CAMERON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201231329349101233
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T12:22:56-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 956785418 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 2012-05-10 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1622636 | 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 | 21628 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21628 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 24697 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24697 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -10989 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 432099 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35336 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46325 | 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 | 2735 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2735 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2971 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2971 | 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 | 32986 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 32986 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38727 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 38727 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 85200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 123927 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 38727 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 85200 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -88591 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7598 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10343 | CashBOY |
| Cash EOY | 6270 | CashEOY |
| Cash EOYFMV | 6270 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 122182 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 79040 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 79040 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 106 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 324 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 324 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 1279011 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1021126 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1022709 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 312793 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 249384 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 244981 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 279295 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 269312 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1724435 | TotalAssetsBOY |
| Total Assets EOY | 1635439 | TotalAssetsEOY |
| Total Assets EOYFMV | 1622636 | 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 | 1724435 | RetainedEarningsBOY |
| Retained Earnings EOY | 1635439 | RetainedEarningsEOY |
| Total Net Assets BOY | 1724435 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1635439 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1724435 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1635439 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1724435 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -88591 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1635844 | Subtotal |
| Other Decreases | 405 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1635439 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (53 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 |
|---|---|---|---|---|---|---|---|
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-01-18 | 2944 | 3029 | -85 | -85 | |
| SBA 4.754% 8/10/14 | 2010-10-21 | 2011-02-10 | 1460 | 1555 | -95 | -95 | |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2011-02-10 | 732 | 748 | -16 | -16 | |
| SBA 5.681% 8/10/16 | 2010-09-08 | 2011-02-10 | 10753 | 11506 | -753 | -753 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-02-15 | 1354 | 1393 | -39 | -39 | |
| HARTFORD FLAT RATE FUND | 2010-10-07 | 2011-03-03 | 5000 | 5134 | -134 | -134 | |
| PIMCO EMG BOND FUND | 2010-10-07 | 2011-03-03 | 5000 | 5343 | -343 | -343 | |
| SBA 4.754% 8/10/14 | 2010-10-21 | 2011-03-04 | 2621 | 2791 | -170 | -170 | |
| FHLB 3.25% 3/11/11 | 2009-04-22 | 2011-03-11 | 50000 | 51745 | -1745 | -1745 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-03-15 | 1931 | 1987 | -56 | -56 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-03-25 | 43 | 44 | -1 | -1 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-04-15 | 541 | 557 | -16 | -16 | |
| FHLB STEP 10/15/18 | 2010-04-15 | 2011-04-15 | 45000 | 45000 | 0 | 0 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-04-25 | 30 | 30 | 0 | 0 | |
| SBA 4.754% 8/10/14 | 2010-10-21 | 2011-05-10 | 5233 | 5573 | -340 | -340 | |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2011-05-10 | 1277 | 1305 | -28 | -28 | |
| SBA 5.681% 8/10/16 | 2010-09-08 | 2011-05-10 | 5044 | 5397 | -353 | -353 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-05-16 | 2945 | 3030 | -85 | -85 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-05-25 | 34 | 35 | -1 | -1 | |
| SBA 6.8% 6/1/19 | 2011-02-28 | 2011-06-01 | 2904 | 3180 | -276 | -276 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-06-15 | 1605 | 1651 | -46 | -46 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-07-25 | 35 | 35 | 0 | 0 | |
| SBA 4.754% 8/10/14 | 2010-10-21 | 2011-08-10 | 579 | 617 | -38 | -38 | |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2011-08-10 | 2120 | 2168 | -48 | -48 | |
| SBA 5.681% 8/10/16 | 2010-09-08 | 2011-08-10 | 3672 | 3929 | -257 | -257 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-08-15 | 1178 | 1212 | -34 | -34 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-08-25 | 30 | 31 | -1 | -1 | |
| MERRILL LYNCH VAR 1/15/15 | 2010-09-30 | 2011-08-25 | 35322 | 39753 | -4431 | -4431 | |
| SBA 4.09% 3/1/31 | 2011-08-26 | 2011-09-01 | 658 | 705 | -47 | -47 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-09-15 | 460 | 473 | -13 | -13 | |
| HARTFORD FLAT RATE FUND | 2010-10-07 | 2011-09-19 | 13000 | 13447 | -447 | -447 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-09-26 | 30 | 31 | -1 | -1 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-10-17 | 1140 | 1173 | -33 | -33 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-10-25 | 35 | 36 | -1 | -1 | |
| FNMA 5.0% 4/1/20 819257 | 2011-09-14 | 2011-10-25 | 173 | 180 | -7 | -7 | |
| SBA 4.754% 8/10/14 | 2010-10-21 | 2011-11-10 | 4307 | 4587 | -280 | -280 | |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2011-11-10 | 766 | 783 | -17 | -17 | |
| SBA 5.681% 8/10/16 | 2010-09-08 | 2011-11-10 | 5293 | 5664 | -371 | -371 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-11-15 | 433 | 445 | -12 | -12 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-11-25 | 31 | 31 | 0 | 0 | |
| FNMA 5.0% 4/1/20 819257 | 2011-09-14 | 2011-11-25 | 174 | 181 | -7 | -7 | |
| SBA 6.8% 6/1/19 | 2011-02-28 | 2011-12-01 | 2815 | 3082 | -267 | -267 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-12-15 | 508 | 522 | -14 | -14 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-12-27 | 35 | 36 | -1 | -1 | |
| FNMA 5.0% 4/1/20 819257 | 2011-09-14 | 2011-12-27 | 175 | 182 | -7 | -7 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-07 | 2011-06-27 | 30 | 30 | 0 | 0 | |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-19 | 2011-07-15 | 1015 | 1044 | -29 | -29 | |
| FFCB 3.5% 03OCT2011 | 2010-04-20 | 2011-10-03 | 50000 | 50000 | 0 | 0 | |
| FFCB .57% 28OCT2011 | 2010-07-29 | 2011-10-28 | 100000 | 100000 | 0 | 0 | |
| FHLB .625% 13JAN2012 | 2010-09-24 | 2011-11-07 | 60029 | 60025 | 4 | 4 | |
| FNMA 4.21% 11/1/19 463816 | 2011-02-02 | 2011-12-31 | 31 | 32 | -1 | -1 | P |
| FNMA 5.0% 4/1/20 819257 | 2011-09-09 | 2011-12-31 | 178 | 185 | -7 | -7 | P |
| FEDHLMC 5.5% 5/1/17 E02329 | 2008-02-15 | 2011-12-31 | 1396 | 1436 | -40 | -40 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -10989 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 89626 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1743160 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051416 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 88547 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1779042 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049772 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 93014 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1822646 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051032 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 91585 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1859151 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049262 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 93182 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1865982 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049937 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251419 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050284 | AverageDistributionRatio |
| Net Noncharitable Assets | 1655059 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83223 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 76 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 83299 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 85200 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 76 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 76 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | 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 | 1571345 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 108918 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1680263 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1680263 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25204 | CashDeemedCharitable |
| Net Noncharitable Assets | 1655059 | NetNoncharitableAssets |
| Minimum Investment Return | 82753 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82753 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Total Tax | 76 | TotalTax |
| Distributable Amount Before Adj | 82677 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 82677 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 82677 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 85200 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 85200 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 76 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 85124 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 82677 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 85022 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 85200 | QualifyingDistributions |
| Applied To Year1 | 85022 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 178 | 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 | 82499 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | HABITAT PRESERVATION CA FLYWAY | $975 |
| 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 |
| FULL CIRCLE TREATMENT CENTER | |||||||
| 730 SUNRISE AVE 250 | ROSEVILLE | CA | 95661 | NONE | 501(C)(3) | ADOLESCENT DRUG & ALCOHOL REHABILITATION | $10,000 |
| GEORGETOWN DIVIDE ROTARY CLUB | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 501(C)(3) | SCHOLARSHIP PROGRAMS GEORGETOWN DIVIDE AREA | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| P O BOX 1592 | PLACERVILLE | CA | 95667 | NONE | 501(C)(3) | 2011 TOYS FOR TOTS-TOY DISTRIBUTION CAMPAIGN EL DORADO COUNTY | $1,000 |
| NORTHERN CA POLICE OFFICERS' SCHOLARSHIP FOUNDATION | |||||||
| 8316 NIESSEN WAY | FAIR OAKS | CA | 95628 | NONE | 501(C)(3) | SCHOLARSHIP FOR LAW ENFORCEMENT | $8,000 |
| RIVER CITY HIGH SCHOOL | |||||||
| 1 RAIDER LANE | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | RIVER CITY HIGH PROGRAMS | $10,000 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501(C)(3) | FUNDING SPAY/NEUTER SERVICES FOR SACRAMENTO SPCA | $5,000 |
| SOUTHERN VALLEY JR AND SR HIGH SCHOOL | |||||||
| 43739 HIGHWAY 89 | OXFORD | NE | 689672711 | NONE | 501(C)(3) | SOCIAL STUDIES PROGRAM | $8,000 |
| UC DAVIS HOSPICE | |||||||
| 4900 BROADWAY STE 1150 | SACRAMENTO | CA | 95820 | NONE | 501(C)(3) | HOSPICE MEMORIAL FUND | $5,000 |
| WEST SACRAMENTO FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | FOUNDATION GRANTS-WEST SACRAMENTO/CLARKSBURG | $1,600 |
| WEST SACRAMENTO K-9 ASSOCIATION | |||||||
| 550 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | LAWDOGS CHALLENGE | $1,000 |
| WEST SACRAMENTO RECREATION CENTER | |||||||
| 2801 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | AUTOMATIC ELECTRIC DOOR | $4,600 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FUND | $10,625 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | ROTORAC | $1,000 |
| WEST SACRAMENTO SWIM TEAM | |||||||
| 1 RAIDER LANE | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | WEST SACRAMENTO REC CETNER POOL DECK | $1,400 |
| WESTMORE OAKS ELEMENTARY SCHOOL | |||||||
| 1100 CLARENDON STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 85200 | 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 | $21,628 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,697 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$10,989 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,336 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35336 | 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 | $2,735 | Amount |
| Net Investment Income | 2735 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CARGILL NT 6.00% 3/8/2010 | 49404 | 58944 |
| GOLDMAN SACHS FLOAT NT VAR RATE | 37296 | 34526 |
| HARTFORD FLOATING RATE FD | 56687 | 55713 |
| HSBC FINANCE CORP FLOATING VAR RATE 6/1/16 | 36340 | 33460 |
| MERRILL LYNCH MTN VAR RATE 1/15/2015 | 0 | 0 |
| PIMCO EMERGING LOCAL BOND FD | 69657 | 62338 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1021126 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1022709 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (9 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BARCLAYS BK VAR 4/18/21 | AT COST | 44550 | 36315 |
| BARCLAYS BK VAR 11/24/20 | AT COST | 46625 | 46201 |
| FNMA 4.210% 11/1/19 | AT COST | 29823 | 32108 |
| FNMA 5.% 4/1/20 | AT COST | 23088 | 23116 |
| MORGAN STAN NT VAR 8/31 | AT COST | 25000 | 21062 |
| SBA 4.09% 3/1/31 | AT COST | 36832 | 37196 |
| SBA 4.754% 8/10/14 | AT COST | 45091 | 44831 |
| SBA 6.80% 6/1/19 | AT COST | 15276 | 15440 |
| SBA #501988 10/25/17 | AT COST | 13010 | 13043 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL INCOME TAX | $76 |
| TIMING DIFFERENCES IN REPORTING INVESTMENT INCOME | $329 |
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 | 473 | 473 | 0 |
| BANK CHARGES | 36 | 36 | 0 |
| ACCRUED INTEREST PAID | 196 | 196 | 0 |
| AMORTIZATION PREMIUMI | 2281 | 2281 | 0 |
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 | $471 | 471 | 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 |