CROUL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CROUL FAMILY FOUNDATION (EIN 20-1222760)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349110201
- 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
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:50:37-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 MAIN STREET SUITE 900 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 201222760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROUL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROU | BusinessNameControlTxt |
| Phone | 8779686328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE NO 700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK CROUL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8779686328 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | CROUL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN KELLY | PreparerPersonNm |
| PTIN | P00733845 | PTIN |
| Phone | 9492214000 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
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 | 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 | $22,829,217 | 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 | $25,570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $226,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $226,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,531,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,868,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,531,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,143 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,795,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,794,735 | 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 | $26,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,393 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,392 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,840 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,369 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,181 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,372 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $122,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,086 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $487 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,719 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,493,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,493,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,693,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,552,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,898,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,681,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $2,746,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,746,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,492,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,643,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,643,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,033,343 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,050,060 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,050,060 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,436,931 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,388,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,388,997 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,962,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,829,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,829,217 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $42,797 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $42,797 | 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 | $17,453,397 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $20,261,309 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,466,142 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,567,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,919,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,829,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,962,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,829,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,919,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,898,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,807,912 | OtherIncreasesAmt |
| Subtotal | $22,829,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,829,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS 010269 ST COVERED | P | 2020-01-01 | 2020-12-31 | $418,574 | $296,323 | $122,936 | $122,936 |
