CAMERON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202023169349100722
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T11:35:02-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 HIGHLAND POINTE DRIVE SUITE 450 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | 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 | 680216710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMERON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JAMES CAMERON JR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAME | BusinessNameControlTxt |
| Phone | 9165579900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARK CAMERON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9165579900 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REED G MATTHEWS | PreparerPersonNm |
| PTIN | P00189064 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.60.180.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 13:36:41 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 95A5B45C03829B4505163EF6D00461571E498DDD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,014,091 | 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 | $33,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,875 | 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 | $5,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,452 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,452 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,007 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,023 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $148,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,607 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $703,778 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $412,422 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $419,038 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $188,951 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $205,991 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $97,126 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $117,122 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $122,818 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $83,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,637 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,032,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $985,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,091 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,032,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $985,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,032,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $985,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,032,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $985,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,032,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $985,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $985,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| ALEXION PHARMACEUTICALS | 2019-11-15 | $3,249 | $3,843 | -$594 | -$594 | |
| FFCB 1375 19JN12 | 2019-06-12 | $20,000 | $20,000 | $0 | $0 | 2017-06-07 |
| FFCB 1375 19JN12 | 2019-03-18 | $19,890 | $20,000 | -$110 | -$110 | 2017-06-07 |
| SMALL BUS ADMIN GTD LN POOL CTFS 7.59% | $833 | $928 | -$95 | -$95 | 2012-08-01 | |
| SMALL BUS ADMIN GTD LN POOL CTFS 6.80% | $295 | $323 | -$28 | -$28 | 2011-02-24 | |
| SMALL BUS ADMIN GTD LN POOL CTFS 5.29% | $948 | $1,076 | -$128 | -$128 | 2013-02-28 | |
| SMALL BUS ADMIN GTD LN POOL CTFS 4.09% | $2,359 | $2,530 | -$171 | -$171 | 2011-08-23 | |
| GOVT NATL MTG ASSN GTD REMIC SER 2009 14 | $278 | $299 | -$21 | -$21 | 2012-12-11 | |
| GOVT NATL MTG ASSN GTD REMIC SER 2003 056 | $643 | $675 | -$32 | -$32 | 2013-05-06 | |
| FEDERAL HOME LN MTG ASSN GTD CTF POOL #819257 | $6,109 | $6,370 | -$261 | -$261 | ||
| FEDERAL HOME LN MTG ASSN GTD CTF POOL #471725 | $816 | $844 | -$28 | -$28 | 2014-12-16 | |
| FFCB 1450 19DE12 | 2019-12-12 | $50,000 | $50,000 | $0 | $0 | 2017-03-16 |
| FEDERAL HOME LN MTG ASSN GTD CTF POOL #471181 | $408 | $439 | -$31 | -$31 | 2012-09-17 | |
| VANGUARD GNMA FUND ADM #536 | 2019-09-17 | $31,001 | $30,000 | $1,001 | $1,001 | 2018-07-27 |
| STOCKTON CA PUB FING AUTH | 2019-10-01 | $45,000 | $45,000 | $0 | $0 | 2016-02-22 |
| SMALL BUS ADMIN GTD LN POOL CTFS 5.70% | $1,555 | $1,617 | -$62 | -$62 | 2017-05-24 | |
| SMALL BUS ADMIN GTD LN POOL CTFS 5.39% | $7,927 | $8,442 | -$515 | -$515 | 2016-02-25 | |
| SMALL BUS ADMIN GTD LN POOL CTFS #509932 | $572 | $561 | $11 | $11 | 2017-01-23 | |
| SMALL BUS ADMIN GTD LN POOL CTFS #504944 | $938 | $960 | -$22 | -$22 | 2014-10-16 | |
| FEDERAL NATL MTG ASSN GTD POOL #AM3797 | $36,063 | $36,333 | -$270 | -$270 | 2016-11-30 | |
| FEDERAL HOME LN MTG CORP SER 2890 | $11,759 | $12,887 | -$1,128 | -$1,128 | 2016-04-06 | |
| GILEAD SCIENCES INC | 2019-11-15 | $3,895 | $4,083 | -$188 | -$188 | |
| FEDEX CORP | 2019-07-25 | $3,509 | $3,291 | $218 | $218 | |
| FEDERAL NATL MTG ASSN GTD CTF POOL #463816 | $25,730 | $26,245 | -$515 | -$515 | 2011-02-02 | |
| FHLB | 2019-10-22 | $39,984 | $39,984 | $0 | $0 | 2017-09-26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,969 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,759 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,036,760 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053782 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,087,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053567 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,168,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,233,539 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055004 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,335,092 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056550 | DistributionYr5Rt |
| Total Distribution | 0.283707 | TotalDistributionRt |
| Average Distribution | 0.056741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,002,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,901 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,230 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $87 | OverpaymentAmt |
| Applied To ES Tax | $87 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | 0 | 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 | DAVID EDELSTEIN | IndividualWithBooksNm |
| Phone | 9165579900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES W CAMERON JR | ||||||||
| 629 J STREET | SACRAMENTO | CA | 95814 | CEO & DIRECTOR | 4.00 | $0 | $0 | $0 |
| CLARK CAMERON | ||||||||
| 629 J STREET | SACRAMENTO | CA | 95814 | SECRETARY | 6.00 | $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 | $887,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,018,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,018,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,002,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113 | TotalTaxAmt |
| Distributable Before Adj | $50,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,401 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,401 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,199 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES W CAMERON JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES W CAMERON JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9165579900 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED. WRITTEN REQUESTS SHOULD INCLUDE PURPOSE FOR AND AMOUNT OF REQUEST, AND A COPY OF IRS NOTIFICATION OF TAX-EXEMPT STATUS FOR QUALIFICATION OF CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANY CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEORGETOWN DIVIDE ROTARY FOUNDATION | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 509(A)(2) | 8TH GRADE & HIGH SCHOOL LEADERSHIP PROGRAMS FOR GEORGETOWN DIVIDE AREA, CA | $1,000 |
| GEORGETOWN DIVIDE ROTARY FOUNDATION | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 509(A)(2) | SCHOLARSHIP PROGRAMS FOR STUDENTS IN GEORGETOWN DIVIDE AREA SCHOOLS | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | PUBLIC CHARITY | 2019 TOYS FOR TOTS-TO PROVIDE TOYS FOR DISTRIBUTION TO DISADVANTAGED CHILDREN IN EL DORADO COUNTY, CA | $1,000 |
| NORTHERN CALIFORNIA PEACE OFFICERS ASSOCIATION SCHOLARSHIP FUND | |||||||
| P O BOX 992 | FAIR OAKS | CA | 95628 | NONE | PUBLIC CHARITY | NCPOA SCHOLARSHIP FOUNDATION FUND TO PROVIDE SCHOLARSHIPS FOR CRIMINAL JUSTICE STUDENTS ATTENDING CSUS | $2,500 |
| SOUTHPORT ELEMENTARY SCHOOL | |||||||
| 2747 LINDEN ROAD | WEST SACRAMENTO | CA | 95691 | NONE | GOV | FIFTH GRADE EDUCATION ENRICHMENT INCLUDING FIELD TRIPS FOR STUDENTS AT SOUTHPORT ELEMENTARY SCHOOL | $4,692 |
| WEST SACRAMENTO DOLPHINS SWIM TEAM (WSST) | |||||||
| P O BOX 2402 | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | TO PROVIDE CHILDREN OF WEST SACRAMENTO AND SURROUNDING AREAS AN OPPORTUNITY TO EXPERIENCE RECREATIONAL, AGE GROUP SWIMMING IN A SEMI-COMPETITVE SETTING | $7,500 |
| WEST SACRAMENTO ROTARY EDUCATION FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | WEST SACRAMENTO/CLARKSBURG EDUCATIONAL SCHOLARSHIPS | $4,500 |
| WIDE OPEN WALLS | |||||||
| 917 7TH STREET SUITE 204 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | TO SUPPORT PUBLIC ARTWORK IN DOWNTOWN SACRAMENTO, CA | $10,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,402 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,969 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,906 | 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 | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $5,540 | Amt |
| Net Investment Income | $2,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,770 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STAN NT VAR 8/31/20 | $25,000 | $24,750 |
| FEDERATED INSTITUTIONAL HIGH YEILD BOND FD | $67,000 | $67,812 |
| VERIZON COMMUNICATION SR NOTE 4.75% 11/1/2041 | $25,122 | $30,256 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $3,538 | $4,427 |
| ALBERMARIE CORP COM | $4,940 | $5,113 |
| ALLERGAN PLC SHS | $3,329 | $3,823 |
| ALPHABET INC CL A | $7,877 | $9,376 |
| AMAZON.COM INC | $9,731 | $9,239 |
| ANTHEM INC COM | $7,893 | $9,061 |
| APPLE INC | $2,022 | $2,937 |
| BANK OF AMERICA CORP | $2,964 | $3,522 |
| CAPITAL ONE FINL COM | $3,598 | $4,116 |
| CHEVRON CORP NEW COM | $1,474 | $1,446 |
| CISCO SYS INC COM | $4,860 | $4,796 |
| CITIGROUP INC COM | $3,547 | $3,995 |
| COGNIZANT TECH SOL CR | $1,945 | $1,861 |
| COMCAST CORP CL A | $5,232 | $5,396 |
| CORTEVA INC COM | $1,569 | $1,626 |
| CVS HEALTH CORP | $5,095 | $6,686 |
| DELTA AIR LINES COM | $7,090 | $7,018 |
| DISNEY WALT CO COM | $8,185 | $8,678 |
| FACEBOOK CL A | $6,880 | $7,184 |
| GENERAL DYNAMICS CORP | $4,225 | $4,056 |
| GENERAL MOTORS | $7,979 | $7,320 |
| INTEL CORP | $1,539 | $1,915 |
| INVESCO LTD | $2,633 | $2,517 |
| JP MORGAN CHASE & CO | $1,136 | $1,394 |
| MARATHON PETE CORP | $2,183 | $2,410 |
| MICROCHIP TECH INC COM | $4,515 | $5,236 |
| MICROSOFT CORP COM | $5,612 | $6,308 |
| MONDELEZ INTL CL A | $3,285 | $3,305 |
| MORGAN STANLEY COM | $4,412 | $5,112 |
| NETFLIX INC COM | $10,501 | $11,649 |
| NEXTERA ENERGY INC COM | $4,326 | $4,843 |
| NORWEGIAN CRUISE LINE | $6,038 | $7,009 |
| NRG ENERGY INC COM | $3,513 | $3,538 |
| PRUDENTIAL FINL INC COM | $1,917 | $1,781 |
| SALESFORCE.COM INC | $9,311 | $9,758 |
| SCHWAB CHARLES CORP | $1,613 | $1,902 |
| SIMON PPTY INC NEW COM | $4,748 | $4,469 |
| SYNCHRONY FINL COM | $1,946 | $1,981 |
| UNITED TECHNOLOGIES CORP | $5,312 | $5,990 |
| UNITEDHEALTH GROUP INC | $7,054 | $8,819 |
| VERTEX PHARM INC COM | $3,384 | $4,379 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $286,008 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $285,477 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $126,414 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $133,561 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SBA 4.09% 3/1/31 | AT COST | $12,354 | $12,021 |
| SBA #509932 PRIN-1.5 11/25/41 | AT COST | $17,404 | $17,726 |
| SBA 7.59% 1/1/2020 | AT COST | $472 | $424 |
| SBA 5.29% 12/1/27 | AT COST | $4,072 | $3,794 |
| SBA #504944 PRIME+0.625% 2/25/25 | AT COST | $5,992 | $5,907 |
| SBA 5.39% 12/1/2025 | AT COST | $20,690 | $20,629 |
| SBA 5.70% 8/1/26 | AT COST | $5,994 | $6,136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLERICAL SUPPORT | $30,000 | $15,000 | $15,000 |
| BANK CHARGES | $45 | $22 | $23 |
| AMORTIZATION BOND PREMIUM | $2,985 | $2,985 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,335 | $1,335 | $0 |
| ADVISORY FEES | $6,117 | $6,117 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $35 | $0 | $35 |
| FEDERAL TAXES | $257 | $0 | $0 |