THE MIRER FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE MIRER FAMILY FOUNDATION INC (EIN 35-1995642)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349101487
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:38:56-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271509117 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON THARP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 N HIGHWAY 101 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920751103 | 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 | 351995642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIRER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | (FORMERLY RICK MIRER CHILDREN'S CHA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIRE | BusinessNameControlTxt |
| Phone | 8584817702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 N PACIFIC COAST HWY 101 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD MIRER | PersonNm |
| Person Title | CHAIRMAN/PRES | PersonTitleTxt |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDITH W HAMILTON CPA | PreparerPersonNm |
| PTIN | P00083140 | PTIN |
| Phone | 8584817702 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 14:38:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B2550AD11B0C5EBF50CA368F69DD822B01A08A11 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C35C3F0D5EA593A2FA5DEB227FFBE2ABC3BCD69D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,340 | 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 | $21,169 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $796 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $796 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $796 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,124 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,381 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,924 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,177 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $125 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $63 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,177 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $26,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,727 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $41,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,603 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,162 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,162 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $125 | LandBOYAmt |
| Other Assets BOY | $12 | OtherAssetsBOYAmt |
| Other Assets EOY | $10 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $68,317 | UnrestrictedBOYAmt |
| Unrestricted EOY | $51,614 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,703 | ExcessRevenueOverExpensesAmt |
| Subtotal | $51,614 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,387 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $108,754 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.261020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,407 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $123,649 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.213564 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,047 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $119,441 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.268308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,322 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $94,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.322143 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,124 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.110453 | DistributionYr5Rt |
| Total Distribution | 1.175488 | TotalDistributionRt |
| Average Distribution | 0.235098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $99,739 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,462 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,302 | 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 | $14 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14 | SubtotalAmt |
| Tax Based On Investment Income | $14 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14 | TotalPaymentsAndCreditsAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | HAMILTON THARP LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8584817702 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 N HWY 101 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| KEN MIRER | ||||||||
| 323 N PACIFIC COAST HWY 101 | SOLANA BEACH | CA | 92075 | TREASURER/DI | 000.00 | $0 | $0 | $0 |
| RICHARD MIRER | ||||||||
| PO BOX 3422 | RANCHO SANTA FE | CA | 92067 | CHAIRMAN/PRE | 000.00 | $0 | $0 | $0 |
| STEPHANIE MIRER | ||||||||
| PO BOX 3422 | RANCHO SANTA FE | CA | 92067 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| DAVID SWIHART | ||||||||
| 323 N PACIFIC COAST HWY 101 | SOLANA BEACH | CA | 92075 | SECRETARY/DI | 000.00 | $0 | $0 | $0 |
| MARVIN DEMOFF | ||||||||
| 323 N PACIFIC COAST HWY 101 | SOLANA BEACH | CA | 92075 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KAREN MIRER | ||||||||
| 323 N PACIFIC COAST HWY 101 | SOLANA BEACH | CA | 92075 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,258 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $101,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14 | TotalTaxAmt |
| Distributable Before Adj | $4,973 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,973 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,302 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,302 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,973 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,642 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,275 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,009 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,302 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,329 | RemainingDistriFromCorpusAmt |
| Total Corpus | $133,429 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $128,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,642 | ExcessFromYear4Amt |
| Excess From Year3 | $26,111 | ExcessFromYear3Amt |
| Excess From Year2 | $20,275 | ExcessFromYear2Amt |
| Excess From Year1 | $23,009 | ExcessFromYear1Amt |
| Excess From Current Year | $33,329 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD MIRER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HAMILTON THARP LLP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 N HWY 101 | AddressLine1Txt |
| City | SOLANA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8584817702 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A WRITTEN REQUEST DESCRIBING THE INTENDED USE OF THE CONTRIBUTION, INFORMATION REGARDING THE SOLICITOR, AND PROVIDE SUBSTANTIATION OF CHARITABLE STATUS, INCLUDING DETERMINATION LETTER ISSUED BY THE INTERNAL REVENUE SERVICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | YEAR-ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION RESERVES THE RIGHT TO DETERMINE THE APPROPRIATE AMOUNT TO CONTRIBUTE TO SOLICITATION OF FUNDS, INCLUDING THE DENIAL OF CONTRIBUTION BASED ON THE LACK OF COMPLETE INFORMATION PROVIDED IN THE SOLICITOR'S REQUEST APPLICATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNDER DETAIL FILING REQUIREMENT | |||||||
| 323 N HWY 101 | SOLANA BEACH | CA | 92075 | NONE | PC | CASH DONATIONS UNDER DETAIL FILING | $6,325 |
| NONCASH UNDER DETAIL FILING REQ | |||||||
| 323 N HWY 101 | SOLANA BEACH | CA | 92075 | NONE | PC | NONCASH DONATIONS UNDER FILING | $352 |
| BOYS AND GIRLS CLUB OF GOSHEN | |||||||
| PO BOX 614 | GOSHEN | IN | 46527 | NONE | PC | CHILDREN'S PROGRAMS FOR LIFE ENHANCI | $2,500 |
| BOYS TO MEN MENTORING | |||||||
| 9587 TROPICO DR | LA MESA | CA | 91941 | NONE | PC | GIVE FATHERLESS BOYS MALE ROLE MODEL | $1,500 |
| CATHEDRAL CATHOLIC HIGH SCHOOL | |||||||
| 5555 DEL MAR HEIGHTS RD | SAN DIEGO | CA | 92130 | NONE | PC | EDUCATIONAL PROGRAMS | $1,825 |
| ROLF BENIRSCHKE LEGACY FOUNDATION | |||||||
| 12790 EL CAMINO REAL 300 | SAN DIEGO | CA | 92130 | NONE | PC | RAISE AWARENESS FOR CROHN'S DISEASE | $2,000 |
| COMM FOUND OF THE NAPA VALLEY | |||||||
| 3299 CLAREMONT WAY STE 2 | NAPA | CA | 94558 | NONE | PC | IMPROVE THE QUALITY OF LIFE FOR NAPA | $20,000 |
| NATIVITY SCHOOL | |||||||
| 1250 LAUREL STREET | MENLO PARK | CA | 94025 | NONE | PC | CHILDREN'S PROGRAMS | $3,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,302 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $796 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,181 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY MONTGOMERY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9743 E MADERA DR | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | APPLE COMPUTER | PropertyDesc |
| Acquired | 2012-01-01 | AcquiredDt |
| Cost Or Other Basis | $2,162 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,037 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $125 | CurrentYearExpenseAmt |
| Net Investment Income | $63 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 SHS PHOENIX COMPANY PREFERRED | $10,000 | $7,284 |
| 114 SHS PROCTOR GAMBLE | $5,236 | $10,474 |
| 148 SHS HONEYWELL INTL | $5,213 | $22,697 |
| 500 SHS LIMITED BRANDS INC | $11,510 | $30,110 |
| 154 SHS QUALCOMM INC | $6,530 | $9,859 |
| 41 SHS HOST HOTELS & RESORTS | $839 | $814 |
| 5 SHS ADVANSIX INC COM | $23 | $210 |
| 29 SHS ILG INC COM | $297 | $826 |
| 54 SHS OF MARRIOTT INTL INC NE | $2,226 | $7,329 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDEPOSITED FUNDS | Desc |
| BOY Book Value | $12 | BOYBookValueAmt |
| EOY Book Value | $10 | EOYBookValueAmt |
| EOYFMV | $10 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| DUES AND SUBSCRIPTIONS | $124 | $62 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $252 | Amt |
| Net Investment Income | $252 | NetInvestmentIncomeAmt |