SWEET BAY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SWEET BAY FOUNDATION (EIN 33-0776397)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202001919349100435
- Schema version
- 2019v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T11:15:20-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330941619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARNICK MAESTAS & MARONEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE STE 220 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330776397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEET BAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 9497863397 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HALFMOON | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | louis moore | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert S Warnick | PreparerPersonNm |
| PTIN | P00365218 | PTIN |
| Phone | 7144441177 | 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 | $653,796 | 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 |
| Dividends Rev And Expnss | $10,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,514 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,514 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,809 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,514 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $872 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $310 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,758 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $26,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,514 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,431 | CashBOYAmt |
| Cash EOY | $17,286 | CashEOYAmt |
| Cash EOYFMV | $17,286 | CashEOYFMVAmt |
| Corporate Stock BOY | $624,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $584,094 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $636,510 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $629,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $601,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $653,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $629,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $601,380 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $629,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $601,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $629,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $601,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $629,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,831 | ExcessRevenueOverExpensesAmt |
| Subtotal | $601,380 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $601,380 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB ACCT. 1315 | P | 2019-04-01 | 2019-01-01 | $306,326 | $308,439 | -$2,113 | -$2,113 |
| SCHWAB ACCT. 1315 | P | 2000-01-01 | 2019-01-01 | $44,653 | $24,245 | $20,408 | $20,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,295 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,113 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $624,780 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $652,941 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $629,311 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $685,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $724,972 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04897 | DistributionYr5Rt |
| Total Distribution | 0.247091 | TotalDistributionRt |
| Average Distribution | 0.049418 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $631,881 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,226 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $480 | SubtotalAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,880 | OverpaymentAmt |
| Refund | $1,880 | 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 | 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 | LOUIS MOORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497863397 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HALFMOON | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LOUIS T MOORE JR | ||||||
| 20 HALFMOON | IRVINE | CA | 92614 | President | 0.01 | $8,000 |
| KEVIN MOORE | ||||||
| 32133 HARBOR VIEW LANE | WESTLAKE | CA | 91361 | Director | 0.01 | $4,000 |
| CHRISTOPHER HOUSEN | ||||||
| 3016 NE 69TH STREET | VANCOUVER | WA | 98665 | Director | 0.01 | $2,000 |
| DAMIEN MOORE | ||||||
| 51 BRIDGEPORT ROAD | NEWPORT COAST | CA | 92657 | Director | 0.01 | $2,000 |
| TERESA MOORE EDMUNDS | ||||||
| 2066 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | Director | 0.01 | $2,000 |
| 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 | $630,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $641,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $641,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $631,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $480 | TotalTaxAmt |
| Distributable Before Adj | $31,114 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,114 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $30,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,185 | UndistributedIncomePYAmt |
| Qualifying Distributions | $30,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,185 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,315 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $29,799 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS T MOORE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OUR SAVIOR PARISH & USC CARUSO CATHOLIC | |||||||
| 844 W 32ND ST | LOS ANGELES | CA | 90007 | NONE | PC | UNDESIGNATED | $3,500 |
| ORANGE CATHOLIC FOUNDATION | |||||||
| 13280 CHAPMAN AVE SUITE 430 | GARDEN GROVE | CA | 92840 | NONE | PC | UNDESIGNATED | $1,000 |
| LAURYN JANA FOUNDATION | |||||||
| 8607 S PHILLIPS AVE | CHICAGO | IL | 60617 | NONE | PC | UNDESIGNATED | $6,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | UNDESIGNATED | $5,000 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DRIVE SUITE 60 | RESTON | VA | 20191 | NONE | PC | UNDESIGNATED | $1,500 |
| ST THERESA OF CARMEL VALLEY | |||||||
| 4343 DEL MAR TRAILS ROAD | SAN DIEGO | CA | 92130 | NONE | PC | UNDESIGNATED | $1,000 |
| LOLOMA FOUNDATION | |||||||
| 549 ALBION STREET | SAN DIEGO | CA | 92106 | NONE | PC | UNDESIGNATED | $1,000 |
| ST CHARLES BORREMO PARISH | |||||||
| 10800 MOOPARK ST | NORTH HOLLYWOOD | CA | 91602 | NONE | PC | UNDESIGNATED | $1,000 |
| LA JOLLA CIVIC ORCHESTRA | |||||||
| 9500 GILLMAN DR | LA JOLLA | CA | 92093 | NONE | PC | UNDESIGNATED | $500 |
| THE REGENTS OF UNIVERSITY OF CALIFO | |||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | NONE | PC | UNDESIGNATED | $500 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | UNDESIGNATED | $500 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALICIA PARK | SAN DIEGO | CA | 92110 | NONE | PC | UNDESIGNATED | $500 |
| PRINCE OF PEACE ABBEY | |||||||
| 650 BENET HILL RD | OCEANSIDE | CA | 92058 | NONE | PC | UNDESIGNATED | $500 |
| VILLANOVA UNIVERSITY | |||||||
| 8100 E LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PC | UNDESIGNATED | $500 |
| GLOBAL GIRLS RISING | |||||||
| 1202 N BROADWAY | SANTA ANA | CA | 92701 | NONE | PC | UNDESIGNATED | $2,000 |
| ST JOHN NEUMANN CATHOLIC CHURCH | |||||||
| 5101 ALTON PARKWAY | IRVINE | CA | 92604 | NONE | PC | UNDESIGNATED | $1,000 |
| BISHOP MONTGOMERY HIGH SCHOOL | |||||||
| 5430 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PC | UNDESIGNATED | $500 |
| SALPOINTE CATHOLIC HIGH SCHOOL | |||||||
| 1545 E COOPER ST | TUCSON | AZ | 85719 | NONE | PC | UNDESIGNATED | $500 |
| COR JESU ACADEMY | |||||||
| 10230 GRAVOIS RD | ST LOUIS | MO | 63123 | NONE | PC | UNDESIGNATED | $2,500 |
| SAINT SIMON JUDE CATHOLIC CHURCH | |||||||
| 20400 MANGOLIA ST | HUNTINGTON BEACH | CA | 92646 | NONE | PC | UNDESIGNATED | $500 |
| ST FRANCIS XAVIER lAY MISSIONARY SO | |||||||
| PO BOX 20211 | STANFORD | CA | 94309 | NONE | PC | UNDESIGNATED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,809 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $872 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES AND FILING FEES | Desc |
| Revenue And Expenses Per Books | $4,758 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $310 | Amt |
| Net Investment Income | $310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |