SANDNES FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SANDNES FAMILY FOUNDATION (EIN 20-5994239)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-02-27
- IRS object ID
- 202030589349100608
- Schema version
- 2018v3.1
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-27T15:08:43-06:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954065019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT & KING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 NEWBURY ROAD SUITE 100 | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205994239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDNES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6612948877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SANDNES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6612948877 | PhoneNum |
| Signature | 2020-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN E ALPERT | PreparerPersonNm |
| PTIN | P00331049 | PTIN |
| Phone | 8053757575 | PhoneNum |
| Preparation | 2020-02-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,328,079 | 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 | $350,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $366,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $73 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,096 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $348,949 | CashBOYAmt |
| Cash EOY | $573,464 | CashEOYAmt |
| Cash EOYFMV | $573,464 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $490,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $500,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $500,388 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $214,613 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $254,227 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,054,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,290,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,328,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,054,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,290,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,054,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,290,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,054,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,290,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,054,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,290,677 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,290,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HP INC | P | 2018-04-12 | 2019-10-18 | $203 | $264 | -$61 | -$61 |
| HP INC | P | 2018-03-09 | 2019-10-18 | $34 | $49 | -$15 | -$15 |
| HP INC | P | 2018-03-09 | 2019-10-17 | $254 | $367 | -$113 | -$113 |
| HP INC | P | 2017-11-15 | 2019-10-10 | $129 | $171 | -$42 | -$42 |
| HP INC | P | 2017-11-14 | 2019-10-10 | $273 | $363 | -$90 | -$90 |
| NEXTERA ENERGY INC SHS | P | 2017-06-29 | 2019-10-03 | $689 | $418 | $271 | $271 |
| ALTRIA GROUP INC | P | 2018-04-12 | 2019-09-19 | $323 | $510 | -$187 | -$187 |
| ALTRIA GROUP INC | P | 2017-06-29 | 2019-09-19 | $242 | $447 | -$205 | -$205 |
| ALTRIA GROUP INC | P | 2017-06-29 | 2019-09-05 | $353 | $596 | -$243 | -$243 |
| CISCO SYSTEMS INC COM | P | 2017-06-29 | 2019-08-08 | $425 | $250 | $175 | $175 |
| MICROSOFT CORP | P | 2017-06-29 | 2019-08-08 | $415 | $205 | $210 | $210 |
| ABBVIE INC SHS | P | 2018-04-12 | 2019-07-31 | $536 | $742 | -$206 | -$206 |
| TEXAS INSTRUMENTS | P | 2017-06-29 | 2019-07-31 | $1,135 | $688 | $447 | $447 |
| AIR PRODUCTS&CHEM | P | 2017-06-29 | 2019-07-11 | $225 | $142 | $83 | $83 |
| AMGEN INC COM | P | 2017-10-17 | 2019-07-11 | $357 | $371 | -$14 | -$14 |
| AIR PRODUCTS&CHEM | P | 2017-06-29 | 2019-07-10 | $226 | $142 | $84 | $84 |
| AMGEN INC COM | P | 2017-10-17 | 2019-07-10 | $182 | $186 | -$4 | -$4 |
| MICROSOFT CORP | P | 2017-06-29 | 2019-06-20 | $408 | $205 | $203 | $203 |
| 3M COMPANY | P | 2018-04-12 | 2019-06-14 | $333 | $432 | -$99 | -$99 |
| 3M COMPANY | P | 2017-06-29 | 2019-06-14 | $167 | $207 | -$40 | -$40 |
| 3M COMPANY | P | 2017-06-29 | 2019-06-13 | $337 | $415 | -$78 | -$78 |
| 3M COMPANY | P | 2017-06-29 | 2019-06-06 | $494 | $622 | -$128 | -$128 |
| MICROSOFT CORP | P | 2017-06-29 | 2019-06-06 | $380 | $205 | $175 | $175 |
| 3M COMPANY | P | 2017-06-29 | 2019-05-29 | $645 | $829 | -$184 | -$184 |
| 3M COMPANY | P | 2017-06-29 | 2019-05-16 | $172 | $207 | -$35 | -$35 |
| AMGEN INC COM | P | 2017-07-13 | 2019-05-16 | $340 | $347 | -$7 | -$7 |
| MICROSOFT CORP | P | 2017-06-29 | 2019-05-16 | $645 | $341 | $304 | $304 |
| 3M COMPANY | P | 2017-06-29 | 2019-05-02 | $551 | $622 | -$71 | -$71 |
| ABBVIE INC SHS | P | 2018-04-12 | 2019-04-17 | $80 | $93 | -$13 | -$13 |
| ABBVIE INC SHS | P | 2018-04-12 | 2019-04-16 | $80 | $93 | -$13 | -$13 |
| ABBVIE INC SHS | P | 2017-11-01 | 2019-04-16 | $80 | $93 | -$13 | -$13 |
| WEC ENERGY GROUP INC SHS | P | 2017-06-29 | 2019-04-10 | $77 | $61 | $16 | $16 |
| WEC ENERGY GROUP INC SHS | P | 2017-06-29 | 2019-04-08 | $309 | $246 | $63 | $63 |
| WEC ENERGY GROUP INC SHS | P | 2017-06-29 | 2019-04-05 | $78 | $61 | $17 | $17 |
| AMGEN INC COM | P | 2017-07-13 | 2019-03-12 | $184 | $174 | $10 | $10 |
| AMGEN INC COM | P | 2017-06-29 | 2019-03-12 | $368 | $344 | $24 | $24 |
| AMGEN INC COM | P | 2017-06-29 | 2019-03-11 | $552 | $515 | $37 | $37 |
| HASBRO INC COM | P | 2017-06-29 | 2019-03-11 | $87 | $109 | -$22 | -$22 |
| HASBRO INC COM | P | 2017-06-29 | 2019-02-25 | $172 | $218 | -$46 | -$46 |
| HASBRO INC COM | P | 2017-06-29 | 2019-02-22 | $86 | $109 | -$23 | -$23 |
| ABBOTT LABS | P | 2017-06-29 | 2019-02-07 | $649 | $438 | $211 | $211 |
