MAXIMUM IMPACT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MAXIMUM IMPACT FOUNDATION INC (EIN 75-3030484)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349109583
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:07:01-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833132105 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARRETT & JOHNSTON INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 ADAMS AVE SUITE 212 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | 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 | 753030484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXIMUM IMPACT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXI | BusinessNameControlTxt |
| Phone | 7145498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 ADAMS AVE 212 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL JOHNSTON | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J MICHAEL | PersonFirstNm |
| Person Last | JOHNSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sean Garrett EA | PreparerPersonNm |
| PTIN | P00855048 | PTIN |
| Phone | 7145498200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $559,181 | 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 | $1,899,505 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,906,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,173 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $152 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $152 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,398 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,664,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,664,395 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,674,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,669,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,173 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,363 | CashBOYAmt |
| Cash EOY | $407,859 | CashEOYAmt |
| Cash EOYFMV | $407,859 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $70,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $70,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $70,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $70,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $103,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,176 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $35,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,696 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,696 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,400 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,990 | LandBOYAmt |
| Other Assets BOY | $5,484 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,450 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $402,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $643,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $559,181 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $600 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $401,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $643,652 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $401,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $643,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,433 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $643,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $401,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,768 | OtherIncreasesAmt |
| Subtotal | $643,652 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $643,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| BIOLARGO INC COM, BLGO | P | 2020-02-04 | 2021-04-05 | $9,783 | $7,573 | $2,210 | $2,210 | |
| DRX DLY 7-10 Y TREASBEAR | P | 2021-05-11 | 2021-05-26 | $35,888 | $36,582 | -$694 | -$694 | |
| BIOLARGO INC COM, BLGO | P | 2019-08-13 | 2021-04-05 | $14,168 | $13,178 | $990 | $990 | |
| VEHICLE | P | 2020-06-08 | 2021-09-16 | $14,200 | $14,988 | $4,608 | $4,608 | $5,396 |
| Wash Sale | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,170 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$638 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $100 | SubtotalAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $100 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7145498200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 ADAMS AVE SUITE 212 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN PERRY | ||||||
| 25131 BUCKSKIN | LAGUNA HILLS | CA | 92653 | Director | 1.00 | $0 |
| J MICHAEL JOHNSTON | ||||||
| 1700 ADAMS AVE SUITE 212 | COSTA MESA | CA | 92626 | Director | 1.00 | $0 |
| CHARLIE KOELLER | ||||||
| 21222 FERN CIRCLE | HUNTINGTON BEACH | CA | 92646 | Director | 1.00 | $0 |
| DOUG CRANDALL | ||||||
| 1700 ADAMS AVE SUITE 212 | COSTA MESA | CA | 92626 | Director | 0.00 | $0 |
| JEFF JOHNSON | ||||||
| 13 REDCROWN | MISSION VIEJO | CA | 92692 | Director | 1.00 | $0 |
| DENNIS CALVERT | ||||||
| 24772 MENDICINO CT | LAGUNA HILLS | CA | 92653 | Director | 1.00 | $0 |
| STEVE HARRISON | ||||||
| 16072 Krameria Ave | RIVERSIDE | CA | 92504 | Director | 1.00 | $0 |
| MANUEL J ESTRADA | ||||||
| 1604 WESTMONT DR | ALHAMBRA | CA | 91803 | Director | 0.00 | $0 |
| DAN LAMONT | ||||||
| 24782 RED LODGE PL | LAGUNA HILLS | CA | 92653 | Director | 0.00 | $0 |
| AJ SEXTON | ||||||
| 2970 BALLESTEROS LANE | TUSTIN | CA | 92782 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SECURES DONATIONS OF FOOD AND OTHER ESSENTIALS, ARRANGES FOR DELIVERY AND THEN DISTRIBUTES THE ITEMS TO THE NEEDY IN MEXICO AND THE UNITED STATES. | Description1Txt |
| Expenses1 | $1,500,000 | Expenses1Amt |
| Description2 | THE FOUNDATION SUPPORTS THE ORANGEWOOD FOUNDATION'S LIGHHOUSE PROGRAM FOR SURVIVORS OF SEX TRAFFICKING. | Description2Txt |
| Expenses2 | $21,600 | Expenses2Amt |
| Description3 | THE FOUNDATION FINANCIALLY SUPPORTS FAMILIES WHO HAVE UNDERGONE TRAGEDIES AND HARD ECONOMIC TIMES. | Description3Txt |
| Expenses3 | $51,496 | Expenses3Amt |
| Description4 | THE FOUNDATION SUPPORTS AIM INTERNATIONAL, WHICH SENDS SUPPORT TO KENYA. | Description4Txt |
| Expenses4 | $57,369 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $330,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $330,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $325,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100 | TotalTaxAmt |
| Distributable Before Adj | $16,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,669,689 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,669,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,165 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $152,384 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $327,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,912 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,570,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,590,849 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,761,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,669,689 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,653,524 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,414,815 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $152,384 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,262,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $327,494 | ExcessFromYear4Amt |
| Excess From Year3 | $119,912 | ExcessFromYear3Amt |
| Excess From Year2 | $1,570,652 | ExcessFromYear2Amt |
| Excess From Year1 | $1,590,849 | ExcessFromYear1Amt |
| Excess From Current Year | $1,653,524 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN PERRY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN PERRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25131 BUCKSKIN | AddressLine1Txt |
| City | LAGUNA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9492440070 | RecipientPhoneNum |
| Form And Info And Materials | FORM MUST INCLUDE PURPOSE FOR WHICH FUNDS ARE REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED CHURCH OF CHRIST | ||||||||||||
| BRGY 1 STA RITA | BACARRA | BACARRA | RP | 2916 | NONE | N/A | CHURCH SUPPORT | $2,400 | ||||
| INDIGENT PERSONS | ||||||||||||
| NONE | N/A | HELP FOR THE POOR | $1,654,995 | 1700 ADAMS AVE SUITE 212 | COSTA MESA | CA | 92626 | |||||
| HOPE 4 KIDS INTERNATIONAL | ||||||||||||
| NONE | N/A | BUILD WELLS IN AFRICA. | $4,000 | PO BOX 74010 | PHOENIX | AZ | 85087 | |||||
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||||||||
| TO SUPPORT THE PRO-LIFE CAUSE. | $3,000 | PO BOX 90555 | WASHINGTON | DC | 20090 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,664,395 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,114 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,117 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,117 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN PERRY | ||||||
| 1 | 25131 BUCKSKIN | LAGUNA HILLS | CA | 92653 | $50,000 | Yes (X) |
| JEFF JOHNSON | ||||||
| 2 | 13 REDCROWN | MISSION VIEJO | CA | 92692 | $20,000 | Yes (X) |
| BJP PROPERTIES INC | ||||||
| 3 | 23461 SOUTHPOINTE DR STE 200 | LAGUNA HILLS | CA | 92653 | $105,000 | Yes (X) |
| J MICHAEL JOHNSTON | ||||||
| 4 | 1700 ADAMS AVE SUITE 212 | COSTA MESA | CA | 92652 | $10,100 | Yes (X) |
| MANUAL GRACIELA ESTRADA | ||||||
| 5 | 1604 WESTMONT DRIVE | ALHAMBRA | CA | 91803 | $20,000 | Yes (X) |
| LYNETTE JULIUS BRINKIS | ||||||
| 6 | 25031 BUCKBOARD LN | LAGUNA HILLS | CA | 92653 | $15,000 | Yes (X) |
| ROBERT W WOOD | ||||||
| 7 | 1132 LAUREL WAY | BEVERLY HILLS | CA | 902102221 | $100,000 | Yes (X) |
| TOM TRACY SLAUGHTER | ||||||
| 8 | 553 DUSTY LN 355 | NAPLES | ID | 83847 | $15,000 | Yes (X) |
| LUCINDA REICHLE | ||||||
| 9 | 21622 FERNBROOK | MISSION VIEJO | CA | 92692 | $5,350 | Yes (X) |
| BOB CATHY BATESOLE | ||||||
| 10 | 4 MONTGOMERY | MISSION VIEJO | CA | 92692 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | WEBSITE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-01-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $7,450 | AmortizedAmt |
| Deduction For Prior Years | $4,966 | DeductionForPriorYearsAmt |
| Amortization Period | 3.0000 | AmortizationPeriodRt |
| Current Year Amortization | $2,484 | CurrentYearAmortizationAmt |
| Total Amortization | $7,450 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VEHICLE | PropertyDesc |
| Acquired | 2020-06-08 | AcquiredDt |
| Cost Or Other Basis | $14,988 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,998 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.3200 | Rt |
| Current Year Expense | $2,398 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $19,400 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $19,400 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Rounding | $1 | ||
| WATER IONIZER SYSTEM | $3,000 | $3,000 | $3,000 |
| WEBSITE DEVELOPMENT | $7,450 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING | $1,000 | $1,000 |
| Amortization | $2,484 | |
| DMV FEES | $299 | $299 |
| INSURANCE | $1,833 | $1,833 |
| PAYPAL FEES | $362 | $362 |
| WEB HOSTING | $600 | $600 |
| WIRE FEES | $48 | $48 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL TAX | $2 | $2 |
| REGISTRY OF CHARITABLE TRUST FEE | $150 | $150 |