SANDNES FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SANDNES FAMILY FOUNDATION (EIN 20-5994239)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-02-11
- IRS object ID
- 201910429349100751
- Schema version
- 2017v2.3
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-11T17:04:09-06:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954065019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT & KING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 NEWBURY ROAD SUITE 100 | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205994239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDNES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6612948877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SANDNES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6612948877 | PhoneNum |
| Signature | 2019-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN E ALPERT | PreparerPersonNm |
| PTIN | P00331049 | PTIN |
| Phone | 8053757575 | PhoneNum |
| Preparation | 2019-02-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.177.216.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-11 | IPDt |
| IP Tm | 15:04:00 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F6E4C59425C79DC02262879A19F98B1438DFC608 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11B5DE4E8568704A0FF6AD61AC77ED5245436C4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,062,515 | 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 | $4,433 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,433 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,077 | 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 |
| Legal Fees Rev And Expnss | $400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $44 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,627 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $496,342 | CashBOYAmt |
| Cash EOY | $348,949 | CashEOYAmt |
| Cash EOYFMV | $348,949 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $580,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $490,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $490,842 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $120,145 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $214,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $222,724 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,197,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,054,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,062,515 | 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 | $1,197,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,054,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,197,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,054,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,197,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,054,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,197,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,054,404 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,054,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERCK AND CO - 17 SHARES | P | 2017-06-29 | 2017-11-01 | $943 | $1,093 | -$150 | -$150 |
| ENBRIDGE INC - 10 SHARES | P | 2017-06-29 | 2017-11-14 | $350 | $400 | -$50 | -$50 |
| ENBRIDGE INC - 15 SHARES | P | 2017-06-29 | 2017-11-15 | $518 | $600 | -$82 | -$82 |
| MAXIM INTEGRATED PRODS - 7 SHARES | P | 2017-06-29 | 2018-01-05 | $375 | $310 | $65 | $65 |
| MAXIM INTEGRATED PRODS - 3 SHARES | P | 2017-06-29 | 2018-01-08 | $161 | $133 | $28 | $28 |
| ENBRIDGE INC - 5 SHARES | P | 2017-06-29 | 2018-01-26 | $191 | $200 | -$9 | -$9 |
| HASBRO INC - 3 SHARES | P | 2017-06-29 | 2018-01-26 | $282 | $328 | -$46 | -$46 |
| ENBRIDGE INC - 3 SHARES | P | 2017-06-29 | 2018-01-29 | $113 | $120 | -$7 | -$7 |
| MERCK AND CO - 13 SHARES | P | 2017-06-29 | 2018-02-13 | $715 | $836 | -$121 | -$121 |
| ENBRIDGE INC - 5 SHARES | P | 2017-06-29 | 2018-03-09 | $159 | $200 | -$41 | -$41 |
| EXXON MOBIL CORP - 11 SHARES | P | 2017-06-29 | 2018-03-09 | $821 | $888 | -$67 | -$67 |
| MICROSOFT CORP - 4 SHARES | P | 2017-06-29 | 2018-03-09 | $383 | $273 | $110 | $110 |
| PUBLIC STORAGE - 3 SHARES | P | 2017-06-29 | 2018-03-14 | $583 | $625 | -$42 | -$42 |
| VENTAS INC - 1 SHARES | P | 2017-06-29 | 2018-03-14 | $50 | $69 | -$19 | -$19 |
| VENTAS INC - 7 SHARES | P | 2017-06-29 | 2018-03-14 | $347 | $486 | -$139 | -$139 |
| ENBRIDGE INC - 1 SHARES | P | 2017-06-29 | 2018-03-26 | $30 | $40 | -$10 | -$10 |
| ENBRIDGE INC - 10 SHARES | P | 2017-06-29 | 2018-03-27 | $302 | $400 | -$98 | -$98 |
| ENBRIDGE INC - 6 SHARES | P | 2017-06-29 | 2018-04-06 | $188 | $240 | -$52 | -$52 |
| ENBRIDGE INC - 12 SHARES | P | 2017-06-29 | 2018-04-09 | $379 | $480 | -$101 | -$101 |
| PEPSICO INC - 9 SHARES | P | 2017-06-29 | 2018-04-23 | $921 | $1,036 | -$115 | -$115 |
| PEPSICO INC - 4 SHARES | P | 2017-06-29 | 2018-04-23 | $409 | $461 | -$52 | -$52 |
| ISHARES MSCI EAFE - 57 SHARES | P | 2017-06-30 | 2018-05-31 | $3,953 | $3,707 | $246 | $246 |
| VANGUARD COMMUNICATION - 2 SHARES | P | 2017-06-30 | 2018-05-31 | $165 | $183 | -$18 | -$18 |
| MAXIM INTEGRATED PRODS - 3 SHARES | P | 2017-06-29 | 2018-06-05 | $184 | $133 | $51 | $51 |
| MAXIM INTEGRATED PRODS - 8 SHARES | P | 2017-06-29 | 2018-06-06 | $489 | $354 | $135 | $135 |
| HASBRO INC - 2 SHARES | P | 2017-06-29 | 2018-06-18 | $182 | $218 | -$36 | -$36 |
| HASBRO INC - 3 SHARES | P | 2017-06-29 | 2018-06-19 | $267 | $328 | -$61 | -$61 |
| PHILIP MORRIS INTL - 10 SHARES | P | 2017-06-29 | 2018-07-13 | $827 | $1,174 | -$347 | -$347 |
| WEC ENERGY GROUP INC - 3 SHARES | P | 2017-06-29 | 2018-07-13 | $195 | $184 | $11 | $11 |
| WEC ENERGY GROUP INC - 4 SHARES | P | 2017-06-29 | 2018-07-16 | $260 | $246 | $14 | $14 |
| MICROSOFT CORP - 5 SHARES | P | 2017-06-29 | 2018-07-26 | $549 | $341 | $208 | $208 |
| VENTAS INC - 8 SHARES | P | 2017-06-29 | 2018-07-26 | $460 | $556 | -$96 | -$96 |
| VENTAS INC - 7 SHARES | P | 2017-06-29 | 2018-07-27 | $387 | $486 | -$99 | -$99 |
| PHILIP MORRIS INTL - 8 SHARES | P | 2017-06-29 | 2018-08-10 | $660 | $939 | -$279 | -$279 |
| PHILIP MORRIS INTL - 5 SHARES | P | 2018-04-12 | 2018-08-24 | $399 | $503 | -$104 | -$104 |
| PHILIP MORRIS INTL - 4 SHARES | P | 2017-06-29 | 2018-08-24 | $319 | $470 | -$151 | -$151 |
| VENTAS INC - 5 SHARES | P | 2017-06-29 | 2018-08-24 | $293 | $347 | -$54 | -$54 |
| INVESCO EMERGING MARKETS - 13 SHARES | P | 2017-06-30 | 2018-09-13 | $348 | $381 | -$33 | -$33 |
| VANECK VECTORS J.P. - 7 SHARES | P | 2018-05-31 | 2018-09-13 | $113 | $124 | -$11 | -$11 |
| VANECK VECTORS J.P. - 14 SHARES | P | 2017-06-30 | 2018-09-13 | $225 | $264 | -$39 | -$39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,661 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,064,006 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.154604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,994 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,109,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,799 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $988,194 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $662,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $208,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.661487 | DistributionYr5Rt |
| Total Distribution | 1.029028 | TotalDistributionRt |
| Average Distribution | 0.205806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $700,789 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $144,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $147,260 | 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 | $63 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $63 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $63 | 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 | 0 | 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 | Yes (1) | 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 | RICHARD AND MARIAN SANDNES | IndividualWithBooksNm |
| Phone | 6612948877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARIAN SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $550,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $711,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $711,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $700,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63 | TotalTaxAmt |
| Distributable Before Adj | $34,976 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,976 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,197 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,372 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,982 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $341,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,976 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,284 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $454,159 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $137,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,372 | ExcessFromYear4Amt |
| Excess From Year3 | $39,437 | ExcessFromYear3Amt |
| Excess From Year2 | $31,982 | ExcessFromYear2Amt |
| Excess From Year1 | $111,334 | ExcessFromYear1Amt |
| Excess From Current Year | $112,284 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY | |||||||
| 24909 NEWHALL AVENUE | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $71,760 |
| CANYON THEATER GUILD | |||||||
| 24242 SAN FERNANDO ROAD | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $6,000 |
| CAROUSEL RANCH | |||||||
| 34289 ROCKING HORSE ROAD | SANTA CLARITA | CA | 91390 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $13,500 |
| HENRY MAYO NEWHALL HOSPITAL FOUNDATION | |||||||
| 23845 MCBEAN OARJWAY | VALENCIA | CA | 91355 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $50,000 |
| SANTA CLARITA VALLEY SENIOR CENTER | |||||||
| 22900 MARKET STREET | SANTA CLARITA | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $1,000 |
| ZOE INTERNATIONAL | |||||||
| PO BOX 221510 | SANTA CLARITA | CA | 91322 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $2,000 |
| SANTA CLARITA YOUTH PROJECT | |||||||
| PO BOX 801982 | SANTA CLARITA | CA | 91381 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,260 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,433 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,644 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,661 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,416 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,416 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ALL CASH IS HELD FOR USE AS DONATIONS TO ORGANIZED CHARITIES | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $214,613 | BookValueAmt |
| EOYFMV | $222,724 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $400 | LegalFeesAmt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,532 | $1,532 | $0 |
| OFFICE EXPENSES | $95 | $95 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD AND MARIAN SANDNES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA | $10 | $10 | $0 |
| FEDERAL | $34 | $34 | $0 |