CASTILLO CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CASTILLO CHARITABLE FOUNDATION (EIN 30-0027632)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349101768
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:43:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470574775 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL ZACHARIA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11404 WEST DODGE RD SUITE 700 | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 681542576 | 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 | 300027632 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CASTILLO CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAST | NameControl |
| Phone | 2136128401 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5659 SLOAN PLACE | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACQUELINE CASTILLO | Name |
| Title | DIRECTOR AND CEO | Title |
| Phone | 2136128401 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD G ZACHARIA | Name |
| PTIN | P00849118 | PTIN |
| Phone | 4024969100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 323343 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 24142 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4178 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4178 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5074 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5074 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 24281 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 104775 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 24281 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 57675 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33533 | 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 | 2015 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1008 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4482 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4482 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 93 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 20 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1449 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1449 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8039 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6959 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 66050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 66050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 74089 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6959 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -16414 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26574 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19637 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 51332 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 51332 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 227 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 0 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 227 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 227 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 74195 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 40195 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 47394 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 111318 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 101443 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 190524 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 34529 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 30068 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 33866 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 239679 | TotalAssetsBOY |
| Total Assets EOY | 223265 | TotalAssetsEOY |
| Total Assets EOYFMV | 323343 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 239679 | UnrestrictedBOY |
| Unrestricted EOY | 223265 | UnrestrictedEOY |
| Total Net Assets BOY | 239679 | TotalNetAssetsBOY |
| Total Net Assets EOY | 223265 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 239679 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 223265 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 239679 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -16414 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 223265 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 223265 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SECURITIES | P | 10130 | 12193 | -2063 | -2063 |
| SECURITIES | P | 68720 | 65192 | 3528 | 3528 |
| SECURITIES | D | 25925 | 3109 | 22816 | 22816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 24281 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 36500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 266240 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.137094 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80570 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 294680 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.273415 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 71082 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 300461 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.236576 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 71000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 419099 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.169411 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 196366 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 506587 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.387625 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.204121 | TotalDistributionRatio |
| Average Distribution Ratio | 0.240824 | AverageDistributionRatio |
| Net Noncharitable Assets | 270317 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 65099 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 266 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 65365 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 266 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 266 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 266 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 266 | TaxDue |
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 | MR JUSTIN CASTILLO TREASURER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2136128401 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5659 SLOAN PLACE | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JACQUELINE CASTILLO | ||||||||
| 5659 SLOAN PLACE | CALABASAS | CA | 91302 | DIRECTOR & CEO | 1.00 | 0 | 0 | 0 |
| JAMES E CASTILLO JR | ||||||||
| 5659 SLOAN PLACE | CALABASAS | CA | 91302 | DIRECTOR & SECRETARY | 1.00 | 0 | 0 | 0 |
| JUSTIN E CASTILLO | ||||||||
| 5659 SLOAN PLACE | CALABASAS | CA | 91302 | DIRECTOR & CFO | 1.00 | 0 | 0 | 0 |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 252742 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21692 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 274434 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 274434 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4117 | CashDeemedCharitable |
| Net Noncharitable Assets | 270317 | NetNoncharitableAssets |
| Minimum Investment Return | 13516 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13516 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 266 | TaxBasedOnInvestmentIncome |
| Total Tax | 266 | TotalTax |
| Distributable Amount Before Adj | 13250 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13250 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13250 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66050 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 66050 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 266 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 65784 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13250 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 171805 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 50845 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 56395 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 65896 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23261 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 368202 | TotalExcessDistriCarryover |
| Qualifying Distributions | 66050 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13250 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 52800 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 421002 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 171805 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 249197 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 50845 | ExcessFromYear4 |
| Excess From Year3 | 56395 | ExcessFromYear3 |
| Excess From Year2 | 65896 | ExcessFromYear2 |
| Excess From Year1 | 23261 | ExcessFromYear1 |
| Excess From Current Year | 52800 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WEST ANGELES CDC | |||||||
| 6028 CRENSHAW BLVD | LOS ANGELES | CA | 90043 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $3,000 |
| LOS ANGELES URBAN LEAGUE | |||||||
| 3450 MOUNT VERNON DRIVE | LOS ANGELES | CA | 90008 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $5,000 |
| LOS ANGELES NAACP | |||||||
| PO BOX 56408 | LOS ANGELES | CA | 90056 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $5,000 |
| LEMOYNE OWEN COLLEGE | |||||||
| 807 WALKER AVENUE | MEMPHIS | TN | 38126 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONSUNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $2,500 |
| LEGACY LADIES INC | |||||||
| 26500 AGOURA ROAD STE 102 | CALABASAS | CA | 91302 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $5,000 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 99 HUDSON STREET 1600 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $16,000 |
| MALBEAN EPHRIAM FOUNDATION | |||||||
| PO BOX 39A60 | LOS ANGELES | CA | 90039 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $1,000 |
| LA AFRICAN AMERICAN CHAMBER OF COMMERCE | |||||||
| 5100 W GOLDLEAF CIRCLE 203 | LOS ANGELES | CA | 90056 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $1,000 |
| TEAM HEAL FOUNDATION | |||||||
| 6401 SPRINGPARK AVE | LOS ANGELES | CA | 90056 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $350 |
| SPECIAL NEEDS NETWORK | |||||||
| 3530 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $2,600 |
| HOLMAN COMMUNITY DEVELOPMENT | |||||||
| 3320 WEST ADAMS BOULEVARD SUITE 201 | LOS ANGELES | CA | 90018 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $1,500 |
| UNITED NEGRO COLLEGE FUNDINC | |||||||
| 8260 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 220314513 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $3,500 |
| EDUCATING YOUNG MINDS | |||||||
| 3325 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $2,000 |
| IX WINDS RANCH FOUNDATION CAMP | |||||||
| 8306 WILSHIRE BLVD PMB 868 | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $1,500 |
| UB KINSEY SCHOLARSHIP | |||||||
| 800 11ST ST | WEST PALM BEACH | FL | 33401 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $500 |
| FIRST AME CHURCH | |||||||
| 2270 S HARVARD BLVD | LOS ANGELES | CA | 90018 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $600 |
| SAVE AFRICAS CHILDREN | |||||||
| 6028 CRENSHAW BLVD | LOS ANGELES | CA | 90043 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $10,000 |
| OPERATION PUSH RAINBOW | |||||||
| 930 E 50TH STREET | CHICAGO | IL | 60615 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $2,500 |
| MARCH FOUNDATION | |||||||
| PO BOX 261936 | PLANO | TX | 75025 | N/A | PUBLIC CHARITY | UNRESTRICTED CHARITABLE CONTRIBUTION FOR OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 66050 | 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 | $4,178 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,074 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $24,281 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,533 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33533 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES CASTILLO | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5659 SLOAN PLACE | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 91302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 24142 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1000 SHARES UNITED PARCEL | NoncashPropertyDescription |
| Fair Market Value | 75050 | FairMarketValue |
| Date Received | 2012-12-18 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,015 | Amount |
| Net Investment Income | 1008 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | VARIOUS CORPORATE BONDS | NameOfBond |
| EOY Book Value | 30068 | EOYBookValue |
| EOYFMV | 33866 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS SECURITIES | NameOfStock |
| EOY Book Value | 101443 | EOYBookValue |
| EOYFMV | 190524 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 40195 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 47394 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS FEES | Description |
| Revenue And Expenses Per Books | 1449 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1449 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FUND MANAGEMENT | Category |
| Amount | $4,482 | Amount |
| Net Investment Income | 4482 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE TAXES | $20 | 20 | 0 |
| FEDERAL TAXES | $73 | 0 | 0 |