J STANLEY AND MARY W JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J STANLEY AND MARY W JOHNSON FAMILY FOUNDATION (EIN 33-0809657)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-20
- IRS object ID
- 202102639349100065
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-20T14:09:09-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S FLOWER ST 17TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330809657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J STANLEY AND MARY W JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSTA | BusinessNameControlTxt |
| Phone | 9496451422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2280 UNIVERSITY DRIVE SUITE 200 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926603327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD P JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9496451422 | PhoneNum |
| Signature | 2021-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | JOHNSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY KIM | PreparerPersonNm |
| PTIN | P01792615 | PTIN |
| Phone | 2133304800 | PhoneNum |
| Preparation | 2021-09-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,645,795 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $223,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $827,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,446,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $827,980 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,051,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,051,165 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,454 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,846 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,549 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $630,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $630,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $727,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $642,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $966,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $328,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $674,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $674,713 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,608,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,613,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,971,082 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,937,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,288,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,645,795 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $7,937,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,288,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,937,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,288,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,937,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,288,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,937,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,807 | OtherIncreasesAmt |
| Subtotal | $8,288,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,288,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING #0715 | P | 2020-01-01 | 2020-12-31 | $447,529 | $576,316 | -$128,787 | -$128,787 |
| PERSHING #0715 | P | 2020-01-01 | 2020-12-31 | $36,946 | $55,160 | -$18,214 | -$18,214 |
| PERSHING #0715 | P | 2020-01-01 | 2020-12-31 | $302,700 | $144,079 | $158,621 | $158,621 |
| PERSHING #0715 | P | 2020-01-01 | 2020-12-31 | $2,659,052 | $1,842,692 | $816,360 | $816,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $827,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,764 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,764 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,666 | TaxDueAmt |
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 | DONALD P JOHNSON | IndividualWithBooksNm |
| Phone | 9496541422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2280 UNIVERSITY DRIVE SUITE 200 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926603327 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD P JOHNSON CO ANZA MANAGEMENT | ||||||||
| 2280 UNIVERSITY DRIVE SUITE 200 | NEWPORT BEACH | CA | 926603327 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT W JOHNSON CO ANZA MANAGEMENT | ||||||||
| 2280 UNIVERSITY DRIVE SUITE 200 | NEWPORT BEACH | CA | 926603327 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH M JOHNSON CO ANZA MGMT | ||||||||
| 2280 UNIVERSITY DRIVE SUITE 200 | NEWPORT BEACH | CA | 926603327 | DIRECTOR | 1.00 | $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 |
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 | $13,636,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,231,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,231,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,018,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $700,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $700,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,430 | TotalTaxAmt |
| Distributable Before Adj | $687,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $687,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $687,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $642,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $642,196 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $642,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $687,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $635,264 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $642,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $635,264 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $680,549 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||||||||
| 230 NORTH 13TH STREET | PHILADELPHIA | PA | 19107 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $15,000 | ||||||
| BREAKTHROUGH SAN JUAN CAPISTRANO | |||||||||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $2,000 | ||||||
| CLAREMONT MCKENNA COLLEGE | |||||||||||||
| 400 NORTH CLAREMONT BOULEVARD | CLAREMONT | CA | 91711 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $35,000 | ||||||
| COLLEGE OF ST SCHOLASTICA | |||||||||||||
| 1200 KENWOOD AVENUE | DULUTH | MN | 55811 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $2,000 | ||||||
| COURT APPOINTED SPECIAL ADVOCATE | |||||||||||||
| 100 W HARRISON STREET NORTH TOWER | SEATTLE | WA | 98119 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $3,000 | ||||||
| CRYSTAL COVE CONSERVANCY | |||||||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $1,000 | ||||||
| DOCTORS WITHOUT BORDERS | |||||||||||||
| 333 7TH AVE | NEW YORK | NY | 100015004 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $20,000 | ||||||
| FRIENDSHIP SHELTER | |||||||||||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $5,000 | ||||||
| GLOBAL GLOW | |||||||||||||
| 1202 N BROADWAY | SANTA ANA | CA | 92701 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $1,000 | ||||||
| HARVARD UNIVERSITY | |||||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $1,000 | ||||||
| HOAG HOSPITAL FOUNDATION | |||||||||||||
| 500 SUPERIOR AVENUE SUITE 350 | NEWPORT BEACH | CA | 92663 | NONE | NON-PROFIT ORG. | SUPPORT HOAG MEMORIAL HOSPITAL PRESBYTERIAN | $75,000 | ||||||
| ILLUMINATION FOUNDATION | |||||||||||||
| 1091 N BATAVIA STREET | ORANGE | CA | 92867 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $20,000 | ||||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $20,000 | ||||||
| LAGUNA ART MUSEUM | |||||||||||||
| 307 CLIFF DRIVE | LAGUNA BEACH | CA | 92651 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $2,500 | ||||||
| LAGUNA CANYON FOUNDATION | |||||||||||||
| PO BOX 4895 | LAGUNA BEACH | CA | 92652 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $5,000 | ||||||
| LAGUNA FOOD PANTRY | |||||||||||||
| 20652 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $500 | ||||||
| LAGUNA GREENBELT INC | |||||||||||||
| PO BOX 860 | LAGUNA BEACH | CA | 92652 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $5,000 | ||||||
| LAGUNA PLAYHOUSE | |||||||||||||
| PO BOX 1747 | LAGUNA BEACH | CA | 926521747 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $500 | ||||||
| LEWIS & CLARK COLLEGE | |||||||||||||
| 0615 SW PALATINE HILL RD | PORTLAND | OR | 97219 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $30,000 | ||||||
| MIDLAND SCHOOL | |||||||||||||
| PO BOX 8 | LOS OLIVOS | CA | 93441 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $3,000 | ||||||
| NEWPORT BAY CONSERVANCY | |||||||||||||
| 2301 UNIVERSITY DR | NEWPORT BEACH | CA | 92660 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $500 | ||||||
| OCEANA | |||||||||||||
| 14888 LOS ANGELES ST | IRWINDALE | CA | 91706 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $5,000 | ||||||
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||||||||
| 30 CORPORATE PARK SUITE 410 | IRVINE | CA | 92606 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $66,500 | ||||||
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | |||||||||||||
| 2082 BUSINESS CENTER DRIVE SUITE | IRVINE | CA | 92612 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $500 | 100 | |||||
| PLANNED PARENTHOOD | |||||||||||||
| 700 S TUSTIN STREET | ORANGE | CA | 92866 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $100,000 | ||||||
| SALLY'S FUND | |||||||||||||
| PO BOX 1626 | LAGUNA BEACH | CA | 92652 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $10,000 | ||||||
| SCRIPPS COLLEGE | |||||||||||||
| 1030 COLUMBIA AVENUE | CLAREMONT | CA | 91711 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $10,000 | ||||||
| SECOND HARVEST FOOD BANK | |||||||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $2,000 | ||||||
| SHARE OURSELVES | |||||||||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 926273653 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $20,000 | ||||||
| SPECIAL CAMP FOR SPECIAL KIDS | |||||||||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $2,000 | ||||||
| STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS | |||||||||||||
| 518 MEMORIAL WAY | STANFORD | CA | 943055015 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $1,000 | ||||||
| THE IRVINE MUSEUM | |||||||||||||
| 18881 VON KARMAN AVE | IRVINE | CA | 92612 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $5,000 | ||||||
| THE STANFORD FUND | |||||||||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $26,000 | ||||||
| THE TEEN PROJECT INC | |||||||||||||
| 8140 SUNLAND BLVD | SUN VALLEY | CA | 91352 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $1,000 | ||||||
| THE THACHER SCHOOL | |||||||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $100,000 | ||||||
| THE WOODEN FLOOR | |||||||||||||
| 1810 N MAIN STREET | SANTA ANA | CA | 92706 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $1,000 | ||||||
| UCI MIND INST FOR MEMORY IMPAIRMENTS | |||||||||||||
| 1100 GOTTSCHALK MEDICAL PLAZA | IRVINE | CA | 926974285 | NONE | EDUCATION INSTITUT. | SUPPORT NON-PROFIT ORGANIZATION | $25,000 | ||||||
| UNITED NEGRO COLLEGE FUND | |||||||||||||
| 8260 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 220314513 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $1,000 | ||||||
| UNIVERSITY OF MINNESOTA SCHOOL OF NURSING | |||||||||||||
| PO BOX 70870 | ST PAUL | MN | 551703854 | NONE | EDUCATION INSTITUT. | SUPPORT EDUCATION INSTITUTION | $2,000 | ||||||
| WORLD FOOD PROGRAM | |||||||||||||
| NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $5,000 | VIA CESARE GIULIO VIOLA 68 | PARCO DEI MEDICI | ROME | IT | 00148 | |||||
| YOSEMITE CONSERVANCY | |||||||||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | NONE | NON-PROFIT ORG. | SUPPORT NON-PROFIT ORGANIZATION | $250 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $630,250 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $827,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,051,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,051,165 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PERSHING - SEE ATTACHMENT | StockNm |
| EOY Book Value | $7,613,430 | EOYBookValueAmt |
| EOYFMV | $14,971,082 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $81,399 | $81,399 | $0 |
| BANK FEES | $150 | $150 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $26,807 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $75 |
| FOREIGN TAXES | $3,454 | $3,454 | $0 |
| FTB FILING FEE | $10 | $0 | $10 |
| US TREASURY FEE | $6,761 | $0 | $6,761 |