DE GROOT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DE GROOT FOUNDATION (EIN 20-1655517)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-21
- IRS object ID
- 201801729349100715
- Schema version
- 2017v2.2
- 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 Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-21T14:38:48-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954108809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD STE 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | 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 | 201655517 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE GROOT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEGR | BusinessNameControlTxt |
| Phone | 5625920111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD NO 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EJ DEGROOT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5625920111 | PhoneNum |
| Signature | 2018-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH LIZARDO | PreparerPersonNm |
| PTIN | P00641795 | PTIN |
| Phone | 7149901040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.43.229.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-06-21 | IPDt |
| IP Tm | 12:38:17 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 725DE21B60E1F0A9D45E4BC83006F57BB40DA668 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4671325A9D06E8B00A61A51CB3AFEE04F4ED0424 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $814,867 | 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 | $3,554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,554 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $554,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,591 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $155,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,485 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,044 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,188 | CashBOYAmt |
| Cash EOY | $302,370 | CashEOYAmt |
| Cash EOYFMV | $302,370 | CashEOYFMVAmt |
| Corporate Stock BOY | $469,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $496,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $512,497 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $260,100 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $762,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $799,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $814,867 | 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 | $762,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $799,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $762,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $799,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $762,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $799,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $762,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $865,802 | SubtotalAmt |
| Other Decreases | $66,461 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $799,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CVB FINANCIAL CORP/CUSIP:XXX-XX-XXXX: CVBF | P | 2016-12-14 | 2017-09-20 | $54,472 | $55,005 | -$533 | -$533 |
| CVB FINANCIAL CORP/CUSIP:XXX-XX-XXXX: CVBF | P | 2013-04-01 | 2017-09-20 | $10,894 | $5,579 | $5,315 | $5,315 |
| CVB FINANCIAL CORP/CUSIP:XXX-XX-XXXX: CVBF | P | 2013-11-19 | 2017-09-20 | $21,789 | $14,795 | $6,994 | $6,994 |
| CVB FINANCIAL CORP/CUSIP:XXX-XX-XXXX: CVBF | P | 2016-02-02 | 2017-09-20 | $108,943 | $73,882 | $35,061 | $35,061 |
| CVB FINL CORP COM/CUSIP:XXX-XX-XXXX:CVBF | P | 2016-12-14 | 2017-12-07 | $24,038 | $22,002 | $2,036 | $2,036 |
| VANGUARD HIGH DIV YLD ETF/CUSIP:XXX-XX-XXXX:VYM | P | 2017-06-09 | 2017-12-07 | $25,457 | $23,639 | $1,818 | $1,818 |
| BERKSHIRE HATHAWAY INC DEL COM CL B/CUSIP:XXX-XX-XXXX:BRK B | P | 2014-03-20 | 2017-12-04 | $63,278 | $39,951 | $23,327 | $23,327 |
| BERKSHIRE HATHAWAY INC DEL COM CL B/CUSIP:XXX-XX-XXXX:BRK B | P | 2017-12-05 | $125,751 | $85,674 | $40,077 | $40,077 | |
| BERKSHIRE HATHAWAY INC DEL COM CL B/CUSIP:XXX-XX-XXXX:BRK B | P | 2017-12-06 | $119,653 | $86,157 | $33,496 | $33,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $433,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $398,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.486574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $307,279 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $388,504 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.790929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $263,112 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117250 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $184,405 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.910035 | DistributionYr5Rt |
| Total Distribution | 2.381572 | TotalDistributionRt |
| Average Distribution | 0.476314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $648,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $308,904 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,529 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $310,433 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,120 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,899 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRAZER LLP | IndividualWithBooksNm |
| Phone | 7149901040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD STE 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EGBERT J DE GROOT | ||||||||
| 16831 CORAL CAY LANE | HUNTINGTON BEACH | CA | 92649 | PRESIDENT AND TREASURER | 10.00 | $0 | $0 | $0 |
| KATHLEEN R DE GROOT | ||||||||
| 16831 CORAL CAY LANE | HUNTINGTON BEACH | CA | 92649 | VICE PRESIDENT/DIRECTOR | 6.00 | $0 | $0 | $0 |
| TED DE GROOT | ||||||||
| 6460 SADDLE DRIVE | LONG BEACH | CA | 90815 | VICE PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| CURTIS DE GROOT | ||||||||
| 18012 ASPEN AVENUE | BELLFLOWER | CA | 90706 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| KARIN LEFFLER | ||||||||
| 5637 CARFAX | LAKEWOOD | CA | 90713 | VICE PRESIDENT/DIRECTOR | 4.00 | $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 | $491,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,406 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $658,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,059 | TotalTaxAmt |
| Distributable Before Adj | $29,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,120 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $159,490 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,064 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,042 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,756 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $653,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,752 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $673,365 | 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 | $159,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $513,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,064 | ExcessFromYear4Amt |
| Excess From Year3 | $289,042 | ExcessFromYear3Amt |
| Excess From Year2 | $174,261 | ExcessFromYear2Amt |
| Excess From Year1 | $12,756 | ExcessFromYear1Amt |
| Excess From Current Year | $19,752 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EGBERT J DE GROOT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| CF FOUNDATION | |||||||
| 4550 MONTGOMERY AVE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | AS NEEDED | $500 |
| DOWNEY YMCA | |||||||
| 11531 DOWNEY AVE | DOWNEY | CA | 90241 | NONE | PUBLIC CHARITY | AS NEEDED | $500 |
| EMANUEL REFORMED CHURCH | |||||||
| 15941 VIRGINIA AVENUE | PARAMOUNT | CA | 90723 | NONE | PUBLIC CHARITY | AS NEEDED | $7,500 |
| PROVIDENCE CHRISTIAN COLLEGE | |||||||
| 1539 E HOWARD ST | PASADENA | CA | 91104 | NONE | PUBLIC CHARITY | AS NEEDED | $7,500 |
| HHPC | |||||||
| 235 WILLIAM HILTON PARKWAY | HILTON HEAD ISLAND | SC | 29926 | NONE | PUBLIC CHARITY | AS NEEDED | $100 |
| HAROLD & SHIRLEY LEADERSHIP FUND | |||||||
| 1259 STANGE ROAD | AMES | IA | 50011 | NONE | PUBLIC CHARITY | AS NEEDED | $10,000 |
| VALLEY CHRISTIAN SCHOOL | |||||||
| 10818 ARTESIA BLVD | CERRITOS | CA | 90703 | NONE | PUBLIC CHARITY | AS NEEDED;LIST TOTAL 13,100 | $13,780 |
| WORLD HELP | |||||||
| PO BOX 501 | FOREST | VA | 24551 | NONE | PUBLIC CHARITY | AS NEEDED | $3,740 |
| SALEM | |||||||
| 6921 EDISON AVE | CHINO | CA | 91710 | NONE | PUBLIC CHARITY | AS NEEDED | $1,500 |
| ARMANDO GALLEGOS MEMORIAL FOUNDATION | |||||||
| 1002 GROSSMOUNT DRIVE | WHITTIER | CA | 90601 | NONE | PUBLIC CHARITY | AS NEEDED | $1,500 |
| ZUNI CHRISTIAN MISSION SCHOOL | |||||||
| 19 PIA MESA RD | ZUNI | NM | 87327 | NONE | PUBLIC CHARITY | AS NEEDED | $1,000 |
| ROSEWOOD CHRISTIAN REFORMED CHURCH | |||||||
| 10115 ROSE ST | BELLFLOWER | CA | 90706 | NONE | PUBLIC CHARITY | AS NEEDED | $500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC CHARITY | HURRICANE HARVEY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,120 | 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 | $3,554 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,485 | 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 | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE | StockNm |
| EOY Book Value | $496,971 | EOYBookValueAmt |
| EOYFMV | $512,497 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID | $1,908 |
| BOOK TO TAX GAIN DIFFERENCE | $64,553 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,044 | Amt |
| Net Investment Income | $1,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 | $0 |
| REGISTRYN OF CHARITABLE TRUST | $50 | $0 | $0 | $0 |