| MS 014862 ST COVERED | P | 2020-01-01 | 2020-12-31 | $1,466,140 | $1,575,919 | -$109,738 | -$109,738 |
| MS 014482 ST COVERED | P | 2020-01-01 | 2020-12-31 | $2,695,371 | $2,459,382 | $236,209 | $236,209 |
| MS 010269 LT COVERED | P | 2019-01-01 | 2020-12-31 | $2,096,282 | $1,758,353 | $339,099 | $339,099 |
| MS 014862 LT COVERED | P | 2019-01-01 | 2020-12-31 | $1,836,172 | $2,208,368 | -$372,196 | -$372,196 |
| MS 014482 LT COVERED | P | 2019-01-01 | 2020-12-31 | $2,882,488 | $2,041,296 | $841,265 | $841,265 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2019-01-01 | 2020-12-31 | $203,628 | $203,628 | $203,628 | |
| ST CAPITAL GAIN(LOSS) - PASSTHROUGH | P | 2020-01-01 | 2020-12-31 | $387 | $387 | $387 | |
| LT CAPITAL GAIN(LOSS) - PASSTHROUGH | P | 2019-01-01 | 2020-12-31 | $269,591 | $269,217 | $269,591 | $269,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,531,181 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,299 | 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 | $21,299 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,077 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | Yes (1) | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | HTTP://CROULFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CO FIRST FOUNDATION ADVISORS | IndividualWithBooksNm |
| Phone | 8779686328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE SUITE 700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | 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 | Yes (1) | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN V CROUL | ||||||||
| 18101 VON KARMAN AVE STE 700 | IRVINE | CA | 92612 | CEO | 5.00 | $0 | $0 | $0 |
| JOHN BRADFORD CROUL | ||||||||
| 18101 VON KARMAN AVE STE 700 | IRVINE | CA | 92612 | CFO | 5.00 | $0 | $0 | $0 |
| SPENCER BEHR CROUL | ||||||||
| 18101 VON KARMAN AVE STE 700 | IRVINE | CA | 92612 | SECRETARY | 5.00 | $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 | $12,631,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,752,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,443,774 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,827,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,827,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,454,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,222,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,222,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,376 | TotalTaxAmt |
| Distributable Before Adj | $1,199,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,199,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,199,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,552,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,552,819 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,552,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,199,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $358,587 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $539,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,422,737 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $854,728 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,175,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,552,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,199,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,353,461 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,529,100 | 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 | $358,587 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,170,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $539,587 | ExcessFromYear3Amt |
| Excess From Year2 | $1,422,737 | ExcessFromYear2Amt |
| Excess From Year1 | $854,728 | ExcessFromYear1Amt |
| Excess From Current Year | $2,353,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN V CROUL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CROUL FAMILY FOUNDATION CO FIRST FO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE SUITE 700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8779686328 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE GRANT REQUIREMENTS PROVIDED ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE GRANT REQUIREMENTS PROVIDED ON THE FOUNDATION'S WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE GRANT REQUIREMENTS PROVIDED ON THE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 NATIONAL LA CHAPTER | |||||||
| 1714 W SUNSET BOULEVARD | LOS ANGELES | CA | 90026 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN CAREER COLLEGE EDUCATIONAL FOUNDATION | |||||||
| 151 INNOVATION DRIVE | IRVINE | CA | 92617 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| AMERICAN ON TRACK | |||||||
| 600 W SANTA ANA BLVD | TUSTIN | CA | 92781 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| AMERICAN TRANSPARENCY OPEN THE BOOKS | |||||||
| 200 S FRONTAGE RD SUITE 106 | BURR RUDGE | IL | 60527 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ARIZONA STATE UNIVERSITY | |||||||
| 550 N 3RD STREET | PHOENIX | AZ | 85004 | N/A | PC | PROGRAM SUPPORT | $500 |
| BALBOA ISLAND MUSEUM | |||||||
| 210 MARINE AVE | NEWPORT BEACH | CA | 92662 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| BIG BROTHERS BIG SISTER OF ORANGE COUNTY | |||||||
| 1801 E EDINGER AVE 101 | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL CALIFORNIA | |||||||
| 4047 N FRESNO ST | FRESNO | CA | 93726 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| BOYS & GIRLS CLUB OF ANAHEIM | |||||||
| 311 E BROADWAY | ANAHEIM | CA | 92805 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| BRACKENS KITCHEN | |||||||
| 13941 NAUTILUS DR | GARDEN GROVE | CA | 92843 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| BRIGHAN YOUNG UNIVERSITY IDAHO | |||||||
| 525 S CENTER STREET | REXBURG | ID | 83460 | N/A | PC | PROGRAM SUPPORT | $500 |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | |||||||
| 2600 NUTWOOD AVE NO 850 | FULLERTON | CA | 92831 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY | |||||||
| 3801 W TEMPLE AV BLDG 121-W NO 1 | POMONA | CA | 91768 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CARTHAGE COLLEGE | |||||||
| 2001 ALFORD PARK DR | KENOSHA | WI | 53140 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CASA TERESA INC | |||||||
| PO BOX 429 | ORANGE | CA | 92856 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| CASTLE AIR MUSEUM | |||||||
| 5050 SANTA FE DR | ATWATER | CA | 95301 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CATERINA'S CLUB | |||||||
| 451 W LINCOLN AVE SUITE 251 | ANAHEIM | CA | 92805 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| CENTER FOR INNOVATION IN EDUCATION | |||||||
| PO BOX 8018 | RANCHO SANTA FE | CA | 92067 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| CENTRAL CONNECTICUT STATE UNIVERSITY | |||||||
| 1615 STANLEY STREET | NEW BRITAIN | CT | 06050 | N/A | PC | PROGRAM SUPPORT | $500 |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| CHILD CREATIVITY | |||||||
| 1815 E WILSHIRE AVE 906 | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| CHOC CHILDREN'S FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| CIELO | |||||||
| 15751 GOTHARD ST | HUNTINGTON BEACH | CA | 92647 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| CONCORDIA UNIVERSITY | |||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CRYSTAL COVE CONSERVANCY | |||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| DREAM FOR SCHOOLS | |||||||
| 14841 YORBA ST | TUSTIN | CA | 92780 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| EXHALE AN AFTER ABORTION | |||||||
| PO BOX 14562 | SAN FRANCISCO | CA | 94114 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| FAMILIES FORWARD IRVINE | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY | ROCKVILLE | MD | 20852 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| FOODBANK OF NEVADA COLUNTY | |||||||
| 310 RAILROAD AVE 100 | GRASS VALLEY | CA | 95945 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY 300 | IRVINE | CA | 92618 | N/A | PC | PROGRAM SUPPORT | $22,000 |
| FRIENDS OF OASIS | |||||||
| 801 NARCISSUS AVE | CORONA DEL MAR | CA | 92625 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| GET INSPIRED | |||||||
| 6192 SANTA RITA AVENUE | GARDEN GROVE | CA | 92845 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 1815 ANAHEIM AVE | COSTA MESA | CA | 92627 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| GOLD COUNTRY COMMUNITY SERVICES | |||||||
| 841 OLD TUNNEL RD | GRASS VALLEY | CA | 95945 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY | |||||||
| 410 N FAIRVIEW ST | SANTA ANA | CA | 92703 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD BLDG 26 | PHOENIX | AZ | 85017 | N/A | PC | PROGRAM SUPPORT | $500 |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | |||||||
| 2200 RITCHEY STREET | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| HART COMMUNITY HOME INC | |||||||
| 208 N LEMON | FULLERTON | CA | 92832 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| HIGH SCHOOL INC FOUNDATION | |||||||
| 1801 S GREENVILLE ST | SANTA ANA | CA | 92704 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| HIGHER GROUND | |||||||
| 160 7TH ST W 2C | KETCHUM | ID | 83340 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| HIS HOUSE HOMELESS INTERVENTION SHELTER | |||||||
| 907 BRADFORD AVENUE | BRADFORD AVENUE | CA | 92870 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | N/A | PC | PROGRAM SUPPORT | $55,000 |
| HOPE FOR DEPRESSIONS RESEARCH INC | |||||||
| 40 W 57TH ST 1440 | NEW YORK | NY | 10019 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| HURTT FAMILY HEALTH CLINIC INC | |||||||
| 1 HOPE DR | TUSTIN | CA | 92782 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| INTERFAITH FOOD MINISTRY OF NEVADA | |||||||
| 440 HENDERSON ST | GRASS VALLEY | CA | 95945 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| JAMBOREE HOUSING CORPORATION | |||||||
| 17701 COWAN AVE SUITE 200 | IRVINE | CA | 92614 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| JAMES MADISON UNIVERSITY | |||||||
| 1031 HARRISON STREET MSC 8501 | HARRISONBURG | VA | 22807 | N/A | PC | PROGRAM SUPPORT | $500 |
| KIDS WORKS COMMUNITY DEVELOPMENT | |||||||
| 1902 W CHESTNUT AVE | SANTA ANA | CA | 92703 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| LEWIS AND CLARKE COLLEGE | |||||||
| 615 S PALATINE HILL RD | PORTLAND | OR | 97219 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| LOUISANA STATE UNIVERSITY | |||||||
| 1146 PLEASANT HALL | BATON ROUGE | LA | 70803 | N/A | PC | PROGRAM SUPPORT | $500 |
| MERCY HOUSE LIVING CENTERS | |||||||
| 435 S BON VIEW AVE | ONTARIO | CA | 91761 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| MIND RESEARCH INSTITUTE | |||||||
| 5281 CALIFORNIA AVE SUITE 300 | IRVINE | CA | 92617 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 70 SAINT STEPHEN STREET | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $500 |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| 1899 S SAN FRANCISCO ST | FLAGSTAFF | AZ | 86011 | N/A | PC | PROGRAM SUPPORT | $500 |
| OC DRIVEN FOR SUCCESS | |||||||
| 3737 BIRCH ST STE 220 | NEWPORT BEACH | CA | 92660 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| OCEAN INSTITUTE | |||||||
| 24200 DANA POINT HARBOR DR | DANA POINT | CA | 92629 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| OHIO STATE UNIVERSITY | |||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | N/A | PC | PROGRAM SUPPORT | $500 |
| OLIVE CREST | |||||||
| 2130 E 4TH ST 200 | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| ORANGE CATHOLIC FOUNDATION | |||||||
| 12020 CHAPMAN AVE PMB 257 | GARDEN GROVE | CA | 92840 | N/A | PC | PROGRAM SUPPORT | $250,000 |
| ORANGE COUNTY MUSEUM OF ART | |||||||
| 1661 W SUNFLOWER AVE | SANTA ANA | CA | 92704 | N/A | PC | PROGRAM SUPPORT | $250,000 |
| ORANGE COUNTY RESCUE MISSION INC | |||||||
| 1 HOPE DR | TUSTIN | CA | 92782 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| ORANGE COUNTY MUSIC AND DANCE INC | |||||||
| 17620 FITCH STE 160 | IRVINE | CA | 92614 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| OUR LADY OF THE SNOWS | |||||||
| 975 LARK RD | WRIGHTWOOD | CA | 92397 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PARENTIS HEALTH FOUNDATION | |||||||
| 24012 CALLE DE LA PLATA 400 | LAGUNA HILLS | CA | 92653 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| PATHWAYS OF HOPE | |||||||
| PO BOX 6326 | FULLERTON | CA | 92834 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| PEBBLE BEACH FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| PETERSEN AUTOMOTIVE MUSEUM FOUNDATION | |||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | PROGRAM SUPPORT | $200,000 |
| PLANES OF FAME AIR MUSEUM | |||||||
| 14998 CAL AERO DR | CHINO | CA | 91710 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| PRETEND CITY | |||||||
| 29 HUBBLE | IRVINE | CA | 92618 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PROJECT ACCESS INC | |||||||
| 2100 W ORANGEWOOD AVE 230 | ORANGE | CA | 92868 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| PROJECT DIGNITY | |||||||
| 12020 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE 202 | COSTA MESA | CA | 92627 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| PROVIDENCE COLLEGE | |||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | N/A | PC | PROGRAM SUPPORT | $500 |
| PURE GAME | |||||||
| 22372 WOODBLUFF ROAD | LAKE FOREST | CA | 92630 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| ROMAN CATHOLIC DIOCESE PASTORAL SERVICES APPEAL | |||||||
| 13280 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ROWAN UNIVERSITY | |||||||
| 201 MULLICA HILL ROAD | GLASSBORO | NJ | 08028 | N/A | PC | PROGRAM SUPPORT | $500 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | N/A | PC | PROGRAM SUPPORT | $500 |
| SAINT JOHN VIANNEY CHAPEL | |||||||
| 314 MARINE AVE | NEWPORT BEACH | CA | 92662 | N/A | PC | PROGRAM SUPPORT | $22,000 |
| SAINT JOHN VIANNEY GUILD | |||||||
| 314 MARINE AVE | NEWPORT BEACH | CA | 92662 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SAMUELI ACADEMY | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | PROGRAM SUPPORT | $500 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| SERVING PEOPLE IN NEED INC | |||||||
| 151 KALMUS DR H2 | COSTA MESA | CA | 92626 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| SHARE OUR SELVES | |||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 92627 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 13075 WOOLMAN LN | NEVADA CITY | CA | 95959 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| SOMEONE CARES SOUP KITCHEN | |||||||
| PO BOX 11267 | COSTA MESA | CA | 92627 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| STRENGTH IN SUPPORT | |||||||
| 23461 S POINTE DR 310 | LAGUNA HILLS | CA | 92653 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| SUN VALLEY CENTER FOR THE ARTS | |||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| SUN VALLEY MUSEUM OF ART | |||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| SURFING HERITAGE | |||||||
| 110 CALLE IGLESIA | SAN CLEMENTE | CA | 92672 | N/A | PC | PROGRAM SUPPORT | $60,000 |
| THE COLLEAGUES INC | |||||||
| 3312 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE OF TRAUMA INC | |||||||
| 1940 E DEERE AVENUE NO 100 | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE SALVATION ARMY | |||||||
| 180 S TUSTIN ST | ORANGE | CA | 92866 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| THINK TOGETHER | |||||||
| 2101 E 4TH ST STE 200B | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $115,000 |
| THOMAS HOUSE TEMPORARY SHELTER | |||||||
| PO BOX 2737 | GARDEN GROVE | CA | 92842 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| TOMORROWS LEADERSHIP COLLABORATIVE | |||||||
| 1130 E WALNUT AVE | ORANGE | CA | 92867 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF FLORIDA | |||||||
| 2087 STADIUM RD | GAINESVILLE | FL | 32611 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 120 SPROUL HALL | BERKELEY | CA | 94720 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 ALDRICH HALL | IRVINE | CA | 92697 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 120 SPROUL HALL | BERKELEY | CA | 94720 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 105 MAIN ST | DURHAM | NH | 03824 | N/A | PC | PROGRAM SUPPORT | $500 |
| UNIVERSITY OF THE PACIFC | |||||||
| 3601 PACIFIC AVENUE | STOCKTON | CA | 95211 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | N/A | PC | PROGRAM SUPPORT | $500 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| UNIVERSITY OF SOUTH CAROLINA | |||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29208 | N/A | PC | PROGRAM SUPPORT | $500 |
| UNIVERSITY OF TEXAS ARLINGTON | |||||||
| 701 S NEDDERMAN DRIVE | ARLINGTON | TX | 76019 | N/A | PC | PROGRAM SUPPORT | $500 |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | |||||||
| PO BOX 112 | RIVERSIDE | CA | 92521 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY GARDENS | LOS ANGELES | CA | 90007 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF MAINE FARMINGTON | |||||||
| 224 MAIN ST | FARMINGTON | ME | 04938 | N/A | PC | PROGRAM SUPPORT | $500 |
| WAYMAKERS | |||||||
| 1221 EAST DYER ROAD SUITE 120 | SANTA ANA | CA | 92705 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| WEST CHESTER UNIVERSITY OF PENNSYLVANIA | |||||||
| 202 CARTER DRIVE | WEST CHESTER | PA | 19382 | N/A | PC | PROGRAM SUPPORT | $500 |
| WESTMINSTER COLLEGE | |||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | N/A | PC | PROGRAM SUPPORT | $500 |
| WILSON GIRLS AQUATICS | |||||||
| 145 CLAREMONT AVENUE | LONG BEACH | CA | 90803 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| WOOD RIVER WOMEN'S FOUNDATION | |||||||
| PO BOX 3686 | KETCHUM | ID | 83340 | N/A | PC | PROGRAM SUPPORT | $1,100 |
| WORKING WARDROBES | |||||||
| 1851 KETTERING ST | IRVINE | CA | 92614 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| WORKSHOP FOR WARRIORS | |||||||
| 2970 MAIN ST | SAN DIEGO | CA | 92113 | N/A | PC | PROGRAM SUPPORT | $40,000 |
| YMCA OF ANAHEIM | |||||||
| 240 S EUCLID AVENUE | ANAHEIM | CA | 92802 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| YOUTH EMPLOYMENT SERVICES | |||||||
| 114 E 19TH ST | COSTA MESA | CA | 92627 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,493,100 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,291 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,279 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 323100 | BusinessCd |
| Unrelated Business Taxbl Incm | $612 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,132 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 323100 | BusinessCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 323100 | BusinessCd |
| Unrelated Business Taxbl Incm | $374 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,530,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,277 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,793,028 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,795,305 | 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 | $26,785 | Amt |
| Net Investment Income | $13,393 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,392 | DisbursementsCharitablePrpsAmt |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | THE FOUNDATION DONATED $10,000 TO BUILD THE GREAT PARK VETERANS CEMETERY, A LOBBYING ORGANIZATION, TO APPROVE CONSTRUCTION OF A VETERANS CEMETARY IN IRVINE, CA. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | M. STANLEY - PM ACCOUNT | BondNm |
| EOY Book Value | $1,050,060 | EOYBookValueAmt |
| EOYFMV | $1,050,060 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GRIFFIN REAL ESTATE | $574,124 | $574,124 |
| GS MM LENDING | $912,960 | $912,960 |
| M. STANLEY - GLOBAL EQUITIES | $2,383,210 | $2,383,210 |
| M. STANLEY - PM ACCOUNT | $3,807,247 | $3,807,247 |
| RICE HALL JAMES | $1,966,382 | $1,966,382 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALKEON GROWTH OFFSHORE FUND | FMV | $1,804,220 | $1,804,220 |
| BREVET DIRECT LENDING - SHORT DURATION FUND LTD. | FMV | $606,982 | $606,982 |
| BROOKFIELD FAIRFIELD U.S. MULTI-FAMILY | FMV | $278,045 | $278,045 |
| BUCHANAN MORTGAGE HOLDINGS INC. | FMV | $500,000 | $500,000 |
| CARLYLE STRATEGIC PARTNER IV | FMV | $327,095 | $327,095 |
| MILLENIUM STRATEGIC CAPITAL LT | FMV | $1,923,689 | $1,923,689 |
| MS EMERGING PRIVATE MARKET | FMV | $147,084 | $147,084 |
| MS GLOBAL DISTRESSED | FMV | $306,422 | $306,422 |
| MS GLOBAL SEC. OPP. FUND II | FMV | $430,554 | $430,554 |
| N. HAVEN CR PRTNRS OFFSHORE | FMV | $800,934 | $800,934 |
| NORTH HAVEN ENERGY CAPITAL FUND NON - US WEALTH MGMT FEEDER LP K-1 | FMV | $632,333 | $632,333 |
| NORTH HAVEN TACTICAL VALUE FUND | FMV | $71,968 | $71,968 |
| NORTH HAVEN TV FEEDER FUND | FMV | $161,578 | $161,578 |
| OAKTREE PRIVATE INVESTMENT FUND K-1 | FMV | $185,004 | $185,004 |
| OCM MEZZANINE FUND II, LP K-1 | FMV | $1,644 | $1,644 |
| PETERSHILL II OFFSHORE LP K-1 | FMV | $628,305 | $628,305 |
| PIMCO BRAVO FUND II OFFSHORE FEEDER AIV I LP K-1 | FMV | $113,827 | $113,827 |
| PIMCO BRAVO FUND II SP ONSHORE FEEDER(TE) LP K-1 | FMV | $108,597 | $108,597 |
| PIMCO BRAVO FUND SPECIAL ONSHORE FEEDER(TE) I, LP K-1 | FMV | $33,339 | $33,339 |
| RIVERVIEW STRATEGIC OPP FUND I | FMV | $94,290 | $94,290 |
| NORTH HAVEN TACTICAL VALUE FUND (AIV) LP K-1 | FMV | $19,000 | $19,000 |
| MS OAKTREE SSF (II) FEEDER | FMV | $130,834 | $130,834 |
| APOLLO NATURAL RESOURCES PARTNERS III | FMV | $83,253 | $83,253 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $165 | $165 | $0 |
| BUSINESS REGISTRATION FEES | $487 | $0 | $487 |
| ASSET MGMT FEES | $93,921 | $93,921 | $0 |
| NON-QUALIFIED DISTRIBUTION | $27,500 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $11,810 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,143 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FMV OF INVESTMENTS | Desc |
| Amt | $2,807,912 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $42,797 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $45,840 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,840 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,372 | Amt |
| Net Investment Income | $2,372 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |