FRANCES SAUNDERS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES SAUNDERS FOUNDATION (EIN 45-2718331)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-14
- IRS object ID
- 201731349349100803
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-14T22:01:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcia B Hall CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 E Yosemite Ave Ste 200-E | AddressLine1Txt |
| City | Merced | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452718331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES SAUNDERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2097226794 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 E YOSEMITE AVE No 200 | AddressLine1Txt |
| City | MERCED | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marcia Hall | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2097226794 | PhoneNum |
| Signature | 2017-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marcia B Hall | PreparerPersonNm |
| PTIN | P00469623 | PTIN |
| Phone | 2097226794 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.254.101.184 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-14 | IPDt |
| IP Tm | 19:16:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DDBA849627A8F3D68C588A96044E879255C3036 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DDBA849627A8F3D68C588A96044E879255C3036 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $455,785 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $33,674 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $33,674 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $33,659 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,677 | 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 |
| Legal Fees Rev And Expnss | $1,165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,662 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,000 | CashBOYAmt |
| Cash EOY | $1,240 | CashEOYAmt |
| Cash EOYFMV | $1,240 | CashEOYFMVAmt |
| Other Assets BOY | $458,883 | OtherAssetsBOYAmt |
| Other Assets EOY | $454,545 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $454,545 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $460,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $455,785 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $2,694 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | -$300 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $2,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$300 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $458,189 | CapitalStockBOYAmt |
| Capital Stock EOY | $456,085 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $458,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $456,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $460,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $455,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $458,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $456,085 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $456,085 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $109,395 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $468,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.233468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $437,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.172540 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,499 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $102 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 14.696078 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,495 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 36.463415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $985 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 51.565501 | TotalDistributionRt |
| Average Distribution | 10.313100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $456,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,706,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,706,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $693 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | Marcia Hall | IndividualWithBooksNm |
| Phone | 2097226794 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 E Yosemite Ave Suite 200 | AddressLine1Txt |
| City | Merced | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Frances Saunders | ||||||||
| 441 W 20th Street | Merced | CA | 95340 | Director | 0.00 | $0 | $0 | $0 |
| Cyril Lawrence | ||||||||
| 2111 K Street | Merced | CA | 95340 | Director | 0.00 | $0 | $0 | $0 |
| Marcia Hall | ||||||||
| 2513 Windy Court | Merced | CA | 95340 | Director | 0.00 | $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 | $454,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $463,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $463,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $456,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $673 | TotalTaxAmt |
| Distributable Before Adj | $22,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,146 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,444 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,280 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,326 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,147 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $155,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,444 | ExcessFromYear4Amt |
| Excess From Year3 | $1,494 | ExcessFromYear3Amt |
| Excess From Year2 | $55,280 | ExcessFromYear2Amt |
| Excess From Year1 | $87,603 | ExcessFromYear1Amt |
| Excess From Current Year | $9,326 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alpha Pregnancy | ||||||
| 700 Loughborough Dr A | Merced | CA | 95348 | NC | Financial support for pro-life education and services. | $7,600 |
| California Police Youth Charities | ||||||
| 7401 Galilee Rd Ste 350 | Roseville | CA | 95678 | NC | Financial support for youth activities. | $72 |
| California Right to Life | ||||||
| PO Box 4343 | Walnut Creek | CA | 945960343 | NC | Financial support for pro-life education and services. | $200 |
| Catholic Charities | ||||||
| 149 N Fulton St | Fresno | CA | 93714 | NC | Financial support for the poor and needy. | $500 |
| Catholic Relief Services | ||||||
| 228 W Lexington St | Baltimore | MD | 212013443 | NC | Financial support for the poor and needy. | $1,500 |
| Covenant House | ||||||
| 200 Harrison St | Oakland | CA | 94607 | NC | Financial support for homeless and trafficked youth. | $5,000 |
| Food for the Poor | ||||||
| 6401 Lyons Rd | Coconut Creek | FL | 33073 | NC | Food, housing, emergency relief for the poor in Latin America/Caribbean. | $10,000 |
| Immaculate Heart Radio | ||||||
| 3256 Penryn Road Ste 100 | Loomis | CA | 956508052 | NC | Financial support for faith-based radio station. | $2,000 |
| Sacred Heart Southern Missions | ||||||
| 6050 Hwy 161 | Walls | MS | 36860 | NC | Funding for social services to low-income families in Northern Mississippi. | $500 |
| Salvatorians | ||||||
| 1303 Milwaukee Drive | Salvatorian Center | WI | 53062 | NC | Ministry services throughout the world. | $600 |
| Smile Train | ||||||
| 41 Madison Ave 28th Floor | New York | NY | 10010 | NC | Cleft repair surgery for children in the developing world. | $500 |
| The Central Association of the Miraculous Medal | ||||||
| 475 E Chelten Ave | Philadelphia | PA | 19146 | NC | To support education and formation of men for the priesthood. | $1,000 |
| The Fresh Air Fund | ||||||
| 633 3rd Avenue 14th Floor | New York | NY | 10017 | NC | Financial support for youth activities. | $500 |
| The Salvation Army | ||||||
| 1440 W 12th Street | Merced | CA | 95341 | NC | Financial support for the poor and needy. | $500 |
| Unbound | ||||||
| 1 Elmwood Ave | Kansas City | KS | 66103 | NC | Financial support for the poor and needy. | $500 |
| Veterans of Foreign Wars | ||||||
| 406 W 34th Street | Kansas City | MO | 64111 | NC | Assistance for American service members, veterans and their familites. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,472 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 111000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 111000 | BusinessCd |
| Unrelated Business Taxbl Incm | $33,659 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $33,662 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,662 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,435 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $1,165 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Saunders Ranch LLC | Desc |
| BOY Book Value | $458,883 | BOYBookValueAmt |
| EOY Book Value | $454,545 | EOYBookValueAmt |
| EOYFMV | $454,545 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $10 | $0 | $0 |
| Miscellaneous | $15 | $15 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Internal Revenue Service | $1,674 | $0 | $0 |
| Franchise Tax Board | $10 | $0 | $0 |