FARRELL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FARRELL FAMILY FOUNDATION (EIN 91-2167530)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349102033
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:10:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330885895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY & BROWNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 | 912167530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARRELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARR | BusinessNameControlTxt |
| Phone | 3106839142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 205 | AddressLine1Txt |
| City | KENTFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94914 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTI BURLINGAME | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3106839142 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTI | PersonFirstNm |
| Person Last | BURLINGAME | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE A MYHRA | PreparerPersonNm |
| PTIN | P01086790 | PTIN |
| Phone | 8585589200 | 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 | $8,961,749 | 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 |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,067,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,404,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,067,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,306,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,306,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,112 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,911 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,201 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,531 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,353 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,178 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $299 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $299 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82,656 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,323 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,425,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,039,631 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,664,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,163,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,358,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,212,556 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $239,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $320,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $320,348 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,500 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,500 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $522,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $568,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $700,985 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,177,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,675,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,936,916 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,940,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,567,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,961,749 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $62,667 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $49,675 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,675 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,514,874 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,514,874 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,362,957 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,003,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,877,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,518,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,940,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,567,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,877,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,358,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,519,630 | SubtotalAmt |
| Other Decreases | $1,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,518,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-01-01 | 2021-12-31 | $5,201,539 | $4,336,629 | $864,910 | $864,910 |
| CAPITAL GAINS DIVIDENDS | P | $202,514 | $202,514 | $202,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,067,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,834 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,834 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,979 | OverpaymentAmt |
| Applied To ES Tax | $7,979 | 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 | WWW.FARRELLFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | KRISTI BURLINGAME | IndividualWithBooksNm |
| Phone | 3106839142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 205 | AddressLine1Txt |
| City | KENTFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94914 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PETER C FARRELL | ||||||||
| P O BOX 205 | KENTFIELD | CA | 94914 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL A FARRELL | ||||||||
| P O BOX 205 | KENTFIELD | CA | 94914 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHERINE A SERTORI | ||||||||
| P O BOX 205 | KENTFIELD | CA | 94914 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL J FARRELL | ||||||||
| P O BOX 205 | KENTFIELD | CA | 94914 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTI BURLINGAME | ||||||||
| P O BOX 205 | KENTFIELD | CA | 94914 | EXECUTIVE DIRECTOR/CFO | 20.00 | $89,112 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| KRISTI BURLINGAME | ||||||
| PO BOX 205 | KENTFIELD | CA | 94914 | CONSULTING | $89,112 | |
| MERRILL LYNCH | ||||||
| 1500 AMERICAN BOULEVARD NJ2-150-01- | PENNINGTON | NJ | 08534 | INVESTMENT ADVISORY | $82,656 | 3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,772,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $364,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,137,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,137,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,985,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,855 | TotalTaxAmt |
| Distributable Before Adj | $482,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $482,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $482,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,163,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,163,707 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $954,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,096,851 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,541,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,029,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,770,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,393,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,163,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $482,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,681,294 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,075,289 | 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 | $954,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,120,440 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,096,851 | ExcessFromYear4Amt |
| Excess From Year3 | $1,541,744 | ExcessFromYear3Amt |
| Excess From Year2 | $2,029,990 | ExcessFromYear2Amt |
| Excess From Year1 | $1,770,561 | ExcessFromYear1Amt |
| Excess From Current Year | $1,681,294 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER C FARRELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (195 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY MEDIA GROUP INC | ||||||||
| 4410 S HIPOINT LN | MCHENRY | IL | 60050 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| ACI FOUNDATION | ||||||||
| 38800 COUNTRY CLUB DR | FARMINGTON HILLS | MI | 48331 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | ||||||||
| 98 E FULTON STREET | GRAND RAPIDS | MI | 49503 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $15,000 | |
| ADOPT A PLATOON SOLDIER SUPPORT EFFORT | ||||||||
| PO BOX 234 | LOZANO | TX | 78568 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,500 | |
| AID TO THE CHURCH IN NEED INC | ||||||||
| 725 LEONARD ST 3RD FLR | BROOKLYN | NY | 11222 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION | ||||||||
| 34 WASHINGTON STREET SUITE 310 | WELLESLEY HILLS | MA | 02481 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| AMERICA NEEDS FATIMA | ||||||||
| PO BOX 341 | HANOVER | PA | 17331 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,500 | |
| AMERICAN BIBLE SOCIETY | ||||||||
| 101 N INDEPENDENCE MALL E FL 8 | PHILADELPHIA | PA | 19106 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $6,000 | |
| AMERICAN COUNCIL ON SCIENCE & HEALTH | ||||||||
| 135 MADISON AVE 5FL 06-114 | NEW YORK | NY | 10016 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $75,580 | |
| AMERICAN LEGION NATIONAL | ||||||||
| PO BOX 1055 | INDIANAPOLIS | IN | 46206 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $500 | |
| AMERICAN LEPROSY MISSIONS INC | ||||||||
| ONE ALM WAY | GREENVILLE | SC | 29601 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| AMERICAN MAJORITY INC | ||||||||
| PO BOX 87 | PURCELLVILLE | VA | 20134 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| AMERICAN VETERANS CENTER | ||||||||
| 1100 N GLEBE RD STE 910 | ARLINGTON | VA | 22201 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,542 | |
| AND THEN THERE WERE NONE | ||||||||
| PO BOX 2571 | ROUND ROCK | TX | 78680 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,500 | |
| ANGELS FOSTER FAMILY NETWORK | ||||||||
| 9295 FARNHAM STREET SUITE 200 | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| ASSOCIATION OF THE MIRACULOUS MEDAL | ||||||||
| 1811 WEST SAINT JOSEPH ST | PERRYVILLE | MI | 63775 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| AYN RAND INSTITUTE | ||||||||
| 6 HUTTON CENTRE DRIVE SUITE 600 | SANTA ANA | CA | 92707 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| BENEDICTINE MONKS OF DIVINE WILL | ||||||||
| 736 OLD HICKORY BLVD | NASHVILLE | TN | 37209 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,025 | |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC | ||||||||
| 4305 UNIVERSITY AVENUE SUITE 590 | SAN DIEGO | CA | 92105 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $50,000 | |
| BISHOP SCHOOL | ||||||||
| 7607 LA JOLLA BLVD | LA JOLLA | CA | 92037 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $38,000 | |
| BLEXIT FOUNDATION | ||||||||
| PO BOX 158067 | NASHVILLE | TN | 37215 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,200 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1203 FAY ST | COLUMBIA | MO | 65201 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $22,500 | |
| BULAMU HEALTHCARE INTERNATIONAL | ||||||||
| 1933 WAVERLEY STREET | PALO ALTO | CA | 94301 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $30,000 | |
| CAMERON SCHOOL OF BUSINESS | ||||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 28403 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| CASA CORNELIA LEGAL SERVICES | ||||||||
| 2760 FIFTH AVENUE SUITE 200 | SAN DIEGO | CA | 92103 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| CATHOLIC CHARITIES DIOCESE OF SAN DIEGO | ||||||||
| PO BOX 121831 | SAN DIEGO | CA | 92112 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| CATHOLIC CHURCH EXTENSION SOCIETY OF USA | ||||||||
| 150 S WACKER DR SUITE 2000 | CHICAGO | IL | 60606 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 100 WALL STREET 9TH FL | NEW YORK | NY | 10005 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,500 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| CENTER FOR AMERICAN LIBERTY | ||||||||
| PO BOX 26141 | LEESBURG | VA | 22313 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $4,000 | |
| CENTER FOR INDEPENDENT THOUGHT INC | ||||||||
| 50 MONUMENT ROAD BALA | CYNWYD | PA | 19004 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| CHARITY WATER | ||||||||
| PO BOX 5026 | HAGERSTOWN | MD | 21741 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| CITIZENS AGAINST GOVERNMENT WASTE | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,025 | 650 |
| CITIZENS UNITED FOUNDATION | ||||||||
| 1006 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| CLASSICS FOR KIDS INC | ||||||||
| 3740 FOURTH AVENUE | SAN DIEGO | CA | 92103 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| COALITION TO SALUTE AMERICA'S HEROES | ||||||||
| 552 FORT EVANS ROAD SUITE 300 | LEESBURG | VA | 20176 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $6,000 | |
| COHEN VETERANS NETWORK INC | ||||||||
| 72 CUMMINGS POINT RD | STAMFORD | CT | 06902 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| COLORADO EDUCATION INITIATIVE | ||||||||
| 600 17TH STREET SUITE 1400N | DENVER | CO | 80202 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $17,500 | |
| COMMITTEE FOR A CONSTRUCTIVE TOMORROW | ||||||||
| 1717 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $26,010 | 1025 |
| COMMUNITY RESOURCE CENTER | ||||||||
| 650 2ND ST | ENCINITAS | CA | 92024 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $15,000 | |
| CONSERVATIVE PARTNERSHIP INSTITUTE | ||||||||
| 611 PENNSYLVANIA AVE SE 407 | WASHINGTON | DC | 20003 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| CRISTO REY SAN DIEGO HIGH SCHOOL INC | ||||||||
| 3525 DEL MAR HEIGHTS ROAD NO 882 | SAN DIEGO | CA | 92130 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $40,100 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||
| 4601 FORBES BOULEVARD SUITE 130 | LANHAM | MD | 20706 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| DOMINICAN SISTERS OF MARY MOTHER OF EUCHARIST | ||||||||
| 4597 WARREN RD | ANN ARBOR | MI | 48105 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| EASTER SEALS FOUNDATION | ||||||||
| 141 W JACKSON BLVD STE 1400A | CHICAGO | IL | 60604 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| EDMUNDITE MISSIONS | ||||||||
| 1428 BROAD ST | SELMA | AL | 36701 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| EDUCATION LAW CENTER | ||||||||
| 60 PARK PLACE SUITE 300 | NEWARK | NJ | 07102 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| ELDERHELP OF SAN DIEGO | ||||||||
| 5095 MURPHY CANYON RD 100 | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| ELEMENTARY INSTITUTE OF SCIENCE | ||||||||
| 608 51ST ST | SAN DIEGO | CA | 92114 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| FAIR FEDERATION FOR AMERICAN IMMIGRATION REFORM | ||||||||
| 25 MASSACHUSETTS AVENUE SUITE 330 | WASHINGTON | DC | 20001 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| FAMILY HEALTH CENTERS OF SAN DIEGO | ||||||||
| 823 GATEWAY CENTER WAY | SAN DIEGO | CA | 92102 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| FIGHT 4 CURE INC | ||||||||
| 5540 CENTERVIEW DR STE 204 67790 | RALEIGH | NC | 27606 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,630 | |
| FIRST LIBERTY INSTITUTE | ||||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,525 | |
| FOCUS | ||||||||
| 2019 N NEWCASTLE AVE | CHICAGO | IL | 60707 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $250 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE STREET NE SUITE 300 | ATLANTA | GA | 30309 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| FOUNDATION FOR LIBERTY AND AMERICAN GREATNESS INC | ||||||||
| 301 E LEMON ST STE B | TARPON SPGS | FL | 34689 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| FRANCISCAN FRIARS OF THE ATONEMENT | ||||||||
| PO BOX 300 1350 ROUTE 9 | GARRISON | NY | 10524 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,025 | |
| FRANCISCAN FRIARS | ||||||||
| 2613 HIGHWAY 82 E | GREENWOOD | MS | 38930 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $45,000 | |
| FRANCISCAN MISSIONS | ||||||||
| PO BOX 130 | WATERFORD | WI | 53185 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| FREEDOM DOGS | ||||||||
| 521 VANDEGRIFT BLVD SUITE D | OCEANSIDE | CA | 92057 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| FREEDOM WATCH | ||||||||
| 7050 W PALMETTO PARK RD SUITE | BOCA RATON | FL | 33433 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | 15-264 |
| FREEDOM WORSHIP CENTER | ||||||||
| 12895 TEXANA ST | SAN DIEGO | CA | 92129 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $9,525 | |
| FREEDOMWORKS FOUNDATION | ||||||||
| 111 K ST NE SUITE 600 | WASHINGTON | DC | 20002 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $12,000 | |
| FRIENDS OF THE EISENHOWER LIBRARY | ||||||||
| 4613 N OKETO AVE | HARWOOD HTS | IL | 60706 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| GLOBAL COMMUNITIES | ||||||||
| 8601 GEORGIA AVENUE SUITE 800 | SILVER SPRING | MD | 20910 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| GOODMAN INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 6335 W NORTHWEST HWY APT 2111 | DALLAS | TX | 75225 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $15,000 | |
| GREATER SAN DIEGO CITY TENNIS COUNCIL | ||||||||
| 2221 MORLEY FIELD DR | SAN DIEGO | CA | 92104 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVENUE NE | ATLANTA | GA | 30303 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | SUITE 2700 |
| HEARTBEAT INTERNATIONAL | ||||||||
| 8405 PULSAR PL STE 100 | COLUMBUS | OH | 43240 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| HERITAGE ACTION FOR AMERICA | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| HEROBOX | ||||||||
| PO BOX 550 | TYRONE | GA | 30290 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $100 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| HOUSTON PETSET | ||||||||
| 4265 SAN FELIPE SUITE 1100 | HOUSTON | TX | 77027 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $60,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NORTHWEST | WASHINGTON | DC | 20004 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | SUITE 400 |
| INDEPENDENT WOMENS VOICE | ||||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | ||||||||
| 303 EAST WACKER DRIVE SUITE 2300 | CHICAGO | IL | 60601 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,028 | |
| INTERNATIONAL MESSIANIC JEWISH ALLIANCE | ||||||||
| 388 REED RD 2ND FLOOR | BROOMALL | PA | 19008 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| JEWISH FUND INC | ||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD | MI | 48301 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,500 | |
| JEWISH VOICE MINISTRIES INTERNATIONAL | ||||||||
| PO BOX 31998 | PHOENIX | AZ | 85046 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $16,025 | |
| JUNIOR ACHIEVEMENT OF SAN DIEGO AND IMPERIAL COUNTIES | ||||||||
| 4756 MISSION GORGE PLACE | SAN DIEGO | CA | 92120 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| JUST IN TIME FOR FOSTER YOUTH | ||||||||
| 4560 ALVARADO CANYON ROAD SUITE 2G | SAN DIEGO | CA | 92120 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $30,000 | |
| KENYA CHILDRENS FUND INC | ||||||||
| PO BOX 4159 | HOPKINS | MN | 55343 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| KINGS COLLEGE | ||||||||
| 56 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| KITCHENS FOR GOOD | ||||||||
| 2799 HEALTH CENTER DRIVE | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $15,000 | |
| KYOTO SYMPOSIUM ORGANIZATION | ||||||||
| PO BOX 3303 | LA JOLLA | CA | 92038 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $12,500 | |
| LA JOLLA CHRISTMAS PARADE & HOLIDAY FESTIVAL FOUNDATION | ||||||||
| 7734 HERSCHEL AVE STE B | LA JOLLA | CA | 92037 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| LA JOLLA GOLDEN TRIANGLE ROTARY CLUB | ||||||||
| PO BOX 13023 | LA JOLLA | CA | 92039 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $500 | |
| LA MAESTRA FAMILY CLINIC INC | ||||||||
| 4060 FAIRMOUNT AVE | SAN DIEGO | CA | 92105 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $12,500 | |
| LAS PATRONAS | ||||||||
| PO BOX 1888 | LA JOLLA | CA | 92038 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,500 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET 5TH | ARLINGTON | VA | 22201 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | FLOOR |
| LEGATUS OF SAN DIEGO | ||||||||
| 1064 VISTA MADERA LN | EL CAJON | CA | 92019 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| LIFE LEGAL DEFENSE FOUNDATION | ||||||||
| PO BOX 2105 | NAPA | CA | 94558 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| MAMA'S KITCHEN | ||||||||
| 3960 HOME AVENUE | SAN DIEGO | CA | 92105 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $32,500 | |
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| MARY MOTHER OF GOD MISSION SOCIETY | ||||||||
| 1736 MILESTONE CIR | MODESTO | CA | 95357 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVE 49-3142 | CAMBRIDGE | MA | 02139 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| MCALISTER INSTITUTE FOR TREATMENT AND EDUCATION INC | ||||||||
| 1400 N JOHNSON AVE STE 101 | EL CAJON | CA | 92020 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD UNIT 115 | HOUSTON | TX | 77030 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| MENIL FOUNDATION INC | ||||||||
| 1519 BRANARD ST | HOUSTON | TX | 77006 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| MILES CHRISTI | ||||||||
| 25300 JOHNS RD SOUTH | LYON | MI | 48178 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 EAST JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| MT SOLEDAD MEMORIAL ASSOCIATION | ||||||||
| 9145 CHESAPEAKE DR | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| MUSEUM OF CONTEMPORARY ART SAN DIEGO | ||||||||
| 700 PROSPECT STREET | LA JOLLA | CA | 92037 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| MUSEUM OF PHOTOGRAPHIC ARTS | ||||||||
| 1649 EL PRADO | SAN DIEGO | CA | 92101 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| MUSICA VIVA | ||||||||
| PO BOX 10186 | BLACKSBURG | VA | 24062 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $33,120 | |
| NATIONAL CENTER FOR POLICE DEFENSE INC | ||||||||
| 10521 JUDICIAL DRIVE | FAIRFAX | VA | 22030 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND | ||||||||
| 444 E STREET NW | WASHINGTON | DC | 20004 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| NATIONAL LEGAL & POLICY CENTER | ||||||||
| 107 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,500 | |
| NATIONAL POLICE ASSOCIATION INC | ||||||||
| 8710 BASH STREET | INDIANAPOLIS | IN | 46250 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| NATIONAL POLICE DEFENSE FOUNDATION | ||||||||
| 21 KILMER DRIVE BUILDING 2 SUITE C | MORGANVILLE | NJ | 07751 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| OBLATE SISTERS OF JESUS THE PRIEST | ||||||||
| 730 N WABASH AVE | CHICAGO | IL | 60611 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| OCEAN DISCOVERY INSTITUTE | ||||||||
| 4255 THORN STREET | SAN DIEGO | CA | 92105 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| OPERATION HOMEFRONT | ||||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | SAN ANTONIO | TX | 78232 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | 100 |
| OUR LADY OF VICTORY HOMES OF CHARITY INC | ||||||||
| 780 RIDGE RD | LACKAWANNA | NY | 14218 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,025 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| PO BOX 60485 | PASADENA | CA | 91116 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $35,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 02199 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,500 | |
| PARTNERSHIP WITH NATIVE AMERICANS | ||||||||
| 16415 ADDISON ROAD SUITE 200 | ADDISON | TX | 75001 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $4,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| POWAY SYMPHONY ORCHESTRA FOUNDATION | ||||||||
| 17650 STAGECOACH LN | POWAY | CA | 92064 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD SUITE 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $28,600 | |
| PRAY IN JESUS' NAME | ||||||||
| 1755 TELSTAR DR STE 114 | COLORADO SPRINGS | CO | 80920 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| PRISON FELLOWSHIP INTERNATIONAL | ||||||||
| PO BOX 17434 | WASHINGTON | DC | 20041 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,500 | |
| PROJECT HOPE | ||||||||
| 550 DUDLEY | ROXBURY | MA | 02119 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| PROJECT K9 HERO | ||||||||
| 309 BEAR PEN RD | WHITWELL | TN | 37397 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| PROKIDS | ||||||||
| 2605 BURNET AVENUE | CINCINNATI | OH | 45219 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| PROMISES2KIDS | ||||||||
| 9400 RUFFIN COURT SUITE A | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| PUBLIC INTEREST LEGAL FOUNDATION | ||||||||
| 32 E WASHINGTON ST STE 1675 | INDIANAPOLIS | IN | 46204 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25 | |
| RADIO AMERICA | ||||||||
| 1100 NORTH GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22201 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,500 | |
| RADY CHILDRENS HOSPITAL | ||||||||
| 3020 CHILDRENS WAY MC 5001 | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE MC 0952 | LA JOLLA | CA | 92093 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO | ||||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $15,000 | |
| SACRED HEART MISSION | ||||||||
| 418 3RD AVE W | RICHANDTON | ND | 58652 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| SALESIAN MISSIONS INC | ||||||||
| 2 LE FEVRES LN | NEW ROCHELLE | NY | 10801 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $200 | |
| SAN DIEGO AUTOMOTIVE MUSEUM INC | ||||||||
| 2080 PAN AMERICAN PLZ | SAN DIEGO | CA | 92101 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,100 | |
| SAN DIEGO OPERA ASSOCIATION | ||||||||
| 233 A ST STE 500 | SAN DIEGO | CA | 92101 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $10,000 | |
| SAN DIEGO SYMPHONY FOUNDATION | ||||||||
| 1245 7TH AVE | SAN DIEGO | CA | 92101 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| SAVE HELPLESS BABIES | ||||||||
| PO BOX 11869 | PALM DESERT | CA | 92255 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| SIDEKICK FOUNDATION INC (DBA MARA ELEPHANT PROJECT USA) | ||||||||
| 4000 WEST 106TH ST STE 125-238 | CARMEL | IN | 46032 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| SLAVIC GOSPEL ASSOCIATION | ||||||||
| 6151 COMMONWEALTH DR | LOVES PARK | IL | 61111 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| SMITHSONIAN INSTITUTION | ||||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| SOUTHEASTERN LEGAL FOUNDATION | ||||||||
| 560 W CROSSVILLE ROAD SUITE 104 | ROSWELL | GA | 30075 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,025 | |
| SPIRIT OF LIFE CHARITABLE FOUNDATION | ||||||||
| PO BOX 429 | FAIRFIELD | IL | 62837 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| ST BONAVENTURE INDIAN MISSIONS & SCHOOL | ||||||||
| PO BOX 610 | THOREAU | NM | 87323 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| ST LABRE INDIAN SCHOOL | ||||||||
| 112 ST LABRE CAMPUS DRIVE | ASHLAND | MT | 59003 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,000 | |
| ST RITA'S CATHOLIC SCHOOL | ||||||||
| 5165 IMPERIAL AVENUE | SAN DIEGO | CA | 92114 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| STAND WITH US | ||||||||
| 6505 WILSHIRE BOULEVARD FIFTH FLOOR | LOS ANGELES | CA | 90048 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | 360 |
| STUDENTS FOR LIFE OF AMERICA | ||||||||
| 1000 WINCHESTER ST SUITE 301 | FREDERICKSBURG | VA | 22401 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| SUPPORT THE ENLISTED PROJECT | ||||||||
| 9915 BUSINESSPARK AVENUE SUITE A | SAN DIEGO | CA | 92131 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $20,000 | |
| SUSAN B ANTHONY PRO-LIFE AMERICA | ||||||||
| 2800 SHIRLINGTON ROAD SUITE 1200 | ARLINGTON | VA | 22206 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $625 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $30,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| THE CLAREMONT INSTITUTE | ||||||||
| 1317 WEST FOOTHILL BOULEVARD SUITE | UPLAND | CA | 91786 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | 120 |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $58,550 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| THE INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| THE MONARCH SCHOOL INC | ||||||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $15,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| THE SALVATION ARMY | ||||||||
| 30840 HAWTHORNE BLVD | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $35,088 | |
| THE SEEING EYE | ||||||||
| 1 SEEING EYE WAY | MORRISTOWN | NJ | 07960 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| THOMAS MORE SOCIETY | ||||||||
| 309 W WASHINGTON STREET SUITE 1250 | CHICAGO | IL | 60606 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $38,000 | |
| TIGER HAVEN | ||||||||
| 237 HARVEY ROAD | KINGSTON | TN | 37763 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| TRANS WORLD RADIO | ||||||||
| PO BOX 8700 | CARY | NC | 27512 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,000 | |
| TROOPS DIRECT | ||||||||
| 4000 EXECUTIVE PARKWAY SUITE 375 | SAN RAMON | CA | 94583 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| TURNING POINT | ||||||||
| PO BOX 3838 | SAN DIEGO | CA | 92163 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| UNITED CEREBRAL PALSY FOUNDATION | ||||||||
| 8525 GIBBS DRIVE | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $73,043 | |
| UNITED STATES DEPUTY SHERIFF'S ASSOCIATION | ||||||||
| 2233 SOUTH WEST STREET COURT | WICHITA | KS | 67213 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,500 | |
| UNITED STATES JUSTICE FOUNDATION | ||||||||
| 41810 NORTH VENTURE DRIVE BUILDING | PHOENIX | AZ | 85086 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,025 | F |
| UPBRING | ||||||||
| 8305 CROSS PARK DR | AUSTIN | TX | 78754 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $2,500 | |
| USO | ||||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $4,100 | |
| UT SOUTHWESTERN HEALTH SYSTEMS | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,000 | |
| VFW | ||||||||
| 406 W 34TH STREET | KANSAS CITY | MI | 64111 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $515 | |
| VOICES FOR CHILDREN | ||||||||
| 211 W 3RD AVE STE 110 | PINE BLUFF | AR | 71601 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $30,000 | |
| WORLD JEWISH CONGRESS - AMERICAN SECTION | ||||||||
| PO BOX 11032 | LEWISTON | ME | 04243 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| WORLD OCEAN OBSERVATORY | ||||||||
| PO BOX 1 | SEDGWICK | ME | 04676 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $5,500 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $50,000 | |
| WYCLIFFE BIBLE TRANSLATION FOUNDATION INC | ||||||||
| PO BOX 620486 | ORLANDO | FL | 32862 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $1,000 | |
| YMCA OF SAN DIEGO COUNTY | ||||||||
| 3708 RUFFIN ROAD | SAN DIEGO | CA | 92123 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $7,500 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE 6TH FLOOR | RESTON | VA | 20191 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $11,000 | |
| YOUNG AMERICANS FOR LIBERTY FOUNDATION | ||||||||
| 500 N CAPITAL OF TEXAS HWY BLDG 5 | AUSTIN | TX | 78746 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $25,000 | |
| YOUR CATHOLIC VOICE FOUNDATION | ||||||||
| PO BOX 11236 | BAKERSFIELD | CA | 93389 | NONE | PC | FUNDS FOR DISCRETIONARY USE | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,039,631 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,067,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,306,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,306,476 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $23,531 | Amt |
| Net Investment Income | $2,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,178 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RECEIVABLE DUE FROM DIRECTORS | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART II, LINE 6 | FormAndLineReferenceDesc |
| Medium Explanation | THE AMOUNT REPORTED AS A RECEIVABLE FROM DIRECTORS IS DUE TO AN INADVERTENT DISBURSEMENT TO A NON-CHARITABLE ORGANIZATION BY THE DIRECTORS. THIS OCCURRED DUE TO AN ADMINISTRATIVE ERROR AND WAS PAID BACK TO THE ORGANIZATION AS SOON AS IT WAS IDENTIFIED AND PRIOR TO THIS RETURN BEING FILED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH #4082 | StockNm |
| EOY Book Value | $568,643 | EOYBookValueAmt |
| EOYFMV | $700,985 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH #4086 MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,675,480 | BookValueAmt |
| EOYFMV | $7,936,916 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,334 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER COSTS | $22,323 | $0 | $22,323 |
| INVESTMENT MANAGEMENT | $82,656 | $82,656 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $62,667 | BOYBookValueAmt |
| EOY Book Value | $49,675 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $21,201 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUST | $75 | $0 | $75 |