BACCASH FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BACCASH FAMILY FOUNDATION INC (EIN 26-4685202)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-24
- IRS object ID
- 202032379349100313
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-24T13:26:09-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943344448 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John D De Luca CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 Brookside Road Suite D | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | 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 | 264685202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BACCASH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BACC | BusinessNameControlTxt |
| Phone | 9253377971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SERENITY | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND GHAZAL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D DE LUCA CPA | PreparerPersonNm |
| PTIN | P00239172 | PTIN |
| Phone | 2099516600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,527,766 | 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 | $85,140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,140 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,834 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,834 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $65,885 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $65,885 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $65,885 | NetRentalIncomeOrLossAmt |
| Other Income Net Invst Incm | -$5,490 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,369 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,511 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,511 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,916 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,479 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,437 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,415 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $6,415 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $230 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $58 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $172 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,991 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,683 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,652 | CashBOYAmt |
| Cash EOY | $4,983 | CashEOYAmt |
| Cash EOYFMV | $4,983 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,343 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,882,956 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,803,156 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,871,931 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $833,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $851,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,053,568 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $398,534 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $505,221 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $525,941 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,085,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,692,219 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $7,359,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,927,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,527,766 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $385 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $788 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $788 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,359,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,927,198 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,359,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,927,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,359,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,927,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,359,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,613 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,468,998 | SubtotalAmt |
| Other Decreases | $1,541,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,927,198 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $161,941 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $35,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,619,363 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $282,549 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,786,995 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,315 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,802,723 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,176,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09710 | DistributionYr5Rt |
| Total Distribution | 0.268609 | TotalDistributionRt |
| Average Distribution | 0.053722 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $278,272 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,949 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,658 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,607 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,718 | 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 | $1,658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,658 | SubtotalAmt |
| Tax Based On Investment Income | $1,658 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $1,694 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | WWW.THEBFFINC.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLAND GHAZAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252945748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SERENITY | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROLAND GHAZAL | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | President | 5.00 | $0 |
| STACIE SKOTARCZYK | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Secretary | 5.00 | $0 |
| RANIA MALKI | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Treasurer | 5.00 | $0 |
| CLAIRE GHAZAL | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Director | 15.00 | $10,511 |
| GABY BACOURA | ||||||
| 7 SERENTIY | NEWPORT COAST | CA | 92657 | MEMBER | 5.00 | $0 |
| JACQUETTE GHAZAL | ||||||
| 7 SERENOTY | NEWPORT COAST | CA | 92657 | MEMBER | 5.00 | $0 |
| ALICE TERLECKY | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | MEMBER | 5.00 | $0 |
| DALE WILLIAMS | ||||||
| 7 SERENITY | NEWPORT COAST | CA | 92657 | Vice President | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $272,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $282,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $282,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $278,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,658 | TotalTaxAmt |
| Distributable Before Adj | $12,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,718 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,718 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,658 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $198,060 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,256 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,582 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $146,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $163,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $366,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,718 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $187,462 | RemainingDistriFromCorpusAmt |
| Total Corpus | $553,983 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,582 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $497,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $146,866 | ExcessFromYear3Amt |
| Excess From Year1 | $163,073 | ExcessFromYear1Amt |
| Excess From Current Year | $187,462 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLAIRE GHAZAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SERENITY | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9253377973 | RecipientPhoneNum |
| Recipient Email Address | BFF.INCORPORATED@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE SUBMITTD ONLINE. PLEASE SEE DETAILS AT THE WEBSITE: WWW.THEBFFINC.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL GRANT REQUESTS WILL BE ACCEPTED FROM MARCH 1ST THROUGH S | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST HAVE A MISSION WHICH FALLS INTO ONE OF OUR THREE AREAS OF FOCUS: SENIOR SERVICES; WATER SERVICES; HUMANITARIAN AID. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGE WELL SENIOR SERVICES | |||||||
| 24300 EL TORO ROAD | LAGUNA WOODS | CA | 92637 | NONE | PC | PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS. | $10,000 |
| ALZHEIMERS FAMILY SENIOR CENTER | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | THE WORLD'S LEADING COLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE, SUPPORT AND RESEARCH. | $20,000 |
| ORANGE COUNTY FOOD ACCESS COALITION | |||||||
| 1505 E 17TH STREET SUITE 21 | SANTA ANA | CA | 92705 | NONE | PC | A COALITION FOUNDED IN 2010 TO CREATE ACCESS TO HEALTHY, LOCAL FOOD OPTIONS FOR ORANGE COUNTY'S MOST NUTRITIONALLY VULNERABLE RESIDENTS. | $18,000 |
| AGE WELL SENIOR SERVICES | |||||||
| 24300 EL TORO ROAD | LAGUNA WOODS | CA | 92637 | NONE | PC | PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS. | $5,000 |
| BREAST CANCER ANGELS | |||||||
| PO BOX 340 | LOS ALAMITOS | CA | 90720 | NONE | PC | TO PROVIDE FINANCIAL AND EMOTIONAL ASSISTANCE FOR WOMEN, MEN AND THEIR FAMILIES AS THEY ARE GOING THROUGH BREAST CANCER TREATMENT. | $5,000 |
| ST LUCY'S PRIORY HIGH SCHOOL | |||||||
| 655 W SIERRA MADRE AVENUE | GLENDORA | CA | 91741 | NONE | PC | TO CULTIVATE THE VALUES OF CHRISTIAN WOMANHOOD AND LEADERSHIP TO YOUNG WOMEN IN A SAFE AND DIVERSE ENVIRONMENT. | $15,000 |
| LIVING WATER INTERNATIONAL | |||||||
| 4001 GRENNBRIAR DRIVE | STAFFORD | TX | 77477 | NONE | PC | TO DEMONSTRATE THE LOVE OF GOD BY HELPING COMMUNITIES ACQUIRE DESPERATELY NEEDED CLEAN WATER. | $15,000 |
| HAWAIIAN EYE FOUNDATION | |||||||
| 95-717 KIPAPA DRIVE 23 | MILILANI | HI | 96789 | NONE | PC | FOUNDED IN 1984 TO PROMOTE HEALTHY VISION FOR THE PEOPLE OF THE PACIFIC BASIN. | $10,000 |
| MEDSHARE | |||||||
| 2937 ALVARADO STREET | SAN LEANDRO | CA | 94577 | NONE | PC | AN ORGANIZATION PROMOTING DEVELOPMENTAL, HEALTHY LIVING AND SOCIAL RESPONIBILITY FOR TODAY'S YOUTH. | $15,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | RESCUING AND RECRUITING DOGS AND PARTNERING THE WITH FIREFIGHTERS AND OTHER FIRST RESPONDERS TO FIND PEOPLE BURIED ALIVE IN THE WRECKAGE OF DISASTERS. | $10,000 |
| SHELTER BOX USA | |||||||
| 7359 MERCHANT COURT | LAKEWOOD RANCH | FL | 34240 | NONE | PC | PROVIDING EMERGENCY SHELTER AND TOOLS FOR FAMILIES DISPLACED BY NATURAL DISASTER AND CONFLICT. | $15,000 |
| AGE WELL SENIOR SERVICES | |||||||
| 24300 EL TORO ROAD | LAGUNA WOODS | CA | 92637 | NONE | PC | PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS. | $15,000 |
| VILLAGES NW | |||||||
| PO BOX 33642 | PORTLAND | OR | 97292 | NONE | PC | PROVIDE A VARIETY OF SERVICES, PROGRAMS AND EVENTS FOR THE ELDERLY AS THEY LIVE IN THE HOME OF THEIR CHOICE AS THEY AGE. | $5,000 |
| ROTARY OF LAKE OWEGO | |||||||
| 368 S STATE STREET | LAKE OSWEGO | OR | 97034 | NONE | PC | PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,140 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,834 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $65,885 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $65,885 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,859 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST INCOME ON SECURITIES HELD TO FUND CHARITABLE DONATIONS. | RelationshipStatementTxt |
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 FEES | CategoryTxt |
| Amt | $9,916 | Amt |
| Net Investment Income | $2,479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,437 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt |
|---|---|---|
| CENTURION PROPERTY HOLDINGS, LLC | AT COST | $2,350,797 |
| 50% INT. BACCASH MGMT CO, LLC | AT COST | $341,422 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WHITTIER LLC | Desc |
| Amt | $1,541,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $18,661 | $4,665 | $13,996 |
| BUSINESS FEES | $20 | $20 | |
| DUES | $1,304 | $326 | $978 |
| HEALTH BENEFITS | $38 | $38 | |
| OPERATIONAL EXPENSE | $1,091 | $1,091 | |
| STAFF DEVELOPMENT | $450 | $450 | |
| TELEPHONE | $110 | $110 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $385 | BOYBookValueAmt |
| EOY Book Value | $788 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $2,073 | $2,073 |
| UNITED STATES TREASURY | $4,342 | $4,342 |