JAMES L STAMPS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES L STAMPS FOUNDATION INC (EIN 95-6086125)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201613159349101106
- Schema version
- 2015v2.0
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T12:52:23-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID R HAMILTON INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 Irvine Blvd STE 201 | AddressLine1Txt |
| City | Tustin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 927803846 | 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 | 956086125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L STAMPS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7145689740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Tustin Ave | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard D Salyer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dave Hamilton CPA | PreparerPersonNm |
| PTIN | P00704834 | PTIN |
| Phone | 9495000602 | PhoneNum |
| 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 | $27,980,198 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,064,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,064,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,158,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $400,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,012,727 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$547,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,465,105 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $203,944 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $77,987 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,957 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $29,303 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,135 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,168 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $312 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $469 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,434 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,434 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | -$7,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,598 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,829 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,434 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,434 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $28,619 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,447 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,172 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,905 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,194 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,711 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $184,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $496,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $317,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207,086 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,598,047 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,598,047 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,094,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $317,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,805,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,642,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,147,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,765 | CashBOYAmt |
| Cash EOY | $22,064 | CashEOYAmt |
| Cash EOYFMV | $22,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,212,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $615,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $615,338 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,270 | AcctRcvblAmt |
| Acct Rcvbl BOY | $51,390 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $47,270 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,270 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $19,511 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,037 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,037 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $350,184 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $250,451 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $250,451 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,367,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,587,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,587,818 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,590,466 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,409,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,409,234 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $38,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,003 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,844 | LandBOYAmt |
| Land EOY | $11,438 | LandEOYAmt |
| Land EOYFMV | $11,438 | LandEOYFMVAmt |
| Other Assets BOY | $2,714 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,548 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,548 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,730,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,980,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,980,198 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,083 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,166 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,083 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,166 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $28,721,741 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,970,032 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,721,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,970,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,730,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,980,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,721,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,642,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,890,778 | OtherIncreasesAmt |
| Subtotal | $27,970,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,970,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $10,158,189 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,757,598 | CostOrOtherBasisAmt |
| Gain Or Loss | $400,591 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $400,591 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $400,591 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $400,591 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,717,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,377,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05655 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,671,461 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,573,645 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,693,035 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,640,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,920,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,116,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06596 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,815,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,776,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06309 | DistributionYr5Rt |
| Total Distribution | 0.301225 | TotalDistributionRt |
| Average Distribution | 0.060245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,049,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,750,068 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,474 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,761,542 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,805,133 | 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 | $11,474 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,474 | SubtotalAmt |
| Tax Based On Investment Income | $11,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,511 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $44,511 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $33,037 | OverpaymentAmt |
| Applied To ES Tax | $33,037 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard S Kredel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7145689740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Tustin Ave Suite 260 | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Richard D Salyer | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | President | 30.00 | $68,552 | $22,980 |
| Richard S Kredel | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | Secretary-Treas | 22.00 | $63,304 | $1,440 |
| F Kevin Brazil | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | Trustee | 2.00 | $18,000 | |
| Mike Sciarra | |||||||
| 260 N Tustin Ave 260 | Santa Ana | CA | 92705 | Trustee | 2.00 | $11,668 | |
| Tom Lynch | |||||||
| 600 N Tustin Ave 260 | Santa Ana | CA | 92705 | Trustee | 2.00 | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Loskill Wealth Management Group | |||||
| 620 Newport Center Drive | Newport Beach | CA | 92660 | Investment Advisory | $88,115 |
| Goldman Sachs & Co | |||||
| 2121 Avenue of the Stars Suite 2600 | Los Angeles | CA | 900675050 | Investment Advisory | $63,291 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,644,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,491,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,491,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $442,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,049,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,452,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,452,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,474 | TotalTaxAmt |
| Distributable Before Adj | $1,440,985 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,440,985 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,440,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,805,133 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,805,133 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,474 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,793,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,440,985 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $209,490 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,671,461 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,717,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,598,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,805,133 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $1,805,133 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,440,985 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,440,985 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,962,822 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,962,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $439,966 | ExcessFromYear2Amt |
| Excess From Year1 | $1,717,723 | ExcessFromYear1Amt |
| Excess From Current Year | $1,805,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Richard Salyer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N Tustin Ave Suite 260 | AddressLine1Txt |
| City | Santa Ana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7145689740 | RecipientPhoneNum |
| Form And Info And Materials | Brief written inquiry about possible foundation interest to provide funds for a particular project. If favorable, further information will be requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No specific deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | Support of evangelical protestant churches, seminaries, christian schools and christian based organizations. Some support also provided to local public service organizations. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See attached list | GrantOrContributionPurposeTxt |
| Amt | $1,598,047 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,598,047 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,064,514 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,012,727 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $400,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$547,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$547,622 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CapinCrouse | $10,450 | $10,450 | $0 | $0 |
| David Hamilton, CPA | $19,005 | $19,005 | $0 | $0 |
| Zack Caldwell | $6,979 | $6,979 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Coffee bar & moulding | 2008-07-31 | $3,629 | $601 | SL | 0.0256 | $93 |
| Carpet | 2008-09-12 | $1,730 | $1,633 | 200DB | 0.0553 | $97 |
| Water Heater | 2008-09-12 | $473 | $448 | 200DB | 0.0553 | $25 |
| Ceiling upgrade | 2008-09-12 | $1,230 | $201 | SL | 0.0256 | $32 |
| Office furniture | 2008-06-17 | $4,203 | $4,062 | 200DB | 0.0333 | $141 |
| Office chairs | 2008-09-09 | $225 | $212 | 200DB | 0.0553 | $13 |
| Conference room chairs | 2008-10-02 | $1,512 | $1,398 | 200DB | 0.0764 | $114 |
| Reception chairs | 2008-10-09 | $4,167 | $3,849 | 200DB | 0.0764 | $318 |
| Office chairs | 2008-11-19 | $1,008 | $931 | 200DB | 0.0764 | $77 |
| TV and sound system | 2009-01-15 | $1,700 | $1,472 | 200DB | 0.0893 | $152 |
| Woodwork - conf room | 2009-03-03 | $575 | $498 | 200DB | 0.0893 | $51 |
| Shredder | 2009-01-08 | $1,466 | $1,269 | 200DB | 0.0893 | $131 |
| Reception chairs | 2009-01-27 | $2,060 | $1,783 | 200DB | 0.0893 | $184 |
| Apple iPad | 2013-02-25 | $603 | $368 | 200DB | 0.1560 | $94 |
| Desk | 2013-06-19 | $1,995 | $824 | 200DB | 0.1676 | $334 |
| Apple iPads | 2013-11-25 | $2,720 | $1,170 | 200DB | 0.2280 | $620 |
| Apple iPad | 2013-12-24 | $651 | $280 | 200DB | 0.2280 | $148 |
| Dell Optiplex Mini Tower | 2014-06-24 | $982 | $246 | 200DB | 0.3000 | $295 |
| Dell Computers | 2014-10-23 | $6,484 | $324 | 200DB | 0.3800 | $2,464 |
| iPad | 2015-11-24 | $1,028 | 200DB | 0.0500 | $51 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $3,409,234 | EOYBookValueAmt |
| EOYFMV | $3,409,234 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks | StockNm |
| EOY Book Value | $23,587,818 | EOYBookValueAmt |
| EOYFMV | $23,587,818 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $250,451 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $250,451 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $18,911 | $17,813 | $1,098 | $1,098 |
| Machinery and Equipment | $12,468 | $6,060 | $6,408 | $6,408 |
| Improvements | $7,062 | $3,130 | $3,932 | $3,932 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| Deferred tax asset | $834 | $834 | |
| Rent deposit | $2,714 | $2,714 | $2,714 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $172 | $172 | |
| Dues & Subscriptions | $3,896 | $1,558 | $2,338 |
| Insurance - directors & officers | $4,004 | $1,602 | $2,402 |
| Insurance - workers compensation | $1,150 | $460 | $690 |
| Intern program expense | $7,547 | $7,547 | |
| Investment fees | $151,406 | $151,406 | |
| Meals | $4,395 | $4,395 | |
| Office expense | $8,120 | $3,248 | $4,872 |
| Payroll expenses | $1,367 | $547 | $820 |
| Promotional materials | $425 | $170 | $255 |
| Telephone | $2,496 | $998 | $1,498 |
| Vacation wages | -$59 | -$22 | -$37 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$2,012,727 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost to Fair Value basis adjustment | Desc |
| Amt | $1,890,778 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Rounding | $1 | ||
| Taxes - excise | $27,947 | ||
| Taxes - foreign | $7,217 | $7,217 | |
| Taxes - FTB & RRF | $160 | $160 | |
| Taxes - licenses | $13 | $32 | $19 |
| Taxes - payroll | $5,125 | $12,813 | $7,688 |
| Taxes - personal property | $82 | $204 | $122 |