MCCAIN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MCCAIN FAMILY FOUNDATION (EIN 95-4738541)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-22
- IRS object ID
- 201932039349100353
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-22T11:15:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952483169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESS S MORGAN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | 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 | 954738541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCCAIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 3236342400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD NO 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LILLIAN MCCAIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3236342400 | PhoneNum |
| Signature | 2019-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY D BODNER | PreparerPersonNm |
| PTIN | P00396713 | PTIN |
| Phone | 3236342400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.179.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-22 | IPDt |
| IP Tm | 09:15:22 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E978DD9DEB3901F228D652493E2F0413B228A58E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E978DD9DEB3901F228D652493E2F0413B228A58E | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $80,253 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $813 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,378 | 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 |
| Other Prof Fees Rev And Expnss | $4,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,984 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,452 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,930 | CashBOYAmt |
| Cash EOY | $9,953 | CashEOYAmt |
| Cash EOYFMV | $9,953 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,659 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $446,199 | CorporateStockBOYAmt |
| Corporate Stock EOY | $450,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $482,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $543,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,612 | 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 | $482,414 | RetainedEarningBOYAmt |
| Retained Earning EOY | $543,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $482,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $543,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $482,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $543,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $482,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $544,100 | SubtotalAmt |
| Other Decreases | $1,056 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $543,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $69,951 | $75,258 | -$5,307 | -$5,307 |
| PUBLICLY TRADED SECURITIES | P | $89,113 | $88,671 | $442 | $442 |
| CAPITAL GAINS DIVIDENDS | P | $1,124 | $1,124 | $1,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,741 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $499,742 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,731 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $497,278 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $533,672 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $567,539 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $558,481 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049509 | DistributionYr5Rt |
| Total Distribution | 0.246660 | TotalDistributionRt |
| Average Distribution | 0.049332 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $516,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,599 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,452 | 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 | $114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $350 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $236 | OverpaymentAmt |
| Applied To ES Tax | $236 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | JESS S MORGAN CO INC | IndividualWithBooksNm |
| Phone | 3236342400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD STE 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LILLIAN MCCAIN | ||||||||
| 5900 WILSHIRE BLVD SUITE 2300 | LOS ANGELES | CA | 90036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES MCCAIN | ||||||||
| 5900 WILSHIRE BLVD SUITE 2300 | LOS ANGELES | CA | 90036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN TYSSEE | ||||||||
| 5900 WILSHIRE BLVD SUITE 2300 | LOS ANGELES | CA | 90036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAURA DALY | ||||||||
| 5900 WILSHIRE BLVD SUITE 2300 | LOS ANGELES | CA | 90036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VALERIE MCCAIN | ||||||||
| 5900 WILSHIRE BLVD SUITE 2300 | LOS ANGELES | CA | 90036 | TRUSTEE | 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 | $478,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $524,462 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $524,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $516,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114 | TotalTaxAmt |
| Distributable Before Adj | $25,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,716 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,716 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,452 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $114 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $670 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,452 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,537 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $670 | ExcessFromYear2Amt |
| Excess From Year1 | $131 | ExcessFromYear1Amt |
| Excess From Current Year | $1,736 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 100042400 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| AMOS HOUSE | |||||||
| 460 PINE STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| BLACKSTONE PARKS | |||||||
| PO BOX 603141 | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| CAMP RONALD MCDONALD | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC CHARITY | GENERAL | $1,050 |
| CHADWICK SCHOOL | |||||||
| 26800 SOUTH ACADEMY DRIVE | PALOS VERDES PENINSULA | CA | 90274 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| COMMUNITY CHRISTIAN SERVICE AGENCY | |||||||
| 4167 RAPPAHANNOCK AVE | SAN DIEGO | CA | 92117 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| CROSSROADS RHODE ISLAND | |||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SHRI SERVICE CORP | |||||||
| 21 BROAD STREET | PAWTUCKET | RI | 02860 | NONE | PUBLIC CHARITY | GENERAL | $600 |
| FRIENDS OF PACIFIC BEACH SECONDARY SCHOOL | |||||||
| PO BOX 99754 | SAN DIEGO | CA | 92169 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| GRACE BAPTIST CHURCH | |||||||
| 22833 COPPER HILL DRIVE | SANTA CLARITA | CA | 91350 | NONE | PUBLIC CHARITY | GENERAL | $1,300 |
| GREATER LA ZOO ASSOCIATION | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL | $1,700 |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL | $452 |
| HUME LAKE CHRISTIAN CAMPS | |||||||
| 5545 E HEDGES AVENUE | FRESNO | CA | 93727 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| INTERFAITH SHELTER NETWORK | |||||||
| 3530 CAMINO DEL RIO NORTH STE 301 | SAN DIEGO | CA | 92108 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MEALS ON WHEELS | |||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MEETING STREET | |||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| MEND | |||||||
| 10641 SAN FERNANDO ROAD | PACOIMA | CA | 91331 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MOM'S IN PRAYER INTL | |||||||
| PO BOX 1120 | POWAY | CA | 92074 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| OPEN ARMS PREGNANCY CENTER | |||||||
| 9535 RESEDA BLVD SUITE 303 | NORTHRIDGE | CA | 91324 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| PACIFIC BEACH CHRISTIAN CHURCH | |||||||
| 1074 LORING STREET | SAN DIEGO | CA | 92109 | NONE | PUBLIC CHARITY | GENERAL | $2,900 |
| REDONDO BEACH EDUCATIONAL FOUNDATION | |||||||
| 409 NORTH PACIFIC COAST HIGHWAY | REDONDO BEACH | CA | 90277 | NONE | PUBLIC CHARITY | GENERAL | $2,125 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL | $600 |
| SOUTH BAY BALLET | |||||||
| 1261 SARTORI AVENUE | TORRANCE | CA | 90501 | NONE | PUBLIC CHARITY | GENERAL | $2,125 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 298240 | FORT WORTH | TX | 76129 | NONE | PUBLIC CHARITY | GENERAL | $750 |
| THE FRENCH AMERICAN SCHOOL | |||||||
| 75 JOHN ST | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL | $1,600 |
| THE SALVATION ARMY | |||||||
| 34 COMMERCIAL STREET | CRANSTON | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| PAWS4THOUGHT | |||||||
| PO BOX 1893 | BONITA | CA | 91908 | NONE | PUBLIC CHARITY | GENERAL | $300 |
| SAFE HARBORS NETWORK | |||||||
| 3295 MEADE AVE | SAN DIEGO | CA | 92116 | NONE | PUBLIC CHARITY | GENERALGENERAL | $300 |
| NATIONAL PARKS CONSERVATIN ASSOCIATION | |||||||
| 777 6TH STREET NW STE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $225 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERALGENERAL | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,452 | 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 | $813 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,026 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $450,432 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $688 |
| 2017 FEDERAL EXTENSION TAX PAYMENT | $225 |
| 2017 FEDERAL TAX DUE W/RETURN | $143 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLES & MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $147 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,984 | Amt |
| Net Investment Income | $4,984 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |