BACCASH FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BACCASH FAMILY FOUNDATION INC (EIN 26-4685202)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-26
- IRS object ID
- 202142079349101104
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-26T11:40:37-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943344448 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John D De Luca CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 Brookside Road Suite D | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | 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 | 264685202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BACCASH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACC | BusinessNameControlTxt |
| Phone | 9253377971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SERENITY | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND GHAZAL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROLAND | PersonFirstNm |
| Person Last | GHAZAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D DE LUCA CPA | PreparerPersonNm |
| PTIN | P00239172 | PTIN |
| Phone | 2099516600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $3,688,450 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,244 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73,883 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73,883 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,509 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $19,448 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $19,448 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $19,448 | NetRentalIncomeOrLossAmt |
| Other Income Net Invst Incm | -$5,418 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $132,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,081 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,081 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $614 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,841 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,191 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,571 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,348 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,858 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,983 | CashBOYAmt |
| Cash EOY | $6,068 | CashEOYAmt |
| Cash EOYFMV | $6,068 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,555 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,803,156 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,841,939 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,988,274 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $851,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $743,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,076,374 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $505,221 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $505,221 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $544,179 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,692,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,041,920 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $5,927,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,212,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,688,450 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $788 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,522 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,522 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,927,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,210,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,927,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,210,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,927,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,212,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,927,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280,268 | OtherIncreasesAmt |
| Subtotal | $6,210,804 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,210,804 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,569 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,569 | SubtotalAmt |
| Tax Based On Investment Income | $1,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,075 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,075 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $504 | OverpaymentAmt |
| Refund | $504 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEBFFINC.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLAND GHAZAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252945748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SERENITY | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROLAND GHAZAL | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | President | 5.00 | $0 |
| STACIE SKOTARCZYK | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Secretary | 5.00 | $0 |
| RANIA MALKI | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Treasurer | 5.00 | $0 |
| CLAIRE GHAZAL | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Director | 15.00 | $13,081 |
| GABY BACOURA | ||||||
| 7 SERENTIY | NEWPORT COAST | CA | 92657 | MEMBER | 5.00 | $0 |
| JACQUETTE GHAZAL | ||||||
| 7 SERENOTY | NEWPORT COAST | CA | 92657 | MEMBER | 5.00 | $0 |
| ALICE TERLECKY | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | MEMBER | 5.00 | $0 |
| DALE WILLIAMS | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Vice President | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $294,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $303,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $303,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,967 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,967 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,569 | TotalTaxAmt |
| Distributable Before Adj | $13,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,398 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,183 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,183 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $122,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,398 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $146,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $163,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $187,462 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $497,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,183 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,785 | RemainingDistriFromCorpusAmt |
| Total Corpus | $606,186 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $606,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,866 | ExcessFromYear4Amt |
| Excess From Year2 | $163,073 | ExcessFromYear2Amt |
| Excess From Year1 | $187,462 | ExcessFromYear1Amt |
| Excess From Current Year | $108,785 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAIRE GHAZAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SERENITY | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9253377973 | RecipientPhoneNum |
| Recipient Email Address | BFF.INCORPORATED@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE SUBMITTD ONLINE. PLEASE SEE DETAILS AT THE WEBSITE: WWW.THEBFFINC.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL GRANT REQUESTS WILL BE ACCEPTED FROM MARCH 1ST THROUGH S | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST HAVE A MISSION WHICH FALLS INTO ONE OF OUR THREE AREAS OF FOCUS: SENIOR SERVICES; WATER SERVICES; HUMANITARIAN AID. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGE WELL SENIOR SERVICES | |||||||
| 24300 EL TORO ROAD | LAGUNA WOODS | CA | 92637 | NONE | PC | PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS. | $10,000 |
| ALZHEIMERS FAMILY SENIOR CENTER | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | THE WORLD'S LEADING COLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE, SUPPORT AND RESEARCH. | $10,000 |
| LIVING WATER INTERNATIONAL | |||||||
| 4001 GRENNBRIAR DRIVE | STAFFORD | TX | 77477 | NONE | PC | TO DEMONSTRATE THE LOVE OF GOD BY HELPING COMMUNITIES ACQUIRE DESPERATELY NEEDED CLEAN WATER. | $10,000 |
| MEDSHARE | |||||||
| 2937 ALVARADO STREET | SAN LEANDRO | CA | 94577 | NONE | PC | AN ORGANIZATION PROMOTING DEVELOPMENTAL, HEALTHY LIVING AND SOCIAL RESPONIBILITY FOR TODAY'S YOUTH. | $15,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | RESCUING AND RECRUITING DOGS AND PARTNERING THE WITH FIREFIGHTERS AND OTHER FIRST RESPONDERS TO FIND PEOPLE BURIED ALIVE IN THE WRECKAGE OF DISASTERS. | $11,000 |
| VILLAGES NW | |||||||
| PO BOX 33642 | PORTLAND | OR | 97292 | NONE | PC | PROVIDE A VARIETY OF SERVICES, PROGRAMS AND EVENTS FOR THE ELDERLY AS THEY LIVE IN THE HOME OF THEIR CHOICE AS THEY AGE. | $3,000 |
| ROTARY OF LAKE OWEGO | |||||||
| 368 S STATE STREET | LAKE OSWEGO | OR | 97034 | NONE | PC | PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. | $6,500 |
| PRESENTATION YOUTH | |||||||
| 6715 LEESBURG PLACE | STOCKTON | CA | 95207 | NONE | PC | TO SUPPORT PROGRAMS AND MINISTRIES SERVING THE EDUCATIONAL, PHYSICAL AND SPIRITUAL NEEDS OF THE DIOCESE OF STOCKTON. | $500 |
| TRANSITIONAL YOUTH | |||||||
| 1500 NW 167TH PLACE | BEAVERTON | OR | 97006 | NONE | PC | REACHING HOMELESS YOUTH ON THE STREETS OF DOWNTOWN PORTLAND WITH THE LOVE OF GOD AND PRACTICAL NECESSITIES FOR SURVIVAL STARTING WITH A MEAL. | $2,000 |
| CATERINA'S CLUB | |||||||
| 451 W LINCOLN AVE 251 | ANAHEIM | CA | 92805 | NONE | PC | PROVIDE WARM MEALS, AFFORDABLE HOUSING ASSISTANCE, AND JOB TRAINING TO HOMELESS AND LOW-INCOME FAMILIES THROUGHOUT SOUTHERN CALIFORNIA. | $2,000 |
| JOAN B KROC INSTITUTE | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | THE MISSION IS TO CO-CREATE ACTIONABLE RESEARCH BY BRINGING TOGETHER THOSE WORKING FOR CHANGE ON THE GROUND WITH RESOURCES OF A WORLD CLASS UNIVERSITY ECOSYSTEM TO END CYCLES OF VIOLENCE. | $10,000 | |
| FACT OREGON DREAM BIG DREAMS | |||||||
| 2475 SE LADD AVE | PORTLAND | OR | 97214 | NONE | PC | TO ASSIST FAMILIES WHO HAVE KIDS WITH DOWN SYNDROME | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,883 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,509 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,448 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,448 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,840 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST INCOME ON SECURITIES HELD TO FUND CHARITABLE DONATIONS. | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,455 | Amt |
| Net Investment Income | $614 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,841 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt |
|---|---|---|
| CENTURION PROPERTY HOLDINGS, LLC | AT COST | $2,728,093 |
| 50% INT. BACCASH MGMT CO, LLC | AT COST | $313,827 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES-BOA | $17,385 | $4,346 | $13,039 |
| BANK FEES-WM | $1,650 | $413 | $1,238 |
| HEALTH BENEFITS | $380 | $380 | |
| OPERATIONAL EXPENSE | $8,817 | $8,817 | |
| REGISTRY OF CHARITABLE TRUSTS | $50 | $50 | |
| STAFF DEVELOPMENT | $66 | $66 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $280,268 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $788 | BOYBookValueAmt |
| EOY Book Value | $1,522 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $983 | $246 | $737 |
| UNITED STATES TREASURY | $3,779 | $945 | $2,834 |