TOMMY AND BETH KNAPP FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOMMY AND BETH KNAPP FAMILY FOUNDATION INC (EIN 20-0514525)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105703
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:46:58-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330269446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Donovan Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9930 Research Drive Suite 100 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | 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 | 200514525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tommy and Beth Knapp Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMM | BusinessNameControlTxt |
| Phone | 5626241848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10294 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas W Knapp | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Donovan | PreparerPersonNm |
| PTIN | P00234335 | PTIN |
| Phone | 9496401333 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $82,863 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,028 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,358 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,036 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $783 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,036 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,385 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,478 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $76,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $76,711 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,929 | ExcessRevenueOverExpensesAmt |
| Subtotal | $70,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $70,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3.11 ANGEL OAK MULTI STRAT INC I | P | 2017-01-05 | 2019-03-29 | $34 | $35 | -$1 | -$1 |
| 8.538 ANGEL OAK MULTI STRAT INC I | P | 2017-01-05 | 2019-03-29 | $94 | $96 | -$2 | -$2 |
| 118.461 ANGEL OAK MULTI STRAT INC I | P | 2017-01-05 | 2019-01-29 | $1,305 | $1,329 | -$24 | -$24 |
| 5.902 COHEN & STEERS PREF SEC&INC I | P | 2019-01-29 | 2019-06-24 | $82 | $78 | $4 | $4 |
| 78 COMM SERV SELECT SECTOR SPDR | P | 2018-10-10 | 2019-01-10 | $3,429 | $3,670 | -$241 | -$241 |
| 5 COMM SERV SELECT SECTOR SPDR | P | 2018-11-30 | 2019-01-10 | $220 | $224 | -$4 | -$4 |
| 2 CONS DISCRET SEL SECT SPDR FD | P | 2017-04-05 | 2019-07-11 | $246 | $176 | $70 | $70 |
| 1 CONS DISCRET SEL SECT SPDR FD | P | 2017-04-05 | 2019-06-24 | $119 | $88 | $31 | $31 |
| 2 CONS DISCRET SEL SECT SPDR FD | P | 2017-04-05 | 2019-03-29 | $228 | $176 | $52 | $52 |
| 46 CONS STAPLES SEL SECT SPDR FD | P | 2017-04-05 | 2019-01-10 | $2,361 | $2,521 | -$160 | -$160 |
| 6.272 DOUBLELINE TOTAL RETURN I | P | 2017-01-05 | 2019-03-29 | $66 | $67 | -$1 | -$1 |
| 12.189 DOUBLELINE TOTAL RETURN I | P | 2017-01-05 | 2019-03-29 | $128 | $130 | -$2 | -$2 |
| 3.886 DOUBLELINE TOTAL RETURN I | P | 2017-01-05 | 2019-01-29 | $41 | $41 | ||
| 15.494 DOUBLELINE TOTAL RETURN I | P | 2017-01-05 | 2019-01-29 | $162 | $165 | -$3 | -$3 |
| 5 ENERGY SEL SECT SPDR FD | P | 2018-11-30 | 2019-01-10 | $308 | $331 | -$23 | -$23 |
| 28 ENERGY SEL SECT SPDR FD | P | 2017-04-05 | 2019-01-10 | $1,727 | $1,983 | -$256 | -$256 |
| 7.259 GUGGENHEIM TOTAL RETURN BD I | P | 2019-01-29 | 2019-03-29 | $194 | $193 | $1 | $1 |
| 1 HARTFORD MULTIFACTOR DEVELOP | P | 2018-11-28 | 2019-06-24 | $29 | $27 | $2 | $2 |
| 9 HARTFORD MULTIFACTOR DEVELOP | P | 2018-11-28 | 2019-03-29 | $253 | $247 | $6 | $6 |
| 1 HEALTH CARE SEL SECT SPDR FD | P | 2017-01-05 | 2019-07-11 | $93 | $71 | $22 | $22 |
| 4 HEALTH CARE SEL SECT SPDR FD | P | 2017-01-05 | 2019-03-29 | $366 | $283 | $83 | $83 |
| 3 INDUSTRIAL SEL SEC SPDR FD | P | 2017-01-05 | 2019-06-24 | $231 | $188 | $43 | $43 |
| 3 INDUSTRIAL SEL SEC SPDR FD | P | 2017-01-05 | 2019-03-29 | $224 | $188 | $36 | $36 |
| 25.645 INVESCO CONSERVATIVE INC INST | P | 2019-01-29 | 2019-03-29 | $257 | $256 | $1 | $1 |
| 17 MATERIALS SEL SECT SPDR FD | P | 2017-04-05 | 2019-01-10 | $885 | $898 | -$13 | -$13 |
| 10.742 PIMCO INCOME I2 | P | 2017-01-05 | 2019-03-29 | $129 | $129 | ||
| 741.788 PIMCO SHORT TERM I2 | P | 2018-07-18 | 2019-01-29 | $7,262 | $7,321 | -$59 | -$59 |
| 0.793 PIMCO SHORT TERM I2 | P | 2018-07-31 | 2019-01-29 | $8 | $8 | ||
| 1.902 PIMCO SHORT TERM I2 | P | 2018-08-31 | 2019-01-29 | $19 | $19 | ||
| 1.289 PIMCO SHORT TERM I2 | P | 2018-09-28 | 2019-01-29 | $13 | $13 | ||
| 1.432 PIMCO SHORT TERM I2 | P | 2018-10-31 | 2019-01-29 | $14 | $14 | ||
| 1.619 PIMCO SHORT TERM I2 | P | 2018-11-30 | 2019-01-29 | $16 | $16 | ||
| 0.412 PIMCO SHORT TERM I2 | P | 2018-12-12 | 2019-01-29 | $4 | $4 | ||
| 0.739 PIMCO SHORT TERM I2 | P | 2018-12-12 | 2019-01-29 | $7 | $7 | ||
| 1.163 PIMCO SHORT TERM I2 | P | 2018-12-26 | 2019-01-29 | $11 | $11 | ||
| 1.756 PIMCO SHORT TERM I2 | P | 2018-12-31 | 2019-01-29 | $17 | $17 | ||
| 13.336 PIONEER FLOATING RATE Y | P | 2017-01-05 | 2019-01-29 | $88 | $91 | -$3 | -$3 |
| 9.233 PIONEER FLOATING RATE Y | P | 2017-01-05 | 2019-01-29 | $61 | $63 | -$2 | -$2 |
| 15.66 PIONEER FLOATING RATE Y | P | 2017-01-05 | 2019-01-29 | $104 | $107 | -$3 | -$3 |
| 7.152 PIONEER FLOATING RATE Y | P | 2017-01-05 | 2019-01-29 | $47 | $49 | -$2 | -$2 |
| 6.883 PIONEER FLOATING RATE Y | P | 2017-01-05 | 2019-01-29 | $46 | $47 | -$1 | -$1 |
| 287.515 PIONEER FLOATING RATE Y | P | 2017-01-05 | 2019-01-29 | $1,903 | $1,961 | -$58 | -$58 |
| 22.164 PIONEER FLOATING RATE Y | P | 2017-06-28 | 2019-01-29 | $147 | $151 | -$4 | -$4 |
| 2 VANGUARD COMMUNICATN SVCS ETF | P | 2019-01-10 | 2019-07-11 | $180 | $157 | $23 | $23 |
| 3 VANGUARD COMMUNICATN SVCS ETF | P | 2019-01-10 | 2019-03-29 | $250 | $236 | $14 | $14 |
| 1 VANGUARD CONSM STPLES ET ETF | P | 2019-01-10 | 2019-03-29 | $145 | $133 | $12 | $12 |
| 21 VANGUARD ENERGY ETF | P | 2019-01-10 | 2019-10-23 | $1,628 | $1,756 | -$128 | -$128 |
| 2 VANGUARD ENERGY ETF | P | 2019-01-14 | 2019-10-23 | $155 | $168 | -$13 | -$13 |
| 1 VANGUARD ENERGY ETF | P | 2019-01-10 | 2019-06-24 | $84 | $84 | ||
| 2 VANGUARD ENERGY ETF | P | 2019-01-10 | 2019-03-29 | $179 | $167 | $12 | $12 |
| 4 VANGUARD FINANCIALS ETF | P | 2017-01-05 | 2019-07-11 | $281 | $239 | $42 | $42 |
| 3 VANGUARD FINANCIALS ETF | P | 2017-01-05 | 2019-06-24 | $204 | $179 | $25 | $25 |
| 5 VANGUARD FINANCIALS ETF | P | 2017-01-05 | 2019-03-29 | $322 | $299 | $23 | $23 |
| 5 VANGUARD FTSE DEVELOPED MKTS E | P | 2018-11-28 | 2019-07-11 | $208 | $200 | $8 | $8 |
| 9 VANGUARD FTSE DEVELOPED MKTS E | P | 2018-11-28 | 2019-03-29 | $368 | $360 | $8 | $8 |
| 1 VANGUARD FTSE EMERGING MARKETS | P | 2018-11-28 | 2019-06-24 | $42 | $40 | $2 | $2 |
| 2 VANGUARD FTSE EMERGING MARKETS | P | 2018-11-28 | 2019-03-29 | $85 | $80 | $5 | $5 |
| 2 VANGUARD INFO TECH ETF | P | 2017-01-05 | 2019-07-11 | $436 | $247 | $189 | $189 |
| 4 VANGUARD INFO TECH ETF | P | 2017-01-05 | 2019-06-24 | $847 | $494 | $353 | $353 |
| 3 VANGUARD INFO TECH ETF | P | 2017-01-05 | 2019-03-29 | $600 | $370 | $230 | $230 |
| 1 VANGUARD REAL ESTATE ETF | P | 2017-01-05 | 2019-03-29 | $87 | $82 | $5 | $5 |
| 14.856 WESTERN ASSET CORE BD I | P | 2017-01-19 | 2019-07-11 | $191 | $183 | $8 | $8 |
| 4.098 WESTERN ASSET CORE BD I | P | 2017-01-19 | 2019-06-24 | $53 | $50 | $3 | $3 |
| 25.77 WESTERN ASSET CORE BD I | P | 2017-01-19 | 2019-03-29 | $325 | $317 | $8 | $8 |
| 26.715 WESTERN ASSET CORE BD I | P | 2017-01-19 | 2019-01-29 | $329 | $329 | ||
| Wash Sale | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$370 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,145 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $110,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.55501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $148,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.33603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $178,385 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.18780 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,627 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.11681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,026 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $149,339 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.40864 | DistributionYr5Rt |
| Total Distribution | 2.604279 | TotalDistributionRt |
| Average Distribution | 0.520856 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,975 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,999 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47 | SubtotalAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $281 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $281 | TotalPaymentsAndCreditsAmt |
| Overpayment | $234 | OverpaymentAmt |
| Applied To ES Tax | $234 | 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 |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Knapp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5626241848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10294 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92658 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Thomas W Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Pres/Director | 0.00 | $0 |
| Bethany M Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Vice Pres/Direc | 0.00 | $0 |
| James P Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Vice President | 0.00 | $0 |
| Samantha Knapp | ||||||
| PO Box 10294 | Newport Beach | CA | 92658 | Vice President | 0.00 | $0 |
| Wilson Knapp | ||||||
| Po Box 10294 | Newport Beach | CA | 92658 | Vice President | 0.00 | $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 | $75,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $79,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47 | TotalTaxAmt |
| Distributable Before Adj | $3,886 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,886 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,886 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,886 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $54,007 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,931 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,913 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $212,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,614 | RemainingDistriFromCorpusAmt |
| Total Corpus | $215,969 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $54,007 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,931 | ExcessFromYear4Amt |
| Excess From Year3 | $24,658 | ExcessFromYear3Amt |
| Excess From Year2 | $42,913 | ExcessFromYear2Amt |
| Excess From Year1 | $55,846 | ExcessFromYear1Amt |
| Excess From Current Year | $3,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hoag Hospital Foundation | |||||||
| 500 E Superior Ave Ste 350 | Newport Beach | CA | 92663 | None | Public | Support for hospital | $5,000 |
| Friendship Shelter | |||||||
| PO Box 4252 | Laguna Beach | CA | 92652 | None | Public | Support for homeless | $1,500 |
| Laguna Food Pantry | |||||||
| 20652 Laguna Canyon Rd | Laguna Beach | CA | 92651 | None | Public | Social Services | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,028 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $318 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,036 | ExclusionAmt |
| Related Or Exempt Function Incm | $318 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,354 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CT Renewal Fee | $378 |
| Investment Management Fees | $380 |
| Filing Fees | $25 |