CAMERON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-21
- IRS object ID
- 201932949349100123
- Schema version
- 2018v3.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-21T17:28:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 HIGHLAND POINTE DRIVE SUITE 450 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680216710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMERON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JAMES CAMERON JR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAME | BusinessNameControlTxt |
| Phone | 9165579900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W CAMERON JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9165579900 | PhoneNum |
| Signature | 2019-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE W STEPHENSON | PreparerPersonNm |
| PTIN | P00235209 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2019-10-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-09 | IPDt |
| IP Tm | 23:06:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3CA29169DE0AC997B72D6AF67285F451AF10437A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F9320247FD3C965882BD1F73EDA9DB0D29B4C32F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,019,741 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,604 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,307 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,921 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,853 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,853 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,578 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $102,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,570 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $138 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $636,569 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $563,888 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $557,367 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $77,359 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $97,126 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $92,941 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $262,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $223,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $220,863 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,083,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,032,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,083,250 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,032,890 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,083,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,083,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,032,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,083,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,032,890 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,890 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SMALL BUS ADMIN GTD LN POOL CTFS 5.7% | 2017-05-24 | 2018-02-01 | $1,008 | $1,048 | -$40 | -$40 | |
| VANGUARD SHORT TERM TAX EXEMPT FD #541 | 2017-09-01 | 2018-07-25 | $9,075 | $9,127 | -$52 | -$52 | |
| VANGUARD SHORT TERM TAX EXEMPT FD #541 | 2018-07-27 | $23,863 | $23,873 | -$10 | -$10 | ||
| FEDERAL HOME LN MTG CORP CTFS SER 2890 | 2016-04-06 | $13,122 | $14,381 | -$1,259 | -$1,259 | ||
| FED NATL MTG ASSN PASSTHRU CTF POOL #471725 3.34% | 2014-12-16 | $774 | $801 | -$27 | -$27 | ||
| FED NATL MTG ASSN PASSTHRU CTF POOL #AM3797 2.33% | 2016-11-30 | $789 | $795 | -$6 | -$6 | ||
| SMALL BUS ADMIN GTD LN POOL CTFS #504944 PRIME+.625 | 2014-10-16 | $3,356 | $3,431 | -$75 | -$75 | ||
| SMALL BUS ADMIN GTD LN POOL CTFS #509932 PRIM-2.275 | 2017-01-23 | $5,198 | $5,101 | $97 | $97 | ||
| SMALL BUS ADMIN GTD LN POOL CTFS 5.39% | 2016-02-25 | $10,120 | $10,777 | -$657 | -$657 | ||
| SMALL BUS ADMIN GTD LN POOL CTFS 5.7% | 2017-05-24 | 2018-08-01 | $1,419 | $1,475 | -$56 | -$56 | |
| VANGUARD LONG TERM INVMT GR #568 | 2016-07-01 | 2018-07-27 | $205 | $231 | -$26 | -$26 | |
| VANGUARD SHORT TERM TAS EXEPT FD #541 | 2016-09-12 | 2018-07-25 | $925 | $930 | -$5 | -$5 | |
| FED NATL MTG ASSN PASSTHRU CTF POOL #463816 4.21% | 2011-02-02 | $587 | $599 | -$12 | -$12 | ||
| FED NATL MTG ASSN PASSTHRU CTF POOL #471181 3.32% | 2012-09-17 | $389 | $419 | -$30 | -$30 | ||
| FED NATL MTG ASSN PASSTHRU CTF POOL #4819257 5% | $5,783 | $6,030 | -$247 | -$247 | |||
| GOVT NATL MTG ASSN REMIC PASSTHRU SER 2003056 | 2013-05-06 | $973 | $1,022 | -$49 | -$49 | ||
| GOVT NATL MTG ASSN REMIC PASSTHRU SER 200914 | 2012-12-11 | $411 | $442 | -$31 | -$31 | ||
| SMALL BUS ADMIN LN POOL CTFS 4.09% | 2011-08-23 | $2,529 | $2,712 | -$183 | -$183 | ||
| SMALL BUS ADMIN LN POOL CTFS 5.29% | 2013-02-28 | $1,552 | $1,762 | -$210 | -$210 | ||
| SMALL BUS ADMIN LN POOL CTFS 6.8% | 2011-02-24 | $701 | $767 | -$66 | -$66 | ||
| SMALL BUS ADMIN LN POOL CTFS 7.59% | 2012-08-01 | $1,528 | $1,704 | -$176 | -$176 | ||
| FFCB 1.375% 19JN12 | 2017-06-07 | 2018-02-28 | $9,845 | $10,001 | -$156 | -$156 | |
| FFCB 1.375% 19SP12 | 2017-09-26 | 2018-06-14 | $49,074 | $49,869 | -$795 | -$795 | |
| FHLB 1.375% 19NV15 | 2017-09-26 | 2018-11-02 | $9,827 | $9,971 | -$144 | -$144 | |
| CAPITAL GAINS DIVIDENDS | $1 | $1 | $1 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,214 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $58,237 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,087,182 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,732 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,168,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,233,539 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,335,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,474,475 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052561 | DistributionYr5Rt |
| Total Distribution | 0.282486 | TotalDistributionRt |
| Average Distribution | 0.056497 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,036,760 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,574 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $98 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,672 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,759 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $195 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $195 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $138 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $57 | 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 | DAVID EDELSTEIN | IndividualWithBooksNm |
| Phone | 9165579900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W CAMERON JR | ||||||||
| 629 J STREET | SACRAMENTO | CA | 95814 | CEO & DIRECTOR | 4.00 | $0 | $0 | $0 |
| CLARK CAMERON | ||||||||
| 629 J STREET | SACRAMENTO | CA | 95814 | SECRETARY | 6.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $923,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,052,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,052,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,036,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $195 | TotalTaxAmt |
| Distributable Before Adj | $51,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,759 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,759 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,517 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,517 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,401 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES W CAMERON JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES W CAMERON JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9165579900 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED. WRITTEN REQUESTS SHOULD INCLUDE PURPOSE FOR AND AMOUNT OF REQUEST, AND A COPY OF IRS NOTIFICATION OF TAX-EXEMPT STATUS FOR QUALIFICATION OF CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANY CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY STE 135 | SACRAMENTO | CA | 95833 | NONE | PUBLIC CHARITY | FUNDS RESTRICTED TO CARE FOR ANIMALS OF THE HOMELESS | $5,000 |
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | WETLANDS HABITAT CONSERVATION AND RESTORATION FOR CA FLYWAY | $800 |
| GEORGETOWN DIVIDE ROTARY FOUNDATION | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 509(A)(2) | YOUTH SCHOLARSHIP PROGRAMS FOR GEORGETOWN DIVIDE AREA, CA | $1,000 |
| GEORGETOWN DIVIDE ROTARY FOUNDATION | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 509(A)(2) | RYLA & REGL CAMPS: YOUTH CAMP SCHOLARSHIP PROGRAMS FOR 8TH GRADE AND HIGH SCHOOL LEADERSHIP PROGRAMS FOR YOUTH IN GEORGETOWN DIVIDE, CA AREA | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | PUBLIC CHARITY | 2018 TOYS FOR TOTS-TO PROVIDE TOYS FOR DISTRIBUTION TO DISADVANTAGED CHILDREN IN EL DORADO COUNTY, CA | $1,000 |
| NORTHERN CALIFORNIA PEACE OFFICERS ASSOCIATION SCHOLARSHIP FUND | |||||||
| P O BOX 983 | SLOUGHHOUSE | CA | 95683 | NONE | PUBLIC CHARITY | NCPOA SCHOLARSHIP FOUNDATION FUND TO PROVIDE SCHOLARSHIPS FOR CRIMINAL JUSTICE STUDENTS ATTENDING CSUS | $5,000 |
| SOUTHPORT ELEMENTARY SCHOOL | |||||||
| 2747 LINDEN ROAD | WEST SACRAMENTO | CA | 95691 | NONE | GOV | FIELD TRIPS TO POWER HOUSE SCIENCE CENTER AND ACADEMY OF SCIENCES IN SAN FRANCISO FOR STUDENTS AT SOUTHPORT ELEMENTARY SCHOOL | $4,634 |
| WEST SACRAMENTO DOLPHINS SWIM TEAM (WSST) | |||||||
| P O BOX 2402 | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | TO PROVIDE CHILDREN OF WEST SACRAMENTO AND SURROUNDING AREAS AN OPPORTUNITY TO EXPERIENCE RECREATIONAL, AGE GROUP SWIMMING IN A SEMI-COMPETITVE SETTING | $3,366 |
| WEST SACRAMENTO POLICE OFFICERS ASSOCIATION | |||||||
| 550 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95605 | NONE | PUBLIC CHARITY | MONTEROSSA BENEVOLENCE FUND - TO ASSIST FAMILIES OF PEACE OFFICERS WHO HAVE PASSED AWAY IN THE PLUMAS, CA AREA | $12,000 |
| WEST SACRAMENTO ROTARY EDUCATION FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | WEST SACRAMENTO/CLARKSBURG EDUCATIONAL SCHOLARSHIPS | $4,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,390 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STAN NT VAR 8/31/20 | $25,000 | $24,938 |
| FEDERATED INSTITUTIONAL HIGH YEILD BOND FD | $47,000 | $43,764 |
| VERIZON COMMUNICATION SR NOTE 4.75% 11/1/2041 | $25,126 | $24,239 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $389,970 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $383,376 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $173,918 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $173,991 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SBA 4.09% 3/1/31 | AT COST | $14,884 | $14,525 |
| SBA 6.80% 6/1/19 | AT COST | $322 | $296 |
| SBA #509932 PRIN-1.5 11/25/41 | AT COST | $17,965 | $18,295 |
| SBA 7.59% 1/1/2020 | AT COST | $1,401 | $1,272 |
| SBA 5.29% 12/1/27 | AT COST | $5,148 | $4,719 |
| FFCB 1.550% 1/20/20 | AT COST | $100,006 | $99,032 |
| FFCB 1.375% 11/15/19 | AT COST | $39,884 | $39,567 |
| SBA #504944 PRIME+0.625% 2/25/25 | AT COST | $6,952 | $6,896 |
| SBA 5.39% 12/1/2025 | AT COST | $29,133 | $28,589 |
| SBA 5.70% 8/1/26 | AT COST | $7,611 | $7,672 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLERICAL SUPPORT | $30,000 | $15,000 | $15,000 |
| BANK CHARGES | $145 | $73 | $72 |
| AMORTIZATION BOND PREMIUM | $2,848 | $2,848 | $0 |
| SECRETARY OF STATE | $20 | $0 | $20 |
| POSTAGE | $7 | $0 | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,051 | $1,051 | $0 |
| ADVISORY FEES | $3,256 | $3,256 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $35 | $0 | $35 |
| FEDERAL TAXES | $138 | $0 | $0 |