DE GROOT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DE GROOT FOUNDATION (EIN 20-1655517)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-19
- IRS object ID
- 201511399349100406
- Schema version
- 2014v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-19T12:38:55-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954108809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD STE 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201655517 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE GROOT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEGR | BusinessNameControlTxt |
| Phone | 5625920111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD NO 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EJ DEGROOT | PersonNm |
| Person Title | PRESIDENT AND TREASURER | PersonTitleTxt |
| Phone | 5625920111 | PhoneNum |
| Signature | 2015-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH LIZARDO | PreparerPersonNm |
| PTIN | P00641795 | PTIN |
| Phone | 7149901040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $766,150 | 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 | $201,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $262,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,175 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $307,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $307,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,415 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,246 | CashBOYAmt |
| Cash EOY | $164,126 | CashEOYAmt |
| Cash EOYFMV | $164,126 | CashEOYFMVAmt |
| Corporate Stock BOY | $269,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $267,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $267,726 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $456,620 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $334,298 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $334,298 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $813,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $766,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $766,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $813,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $766,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $766,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $766,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $766,150 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $766,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO - 100.00 SH | P | 2013-09-24 | 2014-02-20 | $8,877 | $7,662 | $1,215 | $1,215 |
| BERKSHIRE HATHAWAY INC CL B - 500.00 SH | P | 2014-02-21 | 2014-07-01 | $63,492 | $56,796 | $6,696 | $6,696 |
| CARMAX INC - 1,000.00 SH | P | 2013-04-10 | 2014-02-20 | $47,024 | $42,935 | $4,089 | $4,089 |
| FACEBOOK INC - 500.00 SH | P | 2013-04-01 | 2014-02-24 | $34,992 | $12,807 | $22,185 | $22,185 |
| LEUCADIA NATIONAL CORP - 750.00 SH | P | 2014-10-14 | 2014-12-26 | $16,883 | $16,301 | $582 | $582 |
| WAL-MART STORES - 500.00 SH | P | 2013-05-17 | 2014-02-26 | $36,992 | $39,007 | -$2,015 | -$2,015 |
| ZONED PPTYS INC - 1,000.00 SH | P | 2014-01-29 | 2014-02-20 | $11,993 | $2,557 | $9,436 | $9,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,188 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $263,112 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,815 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $184,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.910035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $213,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $361,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.589953 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145,598 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,149,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126712 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,287,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140197 | DistributionYr5Rt |
| Total Distribution | 1.884147 | TotalDistributionRt |
| Average Distribution | 0.376829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $388,504 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,400 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $594 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,994 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $307,873 | 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 | $594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $594 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $44 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRAZER LLP | IndividualWithBooksNm |
| Phone | 7149901040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STATE COLLEGE BLVD STE 300 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EGBERT J DE GROOT | ||||||||
| 16831 CORAL CAY LANE | HUNTINGTON BEACH | CA | 92649 | PRESIDENT AND TREASURER | 10.00 | $0 | $0 | $0 |
| KATHLEEN R DE GROOT | ||||||||
| 16831 CORAL CAY LANE | HUNTINGTON BEACH | CA | 92649 | VICE PRESIDENT/DIRECTOR | 6.00 | $0 | $0 | $0 |
| TED DE GROOT | ||||||||
| 6460 SADDLE DRIVE | LONG BEACH | CA | 90815 | VICE PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| CURTIS DE GROOT | ||||||||
| 18012 ASPEN AVENUE | BELLFLOWER | CA | 90706 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| KARIN LEFFLER | ||||||||
| 5637 CARFAX | LAKEWOOD | CA | 90713 | VICE PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $268,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $394,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $594 | TotalTaxAmt |
| Distributable Before Adj | $18,831 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,831 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,831 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,873 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $594 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $307,279 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,473 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,490 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $578,689 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,042 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $867,731 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $116,473 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $751,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,666 | ExcessFromYear4Amt |
| Excess From Year3 | $195,996 | ExcessFromYear3Amt |
| Excess From Year2 | $159,490 | ExcessFromYear2Amt |
| Excess From Year1 | $18,064 | ExcessFromYear1Amt |
| Excess From Current Year | $289,042 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EGBERT J DE GROOT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMANDO GALLEGOS MEMORIAL FOUNDATION | |||||||
| 1002 GROSSMOUNT DRIVE | WHITTIER | CA | 90601 | NONE | PUBLIC CHARITY | AS NEEDED | $1,000 |
| ARTESIA CHRISTIAN HOME AUXILIARY | |||||||
| 11614 183RD ST | ARTESIA | CA | 90701 | NONE | PUBLIC CHARITY | AS NEEDED | $1,500 |
| BETHANY CHRISTIAN SERVICES | |||||||
| 16700 VALLEY VIEW AVE SUITE 210 | LA MIRADA | CA | 90638 | NONE | PUBLIC CHARITY | AS NEEDED | $500 |
| CCEF | |||||||
| 1803 EAST WILLOW GROVE AVENUE | GLENSIDE | PA | 19038 | NONE | PUBLIC CHARITY | AS NEEDED | $2,500 |
| EMANUEL REFORMED CHURCH | |||||||
| 15941 VIRGINIA AVENUE | PARAMOUNT | CA | 90723 | NONE | PUBLIC CHARITY | HOUSE EXPANSION | $44,500 |
| PROVIDENCE CHRISTIAN COLLEGE | |||||||
| 1539 E HOWARD ST | PASADENA | CA | 91104 | NONE | PUBLIC CHARITY | AS NEEDED | $9,100 |
| ROSEWOOD CHRISTIAN REFORMED CHURCH | |||||||
| 10115 ROSE ST | BELLFLOWER | CA | 90706 | NONE | PUBLIC CHARITY | CHRISTMAS TOY EVENT | $1,000 |
| THE NAVIGATOR | |||||||
| 3820 N 30TH STREET | COLORADO SPRINGS | CO | 80904 | NONE | PUBLIC CHARITY | AS NEEDED | $500 |
| VALLEY CHRISTIAN SCHOOL | |||||||
| 10818 ARTESIA BLVD | CERRITOS | CA | 90703 | NONE | PUBLIC CHARITY | SCHOLASTIC ARTS ASSOCIATION, ACADEMIC SUPPORT DONATIONS, SPECIAL CONTRIBUTIONS;LIST TOTAL 13,100 | $187,273 |
| CALVIN COLLEGE | |||||||
| 3201 BURTON ST STE E | GRAND RAPIDS | MI | 49546 | NONE | PUBLIC CHARITY | AS NEEDED | $5,000 |
| LOVACHILD INC | |||||||
| PO BOX 60063 | FORT MYERS | FL | 33906 | NONE | PUBLIC CHARITY | AS NEEDED | $5,000 |
| SEACOAST GRACE CHURCH | |||||||
| 5100 CERRITOS AVE | CYPRESS | CA | 90630 | NONE | PUBLIC CHARITY | AS NEEDED | $20,000 |
| WESTMOST COLLEGE | |||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | AS NEEDED | $20,000 |
| PARTNERS FOR CHRISTIAN DEVELOPMENT | |||||||
| 2850 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49546 | NONE | PUBLIC CHARITY | AS NEEDED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $307,873 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,190 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EGBERT DEGROOT | ||||||
| 1 | 16831 CORAL CAY LANE | HUNTINGTON BEACH | CA | 92649 | $50,000 | Yes (X) |
| COMMUNITY BANK | ||||||
| 2 | 790 E COLORADO BLVD | PASADENA | CA | 91101 | $1,000 | Yes (X) |
| ADVANCE MILK COMMODITIES | ||||||
| 3 | 7000 MERRILL AVE B210 UNIT A | CHINO | CA | 91710 | $150,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRAZER, LLP | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCOTTRADE | StockNm |
| EOY Book Value | $267,726 | EOYBookValueAmt |
| EOYFMV | $267,726 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |