INDIA | $10,000 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 286073000 | PC | GENERAL SUPPORT | $5,000 |
| SAN DIEGO CHRISTIAN SERVICEMENS CENTER INC | ||||||
| PO BOX 124821 | SAN DIEGO | CA | 921124821 | PC | GENERAL SUPPORT | $10,000 |
| SAN DIEGO RESCUE MISSION INC | ||||||
| 120 ELM ST | SAN DIEGO | CA | 921012602 | PC | GENERAL SUPPORT | $10,000 |
| SAN DIEGO RESCUE MISSION INC | ||||||
| 120 ELM ST | SAN DIEGO | CA | 921012602 | PC | GENERAL SUPPORT | $7,500 |
| SANDPOINT LIFE CHOICES PREGNANCY CENTER | ||||||
| PO BOX 2360 | SANDPOINT | ID | 838640911 | PC | GENERAL SUPPORT | $10,000 |
| SEMPER FI & AMERICAS FUND | ||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | PC | GENERAL SUPPORT | $50,000 |
| SILENT VOICES | ||||||
| 355 K ST STE H | CHULA VISTA | CA | 919111209 | PC | GENERAL SUPPORT | $10,000 |
| SOUL SHEPHERDING INC | ||||||
| 4000 BARRANCA PKWY STE 250 | IRVINE | CA | 926041713 | PC | GENERAL SUPPORT | $50,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | PC | FOR THE NOVEMBER EVENT | $7,500 |
| SWP INC DBA SHADOW WARRIORS PROJECT | ||||||
| 15954 JACKSON CREEK PKWY | MONUMENT | CO | 801328532 | PC | GENERAL SUPPORT | $40,000 |
| SWP INC DBA SHADOW WARRIORS PROJECT | ||||||
| 15954 JACKSON CREEK PKWY | MONUMENT | CO | 801328532 | PC | GENERAL SUPPORT | $20,000 |
| TENNESSEE ALLIANCE FOR KIDS INC | ||||||
| PO BOX 40221 | NASHVILLE | TN | 372040221 | PC | GENERAL SUPPORT | $15,000 |
| THE ELIZABETH HOSPICE INC | ||||||
| 500 LA TERRAZA BLVD STE 130 | ESCONDIDO | CA | 920253876 | PC | GENERAL SUPPORT | $10,000 |
| THESSALONIKA FAMILY SERVICES | ||||||
| 38950 MESA RD | TEMECULA | CA | 925928753 | PC | RANCHO DAMACITAS CHILDREN & FAMILY SERVICES & EMPOWERMENT VILLAGE | $10,000 |
| THISTLE AND BEE ENTERPRISES INC | ||||||
| PO BOX 111607 | MEMPHIS | TN | 381111114 | PC | GENERAL SUPPORT | $5,000 |
| THISTLE FARMS INC | ||||||
| 5122 CHARLOTTE AVE | NASHVILLE | TN | 372093673 | PC | GENERAL SUPPORT | $10,000 |
| UNION GOSPEL MISSION ASSOCIATION OF SPOKANE | ||||||
| 1224 E TRENT AVE | SPOKANE | WA | 992022166 | PC | GENERAL SUPPORT | $10,000 |
| VOICE OF THE MARTYRS INC | ||||||
| 1815 SE BISON RD | BARTLESVILLE | OK | 740067234 | PC | GENERAL SUPPORT | $5,000 |
| VOICES FOR CHILDREN | ||||||
| 2851 MEADOW LARK DR | SAN DIEGO | CA | 921232709 | PC | GENERAL SUPPORT | $10,000 |
| WAIKIKI BAPTIST CHURCH | ||||||
| 424 KUAMOO ST | HONOLULU | HI | 968152043 | PC | GENERAL SUPPORT | $20,000 |
| WALDEN ENVIRONMENT | ||||||
| 8525 GIBBS DR | SAN DIEGO | CA | 921231755 | PC | FOR MEDICAL AND OTHER EXPENSES | $10,000 |
| WILLIAMSON COUNTY CHILD ADVOCACY CENTER TASK FORCE | ||||||
| 1810 COLUMBIA AVE SUITE 28 | FRANKLIN | TN | 37064 | PC | GENERAL SUPPORT | $50,000 |
| WITH GOD ALL THINGS ARE POSSIBLE | ||||||
| PO BOX 63176 | COLORADO SPGS | CO | 809623176 | PC | GENERAL SUPPORT | $40,000 |
| WITH GOD ALL THINGS ARE POSSIBLE | ||||||
| PO BOX 63176 | COLORADO SPGS | CO | 809623176 | PC | GENERAL SUPPORT | $40,000 |
| WOMENS CENTER INC | ||||||
| 850 N 4TH ST | COEUR D ALENE | ID | 838143059 | PC | GENERAL SUPPORT | $5,000 |
| WOUNDED WARRIOR SUPPORT NETWORK | ||||||
| 11118 RAJU ST | SAN DIEGO | CA | 921291218 | PC | GENERAL SUPPORT | $5,000 |
| WYCLIFFE ASSOCIATES INC | ||||||
| PO BOX 620143 | ORLANDO | FL | 32862 | PC | NEW TESTAMENTS FOR PERSECUTED CHRISTIANS TO SHARE WITH THEIR COUNTRYMEN | $5,000 |
| WYCLIFFE BIBLE TRANSLATORS INC | ||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | PC | SCRIPTURE FOR PERSECUTED CHRISTIANS | $5,000 |
| WYCLIFFE BIBLE TRANSLATORS INC | ||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,990,000 | 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 | $1,106,322 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,480,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,588,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,588,368 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN LOVAAS SEPARATE PROP TRUST MARITAL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12463 RANCHO BERNARDO RD 357 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921282143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $364,820 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,150 | Amt |
| Net Investment Income | $8,788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,363 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WORTHPOINTE 0870 | $43,834,784 | $46,189,622 |
| WELLS FARGO 8562 | $584,704 | $514,094 |
| WELLS FARGO 9058 | $11,231,577 | $11,049,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OCEANS COSTA RICA, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $282,863 | BookValueAmt |
| EOYFMV | $282,863 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,090 | LegalFeesAmt |
| Net Investment Income | $523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,568 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $11,250 | $7,095 | $7,095 |
| DISTRIBUTIONS RECEIVABLE | $501,307 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $549,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP INCOME - OCEANS COSTA RICA | $3,257 | $3,257 | $0 |
| TD AMERITRADE CLEARING 0870 - BASIS ADJUSTMENT | $149 | $149 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,712 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,712 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLE TO 1981 TRUST | $0 | $35,932 |
| EXCISE TAXES PAYABLE | $0 | $60,751 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $223,065 | $223,065 | $0 |
| AUDIT FEES | $16,000 | $0 | $16,000 |
| FOUNDATION ADMINISTRATION FEES | $87,418 | $0 | $87,418 |
| DIRECTOR FEES | $60,000 | $15,000 | $45,000 |
| PAYROLL SERVICES | $788 | $197 | $591 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $23,499 | $23,499 | $0 |
| CA FILING FEES | $250 | $0 | $250 |
| PAYROLL TAXES | $11,210 | $2,803 | $8,408 |
| FEDERAL EXCISE TAXES | $73,299 | $0 | $0 |
| OTHER TAXES | $3 | $0 | $3 |