CA DUNN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CA DUNN FAMILY FOUNDATION (EIN 20-0015014)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-10
- IRS object ID
- 201911619349100216
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-10T14:07:33-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330749329 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott & Cronin LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 Encinitas Boulevard 101 | AddressLine1Txt |
| City | Encinitas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920243723 | 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 | 200015014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA DUNN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CADU | BusinessNameControlTxt |
| Phone | 8587562236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9116 E SPRAGUE 59 | AddressLine1Txt |
| City | SPOKANE VALLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES A DUNN JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | F LAURENCE SCOTT JR | PreparerPersonNm |
| PTIN | P00163942 | PTIN |
| Phone | 7606323600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $782,357 | 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 |
| Dividends Rev And Expnss | $39,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,821 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,821 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,087 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,387 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,275 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $44,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,208 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,096 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $314 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $314 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $314 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,135 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,135 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,360 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,096 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $268,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,401 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,401 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $484,249 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $410,959 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $440,854 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,088 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $14,880 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,018 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $199,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $197,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $777,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $765,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $782,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $777,292 | UnrestrictedBOYAmt |
| Unrestricted EOY | $765,991 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $777,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $765,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $777,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $765,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $777,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,301 | ExcessRevenueOverExpensesAmt |
| Subtotal | $765,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $765,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25000 STOCKTON CA PUB FING RADIA | P | 2013-11-18 | 2018-08-01 | $25,000 | $23,882 | $1,118 | $1,118 |
| 15000 BELL CA PUB FING AUTH | P | 2015-05-27 | 2018-08-01 | $15,000 | $15,000 | ||
| 10000 MOORPARK CA MOBILE HOME PARK | P | 2011-07-22 | 2018-05-15 | $10,000 | $10,006 | -$6 | -$6 |
| 10000 SAN BERNARDINO CNTY CA PEN 6.02% | P | 2013-11-18 | 2018-08-01 | $10,000 | $10,000 | ||
| 10000 CORTE MADERA CA IMPT BOND 9% | P | 2010-01-20 | 2018-09-04 | $10,000 | $10,000 | ||
| 5000 SIGNAL HILL CA REDEV AGY ALLOC TAXABLE | P | 2014-01-10 | 2018-10-01 | $5,000 | $5,000 | ||
| 4075.896 OW LARGE CAP STRATEGIES FD | P | 2018-04-02 | 2018-05-04 | $59,141 | $58,000 | $1,141 | $1,141 |
| 1998.789 OW ALL CAP CORE FD | P | 2018-04-02 | 2018-05-04 | $34,020 | $33,000 | $1,020 | $1,020 |
| 1204.094 OW SMALL & MIDCAP STRAT FD | P | 2018-04-02 | 2018-05-04 | $20,386 | $20,000 | $386 | $386 |
| 3515.625 OW STRATEGIC OPPTYS FUND | P | 2018-04-02 | 2018-05-04 | $27,738 | $27,000 | $738 | $738 |
| 140000 US TREASURY BILLS | P | 2018-03-22 | 2018-04-02 | $139,827 | $139,827 | ||
| 20000 US TREASURY BILLS | P | 2018-04-18 | 2018-05-02 | $19,975 | $19,975 | ||
| 99980.004 FIDELITY FUNDS PRIME RESERVES | P | 2018-07-19 | 2018-11-02 | $100,000 | $100,010 | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,387 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,275 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $698 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $698 | SubtotalAmt |
| Tax Based On Investment Income | $698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $382 | OverpaymentAmt |
| Applied To ES Tax | $382 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES A DUNN JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587562236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9116 E SPRAGUE 59 | AddressLine1Txt |
| City | SPOKANE VALLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992063601 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| CHARLES A DUNN JR | ||||||
| 9116 E SPRAGUE 59 | SPOKANE | WA | 992063601 | CFO, PRES, CHMN | 0.50 | $0 |
| SHARON G DUNN | ||||||
| 9116 E SPRAGUE 59 | SPOKANE | WA | 992063601 | VP, SECRETARY | 0.50 | $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 | $628,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $780,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $780,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $769,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $698 | TotalTaxAmt |
| Distributable Before Adj | $37,753 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,753 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,509 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,509 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $55,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,753 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,756 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,051 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,509 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,807 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,266 | ExcessFromYear4Amt |
| Excess From Year3 | $19,944 | ExcessFromYear3Amt |
| Excess From Year2 | $8 | ExcessFromYear2Amt |
| Excess From Year1 | $10,756 | ExcessFromYear1Amt |
| Excess From Current Year | $17,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES A DUNN JR | ContributingManagerNm |
| Contributing Manager | SHARON G DUNN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCRIPPS HEALTH FOUNDATION | |||||||
| PO BOX 85414 | LA JOLLA | CA | 92186 | NONE | 501(c)(3) | MEDICAL RESEARCH AND HEALTH CARE | $36,250 |
| MAGDALENA ECKE FAMILY YMCA | |||||||
| 200 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501(c)(3) | SUPPORT YOUTH DEVELOPMENT | $250 |
| SUHI FOUNDATION | |||||||
| 6130 STONERIDGE MALL RD STE 185 | PLEASANTON | CA | 94588 | NONE | 501(c)(3) | CLASS OF '64 SCHOLARSHIP ENDOWMENT FUND | $2,000 |
| HELEN WOODWARD ANIMAL CENTER | |||||||
| 6461 EL APAJO RD | RANCHO SANTA FE | CA | 92067 | NONE | 501(c)(3) | ANIMAL ADOPTION AND CARE | $500 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | 501(c)(3) | CANINE COMPANIONS | $500 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 NORTH STATE COLLEGE BOULEVARD | FULLERTON | CA | 92831 | NONE | 501(c)(3) | EMERGENCY BENEFITS FOR CHP | $500 |
| CHI PHI FRATERNITY | |||||||
| 603 RACE AVENUE | LANCASTER | PA | 17603 | NONE | 5K CANCER RESEARCH RUN TO BENEFIT THE AMERICAN CANCER SOCIETY. | $1,250 | |
| SNAP SPAY NUETER ACTION PROJECT | |||||||
| PO BOX 235287 | ENCINITAS | CA | 92023 | NONE | 501(c)(3) | SPAY AND NEUTER SERVICES FOR ANIMAL SHELTERS | $500 |
| CHALLENGED ATHELETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | 501(c)(3) | TO SUPPORT PEOPLE WITH PHYSICAL DISABILTIES TO PURSUE ACTIVE LIFESTYLES. | $1,300 |
| KOOTENAI HUMANE SOCIETY | |||||||
| 11650 NORTH RAMSEY ROAD | HAYDEN | ID | 83835 | NONE | 501(C)(3) | ANIMAL WELFARE | $200 |
| THE USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | SUPPORT OF COMBAT TROOPS AND THEIR FAMILIES. | $200 |
| SPOKANIMAL CARE | |||||||
| 710 N NAPA STREET | SPOKANE | WA | 99202 | NONE | 501(C)(3) | PLACEMENT, PROTECTION AND HEALTH OF ANIMALS THROUGH LEGISLATION, EDUCATION AND PROGRAMS FOR PETS AND THEIR PEOPLE. | $500 |
| JUST IN TIME FOR FOSTER YOUTH | |||||||
| PO BOX 81292 | SAN DIEGO | CA | 92138 | NONE | 501(c)3 | TO PROVIDE SUPPORT FOR FOSTER YOUTH IN TRANSITION YEARS. | $500 |
| PAWS'ITIVE TEAMS EMERGENCY VETERINA | |||||||
| 7031 CARROLL ROAD | SAN DIEGO | CA | 92121 | NONE | 501(c)3 | EMERGENCY VETERINARY FUND FOR SERVICE AND THERAPY DOGS. | $500 |
| COMMUNITY HIGH SCHOOL - SCHOOL FOR | |||||||
| 1984 SUNSET CLIFFS RD | SAN DIEGO | CA | 92107 | NONE | 501(c)3 | TO SUPPORT THE EDUCATIONAL REQUIREMENTS OF AUTISTIC CHILDREN. | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,821 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,387 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,208 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,208 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN SER DD PFD FIXED 5.75 | BondNm |
| EOY Book Value | $14,880 | EOYBookValueAmt |
| EOYFMV | $15,018 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TWITTER INC | $24,975 | $17,244 |
| EXXON MOBILE CORP | $13,573 | $13,638 |
| GLAXOSMITHKLINE PLC-ADR | $23,494 | $22,926 |
| PACWEST BANCORP DEL PACW | $37,548 | $33,280 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $410,959 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $440,854 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO HIGH INCOME FD PHK | AT COST | $48,059 | $48,060 |
| FIDELITY FUNDS PRIME RESERVES PORTFOLIO | AT COST | $139,990 | $139,976 |
| ABERDEEN GLOBAL PREMIER PROPERTIES | AT COST | $11,112 | $9,960 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CIRCUIT MCKELLOG | CategoryTxt |
| Legal Fees | $314 | LegalFeesAmt |
| Net Investment Income | $314 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $314 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $3,873 | $3,873 | $3,873 |
| INVESTMENT INTEREST | $28 | $28 | $28 |
| MISC. EXPENSE | $2,409 | $2,409 | $2,409 |
| PENALTIES | $25 | $25 | $25 |
| SECRETARY OF STATE FEE | $25 | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FTB | $10 | $10 | $10 |
| TAXES - IRS | $1,125 | $1,125 | $1,125 |