KNEE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KNEE FAMILY FOUNDATION (EIN 20-2026185)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-01
- IRS object ID
- 201531829349100308
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-01T14:28:52-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LaRue Corrigan McCormick & Teasdale LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 Topanga Canyon Blvd Suite 180 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 | 202026185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Knee Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNEE | BusinessNameControlTxt |
| Phone | 8185879303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41-550 Eclectic St Suite 200 | AddressLine1Txt |
| City | Palm Desert | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Knee | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike McCormick | PreparerPersonNm |
| PTIN | P00182870 | PTIN |
| Phone | 8185879300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,761,085 | 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 | $990,911 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,066 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,330,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $876,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,917 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$9,917 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,122,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $988,302 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $32,335 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,335 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,506 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $331,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $790,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $953,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,271 | CashBOYAmt |
| Cash EOY | $1,264,925 | CashEOYAmt |
| Cash EOYFMV | $1,264,925 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,731,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,398,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,398,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $68,516 | CorporateBondsBOYAmt |
| Other Investments BOY | $121,274 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,098,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,098,023 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,925,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,761,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,761,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $4,925,478 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,761,085 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,925,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,761,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,925,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,761,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,925,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $790,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,739 | OtherIncreasesAmt |
| Subtotal | $5,761,085 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,761,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PASS THROUGH ENTITY, POWERSHARES DB K1 | P | 2014-01-01 | 2014-12-31 | $97 | -$97 | -$97 | |
| PASS THROUGH ENTITY, POWERSHARES DB K1 | P | 2001-01-01 | 2014-12-31 | $106 | $106 | $106 | |
| PUBLICLY TRADED CAPITAL GAIN DISTRIB | P | 2001-01-01 | 2014-12-31 | $17,618 | $17,618 | $17,618 | |
| PUBLICLY TRADED SECURITIES | P | 2014-01-01 | 2014-12-31 | $2,453,339 | $859,094 | $859,094 | $3,312,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $876,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $442,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,914,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15164 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,069 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,955,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05416 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,596,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05142 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $271,230 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,091,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,584,638 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05996 | DistributionYr5Rt |
| Total Distribution | 0.44686 | TotalDistributionRt |
| Average Distribution | 0.08937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,825,958 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $431,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $440,836 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,069 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,069 | SubtotalAmt |
| Tax Based On Investment Income | $19,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $338 | EsPenaltyAmt |
| Tax Due | $6,107 | 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 | Kevin Knee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185879303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41-550 Eclectic Street | AddressLine1Txt |
| City | Palm Desert | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kevin Knee | ||||||
| 41-550 Eclectic Street | Palm Desert | CA | 92260 | President | 0.00 | $0 |
| Joan Knee | ||||||
| 41-550 Eclectic Street | Palm Desert | CA | 92260 | Secretary | 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 | $4,428,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,899,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,899,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,825,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,069 | TotalTaxAmt |
| Distributable Before Adj | $222,229 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $222,229 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $222,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $281,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $281,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,229 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $321,745 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $533,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $222,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,771 | RemainingDistriFromCorpusAmt |
| Total Corpus | $591,993 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $575,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,193 | ExcessFromYear4Amt |
| Excess From Year3 | $7,985 | ExcessFromYear3Amt |
| Excess From Year2 | $13,906 | ExcessFromYear2Amt |
| Excess From Year1 | $321,745 | ExcessFromYear1Amt |
| Excess From Current Year | $58,771 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin Knee | ContributingManagerNm |
| Contributing Manager | Joan Knee | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EISENHOWER FOUNDATION | |||||||
| 390000 Bob Hope Drive | Rancho Mirage | CA | 92270 | NONE | PC | DONATION | $50,000 |
| MARTHA'S VILLAGE KITCHEN | |||||||
| 53791 Date Avenue | Indio | CA | 92201 | none | PC | DONATION | $50,000 |
| PALM VALLEY SCHOOL | |||||||
| 35-525 Da Vall Dr | Rancho Mirage | CA | 92270 | none | PC | DONATION | $100,000 |
| DONORS TRUST | |||||||
| 109 NORTH HENRY ST | ALEXANDRIA | VA | 22314 | NONE | PC | DONATION | $50,000 |
| PIRATE BLUE ATHELTIC FUND | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | DONATION | $1,000 |
| FIGHTING CHANCE FOUNDATION | |||||||
| PO BOX 1358 | SAG HARBOR | NY | 11963 | NONE | PC | DONATION | $20,000 |
| CAMP SOARING EAGLE FDN | |||||||
| 8418 EAST SHEA BLVD STE 100 | SCOTTSDALE | AZ | 85260 | NONE | PC | DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,066 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,363 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Kevin Joan Knee | ||||||
| 1 | 41-550 Eclectic Street | Palm Desert | CA | 92260 | $117,269 | Yes (X) |
| Kevin Joan Knee | ||||||
| 2 | 41-550 Eclectic Street | Palm Desert | CA | 92260 | $223,021 | Yes (X) |
| Kevin Joan Knee | ||||||
| 3 | 41-550 Eclectic Street | Palm Desert | CA | 92260 | $647,982 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 5,182 SHARES OF EV ENERGY PARTNERS LP, PUBLICLY TRADED SECURITIES | $117,269 |
| 2 | 2,220 SHARES OF GILEAD SCIENCES INC., PUBLICLY TRADED SECURITIES | $223,021 |
| 3 | 15,245 SHARES OF WILLIAMS PARTNERS LP, PUBLICLY TRADED SECURITIES | $647,982 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,098,023 | BookValueAmt |
| EOYFMV | $1,098,023 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$9,917 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$9,917 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED APPRECIATION | Desc |
| Amt | $44,739 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Barclays Wealth-Investment Fees | CategoryTxt |
| Amt | $32,335 | Amt |
| Net Investment Income | $32,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA ATTORNEY GENERAL FEE | $150 | $150 |
| CA FRANCHISE TAX BOARD | $10 | $10 |
| FEDERAL EXCISE TAXES | $15,565 | |
| FOREIGN TAXES ON INT & DIV | $2,346 | $2,346 |