JAMES L STAMPS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES L STAMPS FOUNDATION INC (EIN 95-6086125)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-25
- IRS object ID
- 202032389349100923
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-25T13:30:06-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474135728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R HAMILTON INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 IRVINE BLVD SUITE 209 | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | 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 | 956086125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L STAMPS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7145689740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Tustin Ave | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard D Salyer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dave Hamilton CPA | PreparerPersonNm |
| PTIN | P00704834 | PTIN |
| Phone | 9495000602 | PhoneNum |
| 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 | $29,764,831 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $939,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $939,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $514,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,999,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $514,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,454,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,453,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $207,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $79,358 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,592 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,740 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,781 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,959 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,260 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,377 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,565 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,642 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,818 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,623 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,623 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $29,617 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,846 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,771 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,713 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,417 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $585,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,526,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,526,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,111,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,746,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$657,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,140,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $143,392 | CashBOYAmt |
| Cash EOY | $66,065 | CashEOYAmt |
| Cash EOYFMV | $66,065 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,453,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,399,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,399,664 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $66,655 | AcctRcvblAmt |
| Acct Rcvbl BOY | $67,995 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $66,655 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $66,655 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,010 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,609 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,609 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $659,032 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $839,661 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $839,661 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,983,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,493,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,493,388 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,044,084 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,868,127 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,868,127 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $54,346 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,398 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,888 | LandBOYAmt |
| Land EOY | $10,948 | LandEOYAmt |
| Land EOYFMV | $10,948 | LandEOYFMVAmt |
| Other Assets BOY | $2,714 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,714 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,714 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,378,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,764,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,764,831 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,547 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,279 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $6,425 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $46,432 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,972 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,711 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,361,718 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,361,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,705,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,378,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,764,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,361,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$657,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,000,791 | OtherIncreasesAmt |
| Subtotal | $29,705,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,705,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Various Publicly traded securities | PropertyDesc |
| Gross Sales Price | $7,999,305 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,484,625 | CostOrOtherBasisAmt |
| Gain Or Loss | $514,680 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $514,680 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $514,680 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $514,680 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,745,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,124,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06207 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,774,863 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,141,591 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,694,343 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,960,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,793,659 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,049,179 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06175 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,717,723 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,377,348 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05655 | DistributionYr5Rt |
| Total Distribution | 0.306277 | TotalDistributionRt |
| Average Distribution | 0.061255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,273,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,731,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,743,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,746,250 | 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 | $11,401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,401 | SubtotalAmt |
| Tax Based On Investment Income | $11,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,010 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,609 | OverpaymentAmt |
| Applied To ES Tax | $17,609 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard S Kredel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7145689740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Tustin Ave Suite 260 | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Richard D Salyer | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | President | 30.00 | $69,399 | $16,858 |
| Richard S Kredel | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | Secretary-Treas | 22.00 | $67,693 | |
| F Kevin Brazil | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | Trustee | 2.00 | $18,000 | |
| Mike Sciarra | |||||||
| 260 N Tustin Ave 260 | Santa Ana | CA | 92705 | Trustee | 2.00 | $18,000 | |
| Tom Lynch | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | Trustee | 2.00 | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Loskill Wealth Management Group | |||||
| 620 Newport Center Drive | Newport Beach | CA | 92660 | Investment Advisory | $73,348 |
| Goldman Sachs & Co LLC | |||||
| 2121 Avenue of the Stars Suite 2600 | Los Angeles | CA | 900675050 | Investment advisory | $59,968 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,456,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,247,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,704,136 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $28,704,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $430,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,273,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,413,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,413,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,401 | TotalTaxAmt |
| Distributable Before Adj | $1,402,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,402,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,402,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,746,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,746,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,734,849 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,402,278 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,537,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,787,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,763,418 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,088,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,746,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $1,746,250 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,402,278 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,402,278 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,432,439 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,432,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $134,875 | ExcessFromYear3Amt |
| Excess From Year2 | $1,787,896 | ExcessFromYear2Amt |
| Excess From Year1 | $1,763,418 | ExcessFromYear1Amt |
| Excess From Current Year | $1,746,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Richard Salyer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Tustin Ave Suite 260 | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7145689740 | RecipientPhoneNum |
| Form And Info And Materials | Brief written inquiry about possible foundation interest to provide funds for a particular project. If favorable, further information will be requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No specific deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | Support of evangelical protestant churches, seminaries, christian schools and christian based organizations. Some support also provided to local public service organizations. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See attached list | GrantOrContributionPurposeTxt |
| Amt | $1,526,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,526,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $939,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $514,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,453,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,453,838 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CapinCrouse | $13,355 | $13,355 | $0 | $0 |
| David R. Hamilton, Inc. | $24,585 | $24,585 | $0 | $0 |
| Zack Caldwell | $7,320 | $7,320 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Coffee bar & moulding | 2008-07-31 | $3,629 | $973 | SL | 0.0256 | $93 |
| Ceiling upgrade | 2008-09-12 | $1,230 | $329 | SL | 0.0256 | $32 |
| Desk | 2013-06-19 | $1,995 | $1,751 | 200DB | 0.0887 | $177 |
| Dell Optiplex Mini Tower | 2014-06-24 | $982 | $942 | 200DB | 0.0426 | $40 |
| Dell Computers | 2014-10-23 | $6,484 | $5,862 | 200DB | 0.0958 | $622 |
| iPad | 2015-11-24 | $1,028 | $817 | 200DB | 0.1094 | $112 |
| Computers | 2016-05-02 | $3,887 | $2,767 | 200DB | 0.1152 | $448 |
| iPads | 2017-02-02 | $2,615 | $1,360 | 200DB | 0.1920 | $502 |
| Computer | 2018-06-12 | $1,355 | $339 | 200DB | 0.3000 | $407 |
| Computer | 2018-06-12 | $1,618 | $405 | 200DB | 0.3000 | $485 |
| Server | 2018-12-31 | $2,747 | $137 | 200DB | 0.3800 | $1,044 |
| Computer | 2019-06-20 | $2,362 | 200DB | 0.2000 | $472 | |
| Display cabinet | 2019-11-12 | $1,321 | 200DB | 0.1429 | $189 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. | ElectionDesc |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $20,232 | $19,033 | $1,199 | $1,199 |
| Machinery and Equipment | $27,052 | $20,735 | $6,317 | $6,317 |
| Improvements | $7,062 | $3,630 | $3,432 | $3,432 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rent deposit | Desc |
| BOY Book Value | $2,714 | BOYBookValueAmt |
| EOY Book Value | $2,714 | EOYBookValueAmt |
| EOYFMV | $2,714 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $325 | $325 | |
| Computer software | $1,254 | $502 | $752 |
| Dues & Subscriptions | $3,825 | $1,530 | $2,295 |
| Insurance - directors & officers | $3,679 | $1,472 | $2,207 |
| Insurance - workers compensation | $1,024 | $410 | $614 |
| Intern program expense | $810 | $810 | |
| Investment fees | $133,316 | $133,316 | |
| Meals | $6,966 | $6,966 | |
| Office expense | $6,387 | $2,555 | $3,832 |
| Payroll expenses | $1,478 | $591 | $887 |
| Promotional materials | $3,078 | $1,231 | $1,847 |
| Rounding | -$3 | -$2 | |
| Telephone | $1,990 | $796 | $1,194 |
| Wages - vacation | $4,394 | $1,670 | $2,724 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred tax liability | $6,425 | $46,433 |
| Rounding | -$1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Outside services | CategoryTxt |
| Amt | $5,942 | Amt |
| Net Investment Income | $2,377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,565 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Taxes - excise | $51,409 | ||
| Taxes - foreign | $7,192 | $7,192 | |
| Taxes - FTB | $10 | $10 | |
| Taxes - licenses | $39 | $16 | $23 |
| Taxes - payroll | $12,814 | $5,125 | $7,688 |
| Taxes - personal property | $178 | $71 | $107 |