CAMERON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349102062
- 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 Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T13:24:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 HIGHLAND POINTE DR SUITE 450 | AddressLine1 |
| City | ROSEVILLE | City |
| State | CA | State |
| ZIP Code | 956785423 | 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 | 680216710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMERON FOUNDATION CO JAMES CAMERON JR | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W CAMERON JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9165579900 | PhoneNum |
| Signature | 2014-05-06 | 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 | 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 | $1,398,169 | 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 | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $417,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,828 | 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 | $3,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,399 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,907 | CashBOYAmt |
| Cash EOY | $3,942 | CashEOYAmt |
| Cash EOYFMV | $3,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $92,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,270 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $324 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $324 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $324 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $862,460 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $770,939 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $769,896 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $234,085 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $153,471 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $158,887 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $282,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $419,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $411,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,477,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,401,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,398,169 | 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 | $1,477,918 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,401,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,477,918 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,477,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,401,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,477,918 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,235 | OtherIncreasesAmt |
| Subtotal | $1,401,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CARGILL INC NT 144A 6.00% 11/27/17 | 2009-07-01 | 2013-05-23 | $59,500 | $49,404 | $10,096 | $10,096 | |
| FEDERATED INSTITUTIONAL HIGH YIELD BOND FD #900 | 2012-06-05 | 2013-08-30 | $51,705 | $50,000 | $1,705 | $1,705 | |
| FHLMC PARTN GOLD GRP #E02329 5.50% | 2008-02-15 | $8,435 | $8,677 | -$242 | -$242 | ||
| FNMA GTD CTF POOL #471181 3.320% | 2012-09-17 | $179 | $193 | -$14 | -$14 | ||
| FNMA GTD CTF POOL #463816 4.210% | 2011-02-02 | $441 | $450 | -$9 | -$9 | ||
| FNMA GTD CTF POOL #819257 5.00% | $34,491 | $35,962 | -$1,471 | -$1,471 | |||
| FNMA GTD CTF POOL #819257 5.00% | 2012-03-02 | 2013-01-31 | $458 | $478 | -$20 | -$20 | |
| GENERAL ELECTRIC 5.45% 1/15/13 TR | 2012-03-20 | 2013-01-15 | $30,000 | $31,210 | -$1,210 | -$1,210 | |
| GNMA GTD REMIC SEC SER 2009 4.50% | 2012-12-11 | $2,534 | $2,726 | -$192 | -$192 | ||
| GNMA GTD REMIC SEC SER 2009 4.50% | 2012-12-11 | 2013-12-20 | $196 | $211 | -$15 | -$15 | |
| GNMA GTD REMIC SECS SER 2003 056 5.50% | 2013-05-06 | $2,897 | $3,041 | -$144 | -$144 | ||
| SBA GTD LN POOL CTFS 4.09% 3/1/31 | 2011-08-23 | $1,964 | $2,107 | -$143 | -$143 | ||
| SBA GTD LN POOL CTFS 4.638% 2/10/15 | 2009-03-30 | $1,400 | $1,432 | -$32 | -$32 | ||
| SBA GTD PARTN CTFS SBIC PS 2004 CTF 4.754% 8/10/14 | 2013-07-10 | $295 | $302 | -$7 | -$7 | ||
| SBA GTD PARTN CTFS SBIC PS 2004 CTF 4.754% 8/10/14 | 2010-08-18 | $6,253 | $6,660 | -$407 | -$407 | ||
| SBA GTD LN POOL CTFS 5.29% 12/1/2027 | 2013-02-28 | $3,388 | $3,845 | -$457 | -$457 | ||
| SBA GTD LN POOL CTFS 5.681% 8/10/16 IPD9 | 2010-09-02 | $8,869 | $9,490 | -$621 | -$621 | ||
| SBA GTD LN POOL CTFS 6.80% 6/1/2019 | 2011-02-24 | $3,950 | $4,326 | -$376 | -$376 | ||
| SBA GTD LN POOL CTFS 7.30% 5/1/2017 | 2012-06-18 | 2013-05-01 | $4,094 | $4,406 | -$312 | -$312 | |
| SBA GTD LN POOL CTFS 7.30% 5/1/2017 | 2012-06-18 | 2013-11-01 | $5,423 | $5,837 | -$414 | -$414 | |
| SBA GTD LN POOL CTFS 7.59% 1/1/2020 | 2012-08-01 | $7,848 | $8,750 | -$902 | -$902 | ||
| SBA GTD LN POOL CTFS 501988 PRIME-1.5 10/25/17 | 2011-12-31 | $3,288 | $3,272 | $16 | $16 | ||
| VANGUARD CA INTER TERM T/E FD AD#5100 | 2013-05-23 | 2013-05-30 | $14,000 | $14,096 | -$96 | -$96 | |
| VANGUARD CA INTER TERM T/E FD AD#5100 | 2013-05-23 | 2013-07-15 | $15,279 | $15,904 | -$625 | -$625 | |
| FNMA GTD CTF POOL #471181 3.320% 5/1/22 | 2012-09-17 | $127 | $137 | -$10 | -$10 | ||
| FFCB 0250 14AU28 | 2012-08-30 | 2013-07-09 | $49,904 | $49,944 | -$40 | -$40 | |
| FHLB 3625 13OC18 | 2011-10-28 | 2013-10-18 | $100,000 | $100,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $242 | $242 | $242 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,536,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053703 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,124 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,655,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051433 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,626 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,743,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051416 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,547 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,779,042 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,014 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,822,646 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051032 | DistributionYr5Rt |
| Total Distribution | 0.257356 | TotalDistributionRt |
| Average Distribution | 0.051471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,474,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,893 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,893 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,500 | 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 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $1,398,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,496,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,496,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,474,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,724 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $73,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,810 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,810 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $690 | 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 | $73,034 | 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 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $4,000 |
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY SUITE 135 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | MEDICAL CARE FOR STRAY & DISADVANTAGED PETS | $4,000 |
| CITY OF WEST SACRAMENTO | |||||||
| 2801 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | PILATES CIRCLES EQUIPMENT FOR RECREATION CENTER PATRONS | $300 |
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | HABITAT PRESERVATION CA FLYWAY | $1,060 |
| FLUFF BUDDIES | |||||||
| P O BOX 432 | NORTH HIGHLANDS | CA | 95660 | NONE | 501(C)(3) | PROVIDE SHELTER, FOOD, MEDICAL CARE, AND PLACEMENT FOR HOMELESS FELINES | $1,000 |
| GEORGETOWN DIVIDE ROTARY CLUB | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 501(C)(3) | SCHOLARSHIP PROGRAMS GEORGETOWN DIVIDE AREA | $1,000 |
| HARDCOR POLICE SOFTBALL CLUB | |||||||
| 8984 FLINTON CT | SACRAMENTO | CA | 95829 | NONE | 501(C)(3) | POLICE SOFTBALL | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | 501(C)(3) | 2013 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 | $8,500 |
| 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 | $2,500 |
| PLAY HARD PLAY SMART YOUTH DEVELOPMENT | |||||||
| 4976 SISKIYOU AVE | SACRAMENTO | CA | 95820 | NONE | 501(C)(3) | PROVIDE YOUTH DEVELOPMENT PROGRAMS | $1,000 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501(C)(3) | SUPPORT FOR NEW SACRAMENTO SPCA PET MEMORIAL COLUMBARIUM | $4,000 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501(C)(3) | SENIOR SERVICES FREE PET VACCINATION CLINICS | $2,000 |
| SPRINGFIELD PUBLIC SCHOOLS FOUNDATION | |||||||
| 516 W MEADOWMERE | SPRINGFIELD | MO | 65807 | NONE | 501(C)(3) | BOYS BASKETBALL BOOSTER CLUB | $15,000 |
| SPRINGFIELD PUBLIC SCHOOLS FOUNDATION | |||||||
| 516 W MEADOWMERE | SPRINGFIELD | MO | 65807 | NONE | 501(C)(3) | BOYS BASKETBALL BOOSTER CLUB | $8,500 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | NONE | 501(C)(3) | CHILHOOD CANCER RESEARCH | $500 |
| WCC FOSTER CARE FOUNDATION | |||||||
| 2300 E GIBSON RD | WOODLAND | CA | 95776 | NONE | 501(C)(3) | FOSTER & KINSHIP CARE EDUCATION, WOODLAND COMMUNITY COLLEGE, PROJECT "BECAUSE YOU CARE" | $5,000 |
| WEST SACRAMENTO DOLPHINS SWIM TEAM (WSST) | |||||||
| P O BOX 2402 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | REPLACEMENT/NEW EQUIPMENT REQUEST | $1,400 |
| WEST SACRAMENTO FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO FOUNDATION GRANTS FOR CHILDRENS PROGRAMS | $1,600 |
| WEST SACRAMENTO K-9 ASSOCIATION | |||||||
| 550 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95605 | NONE | 501(C)(3) | NEW POLICE K-9 | $3,500 |
| WEST SACRAMENTO K-9 ASSOCIATION | |||||||
| 550 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95605 | NONE | 501(C)(3) | 2013 LAWDOGS K-9 TRIAL | $1,000 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FOUNDATION | $9,140 |
| WEST SACRAMENTO WATER POLO (WSWP) | |||||||
| P O BOX 980341 | WEST SACRAMENTO | CA | 95798 | NONE | 501(C)(3) | YOUTH WINTER WATER POLO | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,500 | 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 | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,828 | 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 | $3,260 | Amt |
| Net Investment Income | $3,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARGILL NT 6.00% 3/8/2010 | $0 | $0 |
| GOLDMAN SACHS FLOAT NT VAR RATE | $37,296 | $39,863 |
| BARCLAYS BK VAR 4/18/21 | $44,550 | $43,762 |
| BARCLAYS BK VAR 11/24/20 | $46,625 | $49,981 |
| MORGAN STAN NT VAR 8/31 | $25,000 | $25,281 |
| GEN ELEC 5.45% 1/15/13 TR | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $770,939 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $769,896 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SBA 4.638% 2/10/2015 | AT COST | $3,253 | $3,303 |
| SBA 5.681% 8/10/2016 IPD 9 | AT COST | $13,939 | $13,675 |
| SBA 4.09% 3/1/31 | AT COST | $33,257 | $32,397 |
| SBA 4.754% 8/10/14 | AT COST | $19,146 | $18,312 |
| SBA 6.80% 6/1/19 | AT COST | $6,135 | $6,107 |
| SBA #501988 10/25/17 | AT COST | $7,732 | $7,621 |
| FEDERATED INSTITUTIONAL | AT COST | $40,000 | $39,893 |
| OPPENHEIMER SENIOR FLOATING RATE FUND #294 | AT COST | $81,895 | $82,337 |
| PIMCO #103 FOREIGN BOND FD | AT COST | $35,000 | $32,270 |
| PIMCO #332 EMG LOCAL BOND FUND | AT COST | $35,000 | $29,959 |
| SBA 7.30% 5/1/2017 | AT COST | $15,120 | $14,889 |
| SBA 7.59% 1/1/2020 | AT COST | $17,123 | $16,996 |
| PROSHARES TR PSHS ULTSH 20 YRS | AT COST | $19,538 | $22,176 |
| SBA 5.29% 12/1/27 | AT COST | $17,526 | $16,804 |
| VANGUARD SHORT TERM TAX EXEMPT FD ADM #541 | AT COST | $75,000 | $75,111 |
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 | $674 | $674 | $0 |
| BANK CHARGES | $12 | $12 | $0 |
| ACCRUED INTEREST PAID | $289 | $289 | $0 |
| AMORTIZATION PREMIUM | $6,424 | $6,424 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCES IN REPORTING INVESTMENT INCOME | Description |
| Amount | $1,235 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES-AGENCY FEES | $2,168 | $2,168 | $0 |
| INVESTMENT EXPENSES | $1,014 | $1,014 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $10 | $10 | $0 |
| OTHER TAXES & FEES | $20 | $20 | $0 |