STEINER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEINER FAMILY FOUNDATION INC (EIN 95-4133581)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104882
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:59:43-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954108809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD STE 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954133581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 5309380818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4215 COLUMBINE ROAD | AddressLine1Txt |
| City | WEED | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 960949556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN WASSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5309380818 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH LIZARDO | PreparerPersonNm |
| PTIN | P00641795 | PTIN |
| Phone | 7149901040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.46.206.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 12:59:31 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Federal Original Submission Id | 959363202032103a5e90 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A2ED9DE2FA1DE908E48B5256325138AA364FDF5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AE6352AE577F4EAA45AA9DB29B0CEE9919D1982 | 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 | $4,271,970 | 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 | $363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $363 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,249,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,881 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,248 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,910 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,498 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,252 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $480,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,252 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$428,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,629 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $284,246 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $783,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $783,664 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,344,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,456,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,139,686 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,969 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,021 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $282,597 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $488,415 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $129,684 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $66,023 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $4,127,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,670,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,271,970 | 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 | $4,127,602 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,670,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,127,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,670,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,127,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,670,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,127,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$428,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,630 | OtherIncreasesAmt |
| Subtotal | $3,708,663 | SubtotalAmt |
| Other Decreases | $38,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,670,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-06-30 | $439 | $439 | $439 | |
| SNAP ON INC. | P | 2019-07-19 | $15,623 | -$1,524 | -$1,524 | $17,147 |
| SNAP ON INC. | P | 2019-07-19 | $62,493 | -$6,502 | -$6,502 | $68,995 |
| ALCON, INC. | P | 2019-10-25 | $11,562 | $1,003 | $1,003 | $10,559 |
| AETNA, INC. | P | 2019-10-25 | $11,824 | $1,855 | $1,855 | $9,969 |
| MICRON TECHNOLOGY | P | 2019-10-25 | $89,288 | -$7,977 | -$7,977 | $97,265 |
| NVIDIA CORP | P | 2019-10-25 | $58,547 | -$20,813 | -$20,813 | $79,360 |
| GANNETT CO INC | P | 2019-11-20 | $56,252 | -$444 | -$444 | $56,696 |
| GANNETT CO INC | P | 2019-12-31 | $30,493 | -$618 | -$618 | $31,111 |
| NUVEEN SYMPHONY FLT RATE | P | 2020-03-13 | $181,139 | -$19,479 | -$19,479 | $200,618 |
| GABELLI DIVIDEND FUND | P | 2020-05-06 | $47,725 | -$1,003 | -$1,003 | $48,728 |
| LEADER HIGH QUALITY LOW DURATION | P | 2020-06-10 | $183,865 | -$16,135 | -$16,135 | $200,000 |
| US TREASURY BONDS | P | 2020-01-02 | $500,000 | $0 | $0 | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$71,198 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $300,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,825,669 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078548 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $172,308 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,448,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.118952 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $690,461 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113346 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $615,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079408 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $611,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042658 | DistributionYr5Rt |
| Total Distribution | 0.432912 | TotalDistributionRt |
| Average Distribution | 0.086582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,410,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $381,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $526 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $382,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $410,000 | 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 | $526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $526 | 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 | $17 | EsPenaltyAmt |
| Tax Due | $543 | 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 | 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 | FRAZER LLP | IndividualWithBooksNm |
| Phone | 7149901040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH STATE COLLEGE BLVD SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYNN WASSER | ||||||||
| 4215 COLUMBINE ROAD | WEED | CA | 96094 | DIRECTOR | 25.00 | $0 | $0 | $0 |
| SHARON A DAVIS | ||||||||
| 135 SOUTH STATE COLLEGE SUITE 300 | BREA | CA | 92821 | TREASURER | 0.00 | $0 | $0 | $0 |
| HEATHER TABACCO | ||||||||
| 4215 COLUMBINE ROAD | WEED | CA | 96094 | 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 | $4,086,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $390,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,477,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,477,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,410,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $526 | TotalTaxAmt |
| Distributable Before Adj | $219,986 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,986 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,986 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $526 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $409,474 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,986 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $25,378 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $106,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $323,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $219,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $190,014 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $513,494 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $513,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,378 | ExcessFromYear4Amt |
| Excess From Year3 | $44,306 | ExcessFromYear3Amt |
| Excess From Year2 | $106,364 | ExcessFromYear2Amt |
| Excess From Year1 | $147,432 | ExcessFromYear1Amt |
| Excess From Current Year | $190,014 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMAZON WATCH | ||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | PUBLIC CHARITY | GENERAL | $75,000 |
| LAKOTA NAAP | ||||||
| PO BOX 277 | HERRICK | SD | 57538 | PUBLIC CHARITY | GENERAL | $50,000 |
| NATIVE AMERICAN RIGHTS FUND | ||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | PUBLIC CHARITY | GENERAL | $50,000 |
| PACHAMAMA ALLIANCE | ||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | PUBLIC CHARITY | GENERAL | $75,000 |
| THE TIPI RAISERS | ||||||
| 10244 W ARKANSAS DR | LAKEWOOD | CO | 90232 | PUBLIC CHARITY | GENERAL | $75,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||
| 65 MITCHELL BOUELVARD SUITE 200-B | SAN RAFAEL | CA | 94903 | PUBLIC CHARITY | GENERAL | $10,000 |
| NDN COLLECTIVE | ||||||
| 317 MAIN ST 1 | RAPID CITY | SD | 57701 | PUBLIC CHARITY | GENERAL | $50,000 |
| AMAZON FRONTLINES | ||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,000 | 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 |
| Exclusion | $363 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,518 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$71,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,683 | 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 EXPENSE | CategoryTxt |
| Amt | $9,200 | Amt |
| Net Investment Income | $9,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $300,021 | EOYBookValueAmt |
| EOYFMV | $282,597 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,456,946 | EOYBookValueAmt |
| EOYFMV | $3,139,686 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $3,248 | LegalFeesAmt |
| Net Investment Income | $3,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $38,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $34,799 | $34,799 | $0 |
| SECRETARY OF STATE | $150 | $150 | $0 |
| PAYROLL PROCESSING FEES | $447 | $447 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE ON SALE OF ASSETS | Desc |
| Amt | $9,630 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 | $0 |
| FOREIGN TAX | $1,752 | $1,752 | $0 |
| PAYROLL TAX | $1,148 | $1,148 | $0 |