CHRIS DIALYNAS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS DIALYNAS FAMILY FOUNDATION (EIN 33-0693259)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-01-29
- IRS object ID
- 202540299349100704
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-29T11:56:46-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | 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 | 2023-11-01 | 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 | DIAL | 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 | 2024-12-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA L EDMONDS | PreparerPersonNm |
| PTIN | P00002723 | PTIN |
| Phone | 9492209404 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,525,788 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $210,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,299 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $210,299 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,434,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,527 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,841 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $210,314 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,247 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,247 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,247 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,748 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,748 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $19,748 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $29,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,749 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $29,749 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $54,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $54,744 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $271,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $54,744 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,097 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $155,570 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $272,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $272,657 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,325,657 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,131,493 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,220,101 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $103,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,030 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,429,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,424,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,525,788 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,427,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,424,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,427,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,424,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,429,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,424,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,427,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $7,424,328 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,424,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 451,999.99 SCHWAB GOVERNMENT MONEY | $452,000 | $452,000 | ||
| 51,000 UST NT 2% 04/30/2024 | $50,286 | $50,775 | -$489 | -$489 |
| 26,000 UST NT 2.125% 11/30/2024 | $25,396 | $25,014 | $382 | $382 |
| 1,016,000 UST NT 2.125% 11/30/2024 | $993,336 | $977,466 | $15,870 | $15,870 |
| 2,234,000 UST NT 2.625% 04/15/25 | $2,203,544 | $2,153,628 | $49,916 | $49,916 |
| 500,000 UST NT .25% 07/31/25 | $480,410 | $490,989 | -$10,579 | -$10,579 |
| 235,000 UST NT 2.5% 02/28/26 | $229,818 | $229,391 | $427 | $427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,527 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,934 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,934 | SubtotalAmt |
| Tax Based On Investment Income | $2,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $448 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $7,388,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,078 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,416,187 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,416,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,304,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,934 | TotalTaxAmt |
| Distributable Before Adj | $362,313 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $362,313 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $362,313 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,750 | 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 | $216,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $419,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $417,400 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,368 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $887,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $216,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $145,563 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $145,563 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $742,175 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $274,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $467,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $417,400 | ExcessFromYear4Amt |
| Excess From Year3 | $50,368 | ExcessFromYear3Amt |
| 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAP OC FOOD BANK | ||||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | NONE | PC | CHARITABLE | $3,500 | |
| MOUNTAINS COMMUNITY HOSPITAL FOUNDATION | ||||||||
| 29101 HOSPITAL ROAD | LAKE ARROWHEAD | CA | 92352 | NONE | PC | CHARITABLE | $7,500 | |
| THOMPSON FOUNDATION FOR AUTISM | ||||||||
| 205 PORTLAND STREET | COLUMBIA | MO | 65211 | NONE | PC | CHARITABLE | $10,000 | |
| NEWPORT BEACH PUBLIC LIBRARY FOUNDATION | ||||||||
| 1000 AVOCADO AVENUE | NEWPORT BEACH | CA | 92660 | NONE | PC | CHARITABLE | $2,500 | |
| CHOC FOUNDATION | ||||||||
| 1120 W LA VETA AVENUE SUITE 500 | ORANGE | CA | 92868 | NONE | PC | CHARITABLE | $20,000 | |
| DUKE UNIVERSITY | ||||||||
| 102 FLOWERS DRIVE | DURHAM | NC | 27708 | NONE | PC | CHARITABLE | $10,000 | |
| J PAUL GETTY MUSEUM | ||||||||
| 1200 GETTY CENTER DRIVE SUITE 1300 | LOS ANGELES | CA | 90049 | NONE | PC | CHARITABLE | $5,000 | |
| HOAG HOSPITAL FOUNDAITON | ||||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | NONE | PC | CHARITABLE | $10,000 | |
| CYTONOSIS RESEARCH FUND | ||||||||
| 19200 VON KARMAN AVENUE SUITE 920 | IRVINE | CA | 92612 | NONE | PC | CHARITABLE | $15,000 | |
| HARBOR DAY ENDOWMEN CORP | ||||||||
| 3443 PACIFIC VIEW DRIVE | CORONA DEL MAR | CA | 92625 | NONE | PC | CHARITABLE | $12,000 | |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL | ||||||||
| 5807 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | NONE | PC | CHARITABLE | $10,000 | |
| ORANGE CO COMM FOUNDATION | ||||||||
| 4041 MACARTHUR BLVD SUITE 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | CHARITABLE | $72,500 | |
| UCI FOUNDATION | ||||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | NONE | PC | CHARITABLE | $5,000 | |
| COLLEGE YEAR IN ATHENS | ||||||||
| 1035 CAMBRIDGE STREET 21E | CAMBRIDGE | MA | 02141 | NONE | PC | CHARITABLE | $2,500 | |
| PRINCETON UNIVERSITY | ||||||||
| A FLOOR NEW SOUTH BUILDING | PRINCETON | NJ | 08544 | NONE | PC | CHARITABLE | $10,000 | |
| SHERMAN LIBRARY & GARDENS | ||||||||
| 2647 EAST COAST HIGHWAY | CORONA DEL MAR | CA | 92625 | NONE | PC | CHARITABLE | $250 | |
| BEAT THE STREETS LOS ANGELES | ||||||||
| 515 S FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | PC | CHARITABLE | $11,000 | 16TH FLOOR |
| HARVESTERS SECOND HARVEST FOOD BANK | ||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,750 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,314 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,527 | 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 | $265,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,841 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDMONDS & EDMONDS LLP | CategoryTxt |
| Amt | $5,247 | Amt |
| Net Investment Income | $5,247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,247 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,445 MORGAN STANLEY EMERGING | $20,178 | $33,030 |
| 84,349.92 SCHWAB GOVERNMENT MO | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,131,493 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,220,101 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCHWAB FEES | $29,450 | $29,450 | $29,450 |
| ATTORNEY GENERALS REGISTRY FEE | $200 | $200 | $200 |
| CHASE ANNUAL FEE | $99 | $99 | $99 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL REVENUE SERVICE | CategoryTxt |
| Amt | $19,748 | Amt |
| Net Investment Income | $19,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,748 | AdjustedNetIncomeAmt |