CAMERON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349101530
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T13:10:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942147510 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLINA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680216710 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMERON FOUNDATION CO JAMES CAMERON JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAME | NameControl |
| Phone | 9165579900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES W CAMERON JR | Name |
| Title | DIRECTOR | Title |
| Phone | 9165579900 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE W STEPHENSON | Name |
| PTIN | P00235209 | PTIN |
| Phone | 9167847800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1497255 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 36 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 48075 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 48075 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -73931 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 935484 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -25820 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48111 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3615 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3615 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2522 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2522 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 35 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 35 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43184 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 43184 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 49356 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49356 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 82500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 82500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 131856 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49356 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 82500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -157676 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6270 | CashBOY |
| Cash EOY | 5907 | CashEOY |
| Cash EOYFMV | 5907 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 79040 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 92742 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 92742 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 324 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 324 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 324 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 1074037 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 890574 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 896852 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 365559 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 234085 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 245221 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 110209 | InvestmentsOtherBOY |
| Investments Other EOY | 254286 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 256209 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1635439 | TotalAssetsBOY |
| Total Assets EOY | 1477918 | TotalAssetsEOY |
| Total Assets EOYFMV | 1497255 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1635439 | RetainedEarningsBOY |
| Retained Earnings EOY | 1477918 | RetainedEarningsEOY |
| Total Net Assets BOY | 1635439 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1477918 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1635439 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1477918 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1635439 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -157676 | ExcessOfRevenueOverExpenses |
| Other Increases | 155 | OtherIncreases |
| Subtotal | 1477918 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1477918 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| FEDERAL FARM CREDIT BANK .850% DUE 7/02/20 | 2010-09-24 | 2012-07-02 | 100000 | 100000 | 0 | 0 | |
| FEDERAL HOME LOAN BANK SYSTEM 1.875% DUE 6/20/12 | 2010-12-17 | 2012-06-20 | 250000 | 250000 | 0 | 0 | |
| FEDERAL HOME LOAN BANKS .625% DUE 1/13/2012 | 2010-09-24 | 2012-01-13 | 40000 | 40000 | 0 | 0 | |
| FHLB 1.750% DUE 08/22/12 | 2010-12-17 | 2012-08-22 | 250000 | 250000 | 0 | 0 | |
| FHLB 3.625% DUE 10/18/13 | 2011-10-26 | 2012-11-08 | 51591 | 51507 | 84 | 84 | |
| FEDERAL NATL MTG ASSN GTD #471181 3.320% | 2012-09-17 | 98 | 106 | -8 | -8 | ||
| FEDERAL NATL MTG ASSN GTD #819257 5.0% | 2011-09-09 | 5700 | 5943 | -243 | -243 | ||
| SMALL BUSINESS ADMIN GTD CTFS #501988 | 2011-12-13 | 1833 | 1824 | 9 | 9 | ||
| SMALL BUSINESS ADMIN GTD CTFS 4.09% | 2011-08-23 | 2012-03-01 | 584 | 626 | -42 | -42 | |
| SMALL BUSINESS ADMIN GTD CTFS 7.30% | 2012-06-18 | 2012-11-01 | 4505 | 4848 | -343 | -343 | |
| FEDERAL FARM CR BKS CONS BDS 3.30% | 2009-04-09 | 2012-02-13 | 25000 | 25840 | -840 | -840 | |
| FEDERAL HOME LN MTG CORP PARTN #E02329 5.50% | 2008-02-15 | 7070 | 7274 | -204 | -204 | ||
| FEDERAL NATL MTG ASSN GTD #463816 4.21% | 2011-02-02 | 412 | 420 | -8 | -8 | ||
| FEDERAL NATL MTG ASSN GTD #819257 5.0% | 2011-09-09 | 903 | 939 | -36 | -36 | ||
| HARTFORD FLOATING RATE FD CL Y #1212 | 2010-10-06 | 57395 | 56687 | 708 | 708 | ||
| HSBC FINANCE CORP SR NT FLT VAR RATE | 2010-09-28 | 2012-11-29 | 37007 | 36340 | 667 | 667 | |
| PIMCO EMERGING LOCAL BD FD-IS #332 | 2010-10-06 | 63539 | 69657 | -6118 | -6118 | ||
| SBA RMOF 1108 PACK .560$ | 2005-09-07 | 2012-04-25 | 65196 | -65196 | -65196 | ||
| SMALL BUSINESS ADMIN GTD CTFS #501988 | 2011-12-13 | 2012-12-25 | 183 | 182 | 1 | 1 | |
| SMALL BUSINESS ADMIN GTD CTFS 4.09% | 2011-08-23 | 2012-09-01 | 786 | 843 | -57 | -57 | |
| SMALL BUSINESS ADMIN GTD CTFS 4.638% | 2009-03-30 | 3068 | 3137 | -69 | -69 | ||
| SMALL BUSINESS ADMIN GTD CTFS 5.681% | 2010-09-02 | 11653 | 12468 | -815 | -815 | ||
| SMALL BUSINESS ADMIN GTD CTFS 6.80% | 2011-02-24 | 4398 | 4815 | -417 | -417 | ||
| SMALL BUSINESS ADMIN GTD SBIC PS 2004 4.754% | 2010-10-18 | 19495 | 20763 | -1268 | -1268 | ||
| CAPITAL GAINS DIVIDENDS | 264 | 264 | 264 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -73931 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 85124 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1655059 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051433 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89626 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1743160 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051416 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88547 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1779042 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049772 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 93014 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1822646 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051032 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 91585 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1859151 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049262 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252915 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050583 | AverageDistributionRatio |
| Net Noncharitable Assets | 1536227 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 77707 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 77707 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 82500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 324 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 324 | TotalCreditsAndPayments |
| Overpayment | 324 | Overpayment |
| Amount Credited To Next Year | 324 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID EDELSTEIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9165579900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES W CAMERON JR | PersonName |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 4.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1467641 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 91980 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1559621 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1559621 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23394 | CashDeemedCharitable |
| Net Noncharitable Assets | 1536227 | NetNoncharitableAssets |
| Minimum Investment Return | 76811 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 76811 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 76811 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 76811 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 76811 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 82500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 82500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 82500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76811 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 82499 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 82500 | QualifyingDistributions |
| Applied To Year1 | 82499 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 76810 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES W CAMERON JR | RecipientName |
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 Number | 9165579900 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| Restrictions On Awards | ANY CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY STE 135 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | MEDICAL CARE FOR STRAY & DISADVANTAGED PETS | $3,500 |
| CHESTER FOUNDATION | |||||||
| 2515 VENTURE OAKS WAY SUITE 135 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | MEDICAL CARE FOR STRAY & DISADVANTAGED PETS | $2,265 |
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | HABITAT PRESERVATION CA FLYWAY | $940 |
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | HABITAT PRESERVATION | $120 |
| ELDERLY NUTRITION PROGRAMPEOPLE RESOURCES INC | |||||||
| 40 N EAST STREET STE C | WOODLAND | CA | 95776 | NONE | 501(C)(3) | MEALS ON WHEELS FOR SENIORS IN YOLO COUNTY | $10,000 |
| 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 | $3,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | 501(C)(3) | 2012 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 | $12,000 |
| PLACER 10-35 FOUNDATION | |||||||
| P O BOX 505 | LOOMIS | CA | 95650 | NONE | 501(C)(3) | PLACER 10-35 GOLF TOURNAMENT TO ASSIST THE MEN & WOMEN OF PLACER COUNTY LAW ENFORCEMENT | $2,500 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501(C)(3) | SUPPORT FOR SACRAMENTO SPCA SENIOR SERVICES PROGRAM | $3,500 |
| SOUTHPORT ELEMENTARY SCHOOL | |||||||
| 2747 LINDEN ROAD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS | $15,000 |
| SOUTHPORT ELEMENTARY SCHOOL | |||||||
| 2747 LINDEN ROAD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS | $13,000 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | NONE | 501(C)(3) | CHILHOOD CANCER RESEARCH | $500 |
| WEST SACRAMENTO FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO FOUNDATION (444) ANNUAL GOLF TOURNAMENT | $1,600 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FOUNDATION | $2,375 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FOUNDATION | $3,500 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FUNDATION | $5,000 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FOUNDATION FOR SCHOLARSHIPS | $700 |
| WEST SACRAMENTO SWIM TEAM | |||||||
| P O BOX 2402 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO REC CENTER POOL AT 2801 JEFFERSON BLVD. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 82500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $48,075 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$73,931 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$25,820 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -25820 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | Category |
| Amount | $3,615 | Amount |
| Net Investment Income | 3615 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (9 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CARGILL NT 6.00% 3/8/2010 | 49404 | 60155 |
| GOLDMAN SACHS FLOAT NT VAR RATE | 37296 | 38826 |
| HARTFORD FLOATING RATE FD | 0 | 0 |
| HSBC FINANCE CORP FLOATING VAR RATE 6/1/16 | 0 | 0 |
| PIMCO EMERGING LOCAL BOND FD | 0 | 0 |
| BARCLAYS BK VAR 4/18/21 | 44550 | 44258 |
| BARCLAYS BK VAR 11/24/20 | 46625 | 49305 |
| MORGAN STAN NT VAR 8/31 | 25000 | 22625 |
| GEN ELEC 5.45% 1/15/13 TR | 31210 | 30052 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 890574 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 896852 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (10 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SBA 4.09% 3/1/31 | AT COST | 35363 | 36848 |
| SBA 4.754% 8/10/14 | AT COST | 24329 | 23442 |
| SBA 6.80% 6/1/19 | AT COST | 10460 | 10612 |
| SBA #501988 10/25/17 | AT COST | 11004 | 10958 |
| FEDERATED INSTITUTIONAL | AT COST | 50000 | 52634 |
| OPPENHEIMER FUND #294 | AT COST | 1895 | 1893 |
| PIMCO #103 FOREIGN BOND FD | AT COST | 35000 | 33098 |
| PIMCO #332 EMG BOND FUND | AT COST | 35000 | 35257 |
| SBA 7.30% 5/1/2017 | AT COST | 25362 | 25359 |
| SBA 7.59% 1/1/2020 | AT COST | 25873 | 26108 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CLERICAL SUPPORT | 30000 | 30000 | 0 |
| TELEPHONE EXPENSE | 539 | 539 | 0 |
| BANK CHARGES | 36 | 36 | 0 |
| ACCRUED INTEREST PAID | 973 | 973 | 0 |
| AMORTIZATION PREMIUMI | 11636 | 11636 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCES IN REPORTING INVESTMENT INCOME | Description |
| Amount | $155 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSES-AGENCY FEES | $2,500 | 2500 | 0 |
| INVESTMENT EXPENSES-INTEREST | $22 | 22 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE TAXES | $10 | 10 | 0 |
| OTHER TAXES & FEES | $25 | 25 | 0 |