| AMGEN INC COM | P | 2017-06-29 | 2019-02-07 | $740 | $687 | $53 | $53 |
| ABBVIE INC SHS | P | 2017-11-01 | 2019-02-04 | $312 | $371 | -$59 | -$59 |
| ABBVIE INC SHS | P | 2017-07-26 | 2019-02-04 | $469 | $434 | $35 | $35 |
| ABBVIE INC SHS | P | 2017-06-29 | 2019-02-04 | $469 | $435 | $34 | $34 |
| MC CORMICK NON VTG | P | 2017-08-15 | 2019-02-04 | $365 | $293 | $72 | $72 |
| MC CORMICK NON VTG | P | 2017-08-14 | 2019-02-04 | $243 | $196 | $47 | $47 |
| ABBVIE INC SHS | P | 2017-06-29 | 2019-01-29 | $770 | $725 | $45 | $45 |
| MC CORMICK NON VTG | P | 2017-08-14 | 2019-01-29 | $241 | $196 | $45 | $45 |
| ALTRIA GROUP INC | P | 2017-06-29 | 2019-01-24 | $864 | $1,491 | -$627 | -$627 |
| VENTAS INC | P | 2017-07-28 | 2018-12-14 | $62 | $68 | -$6 | -$6 |
| VENTAS INC | P | 2017-07-28 | 2018-12-13 | $375 | $408 | -$33 | -$33 |
| VENTAS INC | P | 2017-06-29 | 2018-12-13 | $312 | $347 | -$35 | -$35 |
| HASBRO INC COM | P | 2017-06-29 | 2018-12-03 | $269 | $328 | -$59 | -$59 |
| HASBRO INC COM | P | 2017-06-29 | 2018-11-30 | $370 | $437 | -$67 | -$67 |
| ABBVIE INC SHS | P | 2017-06-29 | 2018-11-16 | $913 | $725 | $188 | $188 |
| ALTRIA GROUP INC | P | 2017-06-29 | 2018-11-16 | $454 | $596 | -$142 | -$142 |
| RESIDEO TECHNOLOGIES INC | P | 2017-07-27 | 2018-11-16 | $21 | $24 | -$3 | -$3 |
| RESIDEO TECHNOLOGIES INC | P | 2017-07-26 | 2018-11-16 | $21 | $24 | -$3 | -$3 |
| RESIDEO TECHNOLOGIES INC | P | 2017-06-29 | 2018-11-16 | $42 | $46 | -$4 | -$4 |
| GARRETT MOTION INC | P | 2017-07-26 | 2018-11-01 | $16 | $14 | $2 | $2 |
| GARRETT MOTION INC | P | 2017-06-29 | 2018-11-01 | $16 | $14 | $2 | $2 |
| HASBRO INC COM | P | 2018-04-12 | 2019-03-13 | $87 | $87 | $0 | $0 |
| HASBRO INC COM | P | 2018-04-12 | 2019-03-12 | $174 | $174 | $0 | $0 |
| MC CORMICK NON VTG | P | 2018-04-12 | 2019-02-05 | $123 | $106 | $17 | $17 |
| MC CORMICK NON VTG | P | 2018-04-12 | 2019-02-04 | $122 | $106 | $16 | $16 |
| RESIDEO TECHNOLOGIES INC | P | 2018-04-12 | 2018-11-16 | $21 | $25 | -$4 | -$4 |
| GARRETT MOTION INC | P | 2018-04-12 | 2018-11-01 | $16 | $15 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $147,197 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $700,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.210045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,064,006 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,109,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071176 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,799 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $988,194 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $662,949 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066068 | DistributionYr5Rt |
| Total Distribution | 0.577586 | TotalDistributionRt |
| Average Distribution | 0.115517 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $714,756 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,566 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $126,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $125 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD AND MARIAN SANDNES | IndividualWithBooksNm |
| Phone | 6612948877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARIAN SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $230,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $494,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $725,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $725,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $714,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125 | TotalTaxAmt |
| Distributable Before Adj | $35,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $125 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,372 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,437 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $316,409 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,487 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $406,896 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,372 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $385,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,437 | ExcessFromYear4Amt |
| Excess From Year3 | $31,982 | ExcessFromYear3Amt |
| Excess From Year2 | $111,334 | ExcessFromYear2Amt |
| Excess From Year1 | $112,284 | ExcessFromYear1Amt |
| Excess From Current Year | $90,487 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY | |||||||
| 24909 NEWHALL AVENUE | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $51,600 |
| CANYON THEATER GUILD | |||||||
| 24242 SAN FERNANDO ROAD | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $6,000 |
| CAROUSEL RANCH | |||||||
| 34289 ROCKING HORSE ROAD | SANTA CLARITA | CA | 91390 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $18,500 |
| HENRY MAYO NEWHALL HOSPITAL FOUNDATION | |||||||
| 23845 MCBEAN OARJWAY | VALENCIA | CA | 91355 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,700 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,649 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$107 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,242 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,242 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ALL CASH IS HELD FOR USE AS DONATIONS TO ORGANIZED CHARITIES | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $216,825 | BookValueAmt |
| EOYFMV | $254,227 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $3,096 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD AND MARIAN SANDNES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA | $10 | $10 | $0 |
| FEDERAL | $63 | $63 | $0 |