CAMERON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-04
- IRS object ID
- 201541559349100109
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-04T13:25:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942147510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 HIGHLAND POINTE DR SUITE 450 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956785423 | 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 | 680216710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMERON FOUNDATION CO JAMES CAMERON JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAME | BusinessNameControlTxt |
| Phone | 9165579900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W CAMERON JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9165579900 | PhoneNum |
| Signature | 2015-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE W STEPHENSON | PreparerPersonNm |
| PTIN | P00235209 | PTIN |
| Phone | 9167847800 | 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 | $1,302,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $721,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,879 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,152 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,942 | CashBOYAmt |
| Cash EOY | $5,001 | CashEOYAmt |
| Cash EOYFMV | $5,001 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,072 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $324 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $324 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $324 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $770,939 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $614,958 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $613,341 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $153,471 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $153,471 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $159,737 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $419,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $383,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $374,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,401,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,306,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,302,748 | 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 | $1,401,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,306,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,401,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,306,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,401,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,306,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,401,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,307,572 | SubtotalAmt |
| Other Decreases | $646 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,306,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FFCB 0250 14AU28 | P | 2012-08-30 | 2014-08-28 | $50,000 | $49,944 | $56 | $56 |
| FFCB 1125 14FB27 | P | 2012-08-29 | 2014-01-16 | $19,985 | $20,019 | -$34 | -$34 |
| FFCB 1125 14FB27 | P | 2012-08-29 | 2014-02-27 | $130,000 | $130,000 | $0 | $0 |
| FHLB 0875 14DE12 | P | 2012-06-20 | 2014-11-06 | $25,010 | $25,011 | -$1 | -$1 |
| FHLB 0875 14DE12 | P | 2012-06-20 | 2014-12-12 | $175,000 | $175,000 | $0 | $0 |
| FHLB 0875 14DE12 | P | 2012-07-12 | 2014-12-12 | $100,000 | $100,000 | $0 | $0 |
| FHLB 5250 14JN18 | P | 2007-06-12 | 2014-06-18 | $50,000 | $49,224 | $776 | $776 |
| FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 3.% | P | 2014-08-01 | 2014-12-08 | $25,000 | $25,000 | $0 | $0 |
| PIMCO EMERGING LOCAL BOND FD-IS #332 | P | 2014-03-04 | 2014-12-02 | $4,768 | $4,981 | -$213 | -$213 |
| SMALL BUSINESS ADMIN GTD LN POOL CTFS #504944 PRIME+0.625 | P | 2014-10-16 | 2014-12-25 | $166 | $170 | -$4 | -$4 |
| PIMCO EMERGING LOCAL BOND FD-IS #332 | P | 2012-11-30 | 2014-08-04 | $19,012 | $21,493 | -$2,481 | -$2,481 |
| PIMCO EMERGING LOCAL BOND FD-IS #332 | P | 2012-11-30 | 2014-12-02 | $10,762 | $13,173 | -$2,411 | -$2,411 |
| PROSHARES TR PSHS ULTSH 20YRS | P | 2013-06-04 | 2014-10-16 | $8,435 | $12,805 | -$4,370 | -$4,370 |
| VANGUARD SHORT TERM TAX EXEMPT FD ADM #541 | P | 2013-08-30 | 2014-10-16 | $26,000 | $25,950 | $50 | $50 |
| VANGUARD SHORT TERM TAX EXEMPT FD ADM #541 | P | 2013-08-30 | 2014-12-16 | $15,000 | $14,972 | $28 | $28 |
| FEDERAL NATL MTG ASSN GTD PASSTHRU CTF POOL #471725 3.34% | P | 2014-12-16 | 2014-12-31 | $51 | $53 | -$2 | -$2 |
| GOVMT NATL MTG ASSN GTD REMIC PASSTHRU SECS SER 2003 056 | P | 2013-05-06 | $941 | $988 | -$47 | -$47 | |
| SBA GTD PARTN CTFS SBIC PS 2004 10 B PARTN CTF | P | 2013-07-10 | $237 | $243 | -$6 | -$6 | |
| FEDERAL HOME LN MTG CORP PARTN GOLD GROUP #E02329 5.5% | P | 2008-02-15 | $3,809 | $3,919 | -$110 | -$110 | |
| FEDERAL NATL MTG ASSN GTD PASSTHRU CTF POOL #463816 4.21% | P | 2011-02-02 | $467 | $476 | -$9 | -$9 | |
| FEDERAL NATL MTG ASSN GTD PASSTHRU CTF POOL #471181 3.32% | P | 2012-09-17 | $321 | $346 | -$25 | -$25 | |
| FEDERAL NATL MTG ASSN GTD PASSTHRU CTF POOL #819257 5.0% | P | 2012-07-01 | $4,643 | $4,841 | -$198 | -$198 | |
| GOVMT NATL MTG ASSN GTD REMIC PASSTHRU SECS SER 2003 056 | P | 2013-05-06 | $1,528 | $1,605 | -$77 | -$77 | |
| GOVMT NATL MTG ASSN GTD REMIC PASSTHRU SECS SER 2009 14 | P | 2012-12-11 | $1,704 | $1,833 | -$129 | -$129 | |
| SBA ADMIN GTD LN POOL CTFS #501988 PRIME-1.5 | P | 2011-12-13 | $1,977 | $1,967 | $10 | $10 | |
| SBA ADMIN GTD LN POOL CTFS 4.09% | P | 2011-08-23 | $2,732 | $2,930 | -$198 | -$198 | |
| SBA ADMIN GTD LN POOL CTFS 4.638% | P | 2009-03-30 | 2014-05-10 | $72 | $73 | -$1 | -$1 |
| SBA ADMIN GTD LN POOL CTFS 5.29% | P | 2013-02-28 | $2,116 | $2,401 | -$285 | -$285 | |
| SBA ADMIN GTD LN POOL CTFS 5.681% | P | 2010-09-02 | $8,429 | $9,019 | -$590 | -$590 | |
| SBA ADMIN GTD LN POOL CTFS 6.80% | P | 2011-02-24 | $1,580 | $1,730 | -$150 | -$150 | |
| SBA ADMIN GTD LN POOL CTFS 7.30% | P | 2012-06-18 | $7,017 | $7,552 | -$535 | -$535 | |
| SBA ADMIN GTD LN POOL CTFS 7.59% | P | 2012-08-01 | $6,747 | $7,523 | -$776 | -$776 | |
| SBA ADMIN GTD LN POOL CTFS SBIC PS 2004 10 B PARTN | P | 2010-10-18 | $17,796 | $18,903 | -$1,107 | -$1,107 | |
| CAPITAL GAINS DIVIDENDS | P | $185 | $185 | $185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,654 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,474,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,536,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,124 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,655,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,626 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,743,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051416 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,547 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,779,042 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049772 | DistributionYr5Rt |
| Total Distribution | 0.258885 | TotalDistributionRt |
| Average Distribution | 0.051777 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,335,092 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,127 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,500 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $324 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $324 | TotalPaymentsAndCreditsAmt |
| Overpayment | $324 | OverpaymentAmt |
| Applied To ES Tax | $324 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DAVID EDELSTEIN | IndividualWithBooksNm |
| Phone | 9165579900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES W CAMERON JR | ||||||||
| 629 J STREET | SACRAMENTO | CA | 95814 | CEO & DIRECTOR | 4.00 | $0 | $0 | $0 |
| CLARK CAMERON | ||||||||
| 629 J STREET | SACRAMENTO | CA | 95814 | SECRETARY | 8.00 | $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 | $1,249,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,355,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,355,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,335,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,755 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $66,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,034 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,034 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $64,289 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES W CAMERON JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 J STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9165579900 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM REQUIRED. WRITTEN REQUESTS SHOULD INCLUDE PURPOSE FOR AND AMOUNT OF REQUEST, AND A COPY OF IRS NOTIFICATION OF TAX-EXEMPT STATUS FOR QUALIFICATION OF CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANY CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSE. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY STE 135 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | ANIMALS OF THE HOMELESS MEDICAL FUND | $500 |
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY STE 135 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | ANIMAL SERVCIES FOR HOMELESS | $6,000 |
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY STE 135 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | SACRAMENTO REGION RESTRICTED FUNDS-HOMELESS PETS | $3,000 |
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | HABITAT PRESERVATION CA FLYWAY | $870 |
| GEORGETOWN DIVIDE ROTARY CLUB | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 501(C)(3) | SCHOLARSHIP PROGRAMS GEORGETOWN DIVIDE AREA | $1,000 |
| GEORGETOWN DIVIDE ROTARY CLUB RYLA & REGL CAMPS | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 501(C)(3) | CAMP SCHOLARSHIP PROGRAMS FOR GEORGETOWN DIVIDE AREA | $1,000 |
| HEALDSBURG MUSEUM AND HISTORICAL SOCIETY | |||||||
| 221 MATHESON STREET | HEALDSBURG | CA | 95448 | NONE | 501(C)(3) | LOCAL MUSEUM PROGRAMS FOR SONOMA COUNTY | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | 501(C)(3) | 2014 TOYS FOR TOTS-TOY DISTRIBUTION CAMPAIGN EL DORADO COUNTY | $1,000 |
| NORTHERN CA POLICE OFFICERS ASSN SCHOLARSHIP FOUNDATION | |||||||
| P O BOX 983 | SLOUGHHOUSE | CA | 95683 | NONE | 501(C)(3) | NCPOA SCHOLARSHIP FOUNDATION FUND | $5,500 |
| PARKVIEW HIGH SCHOOL BOYS | |||||||
| 516 W MEADOWMERE | SPRINGFIELD | MO | 65807 | NONE | 501(C)(3) | BOYS BASKETBALL BOOSTER CLUB | $15,000 |
| PLACER 10-35 FOUNDATION | |||||||
| P O BOX 505 | LOOMIS | CA | 95650 | NONE | 501(C)(3) | PLACER 10-35 TO ASSIST THE MEN & WOMEN OF PLACER COUNTY LAW ENFORCEMENT | $3,500 |
| PLACER COUNTY SHERIFF'S OFFICE | |||||||
| 2929 RICHARDSON DRIVE | AUBURN | CA | 95603 | NONE | 501(C)(3) | AIR OPERATIONS PROGRAM | $5,000 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501(C)(3) | FREE VACCINE CLINICS FOR PETS OWNED BY SENIORS | $6,000 |
| SOCAL ALLIANCE | |||||||
| 6506 VASTRO VERDE WAY | ELK GROVE | CA | 95757 | NONE | 501(C)(3) | POLICE SOFTBALL BENEFIT FOR WIDOWS & ORPHANS | $1,000 |
| WEST SACRAMENTO DOLPHINS SWIM TEAM (WSST) | |||||||
| P O BOX 2402 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO DOLPHINS PRACTICES & HOME MEETS AT WEST SACRAMENTO RECREATION CENTER | $14,400 |
| WEST SACRAMENTO FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO FOUNDATION GRANTS FOR CHILDRENS PROGRAMS | $1,000 |
| WEST SACRAMENTO FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO FOUNDATION (444) | $600 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO/CLARKSBURG EDUCATIONAL FUNDING | $4,000 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS | $5,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,500 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,888 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $3,360 | Amt |
| Net Investment Income | $3,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS FLOAT NT VAR RATE | $37,296 | $39,911 |
| BARCLAYS BK VAR 4/18/21 | $44,550 | $44,460 |
| BARCLAYS BK VAR 11/24/20 | $46,625 | $49,960 |
| MORGAN STAN NT VAR 8/31/20 | $25,000 | $25,406 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $614,958 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $613,341 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SBA 4.638% 2/10/2015 | AT COST | $3,180 | $3,125 |
| SBA 5.681% 8/10/2016 IPD 9 | AT COST | $4,920 | $4,783 |
| SBA 4.09% 3/1/31 | AT COST | $30,327 | $30,675 |
| SBA 4.754% 8/10/14 | AT COST | $0 | $0 |
| SBA 6.80% 6/1/19 | AT COST | $4,405 | $4,283 |
| SBA #501988 PRIME-1.5 10/25/17 | AT COST | $5,765 | $5,702 |
| FEDERATED INSTITUTIONAL HIGH YIELD BOND FD | AT COST | $80,000 | $77,734 |
| OPPENHEIMER SENIOR FLOATING RATE FUND #294 | AT COST | $81,895 | $79,204 |
| PIMCO #103 FOREIGN BOND FD | AT COST | $74,032 | $71,410 |
| PIMCO #332 EMG LOCAL BOND FUND | AT COST | $0 | $0 |
| SBA 7.30% 5/1/2017 | AT COST | $7,567 | $7,340 |
| SBA 7.59% 1/1/2020 | AT COST | $9,600 | $9,391 |
| PROSHARES TR PSHS ULTSH 20 YRS | AT COST | $6,733 | $4,639 |
| SBA 5.29% 12/1/27 | AT COST | $15,125 | $14,755 |
| VANGUARD SHORT TERM TAX EXEMPT FD ADM #541 | AT COST | $34,079 | $34,122 |
| SBA #504944 PRIME+0.625% 2/25/25 | AT COST | $25,472 | $27,110 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES IN REPORTING INVESTMENT INCOME | Desc |
| Amt | $646 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLERICAL SUPPORT | $30,000 | $30,000 | $0 |
| TELEPHONE EXPENSE | $315 | $315 | $0 |
| BANK CHARGES | $168 | $168 | $0 |
| ACCRUED INTEREST PAID | $1,319 | $1,319 | $0 |
| AMORTIZATION BOND PREMIUM | $5,350 | $5,350 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $2,879 | Amt |
| Net Investment Income | $2,879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $10 | $10 | $0 |
| OTHER TAXES & FEES | $25 | $25 | $0 |