CAMERON FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAMERON FOUNDATION (EIN 68-0216710)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-02-23
- IRS object ID
- 201100549349100700
- Schema version
- 2010v3.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-23T18:31:21-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-02-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE W STEPHENSON | Name |
| Phone | 9167847800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1738319 | 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 | 44717 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 44717 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18556 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18556 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9807 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1764009 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9807 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 21 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 21 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 73101 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73101 | 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 | 2585 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2585 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2500 | 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 | 30567 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30567 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 35687 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 35687 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 125687 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 35687 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52586 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 37414 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7943 | CashBOY |
| Cash EOY | 10343 | CashEOY |
| Cash EOYFMV | 10343 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 283020 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 122182 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 122182 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 67 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 106 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 106 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 973986 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1279011 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1287515 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 262320 | InvestmentsCorpStockBOY |
| Investments Corp Bonds BOY | 125059 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 312793 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 318173 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 125000 | InvestmentsOtherBOY |
| Total Assets BOY | 1777395 | TotalAssetsBOY |
| Total Assets EOY | 1724435 | TotalAssetsEOY |
| Total Assets EOYFMV | 1738319 | 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 | 1777395 | RetainedEarningsBOY |
| Retained Earnings EOY | 1724435 | RetainedEarningsEOY |
| Total Net Assets BOY | 1777395 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1724435 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1777395 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1724435 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1777395 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52586 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1724809 | Subtotal |
| Other Decreases | 374 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1724435 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (55 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FEDERAL HOME LOAN BANKS 3.875% DUE 1/15/10 | 2005-12-22 | 2010-01-15 | 50000 | 50000 | 0 | 0 |
| FEDERAL FARM CREDIT BANK 3.75% DUE 4/9/10 | 2003-04-14 | 2010-04-09 | 20000 | 20000 | 0 | 0 |
| FEDERAL FARM CREDIT BANK 5.32% DUE 5/11/10 | 2006-05-08 | 2010-05-11 | 25000 | 25000 | 0 | 0 |
| CITIGROUP GAPITAL XII 8.5% | 2010-03-10 | 2010-07-01 | 99519 | 100000 | -481 | -481 |
| DEUTSCHE BANK CONT CAPITAL TR 8.05% | 2008-05-01 | 2010-07-01 | 123252 | 125000 | -1748 | -1748 |
| VORNADO REALTY LP | 2009-09-23 | 2010-07-01 | 125478 | 125000 | 478 | 478 |
| FEDERAL HOME LOAN BANK 1.3% DUE 7/30/10 | 2009-02-26 | 2010-07-30 | 100000 | 100000 | 0 | 0 |
| FEDERAL FARM CREDIT BANK 5.25% DUE 9/13/10 | 2009-02-26 | 2010-09-13 | 100000 | 100000 | 0 | 0 |
| BANK OF AMERICA COPR 8.625% SER MER | 2008-06-04 | 2010-11-24 | 37729 | 37320 | 409 | 409 |
| HSBC HOLDINGS PLC 8% PERP CAP SECS | 2010-06-17 | 2010-11-24 | 27710 | 25000 | 2710 | 2710 |
| JP MORGAN CHASE & CO PFD 8.625% | 2008-08-14 | 2010-11-24 | 109958 | 100000 | 9958 | 9958 |
| FEDERAL HOME LOAN BANK .85% DUE 12/3/10 | 2009-08-25 | 2010-12-03 | 150000 | 150000 | 0 | 0 |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2010-02-10 | 3624 | 3705 | -81 | -81 |
| SBA ADJ 8/25/21 | 2010-02-26 | 2010-04-26 | 705 | 767 | -62 | -62 |
| SBA ADJ 8/25/21 | 2010-02-26 | 2010-05-24 | 131801 | 132181 | -380 | -380 |
| SBA ADJ 8/25/21 | 2010-02-26 | 2010-05-25 | 707 | 770 | -63 | -63 |
| FHLB VAR 2/26/20 | 2010-02-26 | 2010-05-26 | 50000 | 50000 | 0 | 0 |
| SBA ADJ 8/25/21 | 2010-02-26 | 2010-06-25 | 710 | 772 | -62 | -62 |
| FNMA STEP 1/20/15 | 2010-01-20 | 2010-07-20 | 25000 | 25000 | 0 | 0 |
| SBA #521640 10/25/34 | 2010-05-24 | 2010-09-24 | 124880 | 123964 | 916 | 916 |
| GOLDMAN SACHS 5.125% | 2010-08-05 | 2010-10-06 | 54275 | 53979 | 296 | 296 |
| FNMA STEP 4/15/15 | 2010-05-28 | 2010-10-15 | 50000 | 50000 | 0 | 0 |
| SBA #521640 10/25/34 | 2010-05-24 | 2010-10-25 | 4371 | 4841 | -470 | -470 |
| SBA GTD 4.754% 8/10/14 | 2010-10-21 | 2010-11-10 | 2675 | 2849 | -174 | -174 |
| SBA 5.681% 8/10/16 IPD9 | 2010-09-08 | 2010-11-10 | 536 | 574 | -38 | -38 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-01-15 | 1850 | 1879 | -29 | -29 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-01-15 | 3255 | 3349 | -94 | -94 |
| FHLB 3.875% 2/12/10 | 2008-08-18 | 2010-02-12 | 25000 | 25285 | -285 | -285 |
| FHLB 3.875% 2/12/10 | 2008-11-17 | 2010-02-12 | 50000 | 50797 | -797 | -797 |
| FHLB 4.00% 2/12/10 | 2008-07-18 | 2010-02-12 | 50000 | 50675 | -675 | -675 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-02-16 | 1298 | 1318 | -20 | -20 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-02-16 | 829 | 852 | -23 | -23 |
| FFCB 4.8% 12/18/13 | 2008-03-04 | 2010-02-19 | 54078 | 53013 | 1065 | 1065 |
| FNMA 4.4% 3/8/10 | 2008-06-05 | 2010-03-08 | 25000 | 25560 | -560 | -560 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-03-15 | 2289 | 2325 | -36 | -36 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-03-15 | 796 | 819 | -23 | -23 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-04-15 | 1908 | 1938 | -30 | -30 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-04-15 | 974 | 1002 | -28 | -28 |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2010-05-10 | 1184 | 1211 | -27 | -27 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-05-17 | 1493 | 1516 | -23 | -23 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-05-17 | 1422 | 1463 | -41 | -41 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-06-15 | 1717 | 1744 | -27 | -27 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-06-15 | 6282 | 6462 | -180 | -180 |
| FHLMC 5.5% 5/1/17 | 2008-02-21 | 2010-07-15 | 1991 | 2022 | -31 | -31 |
| FHLMC 4.5% 9/1/10 | 2008-02-19 | 2010-07-15 | 1430 | 1471 | -41 | -41 |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2010-08-10 | 2565 | 2623 | -58 | -58 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-08-16 | 4794 | 4869 | -75 | -75 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-08-16 | 710 | 730 | -20 | -20 |
| FHLMC 4.5% 9/1/10 | 2008-02-21 | 2010-09-15 | 18688 | 18980 | -292 | -292 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-09-15 | 1718 | 1767 | -49 | -49 |
| PNC FUNDING CORP 2.8% | 2009-01-08 | 2010-10-06 | 76875 | 75655 | 1220 | 1220 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-10-15 | 3102 | 3191 | -89 | -89 |
| SBA 4.638% 2/10/15 | 2009-04-02 | 2010-11-10 | 922 | 943 | -21 | -21 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-11-15 | 2849 | 2931 | -82 | -82 |
| FHLMC 5.5% 5/1/17 | 2008-02-19 | 2010-12-15 | 1060 | 1090 | -30 | -30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9807 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 88547 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1779042 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049772 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 93014 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1822646 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051032 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 91585 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1859151 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049262 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 93182 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1865982 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049937 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 80435 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1911174 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042087 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242090 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048418 | AverageDistributionRatio |
| Net Noncharitable Assets | 1743160 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 84400 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 374 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 84774 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 374 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 374 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 374 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 480 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 480 | TotalCreditsAndPayments |
| Overpayment | 106 | Overpayment |
| Amount Credited To Next Year | 106 | 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 | 1557962 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 211744 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1769706 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1769706 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26546 | CashDeemedCharitable |
| Net Noncharitable Assets | 1743160 | NetNoncharitableAssets |
| Minimum Investment Return | 87158 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 87158 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 374 | TaxBasedOnInvestmentIncome |
| Total Tax | 374 | TotalTax |
| Distributable Amount Before Adj | 86784 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 86784 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 86784 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 90000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 374 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89626 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 86784 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 88238 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90000 | QualifyingDistributions |
| Applied To Year1 | 88238 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1762 | 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 | 85022 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF EL DORADO COUNTY | |||||||
| 56 MAIN STREET | PLACERVILLE | CA | 95667 | NONE | 501(C)(3) | ONE-TO-ONE YOUTH MENTOR PROGRAMS | $1,250 |
| DUCKS UNLIMITEDWEST SACRAMENTO CHAPTER | |||||||
| 3860 TAHOE STREET | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | HABITAT PRESERVATION CA FLYWAY | $650 |
| 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 |
| FRIENDS OF CLARKSBURG YOUTH | |||||||
| P O BOX 66 | CLARKSBURG | CA | 956120066 | NONE | 501(C)(3) | RESTORATION OF SCOUT CABIN | $3,000 |
| GEORGETOWN DIVIDE ROTARY CLUB | |||||||
| P O BOX 555 | GEORGETOWN | CA | 95634 | NONE | 501(C)(3) | SCHOLARSHIP PROGRAMS GEORGETOWN DIVIDE AREA | $900 |
| INTERNATIONAL ORDER OF JOB'S DAUGHTERS | |||||||
| 3260 JEFFERSON BLVD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | PHILANTHROPIC PROJECTS & COMMUNITY SERVICE | $700 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18351 QUANTICO GATEWAY DR | TRIANGLE | VA | 221729805 | NONE | 501(C)(3) | 2010 TOYS FOR TOTS-TOY DISTRIBUTION CAMPAIGN EL DORADO COUNTY | $900 |
| PEJA STOJAKOVIC FOUNDATION | |||||||
| 18704 S 114TH AVE | MOKENO | IL | 60448 | NONE | 501(C)(3) | SCHOLARSHIP FOR TEACHER EDUCATION STUDENT | $5,000 |
| REECE'S RAINBOW | |||||||
| P O BOX 4024 | GAITHERSBURG | MD | 20885 | NONE | 501(C)(3) | INTL DOWN SYNDROME ORPHAN MINISTRY | $2,000 |
| RIVER CITY HIGH SCHOOL | |||||||
| 1 RAIDER LANE | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | CAREER TECHNICAL EDUCATION PROGRAM | $16,500 |
| SACRAMENTO SPCA | |||||||
| 6201 FLORIN PERKINS RD | SACRAMENTO | CA | 95828 | NONE | 501(C)(3) | ANIMAL PROTECTION FOR SACRAMENTO REGION | $3,000 |
| SOUTHERN VALLEY JR AND SR HIGH SCHOOL | |||||||
| 43739 HIGHWAY 89 | OXFORD | NE | 689672711 | NONE | 501(C)(3) | SOCIAL STUDIES PROGRAM | $11,000 |
| SOUTHPORT ELEMENTARY SCHOOL | |||||||
| 2747 LINDEN ROAD | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | COMPUTER LAB | $15,000 |
| WELFARE OF OUR FURRY FRIENDS (WOOFF) | |||||||
| PO BOX 2086 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | ANIMAL PROTECTION | $4,000 |
| WEST SACRAMENTO FOUNDATION | |||||||
| P O BOX 621 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | FOUNDATION GRANTS-WEST SACRAMENTO/CLARKSBURG | $1,000 |
| WEST SACRAMENTO PARKS & RECREATION ACTIVE AGING | |||||||
| 1110 WEST CAPITOL AVENUE FIRST FLR | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | ACTIVE AGING PROGRAMS-FREE THANKSGIVING DINNERS | $1,000 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION FOUNDATION | $3,000 |
| WEST SACRAMENTO ROTARY FOUNDATION | |||||||
| P O BOX 288 | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | EDUCATION GRANTS | $10,300 |
| WEST SACRAMENTO SWIM TEAM | |||||||
| 1 RAIDER LANE | WEST SACRAMENTO | CA | 95691 | NONE | 501(C)(3) | RIBBONS FOR HOSTED CONFERENCE MEETS | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90000 | 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 | $44,717 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,556 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,807 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $73,101 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73101 | 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 | $2,585 | Amount |
| Net Investment Income | 2585 | 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 | 56578 |
| GOLDMAN SACHS FLOAT NT VAR RATE | 37296 | 37778 |
| HARTFORD FLOATING RATE FD | 75000 | 76117 |
| HSBC FINANCE CORP FLOATING VAR RATE 6/1/16 | 36340 | 36818 |
| MERRILL LYNCH MTN VAR RATE 1/15/2015 | 39753 | 39756 |
| PIMCO EMERGING LOCAL BOND FD | 75000 | 71126 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1279011 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1287515 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $374 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CLERICAL SUPPORT | 30000 | 30000 | 0 |
| TELEPHONE EXPENSE | 431 | 431 | 0 |
| PARKING | 100 | 100 | 0 |
| BANK CHARGES | 36 | 36 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 21 | RevenueAndExpensesPerBooks |
| Net Investment Income | 21 | NetInvestmentIncome |
| Adjusted Net Income | 21 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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 |