J STANLEY AND MARY W JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J STANLEY AND MARY W JOHNSON FAMILY FOUNDATION (EIN 33-0809657)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202621139349101232
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T13:34:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953288054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FORD YOUNG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16140 SAND CANYON AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330809657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J STANLEY & MARY W JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSTA | BusinessNameControlTxt |
| Phone | 9496451422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2280 UNIVERSITY DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926603327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9496451422 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $22,767,645 | 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 | $133 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $275,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,610,325 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,103,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,610,325 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,886,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,872,684 | 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 | $16,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,145 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,996 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,157 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $888,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $888,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,051,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $904,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $834,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,766,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $734,038 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $949,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $949,048 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,107,842 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,721,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,818,597 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,841,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,670,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,767,645 | 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 | $9,841,880 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,670,242 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,841,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,670,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,841,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,670,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,841,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $834,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,676,195 | SubtotalAmt |
| Other Decreases | $5,953 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,670,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CAPITAL GROUP ACCT 110151 | 2025-12-31 | $1,282,732 | $1,386,525 | -$103,793 | -$103,793 | |
| CAPITAL GROUP ACCT 110151 | 2025-12-31 | $978,360 | $325,396 | $652,964 | $652,964 | |
| CAPITAL GROUP ACCT 110151 | 2025-12-31 | $1,892 | $1,892 | $1,892 | ||
| CAPITAL GROUP ACCT 148540 | 2025-12-31 | $1,470,211 | $1,357,104 | $113,107 | $113,107 | |
| CAPITAL GROUP ACCT 148540 | 2025-12-31 | $248,463 | $121,533 | $126,930 | $126,930 | |
| CAPITAL GROUP ACCT 148540 | 2025-12-31 | $631,053 | $371,900 | $259,153 | $259,153 | |
| CAPITAL GROUP ACCT 110151 | 2025-12-31 | $2,488,572 | $1,930,364 | $558,208 | $558,208 | |
| CAPITAL GAINS DIVIDENDS | $1,864 | $1,864 | $1,864 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,610,325 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | 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 | $32,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $7,438 | OverpaymentAmt |
| Applied To ES Tax | $7,438 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | 0 | 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 | DONALD P JOHNSON | IndividualWithBooksNm |
| Phone | 9496541422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2280 UNIVERSITY DRIVE | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD JOHNSON | ||||||||
| 2280 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT JOHNSON | ||||||||
| 2280 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | SEC-TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH JOHNSON | ||||||||
| 2280 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | DIRECTOR | 1.00 | $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 | $20,535,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $984,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,520,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,520,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $322,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,197,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,059,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,059,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,553 | TotalTaxAmt |
| Distributable Before Adj | $1,035,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,035,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,035,318 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $904,935 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $904,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,035,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $904,266 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $904,935 | QualifyingDistributionsAmt |
| Applied To Year1 | $904,266 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,034,649 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||||
| 1801 EAST EDINER AVE | SANTA ANA | CA | 92705 | N/A | NC | GENERAL OPERATIONS | $15,000 | |
| CATALINA ISLAND CONSERVANCY | ||||||||
| 320 GOLDEN SHORE | LONG BEACH | CA | 90802 | N/A | NC | GENERAL OPERATIONS | $13,000 | |
| CIELO | ||||||||
| 1515 17TH STREET | SANTA ANA | CA | 92706 | N/A | NC | GENERAL OPERATIONS | $25,000 | |
| CLAREMONT MCKENNA COLLEGE | ||||||||
| 400 N CLAREMONT BLVD | CLAREMONT | CA | 91711 | N/A | NC | GENERAL OPERATIONS | $64,500 | |
| CLASSICAL KUSC | ||||||||
| BOX 80354 | LOS ANGELES | CA | 90015 | N/A | NC | GENERAL OPERATIONS | $2,000 | |
| COLLEGE OF ST SCHOLASTICA | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | N/A | NC | GENERAL OPERATIONS | $6,000 | |
| COURT APPOINTED SPECIAL ADVOCATE | ||||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | N/A | NC | GENERAL OPERATIONS | $15,000 | |
| DOCTORS WITHOUT BOARDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | NC | GENERAL OPERATIONS | $40,000 | |
| FRIENDSHIP SHELTER | ||||||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| HARVARD BUSINESS SCHOOL FUND | ||||||||
| 124 MOUNT AUBUS STREET | CAMBRIDGE | MA | 02138 | N/A | NC | GENERAL OPERATIONS | $2,500 | |
| HIGH SCHOOL INC ACADEMIES FOUNDATION | ||||||||
| 18017 SKY PARK CIRCLE | IRVINE | CA | 92614 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 330 PLACENTA AVE SUITE 100 | NEWPORT BEACH | CA | 92663 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| HOPE BUILDERS | ||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92706 | N/A | NC | GENERAL OPERATIONS | $20,000 | |
| ILLUMINATION FOUNDATION | ||||||||
| 2871 PULLMAN STREET | SANTA ANA | CA | 92705 | N/A | NC | GENERAL OPERATIONS | $2,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | NC | GENERAL OPERATIONS | $40,000 | |
| KIDWORKS | ||||||||
| 1902 WEST CHESTNUT AVE | SANTA ANA | CA | 92703 | N/A | NC | GENERAL OPERATIONS | $15,500 | |
| LAGUNA PLAYHOUSE | ||||||||
| 606 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | N/A | NC | GENERAL OPERATIONS | $500 | |
| LAGUNA ART MUSEUM | ||||||||
| 307 CLIFF DRIVE | LAGUNA BEACH | CA | 92651 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| LAGUNA FOOD PANTRY | ||||||||
| 20652 LAGUNA CANYON ROAD UNIT B | LAGUNA BEACH | CA | 92651 | N/A | NC | GENERAL OPERATIONS | $19,500 | |
| LEWIS & CLARK COLLEGE | ||||||||
| 615 SOUTH PALATINE HILL ROAD | PORTLAND | OR | 97219 | N/A | NC | GENERAL OPERATIONS | $50,000 | |
| MIDLAND SCHOOL | ||||||||
| 5100 FIGUEROA MOUNTAIN ROAD | LOS OLIVOS | CA | 93441 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| OCEANNA | ||||||||
| 1025 CONNECTICUT AVE SUITE 200 | WASHINGTON | DC | 20036 | N/A | NC | GENERAL OPERATIONS | $10,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||
| 19200 VON KARMAN AVE SUITE 700 | IRVINE | CA | 92612 | N/A | NC | GENERAL OPERATIONS | $34,000 | |
| PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES | ||||||||
| 501 EAST KATELLA AVENUE | ANAHEIM | CA | 92805 | N/A | NC | GENERAL OPERATIONS | $100,000 | |
| SALLY'S FUND | ||||||||
| 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | N/A | NC | GENERAL OPERATIONS | $10,000 | |
| SCRIPPS COLLEGE | ||||||||
| 1030 CLUMBIA AVENUE | CLAREMONT | CA | 91711 | N/A | NC | GENERAL OPERATIONS | $40,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | ||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | NC | GENERAL OPERATIONS | $25,000 | |
| SHARE OURSELVES | ||||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 92627 | N/A | NC | GENERAL OPERATIONS | $55,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | N/A | NC | GENERAL OPERATIONS | $1,000 | |
| THE ARTHRITIS FOUNDATION | ||||||||
| PO BOX 96280 | WASHINGTON | DC | 98225 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| THE STANFORD FUND | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | NC | GENERAL OPERATIONS | $6,000 | |
| THE TEEN PROJECT INC | ||||||||
| 8140 SUNLAND BOULEVARD | SUN VALLEY | CA | 91352 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| THE THACHER SCHOOL | ||||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | N/A | NC | GENERAL OPERATIONS | $30,000 | |
| THE WOODEN FLOOR | ||||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| THE YOSEMITE FOUNDATION | ||||||||
| 101 MONTGOMERY ST | SAN FRN | CA | 94104 | N/A | NC | GENERAL OPERATIONS | $1,000 | |
| UCI INSTITUTE AND MUSEUM OF CALIF ART | ||||||||
| 18881 VON KARMAN AVE SUITE 100 | IRVINE | CA | 92612 | N/A | NC | GENERAL OPERATIONS | $1,000 | |
| UCI MIND INST FOR MEMORY IMPAIRMENTS | ||||||||
| 1100 GOTTSCHALK MEDICAL PLAZA | IRVINE | CA | 92697 | N/A | NC | GENERAL OPERATIONS | $10,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| UNIVERSITY OF MINN FDN - SCHOOL OF NURSING | ||||||||
| 308 HARVARD STREET SE | MINNEAPOLIS | MN | 55455 | N/A | NC | GENERAL OPERATIONS | $4,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | N/A | NC | GENERAL OPERATIONS | $40,000 | FLOOR |
| WORLD FOOD PROGRAM | ||||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | NC | GENERAL OPERATIONS | $40,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | N/A | NC | GENERAL OPERATIONS | $51,000 | |
| PASADENA COMMUNITY FOUNDATION | ||||||||
| 301 E COLORADO BLVD | PASADENA | CA | 91101 | N/A | NC | GENERAL OPERATIONS | $50,000 | |
| THE PAW PROJECT | ||||||||
| PO BOX 445 | SANTA MONICA | CA | 90406 | N/A | NC | GENERAL OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $888,500 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,610,325 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,886,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,886,192 | 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 FEES | CategoryTxt |
| Amt | $16,145 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,145 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAPITAL GROUP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,721,194 | BookValueAmt |
| EOYFMV | $21,818,597 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $5,953 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $150 | $150 | $0 |
| CA FILING FEE | $200 | $0 | $200 |
| MISC | $90 | $0 | $90 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $104,996 | Amt |
| Net Investment Income | $104,996 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $40,639 | $0 | $0 |
| FOREIGN TAX | $1,157 | $1,157 | $0 |