SANDNES FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANDNES FAMILY FOUNDATION (EIN 20-5994239)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-01
- IRS object ID
- 202510609349100406
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-01T14:01:41-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852815788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIDDEN VALLEY TAX & CONSULTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 NEWBURY ROAD SUITE 100 | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205994239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDNES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6612948877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SANDNES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6612948877 | PhoneNum |
| Signature | 2025-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN E ALPERT | PreparerPersonNm |
| PTIN | P00331049 | PTIN |
| Phone | 8053757575 | PhoneNum |
| Preparation | 2025-03-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,210,019 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $799 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $287,901 | CashBOYAmt |
| Cash EOY | $196,523 | CashEOYAmt |
| Cash EOYFMV | $196,523 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $177,903 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,788 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $614,477 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $636,574 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $823,708 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,080,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,022,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,210,019 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,080,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,022,885 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,080,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,022,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,080,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,022,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,080,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,022,885 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,022,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (175 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNITED PARCEL SVC | P | 2020-11-30 | 2023-11-10 | $959 | $1,189 | -$230 | -$230 |
| PROLOGIS INC | P | 2019-06-13 | 2023-12-08 | $475 | $319 | $156 | $156 |
| PROLOGIS INC | P | 2019-06-14 | 2023-12-08 | $119 | $80 | $39 | $39 |
| PROLOGIS INC | P | 2019-06-14 | 2023-12-14 | $134 | $80 | $54 | $54 |
| PROLOGIS INC | P | 2019-06-20 | 2023-12-14 | $401 | $248 | $153 | $153 |
| PROLOGIS INC | P | 2019-06-21 | 2023-12-14 | $267 | $164 | $103 | $103 |
| BROADCOM INC. | P | 2019-09-19 | 2023-12-18 | $1,109 | $290 | $819 | $819 |
| RTX CORP | P | 2022-12-16 | 2023-12-14 | $738 | $875 | -$137 | -$137 |
| RTX CORP | P | 2022-12-19 | 2023-12-14 | $246 | $295 | -$49 | -$49 |
| PROLOGIS INC | P | 2019-06-21 | 2024-01-12 | $131 | $82 | $49 | $49 |
| PROLOGIS INC | P | 2020-02-28 | 2024-01-12 | $524 | $335 | $189 | $189 |
| PROLOGIS INC | P | 2020-03-12 | 2024-01-12 | $131 | $71 | $60 | $60 |
| EVERSOURCE ENERGY | P | 2019-04-08 | 2024-01-26 | $221 | $283 | -$62 | -$62 |
| EVERSOURCE ENERGY | P | 2019-04-10 | 2024-01-26 | $110 | $141 | -$31 | -$31 |
| EVERSOURCE ENERGY | P | 2020-02-28 | 2024-01-26 | $110 | $172 | -$62 | -$62 |
| EVERSOURCE ENERGY | P | 2020-03-12 | 2024-01-26 | $110 | $166 | -$56 | -$56 |
| EVERSOURCE ENERGY | P | 2020-03-25 | 2024-01-26 | $110 | $138 | -$28 | -$28 |
| STARBUCKS CORP | P | 2018-07-16 | 2024-01-26 | $1,022 | $561 | $461 | $461 |
| REGIONS FINL CORP | P | 2023-08-09 | 2024-01-12 | $329 | $372 | -$43 | -$43 |
| REGIONS FINL CORP | P | 2023-08-10 | 2024-01-12 | $402 | $456 | -$54 | -$54 |
| REGIONS FINL CORP | P | 2023-08-10 | 2024-01-26 | $96 | $104 | -$8 | -$8 |
| REGIONS FINL CORP | P | 2023-08-17 | 2024-01-26 | $690 | $706 | -$16 | -$16 |
| REGIONS FINL CORP | P | 2023-08-18 | 2024-01-26 | $153 | $157 | -$4 | -$4 |
| ISHARES BIOTECHNOLOGY | P | 2021-06-01 | 2024-02-14 | $269 | $301 | -$32 | -$32 |
| PACER DATA & INFRA | P | 2021-07-12 | 2024-02-14 | $28 | $41 | -$13 | -$13 |
| PACER DATA & INFRA | P | 2021-08-10 | 2024-02-14 | $112 | $144 | -$32 | -$32 |
| PACER DATA & INFRA | P | 2021-09-14 | 2024-02-14 | $141 | $208 | -$67 | -$67 |
| ISHARES IBOXX $ | P | 2018-05-31 | 2024-02-14 | $107 | $117 | -$10 | -$10 |
| ISHARES IBOXX $ | P | 2020-02-28 | 2024-02-14 | $107 | $131 | -$24 | -$24 |
| ISHARES IBOXX $ | P | 2020-03-20 | 2024-02-14 | $215 | $214 | $1 | $1 |
| ISHARES IBOXX $ | P | 2020-05-12 | 2024-02-14 | $322 | $381 | -$59 | -$59 |
| ISHARES IBOXX $ | P | 2020-08-12 | 2024-02-14 | $107 | $137 | -$30 | -$30 |
| ISHARES IBOXX $ | P | 2021-01-12 | 2024-02-14 | $645 | $809 | -$164 | -$164 |
| ISHARES IBOXX $ | P | 2021-03-09 | 2024-02-14 | $215 | $259 | -$44 | -$44 |
| ISHARES IBOXX $ | P | 2021-06-01 | 2024-02-14 | $3,008 | $3,675 | -$667 | -$667 |
| ISHARES IBOXX $ | P | 2021-09-14 | 2024-02-14 | $1,289 | $1,633 | -$344 | -$344 |
| ISHARES IBOXX $ | P | 2021-10-20 | 2024-02-14 | $215 | $265 | -$50 | -$50 |
| ISHARES IBOXX $ | P | 2021-11-17 | 2024-02-14 | $215 | $264 | -$49 | -$49 |
| ISHARES IBOXX $ | P | 2023-01-18 | 2024-02-14 | $107 | $111 | -$4 | -$4 |
| VANGUARD FINANCIAL | P | 2020-02-28 | 2024-02-14 | $567 | $391 | $176 | $176 |
| VANGUARD INFORMATION | P | 2020-02-28 | 2024-02-14 | $511 | $228 | $283 | $283 |
| VANGUARD INFORMATION | P | 2020-03-11 | 2024-02-14 | $511 | $222 | $289 | $289 |
| ISHARES MBS ETF | P | 2020-08-12 | 2024-02-14 | $1,559 | $1,877 | -$318 | -$318 |
| ISHARES MBS ETF | P | 2021-01-12 | 2024-02-14 | $917 | $1,098 | -$181 | -$181 |
| INVESCO EMERGIN MARKETS | P | 2021-06-01 | 2024-02-14 | $40 | $55 | -$15 | -$15 |
| INVESCO PREFERRED ETF | P | 2018-05-31 | 2024-02-14 | $94 | $116 | -$22 | -$22 |
| COMM SERVICES SELECT | P | 2020-05-12 | 2024-02-14 | $631 | $417 | $214 | $214 |
| SCHWAB SHORT-TERM U.S. | P | 2023-01-18 | 2024-02-14 | $2,266 | $2,287 | -$21 | -$21 |
| VANECK SEMICONDUCTOR | P | 2022-02-09 | 2024-02-14 | $605 | $429 | $176 | $176 |
| FIDELITY MSCI UTILITIES | P | 2022-05-11 | 2024-02-14 | $465 | $556 | -$91 | -$91 |
| FIDELITY MSCI UTILITIES | P | 2022-07-12 | 2024-02-14 | $736 | $861 | -$125 | -$125 |
| MATERIALS SELECT SECTOR | P | 2021-07-12 | 2024-02-14 | $166 | $166 | $0 | $0 |
| HEALTH CARE SELECT SPDR | P | 2020-04-14 | 2024-02-14 | $1,005 | $681 | $324 | $324 |
| HEALTH CARE SELECT SPDR | P | 2020-05-12 | 2024-02-14 | $861 | $611 | $250 | $250 |
| SECTOR SPDR CONSMRS STPL | P | 2020-02-28 | 2024-02-14 | $1,452 | $1,127 | $325 | $325 |
| SECTOR SPDR CONSMRS STPL | P | 2020-04-14 | 2024-02-14 | $581 | $481 | $100 | $100 |
| SECTOR SPDR CONSMRS STPL | P | 2021-06-01 | 2024-02-14 | $1,016 | $992 | $24 | $24 |
| SECTOR SPDR ENERGY | P | 2021-03-09 | 2024-02-14 | $666 | $424 | $242 | $242 |
| SECTOR SPDR ENERGY | P | 2021-06-01 | 2024-02-14 | $333 | $217 | $116 | $116 |
| ISHARES IBOXX $ | P | 2023-07-20 | 2024-02-14 | $430 | $430 | $0 | $0 |
| ISHARES IBOXX $ | P | 2023-10-19 | 2024-02-14 | $215 | $198 | $17 | $17 |
| INVESCO KBW BANK ETF | P | 2023-04-11 | 2024-02-14 | $96 | $84 | $12 | $12 |
| ISHARES TR US | P | 2023-07-20 | 2024-02-14 | $235 | $241 | -$6 | -$6 |
| AIR PRODUCTS & CHEM | P | 2017-06-29 | 2024-02-14 | $868 | $566 | $302 | $302 |
| EVERSOURCE ENERGY | P | 2020-03-25 | 2024-02-06 | $108 | $138 | -$30 | -$30 |
| EVERSOURCE ENERGY | P | 2021-02-24 | 2024-02-06 | $162 | $241 | -$79 | -$79 |
| EVERSOURCE ENERGY | P | 2021-02-25 | 2024-02-06 | $269 | $402 | -$133 | -$133 |
| EVERSOURCE ENERGY | P | 2021-06-15 | 2024-02-06 | $162 | $252 | -$90 | -$90 |
| EVERSOURCE ENERGY | P | 2021-06-15 | 2024-02-14 | $114 | $168 | -$54 | -$54 |
| EVERSOURCE ENERGY | P | 2021-06-16 | 2024-02-14 | $286 | $420 | -$134 | -$134 |
| EVERSOURCE ENERGY | P | 2022-11-18 | 2024-02-14 | $229 | $317 | -$88 | -$88 |
| EVERSOURCE ENERGY | P | 2022-11-21 | 2024-02-14 | $171 | $241 | -$70 | -$70 |
| EVERSOURCE ENERGY | P | 2022-11-22 | 2024-02-14 | $114 | $163 | -$49 | -$49 |
| US BANCORP | P | 2018-04-06 | 2024-02-23 | $456 | $552 | -$96 | -$96 |
| US BANCORP | P | 2018-07-26 | 2024-02-23 | $580 | $734 | -$154 | -$154 |
| US BANCORP | P | 2018-07-27 | 2024-02-23 | $41 | $53 | -$12 | -$12 |
| US BANCORP | P | 2018-07-27 | 2024-02-26 | $247 | $316 | -$69 | -$69 |
| US BANCORP | P | 2018-11-16 | 2024-02-26 | $288 | $385 | -$97 | -$97 |
| JOHNSON CONTROLS INTER | P | 2023-07-18 | 2024-02-14 | $170 | $208 | -$38 | -$38 |
| JOHNSON CONTROLS INTER | P | 2023-07-19 | 2024-02-14 | $455 | $553 | -$98 | -$98 |
| JOHNSON CONTROLS INTER | P | 2023-07-20 | 2024-02-14 | $284 | $347 | -$63 | -$63 |
| JOHNSON CONTROLS INTER | P | 2023-07-28 | 2024-02-14 | $625 | $764 | -$139 | -$139 |
| AIR PRODUCTS & CHEM | P | 2017-06-29 | 2024-02-29 | $235 | $142 | $93 | $93 |
| BROADCOM INC | P | 2019-12-20 | 2024-03-14 | $1,254 | $318 | $936 | $936 |
| HOME DEPOT INC | P | 2017-06-29 | 2024-02-29 | $380 | $152 | $228 | $228 |
| LOCKHEED MARTIN CORP | P | 2017-06-29 | 2024-03-14 | $870 | $552 | $318 | $318 |
| MERCK AND CO INC SHS | P | 2020-03-02 | 2024-02-29 | $511 | $305 | $206 | $206 |
| PAYCHEX INC | P | 2018-04-12 | 2024-02-29 | $245 | $124 | $121 | $121 |
| PNC FINCL SERVICES GROUP | P | 2019-07-31 | 2024-02-29 | $295 | $285 | $10 | $10 |
| TEXAS INSTRUMENTS | P | 2017-06-29 | 2024-02-29 | $496 | $230 | $266 | $266 |
| RTX CORP | P | 2022-12-19 | 2024-03-14 | $553 | $591 | -$38 | -$38 |
| RTX CORP | P | 2023-02-22 | 2024-03-14 | $369 | $402 | -$33 | -$33 |
| US BANCORP | P | 2018-11-16 | 2024-02-29 | $210 | $275 | -$65 | -$65 |
| AIR PRODUCTS & CHEM | P | 2017-06-29 | 2024-04-22 | $1,392 | $849 | $543 | $543 |
| AIR PRODUCTS & CHEM | P | 2017-06-29 | 2024-05-16 | $773 | $424 | $349 | $349 |
| AIR PRODUCTS & CHEM | P | 2017-06-29 | 2024-05-17 | $516 | $283 | $233 | $233 |
| PROLOGIS INC | P | 2020-03-25 | 2024-04-30 | $617 | $419 | $198 | $198 |
| PROLOGIS INC | P | 2020-04-07 | 2024-05-01 | $510 | $418 | $92 | $92 |
| PROLOGIS INC | P | 2020-07-08 | 2024-05-16 | $222 | $191 | $31 | $31 |
| PROLOGIS INC | P | 2020-07-08 | 2024-05-17 | $665 | $572 | $93 | $93 |
| UNITED PARCEL SVC | P | 2020-11-30 | 2024-05-16 | $150 | $170 | -$20 | -$20 |
| UNITED PARCEL SVC | P | 2020-12-01 | 2024-05-16 | $150 | $173 | -$23 | -$23 |
| UNITED PARCEL SVC | P | 2021-05-03 | 2024-05-17 | $744 | $1,055 | -$311 | -$311 |
| US BANCORP | P | 2019-05-16 | 2024-04-30 | $286 | $360 | -$74 | -$74 |
| US BANCORP | P | 2019-05-17 | 2024-04-30 | $82 | $103 | -$21 | -$21 |
| US BANCORP | P | 2020-02-28 | 2024-04-30 | $163 | $181 | -$18 | -$18 |
| US BANCORP | P | 2020-02-28 | 2024-05-01 | $204 | $227 | -$23 | -$23 |
| US BANCORP | P | 2020-02-28 | 2024-05-16 | $334 | $363 | -$29 | -$29 |
| US BANCORP | P | 2020-02-28 | 2024-05-17 | $83 | $91 | -$8 | -$8 |
| US BANCORP | P | 2020-03-25 | 2024-05-17 | $914 | $670 | $244 | $244 |
| US BANCORP | P | 2022-07-21 | 2024-05-17 | $208 | $237 | -$29 | -$29 |
| US BANCORP | P | 2022-07-21 | 2024-05-20 | $415 | $474 | -$59 | -$59 |
| US BANCORP | P | 2022-07-22 | 2024-05-20 | $539 | $619 | -$80 | -$80 |
| ABBOTT LABS | P | 2018-04-12 | 2024-06-04 | $516 | $295 | $221 | $221 |
| ABBOTT LABS | P | 2020-02-28 | 2024-06-04 | $619 | $455 | $164 | $164 |
| CISCO SYSTEMS INC | P | 2017-06-29 | 2024-06-04 | $1,075 | $719 | $356 | $356 |
| CISCO SYSTEMS INC | P | 2018-04-12 | 2024-06-04 | $93 | $87 | $6 | $6 |
| CISCO SYSTEMS INC | P | 2018-04-12 | 2024-06-11 | $818 | $784 | $34 | $34 |
| CISCO SYSTEMS INC | P | 2020-02-28 | 2024-06-11 | $182 | $159 | $23 | $23 |
| EATON CORP PLC | P | 2020-02-06 | 2024-06-11 | $957 | $307 | $650 | $650 |
| EATON CORP PLC | P | 2020-02-07 | 2024-06-11 | $638 | $204 | $434 | $434 |
| EATON CORP PLC | P | 2020-02-28 | 2024-06-11 | $319 | $91 | $228 | $228 |
| KEURIG DR PEPPER INC | P | 2022-02-03 | 2024-06-11 | $575 | $659 | -$84 | -$84 |
| KEURIG DR PEPPER INC | P | 2022-02-04 | 2024-06-11 | $474 | $535 | -$61 | -$61 |
| STARBUCKS CORP | P | 2018-07-16 | 2024-06-04 | $83 | $51 | $32 | $32 |
| STARBUCKS CORP | P | 2018-08-10 | 2024-06-04 | $912 | $565 | $347 | $347 |
| STARBUCKS CORP | P | 2018-08-24 | 2024-06-04 | $249 | $158 | $91 | $91 |
| US BANCORP | P | 2022-07-22 | 2025-06-11 | $38 | $48 | -$10 | -$10 |
| US BANCORP | P | 2022-08-03 | 2024-06-11 | $191 | $238 | -$47 | -$47 |
| US BANCORP | P | 2022-08-04 | 2024-06-11 | $764 | $950 | -$186 | -$186 |
| ABBOTT LABS | P | 2020-02-28 | 2024-07-15 | $722 | $531 | $191 | $191 |
| ABBOTT LABS | P | 2020-03-25 | 2024-07-15 | $310 | $209 | $101 | $101 |
| ABBOTT LABS | P | 2020-03-25 | 2024-07-16 | $1,030 | $695 | $335 | $335 |
| CISCO SYSTEMS INC | P | 2020-02-28 | 2024-07-15 | $1,558 | $1,314 | $244 | $244 |
| CISCO SYSTEMS INC | P | 2020-03-25 | 2024-07-15 | $94 | $76 | $18 | $18 |
| US BANCORP | P | 2022-08-04 | 2024-07-15 | $511 | $570 | -$59 | -$59 |
| US BANCORP | P | 2023-06-20 | 2024-07-15 | $426 | $333 | $93 | $93 |
| CHEVRON CORP | P | 2017-11-14 | 2024-08-09 | $719 | $585 | $134 | $134 |
| CHEVRON CORP | P | 2018-03-09 | 2024-08-09 | $431 | $349 | $82 | $82 |
| NXP SEMICONDUCTORS N.V. | P | 2023-07-06 | 2024-08-23 | $1,005 | $813 | $192 | $192 |
| UNITED PARCEL SVC | P | 2021-05-03 | 2024-08-09 | $376 | $633 | -$257 | -$257 |
| UNITED PARCEL SVC | P | 2021-08-13 | 2024-08-09 | $251 | $388 | -$137 | -$137 |
| UNITED PARCEL SVC | P | 2021-08-16 | 2024-08-09 | $376 | $589 | -$213 | -$213 |
| UNITED PARCEL SVC | P | 2021-08-16 | 2024-08-23 | $640 | $982 | -$342 | -$342 |
| UNITED PARCEL SVC | P | 2021-11-10 | 2024-08-23 | $384 | $634 | -$250 | -$250 |
| US BANCORP | P | 2023-06-20 | 2024-08-09 | $923 | $733 | $190 | $190 |
| US BANCORP | P | 2023-06-21 | 2024-08-09 | $126 | $101 | $25 | $25 |
| AMGEN INC COM | P | 2023-10-19 | 2024-08-23 | $989 | $841 | $148 | $148 |
| AMGEN INC COM | P | 2023-10-19 | 2023-08-26 | $1,638 | $1,401 | $237 | $237 |
| ISHARES BIOTECHNOLOGY | P | 2021-06-01 | 2024-09-10 | $145 | $151 | -$6 | -$6 |
| ISHARES 20+ YEAR | P | 2020-01-14 | 2024-09-10 | $100 | $139 | -$39 | -$39 |
| ISHARES EDGE MSCI MIN | P | 2022-09-27 | 2024-09-10 | $5,824 | $5,019 | $805 | $805 |
| VANGUARD FINANCIAL | P | 2020-02-28 | 2024-09-10 | $214 | $130 | $84 | $84 |
| ISHARES EDGE MSCI | P | 2022-09-27 | 2024-09-10 | $6,389 | $4,815 | $1,574 | $1,574 |
| ISHARES US AEROSPACE ETF | P | 2023-01-18 | 2024-09-10 | $1,994 | $1,549 | $445 | $445 |
| REAL ESTATE SELECT | P | 2022-05-11 | 2024-09-10 | $267 | $253 | $14 | $14 |
| COMM SERVICES SELECT | P | 2020-05-12 | 2024-09-10 | $84 | $52 | $32 | $32 |
| FIRST TRUST CLOUD | P | 2022-02-09 | 2024-09-10 | $189 | $192 | -$3 | -$3 |
| MATERIALS SELECT SECTOR | P | 2021-07-12 | 2024-09-10 | $91 | $83 | $8 | $8 |
| HEALTH CARE SELECT SPDR | P | 2020-05-12 | 2024-09-10 | $777 | $509 | $268 | $268 |
| SECTOR SPDR CONSMRS STPL | P | 2021-06-01 | 2024-09-10 | $503 | $425 | $78 | $78 |
| SECTOR SPDR CONSMRS STPL | P | 2021-09-14 | 2024-09-10 | $84 | $72 | $12 | $12 |
| CONSUMER DISCRETIONARY | P | 2020-02-28 | 2024-09-10 | $1,672 | $1,023 | $649 | $649 |
| SECTOR SPDR ENERGY | P | 2021-06-01 | 2024-09-10 | $85 | $54 | $31 | $31 |
| SECTOR SPDR INDUSTRIAL | P | 2020-03-20 | 2024-09-10 | $128 | $52 | $76 | $76 |
| SECTOR SPDR INDUSTRIAL | P | 2021-01-12 | 2024-09-10 | $510 | $361 | $149 | $149 |
| SECTOR SPDR INDUSTRIAL | P | 2021-06-01 | 2024-09-10 | $1,021 | $847 | $174 | $174 |
| ISHARES US AEROSPACE ETF | P | 2023-10-19 | 2024-09-10 | $712 | $548 | $164 | $164 |
| ISHARES US AEROSPACE ETF | P | 2024-02-14 | 2024-09-10 | $285 | $250 | $35 | $35 |
| EATON CORP PLC | P | 2020-02-28 | 2024-09-06 | $285 | $91 | $194 | $194 |
| EATON CORP PLC | P | 2020-03-02 | 2024-09-06 | $1,427 | $472 | $955 | $955 |
| STARBUCKS CORP | P | 2018-08-24 | 2024-09-19 | $486 | $264 | $222 | $222 |
| STARBUCKS CORP | P | 2020-02-28 | 2024-09-19 | $875 | $701 | $174 | $174 |
| BLACKROCK LIQUIDITY FUND | P | 2024-02-14 | 2024-09-30 | $1,813 | $1,813 | $0 | $0 |
| BLACKROCK LIQUIDITY FUND | P | 2024-09-10 | 2024-09-30 | $146 | $146 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,448 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $412 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $412 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $185 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD AND MARIAN SANDNES | IndividualWithBooksNm |
| Phone | 6612948877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARIAN SANDNES | ||||||||
| 15810 MILL MEADOW ROAD | SANTA CLARITA | CA | 91387 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $735,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $918,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $918,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $904,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $597 | TotalTaxAmt |
| Distributable Before Adj | $44,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,487 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,302 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,328 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $656,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $460,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,313,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,149 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,360,632 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $90,487 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,270,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,302 | ExcessFromYear4Amt |
| Excess From Year3 | $55,328 | ExcessFromYear3Amt |
| Excess From Year2 | $656,222 | ExcessFromYear2Amt |
| Excess From Year1 | $460,144 | ExcessFromYear1Amt |
| Excess From Current Year | $47,149 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF SANTA CLARITA VALLEY | |||||||
| 24909 NEWHALL AVENUE | NEWHALL | CA | 91321 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $57,500 |
| CAROUSEL RANCH | |||||||
| 34289 ROCKING HORSE ROAD | SANTA CLARITA | CA | 91390 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $29,300 |
| COLLEGE OF THE CANYONS FOUNDATION | |||||||
| 26455 ROCKWELL CANYON ROAD | SANTA CLARITA | CA | 91355 | NONE | 501(C)3 | CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,549 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,985 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,448 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $42,982 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,982 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $799 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ALL CASH IS HELD FOR USE AS DONATIONS TO ORGANIZED CHARITIES | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $636,574 | BookValueAmt |
| EOYFMV | $823,708 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $7,186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD AND MARIAN SANDNES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15810 MILL MEADOW ROAD | AddressLine1Txt |
| City | SANTA CLARITA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91387 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $493 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |