CHRIS DIALYNAS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS DIALYNAS FAMILY FOUNDATION (EIN 33-0693259)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-01-31
- IRS object ID
- 201710319349100501
- Schema version
- 2015v3.0
- 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 | 2017-01-31T11:26:24-06:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | 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 | 2016-12-20 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $7,813,025 | 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 | $845,405 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,096 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,096 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $529,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,530,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $529,834 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,398,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $552,930 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,096 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,260 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $10 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $77 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,347 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $878,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $878,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,347 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $878,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $513,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $546,583 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,749 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,297,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,751 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,200,794 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,351,746 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,410,081 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $424,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $286,193 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,922,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,892,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,813,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,922,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,892,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,922,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,892,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,922,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,892,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,922,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $513,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,436,298 | SubtotalAmt |
| Other Decreases | $543,332 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,892,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 47,468 SHS BANK OF AMERICA | D | 2000-01-01 | 2015-12-10 | $831,668 | $302,073 | $529,595 | $529,595 |
| 2,500,000 US TREASURY BILLS | P | 2000-01-01 | 2016-10-15 | $2,501,415 | $2,500,333 | $1,082 | $1,082 |
| 1,100,000 US TREASURY BILLS | P | 2000-01-01 | 2016-10-15 | $1,097,774 | $1,097,829 | -$55 | -$55 |
| 1,100,000 US TREASURY BILLS | P | 2000-01-01 | 2016-06-15 | $1,100,000 | $1,100,788 | -$788 | -$788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $529,834 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,107,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,868,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.140687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $912,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,629,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105781 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $876,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,479,731 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $850,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,241,970 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $159,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,261,846 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021964 | DistributionYr5Rt |
| Total Distribution | 0.474927 | TotalDistributionRt |
| Average Distribution | 0.094985 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,668,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $728,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,466 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $733,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $878,250 | 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 | $5,466 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,466 | SubtotalAmt |
| Tax Based On Investment Income | $5,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,776 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,776 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,690 | 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 | 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 | NEWPORT BEACH | CA | 92663 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHERI HORNE DIALYNAS | ||||||||
| C/O EDMONDS EDMONDS LLP | 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 | $6,695,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,089,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,785,110 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,785,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,668,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,466 | TotalTaxAmt |
| Distributable Before Adj | $377,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $377,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $377,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $878,250 | 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 | $878,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,466 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $872,784 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $377,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $438,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $452,696 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $491,089 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $714,039 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,095,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $878,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $377,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $500,299 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,596,282 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,596,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $438,159 | ExcessFromYear4Amt |
| Excess From Year3 | $452,696 | ExcessFromYear3Amt |
| Excess From Year2 | $491,089 | ExcessFromYear2Amt |
| Excess From Year1 | $714,039 | ExcessFromYear1Amt |
| Excess From Current Year | $500,299 | 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 (8 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 | $100,000 | |
| BEAT THE STREETS LA | ||||||||
| 515 S FIGUEROA STREET 16TH FLOOR | LOS ANGELES | CA | 90071 | NONE | CHARITABLE | $1,000 | ||
| PIMCO FOUNDATION | ||||||||
| 650 NEWPORT CENTER DRIVE | NEWPORT BEACH | CA | 92660 | NONE | CHARITABLE | $4,000 | ||
| POMONA COLLEGE ANNUAL FUND | ||||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | NONE | CHARITABLE | $750,000 | ||
| OC FOOD BANK | ||||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | NONE | CHARITABLE | $250 | ||
| DUKE UNIVERSITY | ||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | CHARITABLE | $11,000 | BOX 90586 | |
| PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CENTER | PRINCETON | NJ | 08544 | NONE | CHARITABLE | $11,000 | ||
| HARBOR DAY ENDOWMENT CORP | ||||||||
| 3443 PACIFIC VIEW DRIVE | CORONA DEL MAR | CA | 92625 | NONE | CHARITABLE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $878,250 | 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 | $23,096 | 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 | $529,834 | 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 | $552,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,930 | 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 | $845,405 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 47,468 SHARES BANK OF AMERICA CORP | NoncashPropertyDesc |
| Fair Market Value | $845,405 | FairMarketValueAmt |
| Received | 2015-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDMONDS & EDMONDS LLP | CategoryTxt |
| Amt | $6,260 | Amt |
| Net Investment Income | $6,260 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,260 | 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 | $31,343 |
| 500 SHS CITIGROUP | $251,955 | $24,575 |
| 5000 SHS INTERNATIONAL PAPER | $150,909 | $225,150 |
| 95 SHS VERITIV CORP. | $2,141 | $5,125 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,351,746 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,410,081 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS DIFFERENCE OF CONTRIBUTED SECURITY | Desc |
| Amt | $543,332 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY ACCT TRANFR FEE | $75 | $75 | $75 |
| MERRILL LYNCH FEE REVERSALS | $2 | $2 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |