CAMERON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349102456
- 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
- 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 | 2018-11-13T18:22:13-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 DR SUITE 450 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956785423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-13 | 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 | 2018-11-13 | 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 | 2018-11-13 | IPDt |
| IP Tm | 10:57:37 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 87E3409653555B290C86EAF0E3FAB606BDED7821 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 394D1A98BE6510F283489805A60CF9BCB6E01526 | 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 | $1,079,199 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,938 | 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 | $5,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,547 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,548 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,310 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,967 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,555 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,888 | CashBOYAmt |
| Cash EOY | $4,578 | CashEOYAmt |
| Cash EOYFMV | $4,578 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,549 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $145 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $138 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $138 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $828,101 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $636,569 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $633,334 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $74,180 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $77,359 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,161 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $260,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,143,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,083,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,079,199 | 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 | $1,143,014 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,083,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,143,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,083,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,143,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,083,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,143,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,083,250 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,083,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FFCB 1070 17SP01 | P | 2014-07-10 | 2017-09-01 | $50,000 | $50,000 | $0 | $0 |
| FHLB 0875 17MH10 | P | 2014-12-24 | 2017-03-10 | $100,000 | $99,945 | $55 | $55 |
| FHLB 0875 17MY24 | P | 2014-12-26 | 2017-05-24 | $100,000 | $99,880 | $120 | $120 |
| FHLB 2250 17SP08 | P | 2014-07-10 | 2017-09-08 | $50,000 | $50,000 | $0 | $0 |
| FHLB 4875 17MY17 | P | 2014-07-10 | 2017-05-17 | $50,000 | $50,000 | $0 | $0 |
| FEDERAL HOME LN MTG CTFS GTD SER 2890 | P | 2016-04-06 | $7,500 | $8,219 | -$719 | -$719 | |
| FEDERAL NATL MTG ASSN GTD CTF POOL #AM3797 | P | 2016-11-30 | $628 | $633 | -$5 | -$5 | |
| SBA GTD LN POOL CTFS #509932 | P | 2017-01-23 | $678 | $664 | $14 | $14 | |
| SBA GTD LN POOL CTFS 5.70% | P | 2017-08-01 | 2017-05-24 | $1,741 | $1,810 | -$69 | -$69 |
| VANGUARD LONG TERM INVMT GRADE ADMR #568 | P | 2016-07-01 | 2017-01-23 | $3,500 | $3,818 | -$318 | -$318 |
| VANGUARD SHORT TERM TAX EXEMPT FD ADM #541 | P | 2016-09-12 | 2017-01-23 | $10,000 | $10,044 | -$44 | -$44 |
| FEDERAL HOME LN MTG CORP CTFS GTD SER 2890 | P | 2016-04-06 | $15,723 | $17,231 | -$1,508 | -$1,508 | |
| FEDERAL NATL MTG ASSN GTD CTF POOL #471725 | P | 2014-12-16 | $734 | $759 | -$25 | -$25 | |
| FEDERAL NATL MTG ASSN GTD CTF POOL #AM3797 | P | 2016-11-30 | $127 | $128 | -$1 | -$1 | |
| SBA GTD LN POOL CTFS #504944 | P | 2014-10-16 | $1,171 | $1,198 | -$27 | -$27 | |
| SBA GTD LN POOL CTFS 5.39% | P | 2016-02-25 | $11,687 | $12,447 | -$760 | -$760 | |
| FEDERAL HOME LN MTG CORP GOLD GRP #E02329 | P | 2008-02-15 | $448 | $461 | -$13 | -$13 | |
| FEDERAL NATL MTG ASSN GTD CTF POOL #463816 | P | 2011-02-02 | $554 | $566 | -$12 | -$12 | |
| FEDERAL NTAL MTG ASSN GTD CTF POOL #471181 | P | 2012-09-17 | $371 | $399 | -$28 | -$28 | |
| FEDERAL NATL MTG ASSN GTDF CTF POOL #819257 | P | $5,474 | $5,708 | -$234 | -$234 | ||
| GOVT NATL MTG ASSN GTD REMIC SER 2003056 | P | 2013-05-06 | $1,293 | $1,358 | -$65 | -$65 | |
| GOVT NATL MTG ASSN GTD REMIC SER 200914 | P | 2012-12-11 | $642 | $691 | -$49 | -$49 | |
| SBA GTD LN POOL CTFS #501988 | P | 2011-12-13 | $1,736 | $1,727 | $9 | $9 | |
| SBA GTD LN POOL CTFS 4.09 | P | 2011-08-23 | $3,592 | $3,852 | -$260 | -$260 | |
| SBA GTD LN POOL CTFS 5.29% | P | 2013-02-28 | $2,263 | $2,568 | -$305 | -$305 | |
| SBA GTD LN POOL CTFS 6.80% | P | 2011-02-24 | $823 | $901 | -$78 | -$78 | |
| SBA GTD LN POOL CTFS 7.30% | P | 2012-06-18 | 2017-05-01 | $973 | $1,047 | -$74 | -$74 |
| SBA GTD LN POOL CTFS 7.59% | P | 2012-08-01 | $1,621 | $1,807 | -$186 | -$186 | |
| CAPITAL GAINS DIVIDENDS | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,579 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,732 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,168,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064804 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,233,539 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,335,092 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,474,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052561 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,536,227 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053703 | DistributionYr5Rt |
| Total Distribution | 0.282622 | TotalDistributionRt |
| Average Distribution | 0.056524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,087,182 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,452 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,483 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,237 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $138 | OverpaymentAmt |
| Applied To ES Tax | $138 | 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 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $967,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,103,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,103,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62 | TotalTaxAmt |
| Distributable Before Adj | $54,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,237 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,457 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,457 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,780 | 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 | $36,517 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTIVE AGING PROGRAMS | |||||||
| 1075 WEST CAPITOL AVENUE | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | TO PROVIDE THANKSGIVING MEALS FOR SENIORS | $1,355 |
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY STE 135 | SACRAMENTO | CA | 95833 | NONE | PUBLIC CHARITY | 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 CLUB | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | PUBLIC CHARITY | YOUTH SCHOLARSHIP PROGRAMS FOR GEORGETOWN DIVIDE AREA, CA | $1,000 |
| GEORGETOWN DIVIDE ROTARY CLUB RYLA & REGL CAMPS | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | PUBLIC CHARITY | YOUTH CAMP SCHOLARSHIP PROGRAMS FOR GEORGETOWN DIVIDE, CA AREA | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | PUBLIC CHARITY | 2017 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 | $7,000 |
| PLACER 10-35 FOUNDATION | |||||||
| P O BOX 505 | LOOMIS | CA | 95650 | NONE | PUBLIC CHARITY | ANNUAL FUNDRAISER TO ASSIST PLACER COUNTY LAW ENFORCEMENT AND THEIR FAMILIES IN TIMES OF TRAGEDY | $3,500 |
| PUREBREDS PLUS CAT RESUCE | |||||||
| P O BOX 4095 | DAVIS | CA | 956174095 | NONE | PUBLIC CHARITY | SERVICE WELFARE OF ANIMALS | $900 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | HEALTHCARE FOR CHILDREN | $5,000 |
| WEST SACRAMENTO COMMUNITY FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | TO BENEFIT WEST SACRAMENTO ART, EDUCATION AND THE COMMUNITY | $1,000 |
| 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 | $10,500 |
| WEST SACRAMENTO ROTARY EDUCATION FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | PUBLIC CHARITY | WEST SACRAMENTO/CLARKSBURG EDUCATIONAL SCHOLARSHIPS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,555 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,359 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,359 | 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 | $5,095 | Amt |
| Net Investment Income | $2,547 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,548 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STAN NT VAR 8/31/20 | $25,000 | $25,250 |
| VANGUARD LT INVESTMENT GRADE ADR #568 | $231 | $223 |
| FEDERATED INSTITUTIONAL HIGH YEILD BOND FD | $27,000 | $27,201 |
| VERIZON COMMUNICATION SR NOTE 4.75% 11/1/2041 | $25,128 | $25,487 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $444,289 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $440,183 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $192,280 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $193,151 | 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 | $17,596 | $17,319 |
| SBA 6.80% 6/1/19 | AT COST | $1,090 | $1,014 |
| SBA #509932 PRIN-1.5 11/25/41 | AT COST | $23,066 | $23,559 |
| SBA 7.59% 1/1/2020 | AT COST | $3,105 | $2,871 |
| SBA 5.29% 12/1/27 | AT COST | $6,910 | $6,443 |
| FFCB 1.550% 1/20/20 | AT COST | $100,006 | $99,073 |
| FFCB 1.375% 11/15/19 | AT COST | $49,856 | $49,499 |
| SBA #504944 PRIME+0.625% 2/25/25 | AT COST | $10,383 | $10,595 |
| SBA 5.39% 12/1/2025 | AT COST | $39,910 | $39,715 |
| SBA 5.70% 8/1/26 | AT COST | $10,135 | $10,351 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLERICAL SUPPORT | $30,000 | $15,000 | $15,000 |
| BANK CHARGES | $58 | $29 | $29 |
| AMORTIZATION BOND PREMIUM | $9,938 | $9,938 | $0 |
| SECRETARY OF STATE | $70 | $0 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,243 | $1,243 | $0 |
| ADVISORY FEES | $2,067 | $2,067 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $35 | $0 | $85 |
| FEDERAL TAXES | $62 | $0 | $0 |