JOHN H GRACE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: JOHN H GRACE FOUNDATION (EIN 47-6650230)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-11-09
IRS object ID: 201603149349100200
Schema version: 2015v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Compensation Explanation
Contractor Compensation Expln
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-11-09T03:48:26-08:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	953602394	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DENNIS OSHIRO & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 56481022 JASON PL	AddressLine1Txt
City	Diamond Bar	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91765	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	476650230	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN H GRACE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOHN	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5648	AddressLine1Txt
City	Diamond Bar	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91765	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARION JOE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9098606446	PhoneNum
Signature	2016-11-06	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEORGE OSHIRO	PreparerPersonNm
PTIN	P11084077	PTIN
Phone	9098606446	PhoneNum
Preparation	2016-11-09	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$14,872,741	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	$9,645,803	ContriRcvdRevAndExpnssAmt
Dividends Net Invst Incm	$132,317	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$57,706	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$576,921	GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm	$10,120	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$9,588,097	TotalRevAndExpnssAmt
Total Net Invst Incm	$132,317	TotalNetInvstIncmAmt
Total Adj Net Incm	$10,120	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$2,540	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,540	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$126,143	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$4,337	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$6,877	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$126,143	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,540	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$381,690	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$381,690	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$388,567	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$126,143	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$384,230	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$9,199,530	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,174	NetInvestmentIncomeAmt
Adjusted Net Income	$10,120	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$109,488	CashEOYAmt
Cash EOYFMV	$109,488	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,903,410	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,228,366	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,228,366	SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY	$10,326,832	CorporateStockEOYAmt
Corporate Stock EOYFMV	$10,326,832	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$208,055	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$208,055	CorporateBondsEOYFMVAmt
Total Assets BOY	$4,903,410	TotalAssetsBOYAmt
Total Assets EOY	$14,872,741	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,872,741	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$4,903,410	RetainedEarningBOYAmt
Retained Earning EOY	$14,872,741	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,903,410	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,872,741	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,903,410	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,872,741	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,903,410	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$9,199,530	ExcessRevenueOverExpensesAmt
Other Increases	$769,801	OtherIncreasesAmt
Subtotal	$14,872,741	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$14,872,741	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt
ALLSTATE CORP	P	2014-12-16	2015-01-22	$230,133	$218,432	$11,701
KRAFT FOODS GROUP INC	P	2014-12-16	2015-07-06	$3,416		$3,416
MORGAN STANLEY AC XXX-XX-XXXX	P	2015-01-22	2015-12-29	$12,005	$33,344	-$21,339
BOEING CO	P	2014-12-16	2015-08-24	$168,092	$161,525	$6,567
CREDIT SUISSE GROUP	P	2015-12-21	2015-12-21	$6,987		$6,987
ARCELORMITTAL NY REG	P	2014-12-22	2015-12-29	$22,745	$60,726	-$37,981
MASCO CORP	P	2014-12-16	2015-01-06	$121,478	$118,750	$2,728
UNITED STS STL CP	P	2014-12-16	2015-12-29	$12,005	$41,850	-$29,845
VANGUARD SHORT TERM BND	P	2015-07-01	2015-12-30	$60		$60

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$57,706	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$10,120	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$18,277	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$88,076	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.207514	DistributionYr1Rt
Total Distribution	0.207514	TotalDistributionRt
Average Distribution	0.207514	AverageDistributionRt
Net Vl Noncharitable Assets	$6,947,094	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,441,619	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$62	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,441,681	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$384,231	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$123	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$123	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$123	TaxBasedOnInvestmentIncomeAmt
Tax Due	$123	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
Individual With Books	MARIAN A JOE	IndividualWithBooksNm
Phone	9098606446	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3036	AddressLine1Txt
City	Fullerton	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	928343036	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	MARION JOE 1	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3036	AddressLine1Txt
City	Fullerton	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	928343036	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	15.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	MORGAN STANLEY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1901 MAIN STREET 7TH FLOOR	AddressLine1Txt
City	Irvine	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92614	ZIPCd

Field	Value	IRS element (for citing)
Service Type	MANAGEMENT FEES	ServiceTypeTxt
Compensation	$78,826	CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NA	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NA	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$1	AllOtherProgramRltdInvstTotAmt
Total	$1	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,737,871	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,435,181	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,173,052	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,173,052	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,225,958	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,947,094	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$347,355	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$384,230	ExpensesAndContributionsAmt
Program Related Invst Total	$1	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$384,231	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$384,231	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$384,231	QualifyingDistributionsAmt
Remaining Distri From Corpus	$384,231	RemainingDistriFromCorpusAmt
Total Corpus	$384,231	TotalCorpusAmt
Excess Distri Cyov To Next Yr	$384,231	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$384,231	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ANGEL OF LOVE
307 SOUTH WRIGHTWOOD ST	Orange	CA	92869	PC	PROVIDE HOPE LOVE PRAYER TO NEEDY PEOPLE	$5,000
BOYS AND GIRLS CLUB OF FULLERTON
BOX 1283	Fullerton	CA	92836	PC	PROVIDE CHILDREN LEADERSHIP TRAINING AND ACTIVITIE	$5,000
LOT 318
536 DARTMOUTH DRIVE	Placentia	CA	92870	PC	HELP SUPPORT KIDS IN CYPRESS ST COMMUNITY	$2,000
PROJECT HEALING AND WATERS
1801 BRIDLE PATH WAY	Santa Ana	CA	92705	PC	REHABILITATION -DISABILITY OF MILITARY PERSONNEL	$10,000
COAST TO COAST FOUNDATION
18340 YORBA LINDA BLVD STE 107-222	Yorba Linda	CA	92886	PC	PROVIDES MEALS TO HOMELESS COMMUNITY	$10,000
LAGUNA ROAD CHORUS
300 LAGUNA ROAD	Fullerton	CA	92835	PC	ACHIEVE EDUCATIONAL EXCELLENCE	$5,000
TZEDEK AMERICAN PROGRAM
900 BUNDYDR 390	Los Angeles	CA	90025	PC	JEWISH INTERNSHIP -PROVIDES FREE LEGAL ADVICE	$5,000
ASSISTANCE LEAGUE OF FULLERTON
233 W AMERIGE	Fullerton	CA	92832		THRIFT STORE -SALE OF DONATED GOODS	$10,000
CDA SLAMMERS
18501 PARKVALLE	Cerritos	CA	90703	PC	YOUTH SOCCER ORGANIZATION	$5,850
GUIDE DOGS OF DESERT
PO BOX 1692	Palm Springs	CA	92263	PC	TRAINING OF GUIDE DOGS	$300
IPADRINI
1611 SUNFLOWER	Santa Ana	CA	92704	PC	EQUINE-ASSISTED THERAPY PROGRAMS	$10,000
BERNARDO YORBA LINDA
5350 FAIRMONT BLVD	Yorba Linda	CA	92886	PC	EDUCATION ASSISTANCE	$5,000
ESPERANZA HIGH SCHOOL BAND
1830 N KELLOGG DR	Anaheim	CA	92807	PC	HS BAND PROGRAM	$8,000
NODCC
PMB363 18032-C LEMON DRIVE	Yorba Linda	CA	92886	PC	HELP WITH DISORDERS OF THE CORPUS CALLOSUM	$5,000
FULLERTON RANGER YSC
369 S ACACIA AVE	Fullerton	CA	92831	PC	SOCCER PROGRAMS	$2,000
THE CHALLENGE CENTER
5540 LAKE PARK WAY	La Mesa	CA	91942	PC	PHYSICAL THERAPY REHABE FITNESS PROGRAMS	$5,000
ANGEL OF LOVE
307 SOUTH WRIGHTWOD ST	Orange	CA	92869	PC	PROVIDE HOPE LOVE AND PRAYER FOR NEEDY PEOPLE	$5,000
COLON CANCER SOLUTION
5666 LINCOLN DRIVE SUITE 270	Saint Louis Park	MN	55436	PC	CANCER PATIENTS ASSISTANT	$500
FLORENCE CRITTENTON SERICES OF OC
PO BOX 9	Fullerton	CA	928360009	PC	HELP HEAL WOUNDS OF ABUSE TRAUMA	$15,000
ELI HOMES ANAHEIM
1175 N EAST ST	Anaheim	CA	92805	PC	SHELTER FOR ABUSED CHILDREN	$10,000
ASSISTANCE LEAGUE
233 W AMERIGE	Fullerton	CA	92832	PC	THRIFT STORE-SALE OF DONATED GOODS	$10,000
COACHELLA VALLEY RESCUE MISSION
PO BOX 10660	Indio	CA	922022564	PC	EMERGENCY SHELTER	$5,000
MARTHAS VILLAE AND KITCHEN
83791 DATE AVE	Indio	CA	92201	PC	PROVIDER OF HOMELES SERVICES	$5,000
HEADS UP FOUNDATION
12400 VENTURA BLVD 1221	Studio City	CA	91604	PC	SUPPORT AT RISK YOUTH	$5,000
SACRED HEARTS
43-775 DEEP CANYON RD	Palm Desert	CA	92260	PC	CATHOLIC SCHOOL	$2,000
ESPERANZA HIGH SCHOOL BAND
1830 N KELLOGG DR	Anaheim	CA	92807	PC	HIGH SCHOOL BAND ACTIVITIES	$2,500
HEART SHARE
66 BOERUM PL	Brooklyn	NY	11201	PC	NURTURES AND EMPOWER CHILDREN	$5,000
CYSTIC FIBROSIS
6930 ARLINGTON ROAD 200	Bethesda	MD	20814	PC	RESEARCH AND MEDICAL ATTENTION FOR CYSTICFIBROSI	$5,000
PEDIATRIC CANCER RESEARCH FDN
9272 JERONIMO RD 122	Irvine	CA	92618	PC	FUNDING PEDIATRIC CANCER RESEARCH	$5,000
IVY MAX
1601 S DEANZA BLVD	Cupertino	CA	95014	PC	PREPARE STUDENTS FOR TOP TIER UNIVERSITIES	$10,000
KAPAA HIGH SCHOOL FOUNDATION
4-1300 KUHIO HWY	Kapaa	HI	96746	PC	FINANCIAL SUPPORT TO STUDENTS AND PROGRAMS	$5,000
WORLD SURGICAL
PO BOX 1006	Camp Hill	PA	170011006	PC	SURGICAL HEALTH CARE FOR THE POOR	$5,000
MAKE A SMILE FOUNDATION
805 CENTRAL AVE	Seal Beach	CA	90740	PC	GENERAL AND REHABILIATION HEALTH	$15,000
PATHWAYS OF HOPE
PO BOX 626	Fullerton	CA	92834	PC	FIGHT AGAINST HUNGER AND HOMELESS	$5,000
MERCY HOUSE
PO BOX 1905	Santa Ana	CA	92702	PC	PROVIDES HOUSING FOR HOMELESS	$2,500
SOCIETY OF ST VINCENTE DEPAUL
1505 E 17TH ST STE 109	Santa Ana	CA	92705	PC	PROVIDE SHELTER FOOD AND CLOTHING	$2,500
ORANGE COUNTY ADULT ACHIEVEMENT CTR
226 W CARL KARCHER WAY	Anaheim	CA	92801	PC	HELPING PEOPLE WITH DISABILITIES	$3,000
NAUHEIM STRAUSS
PO BOX 843	La Habra	CA	906330843	PC	CHARITABLE FOUNDATIONHOMELESS AND TRAINGING	$5,000
OC UNITED TOGETHER MINISTRIES
418 COMMONWEALTH AVE	Fullerton	CA	92832	PC	MOBIL LAUNDRY AND SHOWER	$5,000
CAL STATE UNIVERSITY FULLERTON
2600 E NUTWOOD AVE STE 850	Fullerton	CA	92831	PC	UNIVERSITY DONATION	$10,000
USC OF HEALTH SCIENCES
16200 E AMBER VALLEY DR	Whittier	CA	90604	PC	COMPLEMENTARY AND ALTERNATIVE MEDICINE	$5,000
CALIFORNIA CHIROPRACTIC FDN
1451 RIVER PARK DRIVE STE 230	Sacramento	CA	95815	PC	CHIROPRACTIC RESEARCH	$10,000
NON-GMO PROJECT
1155 N STATE ST SUITE 502	Bellingham	WA	98225	PC	PRESERVE NON-GMO FOODS SUPPLY	$2,500
YMCA FULLERTON
2000 YOUTH WAY	Fullerton	CA	92835	PC	FITNESS CENTER CAMPS-WINTER AND SUMMER	$5,000
OCJAA
17322 IRVINE BLVD STE 110	Tustin	CA	92780	PC	YOUTH FOOTBALL LEAGUE	$1,000
SURFRIDERS FOUNDATIONS
942 CALLE NEGOCIO STE 350	Traver	CA	93673	PC	PROTECTION OF BEACHESAND RESEARCH	$5,000
CONCORDIA UNIVERSITY FOUNDATION
1530 CONCORDIA	Irvine	CA	92612	PC	LUTHER CHRISTIAN UNIVERSITY	$5,000
GRACEWORKS FOR CHILDREN INT
PO BOX 1239	Anaheim	CA	92815	PC	SUPPORT ORPHANS	$1,000
NEW DIRECTIONS FOUNDATION
4511 HARLEM ROAD STE 200	Buffalo	NY	14226	PC	HELP CHILDREN IN CRISIS	$50,000
LOVE HAS NO COLOR
854 WALPOLE ST	Norwood	MA	02062	PC	HELPING CHILDREN ON NATIVE AMERICAN RESERVATIONS	$1,000
NEIGHBORHOOD CHRISTIAN CLINIC
1929 WEST FILLMORE ST BUILDING C	Phoenix	AZ	85009	PC	MEDICAL AND DENTAL VISITS MEDICINE LAB TESTS	$3,000
COAST TO COAST FOUNDATION
18340 YORBA LINDA BLVD STE 107-222	Yorba Linda	CA	92886	PC	MEALS FOR HOMELESS AND SCHOLARSHIPS	$25,000
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE	Chicago	IL	60601	PC	HELP ALZHEIMER AND DEMENTIA RESIDENTS	$5,000
GINA GIBNEY DANCE
890 BROADWAY 5TH FLOOR	New York	NY	10003	PC	DANCE WORKSHOPS TO HELP DOMESTIC VIOLENCE	$2,500
AZUSA PACIFIC UNIVERSITY
PO BOX 7000	Azusa	CA	91702	PC	PRIVATE CHRISTIAN UNIVERSITY	$2,400
CDA SLAMMERS
18501 PARKVALLE	Cerritos	CA	90703	PC	YOUTH SOCCER ORGANIZATION	$15,000
NIXON FOUNDATION
18001 YORBA LINDA BLVD	Yorba Linda	CA	92886	PC	NIXON LIBRARY AND BIRTHPLACE	$1,640
ORANGEWOOD FOUNDATION
1575 E 17TH ST	Santa Ana	CA	92705	PC	24 HOUR EMERGENCY SHELTER CARE	$5,000
CHARITY NAVIGATOR
139 HARRISTOWNRD SUITE 101	Santa Ana	CA	92705	PC	CHARITY RESEARCH AND ADVICE	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$381,690	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$132,317	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$132,317	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$132,317	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
MARY ALICE ROBINSON CRUT
1	PO BOX 3036	Fullerton	CA	928343036	$949,674	Yes (X)
JOHN H GRACE LIVING TRUST
2	PO BOX 3036	Fullerton	CA	928343036	$4,200,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	MARKETABLE SECURITIES DONATED	NoncashPropertyDesc
Fair Market Value	$4,491,130	FairMarketValueAmt
Received	2015-09-30	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,540	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2,540	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$1	Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

Field	Value	IRS element (for citing)
Person	MARION JOE 1	PersonNm
Short Explanation	none	ShortExplanationTxt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Field	Value	IRS element (for citing)
Contractor Person	MORGAN STANLEY	ContractorPersonNm
Explanation	MANAGE ALL FOUNDATON INVESTMENTS	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$208,055	EOYBookValueAmt
EOYFMV	$208,055	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCKS SEE LIST	$7,767,222	$7,767,222
MUTUAL FUNDS	$2,254,724	$2,254,724
ETC	$304,886	$304,886

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	MARKET INCREASE IN SECURITY VALUES	Desc
Amt	$769,801	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE	$0	$78,826	$0	$0
MISC BROKER FEES	$0	$6,817	$0	$0
CONSULTANTING FEES	$0	$40,500	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL AND STATE TAXES	CategoryTxt
Amt	$4,337	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt