F1 KEY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- F1 KEY FOUNDATION (EIN 33-0804187)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349102553
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T10:43:39-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKEY COX EVANS & BRADFORD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 W AVENUE M14 | AddressLine1Txt |
| City | PALMDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 935511440 | 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 | 330804187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The F1 Key Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | F1KE | BusinessNameControlTxt |
| Phone | 7607222594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 Leonard Avenue | AddressLine1Txt |
| City | Oceanside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JoAnna Wendel | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth S Evans CPA | PreparerPersonNm |
| PTIN | P01421009 | PTIN |
| Phone | 6612672005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $481,947 | 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 | $25,282 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,374 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,374 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,404 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,375 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $475 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $49 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $529 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $529 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,874 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,846 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,514 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $369,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $394,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $474,433 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $380,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $481,947 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $330,978 | CapitalStockBOYAmt |
| Capital Stock EOY | $330,978 | CapitalStockEOYAmt |
| Retained Earning BOY | $49,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $71,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $380,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $402,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $380,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $402,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $380,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,908 | ExcessRevenueOverExpensesAmt |
| Subtotal | $402,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $402,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2015-06-01 | SoldDt |
| Gross Sales Price | $29 | GrossSalesPriceAmt |
| Gain Or Loss | $29 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $429,880 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,094 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $381,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,979 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $325,869 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $318,273 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06220 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $301,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02865 | DistributionYr5Rt |
| Total Distribution | 0.240009 | TotalDistributionRt |
| Average Distribution | 0.048002 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $462,879 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,388 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $337 | SubtotalAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $337 | 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 |
| 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 | JoAnna Wendel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7607222594 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 Leonard Avenue | AddressLine1Txt |
| City | Oceanside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920544219 | 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JoAnna Wendel | ||||||
| 1103 Leonard Avenue | Oceanside | CA | 920544219 | Pres/Director | 0.00 | $0 |
| Dale R Wendel | ||||||
| 1103 Leonard Avenue | Oceanside | CA | 920544219 | Sec/Treas/Dir | 0.00 | $0 |
| Donna M Wendel | ||||||
| 2516 184th Street | Redondo Beach | CA | 92078 | Director | 0.00 | $0 |
| Christopher D Wendel | ||||||
| 2516 184th Street | Redondo Beach | CA | 92078 | Vice President | 0.00 | $0 |
| Beth Wendel Ferguson | ||||||
| 1159 S York Street | Denver | CO | 80210 | Director | 0.00 | $0 |
| Randall H Ferguson IV | ||||||
| 1159 S York Street | Denver | CO | 80210 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $458,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $469,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $469,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $462,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $22,807 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,807 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,807 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,912 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,912 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,807 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,347 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,912 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,912 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,347 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,347 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $2,548 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JoAnna Wendel | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 Leonard Avenue | AddressLine1Txt |
| City | Oceanside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920544219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7607222594 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed form | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Advocates for the West | |||||||
| PO Box 1612 | Boise | ID | 83701 | None | PC | Program Support | $1,000 |
| Anza-Borrego Foundation | |||||||
| 587 Palm Canyon Dr Ste 229 | Borrego Springs | CA | 92004 | None | PC | Program Support | $500 |
| California Luthern Homes Auxiliary | |||||||
| 303 N Glenoaks Blvd Ste 1000 | Burbank | CA | 91502 | None | PC | Program Support | $200 |
| California State Parks Foundation | |||||||
| 50 Francisco St Ste 110 | San Francisco | CA | 94133 | None | PC | Program Support | $500 |
| Camp Pendleton Armed Forces YMCA | |||||||
| Box 555028 Bldg 16144 | Camp Pendleton | CA | 90255 | None | PC | Program Support | $1,000 |
| Coral Reef Alliance | |||||||
| 351 California Street Suite 650 | San Francisco | CA | 94104 | None | PC | Program Support | $500 |
| Friends of Oceanside Public Library | |||||||
| 330 N Coast Hwy | Oceanside | CA | 92054 | None | PC | Program Support | $250 |
| Heifer International | |||||||
| 1 World Hunger | Little Rock | AR | 72202 | None | PC | Program Support | $1,000 |
| Iowa Wesleyan College | |||||||
| 601 N Main St | Mt Pleasant | IA | 52641 | None | PC | Program Support | $8,400 |
| Planned Parenthood Los Angeles | |||||||
| 400 West 30th Street | Los Angeles | CA | 90007 | None | PC | Program Support | $500 |
| Southern Utah Wilderness Alliance | |||||||
| 425 East 100 South | Salt Lake City | UT | 84111 | None | PC | Program Support | $1,000 |
| Western Watersheds Project | |||||||
| 126 S Main St Ste B-2 | Hailey | ID | 83333 | None | PC | Program Support | $1,000 |
| Yosemite Conservancy | |||||||
| 101 Montgomery St Ste 1700 | San Francisco | CA | 94104 | None | PC | Program Support | $1,000 |
| Zoological Society of San Diego | |||||||
| PO Box 120551 | San Diego | CA | 92112 | None | PC | Program Support | $568 |
| Tree People | |||||||
| 12601 Mulholland Drive | Beverly Hills | CA | 90210 | None | PC | Program Support | $200 |
| Friends of Madrona Marsh | |||||||
| 3201 Plaza del Amo | Torrance | CA | 90503 | None | PC | Program Support | $200 |
| The Salvation Army | |||||||
| 3935 Lake Blvd | Oceanside | CA | 92054 | None | PC | Program Support | $400 |
| South Bay Wildlife Rehab | |||||||
| 26363 Silver Spur Road | Rancho Palos Verdes | CA | 90275 | None | PC | Program Support | $400 |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | NONE | PC | Program Support | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,868 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $29 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,404 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JoAnna Wendel | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 Leonard Avenue | AddressLine1Txt |
| City | Oceanside | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920544219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,283 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 221 Shares Walt Disney Co Hldg Co | NoncashPropertyDesc |
| Fair Market Value | $25,148 | FairMarketValueAmt |
| Received | 2015-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax and Accounting Services | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $475 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Disney Walt Holdings Co | $69,598 | $80,807 |
| General Electric Co | $13,503 | $14,921 |
| Johnson & Johnson | $12,339 | $26,399 |
| Costco Wholesale | $9,285 | $41,344 |
| Proctor & Gamble | $8,134 | $19,455 |
| Sabmiller PLC | $10,003 | $30,624 |
| Bank of America Corp | $14,986 | $8,078 |
| Intel Corp | $7,665 | $12,126 |
| iShare IBoxx $ H/Y Corp Bond | $25,236 | $23,368 |
| iShares IBoxx Invest Gr Corp Fund | $31,417 | $32,493 |
| iShares JP Morgan Em Bond Fund | $14,600 | $13,857 |
| iShares S&P Pref Stock Index | $24,135 | $23,893 |
| Vanguard Total Bond Market Fund | $34,762 | $34,727 |
| Chevron Corp | $11,556 | $9,446 |
| Phillips 66 Com | $2,137 | $11,370 |
| Boeing Co | $10,461 | $11,278 |
| Clearbridge Energy MLP Fund Inc | $15,554 | $9,032 |
| Visa Inc | $8,318 | $12,718 |
| Vanguard European MSCI Etf | $20,289 | $17,707 |
| Amgen Inc | $8,185 | $8,117 |
| Prudential Financial Inc | $8,274 | $7,734 |
| Eaton Vance Tax Managed CEF | $11,403 | $10,920 |
| Eaton Vance Tax Mgd Div Equ Fd | $11,324 | $9,735 |
| Neuberger Berman MLP Inc Fd | $11,463 | $4,284 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Brokerage Account Fee | $20 | $10 | $10 | |
| Filing Fees | $25 | $13 | $13 | $13 |
| Foreign Taxes | $29 | $10 | $10 | $10 |
| Postage | $49 | $17 | $16 | $16 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax | $827 | |||
| Franchise Tax | $10 | $5 | $5 | $5 |