STRATEGY STUDIO / PUBLIC DATA EXPLORER

ARMROD CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ARMROD CHARITABLE FOUNDATION (EIN 68-0370503)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-09
IRS object ID
201623149349100612
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-09T09:08:37-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tenney and CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11528 Starr Drive Suite AAddressLine1Txt
CityYuba CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95993ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680370503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARMROD CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARMRBusinessNameControlTxt
Phone9166246200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14020 SIERRA COLLEGE BLVDAddressLine1Txt
CityROCKLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95677ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMartin A HarmonPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD L STALLINSPreparerPersonNm
PTINP01381173PTIN
Phone5306744211PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,061,711FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,615,640ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24,614InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,614InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$24,614InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,442DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,442DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,442DividendsAdjNetIncmAmt
Other Income Rev And Expnss$305,114OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$16,951,810TotalRevAndExpnssAmt
Total Net Invst Incm$31,056TotalNetInvstIncmAmt
Total Adj Net Incm$31,056TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$743LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$743LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,785AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,785AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,208TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$2,208TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,833OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,483OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,569TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,219TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,889,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,889,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,897,569TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,897,219TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,054,241ExcessRevenueOverExpensesAmt
Net Investment Income$31,056NetInvestmentIncomeAmt
Adjusted Net Income$31,056AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,047,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,693,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,693,807SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$111,512AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$38,710OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$38,710OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$468,350OtherNtsAndLoansRcvblBOYAmt
Corporate Stock BOY$179,626CorporateStockBOYAmt
Corporate Stock EOY$167,904CorporateStockEOYAmt
Corporate Stock EOYFMV$167,904CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$200,000LandBldgEquipCostOrOtherBssAmt
Land BOY$200,000LandBOYAmt
Land EOY$200,000LandEOYAmt
Land EOYFMV$200,000LandEOYFMVAmt
Total Assets BOY$3,007,471TotalAssetsBOYAmt
Total Assets EOY$18,061,711TotalAssetsEOYAmt
Total Assets EOYFMV$18,061,711TotalAssetsEOYFMVAmt
Other Liabilities BOY$1OtherLiabilitiesBOYAmt
Total Liabilities BOY$1TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,007,470UnrestrictedBOYAmt
Unrestricted EOY$18,061,711UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,007,470TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,061,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,007,471TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,061,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,007,470TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,054,241ExcessRevenueOverExpensesAmt
Subtotal$18,061,711SubtotalAmt
Tot Net Ast Or Fund Balances EOY$18,061,711TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$276,528AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,086,109NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.25460DistributionYr1Rt
Adjusted Qlfy Distri Yr2$276,918AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,025,826NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.26995DistributionYr2Rt
Adjusted Qlfy Distri Yr3$991,015AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,732,683NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.57195DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,776AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,090,748NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03433DistributionYr4Rt
Adjusted Qlfy Distri Yr5$239,066AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,151,508NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.11112DistributionYr5Rt
Total Distribution1.241950TotalDistributionRt
Average Distribution0.248390AverageDistributionRt
Net Vl Noncharitable Assets$3,491,164NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$867,170AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$311NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$867,481AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,897,219QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$311InvestmentIncomeExciseTaxAmt
Subtotal$311SubtotalAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Tax Due$311TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DONALD TROWBRIDGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9166246200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14020 SIERRA COLLEGE BLVD200AddressLine1Txt
CityROCKLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP956773906ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARTIN A HARMON
4020 SIERRA COLLEGE BLDV200ROCKLINCA95677PRESIDENT0.00$0
ROBERT MEAGLIA
4020 SIERRA COLLEGE BLVD 200ROCKLINCA95677CFO0.00$0
DONALD T TROWBRIDGE
4020 SIERRA COLLEGE BLVD200ROCKLINCA95677SECRETARY0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$180,048AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,164,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$200,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,544,329TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,544,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,165CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,491,164NetVlNoncharitableAssetsAmt
Minimum Investment Return$174,558MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$174,558MinimumInvestmentReturnAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Total Tax$311TotalTaxAmt
Distributable Before Adj$174,247DistributableBeforeAdjAmt
Distributable Before Ded$174,247DistributableBeforeDedAmt
Distributable As Adjusted$174,247DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,897,219ExpensesAndContributionsAmt
Qualifying Distributions$1,897,219QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$311PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,896,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$174,247DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$132,805ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$904,835ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$226,711ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$222,769ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,487,120TotalExcessDistributionCyovAmt
Qualifying Distributions$1,897,219QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$174,247AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,722,972RemainingDistriFromCorpusAmt
Total Corpus$3,210,092TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$132,805ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,077,287ExcessDistriCyovToNextYrAmt
Excess From Year3$904,835ExcessFromYear3Amt
Excess From Year2$226,711ExcessFromYear2Amt
Excess From Year1$222,769ExcessFromYear1Amt
Excess From Current Year$1,722,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTIN A HARMONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARTIN A HARMONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14020 SIERRA COLLEGE BLVD 200AddressLine1Txt
CityROCKLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95677ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9166246200RecipientPhoneNum
Form And Info And MaterialsLETTER REQUEST FOR FUNDS, TO INCLUDE AMOUNT, INTENDED USE, AND DOCUMENTARY VERIFICATION OF EXEMPT/CHARITABLE STATUS OF RECIPIENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKLAND MILITARY INSTITUTE
2269 CHESTNUT STREET SUITE 500OAKLANDCA94123N/APCSCHOLARSHIP FUNDING$10,000
SENIORS FIRST
11566 D AVEAUBURNCA95603N/APCEDUCATION FOR SENIOR SERVICES$5,000
CHILD ADVOCATES OF PLC CTY
PO BOX 701AUBURNCA95604N/APCSUPPORT FOSTER CARE PROGRAMS$5,000
AUBURN SYMPHONY
808 LINCOLN WAYAUBURNCA95603N/APCCOMMUNITY BETTERMENT THROUGH CULTURAL ACTIVITIES$3,000
AUBURN COMMUNITY CANCER ENDOWMENT F
11899 EDGEWOOD ROAD SUITE XAUBURNCA95603N/APCCANCER AWARENESS AND RESEARCH$7,000
PLACER COMMUNITY FOUNDATION
PO BOX 9207AUBURNCA95604N/APCNONPROFIT LEADERSHIP SUMMIT$1,500
SACRAMENTO VALLEY TEEN CHALLENGE IN
PO BOX 276737SACRAMENTOCA95827N/APCTO PROVIDE YOUTH, ADULTS AND FAMILIES CHRISTIAN-BASED SOLUTIONS TO LIFE CONTROLLING DRUG AND ALCOHOL PROBLEMS$50,000
NEXT TOWN FOUNDATION
8635 CALLAGHANSAN ANTONIOTX78230N/APCHOME OF HOPE ORPHANAGE$65,000
COMMUNITY RECOVERY RESOURCES
180 SIERRA COLLEGE DRIVEGRASS VALLEYCA95945N/APCWELLNESS AND RECOVERY SERVICES$125,000
ROCKLIN KIWANIS FOUNDATION
PO BOX 76ROCKLINCA95677N/APCCOMMUNITY BETTERMENT$1,000
UNION GOSPEL MISSION
400 BANNON STREETSACRAMENTOCA95811N/APCHELPING THE NEEDY AND HOMELESS$50,000
CLEAN AND SOBER INC
PO BOX 2604SACRAMENTOCA95812N/APCSUPPORT AND TREATMENT OF SUBSTANCE ABUSE$25,000
FULL GOSPEL SHIELD OF FAITH
21280 NORTH 4 MILE ROADHULBERTOK74441N/APCCOMMUNITY/YOUTH PROGRAMS$12,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREETATLANTAGA30303N/AGROUPCANCER AWARENESS AND RESEARCH$3,500
CARING HEARTS SOCIETY AUBURN
15055 MCELORY ROADMEADOW VISTACA95722N/APCCOMMUNITY BETTERMENT$1,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROADBETHESDAMD20814N/AGROUPMEDICAL RESEARCH$5,000
FOUNDATION FOR AFRICAN AMERICAN MED
4553 CRIMSONWOOD DRIVEREDDINGCA96001N/APCADVANCING PATIENT CARE IN RURAL AFRICA$2,500
JOHN BURTON FOUNDATION
235 MONTGOMERY STREETSAN FRANCISCOCA94104N/APCIMPROVE THE QUALITY OF LIFE FOR CALIFORNIA'S FOSTER, FORMER FOSTER AND HOMELESS CHILDREN$2,500
KVIE
2030 W EL CAMINO AVENUESACRAMENTOCA95833N/APCFUND PUBLIC TELEVISION$2,000
PLACER LAND TRUST
11661 BLOCKER DRIVE 110AUBURNCA95603N/APCLAND CONSERVATION AND PRESERVATION$1,000
SIERRA COLLEGE FOUNDATION
5000 ROCKLIN ROADROCKLINCA95677N/APCSCHOLARSHIP FUNDING$142,500
SUTTER AUBURN FAITH FOUNDATION
11815 EDUCATION STREETAUBURNCA95602N/APCFUNDS HEALTH CARE SERVICES AND PROGRAMS$11,000
TANZANIA CHILDREN'S FUND
2 ATLANTIC AVENUE 4TH FLOORBOSTONMA02110N/APCIMPROVING EDUCATION, INCREASE ACCESS TO HEALTH CARE AND CREATING ECONOMIC OPPORTUNITIES$10,000
THE GATHERING INN
PO BOX 297ROSEVILLECA95678N/APCPROVIDE PHYSICAL, MENTAL AND SPIRITUAL RESTORATION FOR HOMELESS WOMEN, MEN AND CHILDREN.$12,000
THE SIERRA FUND
206 SACRAMENTO STREET STE 101NEVADA CITYCA95959N/APCLAND CONSERVATION AND PRESERVATION$5,000
ACTIVE 20-30 CLUB
PO BOX 214933SACRAMENTOCA95821N/APCCOMMUNITY BETTERMENT$1,000
ALLEGIANT GIVING CENTER
4465 GRANITE DRIVE STE 800ROCKLINCA95677N/APCSUPPORT VETERANS, STUDENTS, AND ATHLETES$10,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231N/APCHEALTHY LIVING AWARENESS AND RESEARCH$2,000
ANCIENT PROMIST MINSTRIES
2945 BELL ROAD STE 295AUBURNCA95603N/APCTRAINING AND SUPPORT OF MISSIONARIES$2,500
FRIENDS OF VINH SON MONTAGNARD ORPH
PO BOX 9322AUBURNCA95604N/APCSUPPORT FOR VIETNAMESE ORPHANAGE$3,000
AUBURN AREA RECREATION
471 MAIDU DRIVEAUBURNCA95603N/ASOUNKMAINTAINING AUBURN PARKS & PROVIDING RECREATION TO RESIDENTS$2,000
AUBURN PLACER PERFORMING ARTS
985 LINCOLN WAY STE 104AUBURNCA95603N/APCENHANCE CULTURAL AND ECONOMIC ENVIRONMENT OF AUBURN$1,000
BLACKBERRY CREEK FARM
1170 PINECROFT ROADCOLFAXCA95713N/APCPROVIDE CARE FOR RESCUED ANIMALS, EDUCATE HUMANE CARE OF ANIMALS$1,500
CHABAD OF ROSEVILLE
4410 DOUGLAS BLVDGRANITE BAYCA95746N/APCYOUTH PROGRAMS$1,500
CHARITY VISION
1282 E CAMBRIDGE COURTPROVOUT84604N/APCPROVIDING EYE CARE IN DEVELOPING COUNTRIES$335,000
CHILDRENS FUTURE INTERNATIONAL
1031 33RD STREET STE 174DENVERCO80205N/APCSUPPORT FOR CAMBODIAN CHILDREN$1,500
CHURCH DIVINITY SCHOOL
2451 RIDGE ROADBERKELEYCA94709N/APCSCHOLARSHIP FUNDING$1,500
HANCOCK COMMITTEE FOR THE STATES
106 EAST 6TH STREET STE 200AUSTINTX78701N/APCCONVENTION OF THE STATES$200,000
CONGREGATION B'NAI ISRAEL
3600 RIVERSIDE BLVDSACRAMENTOCA95818N/APCCOMMUNITY PROGRAMS$1,000
CRISTO REY HIGH SCHOOL
8475 JACKSON ROADSACRAMENTOCA95826N/APCGENERAL SUPPORT FOR EDUCATIONAL PROGRAMS$10,000
DART
PO BOX 711ELK GROVECA95759N/APCSUPPORT TRAINING FOR DROWNING RESCUE TEAM$1,500
FEED THE HUNGRY
11850 KEMPER ROADAUBURNCA95603N/APCFUNDS FOOD, CLOTHING, EDUCATION, AND OTHER SERVICES FOR FAMILIES IN NEED$1,500
FREEDOM HOUSE
3852 PALOS VERDES STE 40LAS VEGASNV89119N/APCPROVIDE PEOPLE IN RECOVERY HOUSING WHILE THEY TRANSITION BACK TO COMMUNITY$5,000
GOLDEN EMPIRE COUNCIL
251 COMMERCE CIRCLESACRAMENTOCA95815N/APCYOUTH MENTORSHIP$2,500
KIDS FIRST
124 MAIN STREETROSEVILLECA95678N/APCSUPPORT PROGRAM TO END CHILD ABUSE AND NEGLECT$1,000
LEONARDO DA VINCI PTC
4701 SAN JOAQUIN WAYSACRAMENTOCA95822N/APCFUNDING FOR ELEMENTARY SCHOOL PROGRAMS$1,500
LOAVES AND FISHES
1351 N C STREETSACRAMENTOCA95811N/APCFOOD & BASIC NECESSITIES FOR HOMELESS$5,000
MAKE A WISH FOUNDATION
3841 N FREEWAY BLVD STE 185SACRAMENTOCA95834N/APCGRANTING WISHES FOR SICK CHILDREN$10,000
MARANATHA VOLUNTEERS INTERNATIONAL
990 RESERVE DRIVE STE 100ROSEVILLECA95678N/APCFUNDS VOLUNTEERS TO BUILD STRUCTURES IN AREAS OF NEED WORLDWIDE$10,000
MERCY FOUNDATION
3400 DATA DRIVERANCHO CORDOVACA95670N/ASUPPORTINFUND MEDICAL TREATMENTS AND SUPPORTING THE UNDERSERVED$20,000
NATIONAL TAX LIMITATION
151 N SUNRISE AVE STE 90ROSEVILLECA95661N/APCPROVIDE NATIONAL LEADERSHIP TO ACHIEVE THE OPTIMAL SIZE AND FUNCTIONS OF GOVERNMENT AND PROMOTE CANDIDATES AND INITIATIVES THAT SUPPORT THESE GOALS$20,000
NUESTRA AYUDA
1624 POOLE BLVD STE EYUBA CITYCA95993N/APCSUPPORT UNDERPRIVILEGED HEALTH PATIENT AND SCHOOL CHILDREN IN COSTA RICA$5,000
OUR LA
2454 LYRIC AVELOS ANGELESCA90027N/APCTO PROVIDE SUPPORT FOR DEVELOPING EDUCATIONAL AND HISTORICAL DOCUMENTARY FILM$9,000
PLACER COUNTY LAW ENFORCEMENT CHAPL
671 NEWCASTLE RD STE 2NEWCASTLECA95658N/APCCHAPLAINCY TRAINING PROGRAM$2,500
PRIDE INDUSTRIES FOUNDATION
10030 FOOTHILLS BLVDROSEVILLECA95747N/APCSUPPORT PROGRAMS FOR PEOPLE WITH DISABILITIES$100,000
ROCKLIN HIGH SCHOOL PARENT
521 VICTORY DRROCKLINCA95765N/APCSUPPORTING EDUCATIONAL PROGRAMS$1,000
ROCKLIN POLICE OFFICER ASSOCIATION
PO BOX 907ROCKLINCA95677N/APCCOMMUNITY BETTERMENT$1,000
SACRAMENTO TREE FOUNDATION
191 LATHROP WAY STE DSACRAMENTOCA95814N/APCWORKING TO BUILD HEALTHY, LIVABLE COMMUNITIES IN THE SACRAMENTO REGION BY GROWING THE BEST URBAN FOREST IN THE NATION$1,500
SHRINER'S HOSPITAL
2900 N ROCKY POINT DRIVETAMPAFL33607N/APCSUPPORT CHILDREN'S HOSPITAL$500,000
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE STE 400MONROVIACA91016N/APCSUPPORT CHILDREN'S CANCER RESEARCH$1,000
SUPPORTING THE TAYLOR HOUSE
PO BOX 853ROSEVILLECA95678N/APCTEACHING ESSENTIAL LIFE SKILLS AND OFFERING AFFORDABLE RENTS TO TRANSITIONING FOSTER GIRLS AGE 18-21.$1,500
SUTTER ROSEVILLE MEDICAL CENTER FOU
ONE MEDICAL PLAZAROSEVILLECA95661N/APCFUNDS HEALTH CARE SERVICES AND PROGRAMS$2,000
THE BRIDGE FOUNDATION
3406 GOSHEN RDNEWTOWN SQUAREPA19073N/APCRECOVERY SUPPORT SERVICES AND TREATMENT FOR YOUNG ADULTS$10,000
THE CITY OF AUBURN-LNF
1225 LINCOLN WAYAUBURNCA95603N/APCCULTURAL EVENTS FOR HISTORICAL EDUCATION$1,000
THE LUSTGARTEN FOUNDATION
1111 STEWART AVEBETHPAGENY11714N/APCPANCREATIC CANCER RESEARCH$1,000
THE PROMISES FOUNDATION
510 20TH STREETSANTA MONICACA90402N/APCSUPPORT SUBSTANCE ABUSE PREVENTION AND PROVIDE BEHAVIORAL HEALTH SERVICES TO LOW INCOME WOMEN AND THEIR FAMILIES.$10,000
UC DAVIS REGENTS
ONE SHIELDS AVEDAVISCA95616N/APCSUPPORT EDUCATIONAL PROGRAMS$1,500
UNIVERSITY OF THE PACIFIC
3601 PACIFIC AVESTOCKTONCA95211N/APCSUPPORT EDUCATIONAL PROGRAMS$5,000
UNIVERSITY OF THE SOUTH
4202 E FOWLER AVE ALC 100TAMPAFL33620N/APCSUPPORT EDUCATIONAL PROGRAMS$1,000
VOLUNTEERS OF AMERICA
3813 N CAUSEWAY BLVDMETAIRIELA70002N/AGROUPSTRIVING TO END HOMELESSNESS, REBUILD LIVES AND STRENGTHEN COMMUNITIES$25,000
WESTERN SIERRA MEDICAL
844 OLD TUNNEL RDGRASS VALLEYCA95945N/APCSERVING THE COMMUNITIES MEDICAL, DENTAL, AND BEHAVIORAL HEALTH NEEDS THROUGH INNOVATIVE PATIENT CENTERED CARE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,889,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$24,614RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$6,442RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
BAD DEDT RECOVERY14$305,114
UNREALIZE GAIN ADJ UMPQUA14

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$336,170RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$336,170TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARTIN A HARMON
14020 SIERRA COLLEGE BLVD 200ROCKLINCA95677$15,000,000Yes (X)
PLUM HEALTHCARE GROUP LLC
24020 SIERRA COLLEGE BLVD 190ROCKLINCA95677$1,000,000Yes (X)
JENQ CHEN
310906 BELLAGIO RDBEL AIRCA90077$100,000Yes (X)
MARK BALLIF
41180 LORENZO DRFALLBROOKCA92028$250,000Yes (X)
PAUL HUBBARD
56232 VIA DOS VALLESRANCHO SANTA FECA92067$250,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 990 TAX PREP FEESCategoryTxt
Amt$2,785Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,785DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock10,560 SH UMPQUA HOLDING CORPStockNm
EOY Book Value$167,904EOYBookValueAmt
EOYFMV$167,904EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$200,000CostOrOtherBasisAmt
Book Value$200,000BookValueAmt
EOYFMV$200,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$743LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$743DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$461$461
CA FTB ANNUAL FILING FEE$10$10
OTHER DUES (LOT 138)$2,155$1,805
POSTAGE AND FREIGHT$57$57
REGISTRY OF CHARITABLE ORGANIZATION FEE$150$150

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBAD DEDT RECOVERYDesc
Revenue And Expenses Per Books$305,114RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MARTIN A HARMON
4020 SIERRA COLLEGE BLVD STE 200ROCKLINCA95677
PLUM HEALTHCARE GROUP LLC
4020 SIERRA COLLEGE BLVD STE 190ROCKLINCA95677
JENQ CHEN
10906 BELLAGIO RDBEL AIRCA90077
MARK BALLIF
1180 LORENZO DRFALLBROOKCA92028
PAUL HUBBARD
6232 VIA DOS VALLESRANCHO SANTA FECA92067

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED TAXES$273$273
PLACER COUNTY TAX 058045014000$1,935$1,935