CAMILLA CHANDLER FAMILY FOUNDATION 11-10-1994: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAMILLA CHANDLER FAMILY FOUNDATION 11-10-1994 (EIN 95-6979804)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-27
- IRS object ID
- 202130279349100303
- Schema version
- 2019v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-27T09:47:22-08:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Lewis & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 E Foothill Blvd 100 | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956979804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMILLA CHANDLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMI | BusinessNameControlTxt |
| Phone | 3105528557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM STINEHART JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3105528557 | PhoneNum |
| Signature | 2021-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE E STEVENS | PreparerPersonNm |
| PTIN | P01750790 | PTIN |
| Phone | 6264629280 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $33,508,080 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $659,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $659,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $719,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,879,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $719,321 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,378,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,378,951 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $50,049 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,024 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $164,603 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,603 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,941 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,604 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,444 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $252,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,770,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,770,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,022,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,795,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$643,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,151,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,854,412 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,776,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,776,886 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $7,418,648 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,559,799 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,935,787 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,433,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,449,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,333,244 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,041,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,305,954 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,421,969 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $58,171 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,194 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,194 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,806,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,132,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,508,080 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,806,132 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,132,512 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,806,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,132,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,806,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,132,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,806,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$643,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,603 | OtherIncreasesAmt |
| Subtotal | $26,170,489 | SubtotalAmt |
| Other Decreases | $37,977 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,132,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHEDULE ATTACHED | P | 2019-09-30 | 2020-10-31 | $18,777,578 | $0 | $18,159,813 | $617,765 | $0 | $0 | $0 | $617,765 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2019-09-30 | 2020-10-31 | $101,556 | $0 | $0 | $101,556 | $0 | $0 | $0 | $101,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $719,321 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,205,971 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,922,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,292,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,012,670 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.155618 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,480,047 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,948,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043597 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,543,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,066,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051326 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,126,748 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,236,977 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072742 | DistributionYr5Rt |
| Total Distribution | 0.390288 | TotalDistributionRt |
| Average Distribution | 0.078058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,686,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,629,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,640,982 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,795,184 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,194 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,194 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$40,194 | OriginalReturnOverpaymentAmt |
| Overpayment | $17,155 | OverpaymentAmt |
| Applied To ES Tax | $17,155 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Lewis & Associates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264629280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 E Foothill Blvd | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| William Stinehart | ||||||||
| 2029 Century Park East Suite 4000 | LOS ANGELES | CA | 90067 | Trustee | 15.00 | $0 | $0 | $0 |
| Alexander Spear | ||||||||
| 2029 Century Park East Suite 4000 | LOS ANGELES | CA | 90067 | Trustee | 15.00 | $0 | $0 | $0 |
| Sharon Spear | ||||||||
| 2029 Century Park East Suite 4000 | LOS ANGELES | CA | 90067 | Trustee | 15.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,072,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,088,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,527 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,198,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $34,198,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $512,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,686,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,684,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,684,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,039 | TotalTaxAmt |
| Distributable Before Adj | $1,661,262 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,661,262 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,661,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,795,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,795,184 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,795,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,661,262 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $739,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,640,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $597,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,036,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,795,184 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,661,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,922 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,169,977 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $739,189 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,430,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,052 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $3,640,000 | ExcessFromYear2Amt |
| Excess From Year1 | $597,814 | ExcessFromYear1Amt |
| Excess From Current Year | $133,922 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAMILLA CHANDLER FROST | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FORT WORDEN FOUNDATION | ||||||
| 200 BATTERY WAY PARK OFFICE | PORT TOWNSEND | WA | 98368 | PC | GENERAL SUPPORT | $100,000 |
| J PAUL GETTY TRUST | ||||||
| 1200 GETTY CENTER DRIVE | LOS ANGELES | CA | 90049 | PC | CONSERVATION INSTITUTE | $25,000 |
| NORTHWEST MARITIME CENTER | ||||||
| 431 WATER STREET | PORT TOWNSEND | WA | 98368 | PC | GENERAL SUPPORT | $500,000 |
| TRINITY SCHOOL | ||||||
| 2650 SAND HILL ROAD | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $15,000 |
| SYNAPSE SCHOOL | ||||||
| 3375 EDISON WAY | MENLO PARK | CA | 94025 | PC | GENERAL SUPPORT | $15,000 |
| CENTER FOR EARLY EDUCATION | ||||||
| 563 ALFRED STREET | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $15,000 |
| DIMENSIONS DANCE THEATER | ||||||
| 1428 ALICE STREET | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $550,000 |
| LONG BEACH UNITY FESTIVAL INC | ||||||
| 3553 ATLANTIC AVENUE SUITE A-15 | LONG BEACH | CA | 90807 | PC | GENERAL SUPPORT | $50,000 |
| THE NATURE CONSERVANCY | ||||||
| 201 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94105 | PC | DANGERMOUND PRESERVE | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,770,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $659,582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $719,321 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,378,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,378,951 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EUGENE LEWIS & ASSOCIATES ACCOUNTING/TAX | $37,500 | $18,750 | $18,750 |
| HKG, LLP AUDIT FEES | $12,549 | $6,275 | $6,274 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHEDULE ATTACHED | BondNm |
| EOY Book Value | $4,305,954 | EOYBookValueAmt |
| EOYFMV | $4,421,969 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHEDULE ATTACHED | $10,630,125 | $17,492,165 |
| SCHEDULE ATTACHED MUTUAL FUNDS | $1,819,554 | $1,841,079 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,465,415 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,840,370 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $94,384 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $95,417 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $37,977 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $160 | $160 | |
| BANK FEES | $15 | $15 | |
| BOND PREMIUM AMORTIZATION | $11,722 | $11,722 | |
| OTHER EXPENSES | $707 | $707 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $7,603 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GAURDIAN TRUST CO INVESTMENT COUNSEL FEES | CategoryTxt |
| Amt | $164,603 | Amt |
| Net Investment Income | $164,603 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $24,941 | Amt |
| Net Investment Income | $24,941 | NetInvestmentIncomeAmt |