CHRIS DIALYNAS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS DIALYNAS FAMILY FOUNDATION (EIN 33-0693259)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2017-12-20
- IRS object ID
- 201713549349100501
- Schema version
- 2016v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-20T13:33:05-06:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMONDS & EDMONDS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30th St | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330693259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS DIALYNAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO EDMONDS & EDMONDS LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EDMONDS & EDMONDS LLP | InCareOfNm |
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 9492209404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30TH STREET | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS DIALYNAS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9492209404 | PhoneNum |
| Signature | 2017-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA EDMONDS | PreparerPersonNm |
| PTIN | P00002723 | PTIN |
| Phone | 9492209404 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.116.148.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33994920173545000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-12-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A0B25FA7D4F25F5DEB94C0594B3B6AD573A1364 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0527314FACB7296AF5EA959B0837138D66CB8D0D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,167,328 | 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 | $1,003,409 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,979 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,979 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $614,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,649,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $614,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,659,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $655,998 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,979 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,160 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,168 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $9,168 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $27 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,355 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $905,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $905,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $919,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,355 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $905,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $740,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $642,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,624 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,978 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,351,746 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,929,588 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,066,159 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $424,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,191 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,892,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,012,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,167,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,892,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,012,030 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,892,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,012,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,892,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,012,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,892,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $740,202 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,633,168 | SubtotalAmt |
| Other Decreases | $621,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,012,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,600,000 US TREASURY BILLS | P | 2000-01-01 | 2016-12-10 | $3,589,687 | $3,601,735 | -$12,048 | -$12,048 |
| 650,000 US TREASURY BILLS | P | 2000-01-01 | 2016-12-10 | $650,071 | $650,005 | $66 | $66 |
| 5,000 SHS INTL PAPER CO | P | 2000-01-01 | 2016-12-10 | $271,398 | $150,909 | $120,489 | $120,489 |
| 500 SHS CITIGROUP | P | 2000-01-01 | 2017-01-01 | $30,425 | $251,955 | -$221,530 | -$221,530 |
| 15,000 MONDELEZ INTL | 2000-01-01 | 2017-01-01 | $673,298 | $292,196 | $381,102 | $381,102 | |
| 95 SHS VERITIV CORP | P | 2000-01-01 | 2017-01-01 | $5,130 | $2,141 | $2,989 | $2,989 |
| 2,058 SHS BOEING | P | 2000-01-01 | 2017-07-01 | $429,002 | $86,361 | $342,641 | $342,641 |
| CAPITAL GAIN DIVIDENDS | P | $310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $614,019 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $872,784 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,668,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,107,026 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,868,692 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.140687 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $912,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,629,159 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105781 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $876,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,479,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $850,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,241,970 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103131 | DistributionYr5Rt |
| Total Distribution | 0.56678 | TotalDistributionRt |
| Average Distribution | 0.113356 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,020,037 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $909,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,426 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $915,545 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $905,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,853 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,853 | SubtotalAmt |
| Tax Based On Investment Income | $12,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,468 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,468 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,385 | TaxDueAmt |
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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMONDS & EDMONDS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492209404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30TH STREET | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHRIS P DIALYNAS | |||||||||
| C/O EDMONDS EDMONDS LLP | 519 30TH STREET | NEWPORT BEACH | CA | 92663 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHERI HORNE DIALYNAS | |||||||||
| C/O EDMONDS EDMONDS LLP | 519 30TH STREET | NEWPORT BEACH | CA | 92663 | SECTY/CFO | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,995,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,142,170 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,142,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,020,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,853 | TotalTaxAmt |
| Distributable Before Adj | $388,149 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $388,149 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $388,149 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $905,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $905,850 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $905,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $388,149 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $438,159 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $452,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $491,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $714,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $500,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,596,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $905,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $388,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $517,701 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,113,983 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $438,159 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,675,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $452,696 | ExcessFromYear4Amt |
| Excess From Year3 | $491,089 | ExcessFromYear3Amt |
| Excess From Year2 | $714,039 | ExcessFromYear2Amt |
| Excess From Year1 | $500,299 | ExcessFromYear1Amt |
| Excess From Current Year | $517,701 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRIS P SHERI DIALYNAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | none | 501(C)3 | CHARITABLE | $120,000 | |
| POMONA COLLEGE | ||||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | NONE | CHARITABLE | $760,100 | ||
| OC FOOD BANK | ||||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | NONE | CHARITABLE | $2,500 | ||
| CHILDREN'S HOSPITAL OF ORANCE GOUNTY | ||||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | NONE | CHARITABLE | $5,000 | ||
| HOAG HOSPITAL | ||||||||
| 1 HOAG DRIVE | NEWPORT BEACH | CA | 92663 | NONE | CHARITABLE | $10,000 | ||
| PACIFIC CHORALE | ||||||||
| 3303 HARBOR BLVD | COSTA MESA | CA | 92626 | NONE | CHARITABLE | $7,500 | SUITE E5 | |
| CALIFORNIA LUTHERAN UNIVERSITY | ||||||||
| 60 WEST OLSEN RD | THOUSAND OAKS | CA | 91360 | NONE | CHARITABLE | $750 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $614,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $655,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $655,998 | 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 | CHRIS DIALYNAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 PELICAN HILL CIRCLE | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,003,409 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,058 SHARES BOEING COMPANY | $324,094 | 2016-12-01 |
| 1 | 15,000 SHARES MONDELEZ INTERNATIONAL | $675,600 | 2016-12-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDMONDS & EDMONDS LLP | CategoryTxt |
| Amt | $4,160 | Amt |
| Net Investment Income | $4,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,160 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,130 MORGAN STANLEY ASIA PACI | $19,464 | $38,191 |
| 500 SHS CITIGROUP | $0 | $0 |
| 5000 SHS INTERNATIONAL PAPER | $0 | $0 |
| 95 SHS VERITIV CORP. | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,929,588 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,066,159 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS DIFFERENCE OF CONTRIBUTED SECURITY | Desc |
| Amt | $621,138 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MERRILL LYNCH FEES | $2 | $2 | $2 |
| ATTORNEY GENERALS REGISTRY FEE | $25 | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 | $10 |
| US TREASURY | $9,158 | $9,158 | $9,158 |