CAMERON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349102329
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2025-11-10T13:52:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 1229 44TH STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARK CAMERON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9165579900 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REED G MATTHEWS | PreparerPersonNm |
| PTIN | P00189064 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,126,487 | 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 | $30,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,950 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,193 | 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 | $10,642 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,321 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,321 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,814 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,490 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,715 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $234,547 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $354,555 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $353,854 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $511,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $398,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $683,722 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,422 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $66,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,535 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $820,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $850,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,126,487 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $820,104 | RetainedEarningBOYAmt |
| Retained Earning EOY | $850,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $820,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $850,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $820,104 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $850,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $820,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $850,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $850,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CONSTELLATION ENERGY | 2023-05-19 | 2024-03-28 | $14,429 | $6,421 | $8,008 | $8,008 | |
| TAGET CORP | 2023-11-07 | 2024-03-18 | $4,671 | $3,141 | $1,530 | $1,530 | |
| VERIZON COMMUNICATIONS | 2024-03-28 | $6,157 | $5,359 | $798 | $798 | ||
| APPLIED MATERIALS INC | 2024-03-28 | $20,761 | $12,017 | $8,744 | $8,744 | ||
| CARLYLE-TACTICAL PRVT CRDT | 2022-04-28 | 2024-04-12 | $38,467 | $40,000 | -$1,533 | -$1,533 | |
| FHR 2890 PE 5% 15NOV2034 | 2016-04-06 | $3,512 | $3,849 | -$337 | -$337 | ||
| FN AM7157 3.15% 01NOV2024 | 2014-12-02 | 2024-11-25 | $25,000 | $25,000 | $0 | $0 | |
| JOHNSON & JOHNSON | 2021-11-10 | 2024-03-18 | $4,868 | $5,077 | -$209 | -$209 | |
| SBA 504944 9.125% 25FEB2025 | 2014-10-16 | $1,468 | $1,501 | -$33 | -$33 | ||
| SBA 509932 4.975% 25NOV2041 | 2017-01-23 | $225 | $221 | $4 | $4 | ||
| SBAP 2005-20L 5.39% 01DEC2025 | 2016-02-25 | $2,080 | $2,215 | -$135 | -$135 | ||
| SBAP 2006-20H 5.7% 01AUG2026 | 2017-05-24 | $651 | $677 | -$26 | -$26 | ||
| SCHLUMBERGER LTD | 2024-03-28 | $16,946 | $10,524 | $6,422 | $6,422 | ||
| TARGET CORP | 2022-01-04 | 2024-03-18 | $4,671 | $6,574 | -$1,903 | -$1,903 | |
| WALT DISNEY COMPANY | 2021-12-02 | 2024-03-18 | $18,291 | $23,599 | -$5,308 | -$5,308 | |
| GNR 2009-14 4.5% 20MAR2039 | 2012-12-11 | $92 | $99 | -$7 | -$7 | ||
| SBAP 2007-20L 5.29% 01DEC2027 | 2013-02-28 | $369 | $419 | -$50 | -$50 | ||
| SBAP 2011-20C 4.09% 01MAR2031 | 2011-08-23 | $533 | $571 | -$38 | -$38 | ||
| CAPITAL GAINS DIVIDENDS | $23 | $23 | $23 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,950 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $432 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $432 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $581 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $581 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $149 | OverpaymentAmt |
| Applied To ES Tax | $149 | 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 | JAMES W CAMERON JR | IndividualWithBooksNm |
| Phone | 9165579900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1229 44TH STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | $1,039,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,047,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,047,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,031,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $432 | TotalTaxAmt |
| Distributable Before Adj | $51,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,161 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,161 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,779 | 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 | $45,380 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEORGETOWN DIVIDE ROTARY FOUNDATION RYLA AND REGL CAMPS | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | PC | 8TH GRADE & HIGH SCHOOL LEADERSHIP PROGRAMS FOR GEORGETOWN DIVIDE AREA, CA | $1,000 |
| GEORGETOWN DIVIDE ROTARY FOUNDATION SCHOLARSHIP PROGRAM | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | PC | SCHOLARSHIP PROGRAMS FOR STUDENTS IN GEORGETOWN DIVIDE AREA SCHOOLS | $1,000 |
| HEAVENLY BOOSTERS | |||||||
| P O BOX 241 | CLARKSBURG | CA | 95612 | NONE | PC | DELTA HIGH SCHOOL SPORTS PROGRAM FOR EQUIPMENT AND ACTIVITIES. | $2,500 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | PC | 2023 TOYS FOR TOTS-TO PROVIDE TOYS FOR DISTRIBUTION TO DISADVANTAGED CHILDREN IN EL DORADO CO, CA | $1,000 |
| RIVER CITY HIGH SCHOOL WATER POLO | |||||||
| 1 RAIDER LANE | WEST SACRAMENTO | CA | 95691 | NONE | GOV | TO PROVIDE SUPPORT FOR WATER POLO PROGRAM AT RIVER CITY HIGH SCHOOL. | $4,700 |
| WEST SACRAMENTO DOLPHINS SWIM TEAM (WSST) | |||||||
| P O BOX 2402 | WEST SACRAMENTO | CA | 95691 | NONE | PC | TO PROVIDE CHILDREN OF WEST SACRAMENTO AND SURROUNDING AREAS AN OPPORTUNITY TO EXPERIENCE RECREATIONAL, AGE GROUP SWIMMING IN A SEMI-COMPETITVE SETTING | $3,750 |
| WEST SACRAMENTO ROTARY EDUCATION FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | PC | TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR STUDENTS IN THE WEST SACRAMENTO/CLARKSBURG AREA. | $2,000 |
| WEST SACRAMENTO ROTARY EDUCATION FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | PC | TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR STUDENTS IN THE WEST SACRAMENTO/CLARKSBURG AREA. | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,243 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,193 | 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 |
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 | JAMES W CAMERON JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1229 44TH STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,025 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $10,642 | Amt |
| Net Investment Income | $5,321 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,321 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ELEVANCE HEALTH INC 4.95% 01NOV2031 | BondNm |
| EOY Book Value | $34,688 | EOYBookValueAmt |
| EOYFMV | $34,422 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $7,421 | $14,216 |
| ALPHABET INC CL A | $19,385 | $41,646 |
| AMAZON.COM INC | $24,214 | $41,903 |
| APPLE INC | $16,087 | $37,313 |
| APPLIED MATLS INC. | $5,189 | $16,263 |
| BROADCOM INC | $15,375 | $69,552 |
| CHEVRON CORP | $13,417 | $17,236 |
| CHUBB LTD | $5,331 | $6,908 |
| COCA-COLA CO | $5,262 | $5,603 |
| COMCAST CORP CL A | $6,208 | $4,616 |
| CONSTELLATION ENERGY | $6,174 | $16,778 |
| CORTEVA INC | $5,850 | $6,266 |
| CVS HEALTH CORP | $6,871 | $4,803 |
| GOLDMAN SACHS GROUP INC | $15,377 | $24,050 |
| HONEYWELL INTL INC | $7,462 | $9,036 |
| ISHARES S&P MID-CAP ETF (IJH) | $31,529 | $40,502 |
| ISHARES S&P SMALL-CAP ETF (IJR) | $32,716 | $40,327 |
| LAM RESEARCH CORP | $10,036 | $13,001 |
| LOCKHEED MARTIN CORP | $9,062 | $9,233 |
| MCDONALDS CORP | $10,214 | $10,146 |
| META PLATFORM INC (FACEBOOK) | $12,679 | $23,420 |
| MFS INTERNATIONAL EQUITY (MIEIX) | $31,180 | $33,820 |
| MICROSOFT CORP COM | $12,738 | $27,819 |
| MORGAN STANLEY COM | $5,996 | $9,052 |
| NETFLIX INC COM | $8,790 | $17,826 |
| NVIDA CORP | $4,576 | $21,486 |
| PROLOGIS INC | $6,940 | $7,399 |
| QUANTA SERVICES INC | $5,498 | $12,326 |
| ROYAL CARIBBEAN CRUISED LTD | $8,133 | $23,069 |
| SALESFORCE.COM INC | $6,093 | $10,030 |
| SCHLUMBERGER LTD. | $6,278 | $7,668 |
| UNITEDHEALTH GROUP INC | $8,729 | $13,658 |
| VISA INC | $8,683 | $12,958 |
| VULCAN MATERIALS CO | $4,618 | $6,688 |
| WALMART INC | $14,636 | $27,105 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $319,194 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $320,581 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $35,361 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $33,273 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARAMETRIC COMMODITY STRATEGY FD CL A | AT COST | $47,000 | $39,658 |
| SBA #509932 PRIN-1.5 11/25/41 | AT COST | $6,615 | $6,737 |
| SBA 4.09% 3/1/31 | AT COST | $3,392 | $3,101 |
| SBA 5.29% 12/1/27 | AT COST | $854 | $750 |
| SBA 5.39% 12/1/2025 | AT COST | $1,817 | $1,705 |
| SBA 5.70% 8/1/26 | AT COST | $857 | $823 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $15 | $7 | $8 |
| OFFICE EXPENSE | $136 | $0 | $136 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $5,814 | Amt |
| Net Investment Income | $5,814 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE (RRF-1) | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |