SAXTON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAXTON FAMILY FOUNDATION (EIN 36-4580429)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-05
- IRS object ID
- 201402179349100020
- Schema version
- 2013v3.0
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-05T18:34:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953864890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLEY THOMAS SCHWARZ & POSTMA INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4685 MACARTHUR COURT SUITE 300 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92660 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364580429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAXTON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAXT | BusinessNameControlTxt |
| Phone | 9167863644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 MAVERICK COURT | AddressLine1 |
| City | ROSEVILLE | City |
| State | CA | State |
| ZIP Code | 956613709 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SAXTON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9167863644 | PhoneNum |
| Signature | 2014-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORIS D FARINACCI | PreparerPersonNm |
| PTIN | P00200630 | PTIN |
| Phone | 9496502771 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $622,988 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $3,821 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,821 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,821 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,362 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,362 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,618 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,302 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $60,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,801 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,485 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,880 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,120 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,510 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $319 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,853 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $936 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,917 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,386 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,386 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,485 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Nts And Loans Rcvbl BOY | $25,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $682,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $620,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $620,512 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,152 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,540 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,476 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,476 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $709,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $622,988 | 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 | $709,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $622,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $709,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $622,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $709,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $622,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $709,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,190 | OtherIncreasesAmt |
| Subtotal | $624,427 | SubtotalAmt |
| Other Decreases | $1,439 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $622,988 | 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - 74E13 (DETAIL AVAILABLE UPON REQUEST) | P | 2013-01-01 | 2013-12-31 | $40,872 | $40,779 | $93 | $93 |
| MERRILL LYNCH - 74E13 (DETAIL AVAILABLE UPON REQUEST) | P | 2012-01-01 | 2013-12-31 | $5,314 | $5,044 | $270 | $270 |
| MERRILL LYNCH - 74E13 (DETAIL AVAILABLE UPON REQUEST) | P | 2013-01-01 | 2013-12-31 | $34,994 | $35,452 | -$458 | -$458 |
| MERRILL LYNCH - 74E13 (DETAIL AVAILABLE UPON REQUEST) | P | 2012-01-01 | 2013-12-31 | $40,340 | $38,922 | $1,418 | $1,418 |
| MERRILL LYNCH - 74E14 (DETAIL AVAILABLE UPON REQUEST) | P | 2013-01-01 | 2013-12-31 | $75,157 | $67,537 | $7,620 | $7,620 |
| MERRILL LYNCH - 74E14 (DETAIL AVAILABLE UPON REQUEST) | P | 2012-01-01 | 2013-12-31 | $135,085 | $105,457 | $29,628 | $29,628 |
| MERRILL LYNCH - 74E14 (DETAIL AVAILABLE UPON REQUEST) | P | 2013-10-09 | 2013-10-09 | $47 | $47 | $47 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,618 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,302 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,667 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $687,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130427 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $785,878 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,138 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $820,572 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $755,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105605 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,945 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,051,021 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.092239 | DistributionYr5Rt |
| Total Distribution | 0.526632 | TotalDistributionRt |
| Average Distribution | 0.105326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $635,586 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,102 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,859 | 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 | $158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $55 | TotalPaymentsAndCreditsAmt |
| Tax Due | $103 | 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 | 0 | 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 | Yes (1) | 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 | SAXTONFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVE SAXTON | IndividualWithBooksNm |
| Phone | 9167863644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 MAVERICK COURT | AddressLine1 |
| City | ROSEVILLE | City |
| State | CA | State |
| ZIP Code | 956613709 | ZIPCode |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE SAXTON | ||||||||
| 404 MAVERICK COURT | ROSEVILLE | CA | 956613709 | CHIEF FINANCIAL OFFICER | 2.00 | $0 | $0 | $0 |
| ROBERT SAXTON | ||||||||
| 441 ALVISO WAY | ENCINITAS | CA | 92024 | PRESIDENT | 2.00 | $2,000 | $0 | $0 |
| TERRI SAXTON | ||||||||
| 404 MAVERICK COURT | ROSEVILLE | CA | 956613709 | SECRETARY AND CHIEF OPERAT | 15.00 | $31,000 | $0 | $0 |
| STANLEY GREEN | ||||||||
| PO BOX 95 | COLLEGE PLACE | WA | 993240095 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| JIM JOHNSON | ||||||||
| 5336 LAWNVIEW WAY | ELK GROVE | CA | 95758 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| MIKE KATZ KEALOALA LLC | ||||||||
| PO BOX 2113 | KEALAKEKUA | HI | 96750 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| CAITLIN SAXTON | ||||||||
| 3805 WEST ALABAMA ST APT 4206 | HOUSTON | TX | 77027 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| JENNIFER GREEN | ||||||||
| 4738 DEL MAR AVE | SAN DIEGO | CA | 92107 | DIRECTOR | 2.00 | $2,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ENVIRONMENTAL PROGRAM: BATTERY RECYCLING PROJECT | Description1Txt |
| Expenses1 | $4,747 | Expenses1Amt |
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 | $645,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $645,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $645,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $635,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,859 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $158 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $112,701 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-10-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,485 | CurrentYearAmt |
| Year1 | $26,799 | Year1Amt |
| Year2 | $32,108 | Year2Amt |
| Year3 | $40,528 | Year3Amt |
| Total | $128,920 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,062 | CurrentYearAmt |
| Year1 | $22,779 | Year1Amt |
| Year2 | $27,292 | Year2Amt |
| Year3 | $34,449 | Year3Amt |
| Total | $109,582 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $112,859 | CurrentYearAmt |
| Year1 | $89,936 | Year1Amt |
| Year2 | $89,111 | Year2Amt |
| Year3 | $70,138 | Year3Amt |
| Total | $362,044 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $112,859 | CurrentYearAmt |
| Year1 | $89,936 | Year1Amt |
| Year2 | $89,111 | Year2Amt |
| Year3 | $70,138 | Year3Amt |
| Total | $362,044 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $622,988 | CurrentYearAmt |
| Year1 | $709,625 | Year1Amt |
| Year2 | $750,671 | Year2Amt |
| Year3 | $844,441 | Year3Amt |
| Total | $2,927,725 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $622,988 | CurrentYearAmt |
| Year1 | $709,625 | Year1Amt |
| Year2 | $750,671 | Year2Amt |
| Year3 | $844,441 | Year3Amt |
| Total | $2,927,725 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAXAS HIGH SCHOOL | |||||||
| 13626 TWIN PEAKS ROAD | POWAY | CA | 920643034 | NONE | EXEMPT | SCHOLARSHIP FUND FOR THE WILLIAM AND VIOLET SAXTON SCHOLARSHIP SCHOLARSHIP | $2,000 |
| LAMBDA LEGAL | |||||||
| 3325 WILSHIRE BLVD SUITE 1300 | LOS ANGELES | CA | 90010 | NONE | EXEMPT | DIRECTOR MATCHING DONATION. | $1,000 |
| OUR FAMILY COALITION | |||||||
| 1385 MISSION STREET SUITE 340 | SAN FRANCISCO | CA | 94103 | NONE | EXEMPT | SOUTHERN CALIFORNIA EXPANSION PROJECT - WELCOMING AND INCLUSIVE SCHOOLS | $25,000 |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY STREET STE 1700 | SAN FRANCISCO | CA | 941044129 | NONE | EXEMPT | YOUTH IN YOSEMITE PROGRAM AND PARSON'S LODGE EDUCATIONAL PROGRAM | $7,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | EXEMPT | CANCER RESEARCH | $1,000 |
| SOCIETY FOR THE BLIND | |||||||
| 1238 S STREET | SACRAMENTO | CA | 95811 | NONE | EXEMPT | SERVICES AND PROGRAMS FOR PEOPLE WHO ARE BLIND OR HAVE LOW VISION | $5,000 |
| CALIFORNIA ENVIRONMENTAL EDUCATION FOUNDATION | |||||||
| 3350 EDUCATION DR | SAN LUIS OBISPO | CA | 93405 | NONE | EXEMPT | ENVIRONMENTAL LITERACY AND STEWARDSHIP | $22,171 |
| MUSEUM OF MAKING MUSIC | |||||||
| 5790 ARMADA DR | CARLSBAD | CA | 92008 | NONE | EXEMPT | MUSIC EDUCATION AND INSTRUCTION | $2,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,386 | 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 | $3,821 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,801 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #28G-74E13 | FMV | $288,212 | $288,212 |
| MERRILL LYNCH #28G-74E14 | FMV | $315,762 | $315,762 |
| MERRILL LYNCH #28G-74C40 | FMV | $16,538 | $16,538 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INSURANCE | $1,486 | $2,422 | $2,422 |
| PREPAID TAXES | $54 | $54 | $54 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEALS & ENTERTAINMENT 50% ADDBACK | Description |
| Amount | $1,439 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $45 | $7 | $0 | $38 |
| INSURANCE | $4,571 | $731 | $0 | $3,840 |
| OFFICE EXPENSE | $1,606 | $257 | $0 | $1,349 |
| MEALS & ENTERTAINMENT | $1,439 | $230 | $0 | $1,209 |
| BAD DEBT | $25,000 | $25,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN(LOSS) | Description |
| Amount | $12,190 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,510 | Amt |
| Net Investment Income | $8,510 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES PAID | CategoryTxt |
| Amt | $319 | Amt |
| Net Investment Income | $319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |