ODA FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ODA FAMILY CHARITABLE FOUNDATION (EIN 33-0784158)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-03
- IRS object ID
- 202142469349100619
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-03T17:04:50-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dennis R Brown Attorney at Law | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25108 Marguerite Pkwy A-104 | AddressLine1Txt |
| City | Mission Viejo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92692 | 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 | 330784158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Oda Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ODAF | BusinessNameControlTxt |
| Phone | 9492359066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4959 Kalanianaole Highway | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Oda | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2021-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kenneth | PersonFirstNm |
| Person Last | Oda | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dennis R Brown | PreparerPersonNm |
| PTIN | P00060501 | PTIN |
| Phone | 9498593277 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $873,591 | 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 | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,588 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,588 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$9,559 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,617 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,617 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,776 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,776 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,523 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $3,523 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,559 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,559 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,676 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,617 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,617 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,235 | CashBOYAmt |
| Cash EOY | $2,961 | CashEOYAmt |
| Cash EOYFMV | $2,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $93,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,052 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $820,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $791,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $791,578 | CorporateStockEOYFMVAmt |
| Other Investments BOY | -$22,449 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$40,822 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $893,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $832,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $873,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20 | AccountsPayableEOYAmt |
| Grants Payable BOY | $11,682 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,182 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,203 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $882,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $831,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $882,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $831,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $832,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $882,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $238 | OtherIncreasesAmt |
| Subtotal | $852,218 | SubtotalAmt |
| Other Decreases | $20,652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $831,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| 4,065 RGTS LEGACY RESVS INC COMMON | P | 2016-12-31 | 2020-01-13 | $5,773 | -$5,773 | -$5,773 | |
| CASH IN LIEU MID CON ENERGY PARTNERS LP | P | 2020-04-14 | 2020-04-14 | $99 | -$97 | -$97 | $2 |
| CASH IN LIEU VANECK VECTORS ETF TR RARE EARTH | P | 2020-04-15 | $36 | -$26 | -$26 | $10 | |
| CASH IN LIEU HARVEST OIL & GAS CORPORATION COMMON | P | 2020-05-11 | $3,321 | -$3,321 | -$3,321 | ||
| CASH IN LIEU MEDLEY CAP CORPORATION COMMON | P | 2020-07-27 | $145 | -$137 | -$137 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,354 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,581 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $384 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $384 | SubtotalAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $384 | TaxDueAmt |
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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Oda President | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492359066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4959 Kalanianaole Highway | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96821 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kenneth Oda | ||||||
| 4959 Kalanianaole Highway | Honolulu | HI | 96821 | President & CEO | 0.00 | $0 |
| Kyle Oda | ||||||
| 33741 Donnegal Lane | San Juan Capistrano | CA | 92675 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $630,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $722,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $722,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $711,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $384 | TotalTaxAmt |
| Distributable Before Adj | $35,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,391 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,391 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,200 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $19,195 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,391 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,191 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,653 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,804 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,950 | ExcessFromYear4Amt |
| Excess From Year2 | $19,195 | ExcessFromYear2Amt |
| Excess From Year1 | $1,513 | ExcessFromYear1Amt |
| Excess From Current Year | $2,191 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH ODA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4959 KALANIANAOLE HIGHWAY | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9492359066 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO FOUNDATION NOT TO EXCEED ONE (1) PAGE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ON OR BEFORE NOVEMBER 30TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ORANGE COUNTY JAPANESE AMERICAN ASS | |||||||
| 14151 NEWPORT AVENUE200 | TUSTIN | CA | 92780 | NONE | PUBLIC | COMMUNITY SERVICES ORGANIZATION FOR INDIGENTS | $1,000 |
| ORANGE COUNTY BUDDHIST CHURCH | |||||||
| 909 S DALE STREET | ANAHEIM | CA | 92804 | CONGREGANT | PUBLIC | RELIGIOUS ORGANIZATION - ORGANIZED CHURCH. | $3,500 |
| PASS THROUGH FROM LTD PARTNERSHIP I | |||||||
| VARIOUS | VARIOUS | CA | 92675 | CHARITABLE DONATION | $7 | ||
| HOAG HOSPITAL FOUNDATION | |||||||
| PO BOX 6100 | NEWPORT BEACH | CA | 92658 | NONE | PC | SUPPORT NOT FOR PROFIT HOSPITAL | $2,600 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | EOF | SUPPORT EDUCATION EFFORTS | $5,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPI | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET NW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | EDUCATION | $2,000 |
| HAWAII HUMANE SOCIETY OF HONOLULU | |||||||
| 2700 WALALAE AVENUE | HONOLULU | HI | 96826 | NONE | PC | ANIMAL RESCUE AND CARE | $250 |
| BOYS AND GIRLS CLUB OF CAPISTRANO V | |||||||
| ONE VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | COMMUNITY SERVICE | $500 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | PC | EDUCATION | $500 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS ROAD SUITE 600 | RESTON | VA | 20191 | NONE | PC | GENERAL EDUCATION | $1,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | EDUCATION | $1,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | EDUCATION | $500 |
| PROJECT VERITAS | |||||||
| 1214 BOSTON POST ROAD NO 148 | MAMARONECK | NY | 10543 | NONE | PC | JOUNALISM | $3,000 |
| PRAEGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,857 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $29 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $27,588 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $9,559 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$10,908 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,150 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,150 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION AND PLANNING | CategoryTxt |
| Amt | $2,776 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,776 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt |
|---|---|---|
| CVR ENERGY | AT COST | $6,608 |
| BOARDWALK PIPELINE PARTNERS, LP | AT COST | |
| BREITBURN ENERGY PARTNERS, LP | AT COST | |
| ENERGY TRANSFER PARTNERS LP | AT COST | $6,839 |
| CALUMET SPECIALTY PRODUCTS PARTNERS, L. | AT COST | $41,216 |
| MID-CON ENERGY PARTNERS LP | AT COST | $163 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO TAX BASIS OF ENERGY TRANSFER LP INTEREST | $94 |
| CUM TAX BASIS ADJS TO STOCK INVESTMENTS FROM PRIOR YEARS | $20,558 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 59(e)(3) INTANGIBLE DRILLNG COSTS | $240 | $240 |
| COST DEPLETION | $1,305 | $1,305 |
| NONDEDUCTIBLE EXPENSES | $43 | $43 |
| PERCENAGE DEPLETION | $49 | $49 |
| PERCENAGE DEPLETION IN EXCESS OF COST | -$22 | -$22 |
| SECRETARY OF STATE FEE | $20 | $20 |
| SERVICE CHARGES | $41 | $41 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$9,559 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUM TAX BASIS ADJS TO STOCK INVESTMENTS FROM PRIOR YEARS | Desc |
| Amt | $238 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $641 | $641 |
| FOREIGN TAXES WITHHELD | $720 | $720 |
| REAL PROPERTY TAXES | $173 | $173 |
| STATE INCOME TAXES | $25 | $25 |