C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202601179349100300
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T00:20:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862079100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNY YANG INOUYE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2447 PACIFIC COAST HWY STE 200 | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | 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 | 203972504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CR STEVENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRST | BusinessNameControlTxt |
| Phone | 8188580950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 SAN ONOFRE DRIVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLINTON R STEVENSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8188580950 | PhoneNum |
| Signature | 2026-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY YANG INOUYE | PreparerPersonNm |
| PTIN | P00360108 | PTIN |
| Phone | 3107486651 | PhoneNum |
| Preparation | 2026-04-25 | 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 | $3,108,466 | 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 | $745 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $745 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,821 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $240 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,550 | CashBOYAmt |
| Cash EOY | $79,991 | CashEOYAmt |
| Cash EOYFMV | $79,991 | CashEOYFMVAmt |
| Corporate Stock BOY | $908,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $883,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,628,457 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $307,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $279,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $400,018 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,257,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,243,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,108,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $257,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $243,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,257,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,243,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,257,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,243,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,257,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,282,868 | SubtotalAmt |
| Other Decreases | $39,685 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,243,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250 SHS CITIGROUP INC COM NEW | 2018-06-18 | 2025-11-06 | $25,335 | $14,888 | $10,447 | $10,447 | |
| 1,100 SHS WARNER BROS DISCOVERY | 2018-06-18 | 2025-11-06 | $24,710 | $29,761 | -$5,051 | -$5,051 | |
| 2,312 SHS FUJI ELEC HOLDINGS CO LTD | 2023-12-22 | 2025-08-21 | $37,131 | $24,455 | $12,676 | $12,676 | |
| 1,520 SHS HITACHI LTD 10 NEW | 2019-06-03 | 2025-08-21 | $42,309 | $10,407 | $31,902 | $31,902 | |
| 130 SHS LEIDOS HOLDINGS INC | 2012-12-03 | 2025-11-06 | $25,388 | $4,086 | $21,302 | $21,302 | |
| 780 SHS WELLS FARGO & CO | 2007-11-20 | 2025-11-06 | $63,112 | $23,348 | $39,764 | $39,764 | |
| 2,784.687 SHS AMER FUNDS AMERICAN HIGH INCOME TRUST FD CL F2 | 2009-10-05 | 2025-11-06 | $27,500 | $27,736 | -$236 | -$236 | |
| CAPITAL GAINS DIVIDENDS | $3,710 | $3,710 | $3,710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,291 | 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 | $2,291 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10 | OverpaymentAmt |
| Applied To ES Tax | $10 | 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 | CR STEVENSON FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 8188580950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 SAN ONOFRE DRIVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | 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 |
|---|---|---|---|---|---|---|---|---|
| CLINTON R STEVENSON JR | ||||||||
| 1666 SAN ONOFRE DRIVE | PACIFIC PALISADES | CA | 90272 | CEO | 1.00 | $0 | $0 | $0 |
| GINA STEVENSON | ||||||||
| 1666 SAN ONOFRE DRIVE | PACIFIC PALISADES | CA | 90272 | CFO | 2.00 | $0 | $0 | $0 |
| CLINTON RSTEVENSON III | ||||||||
| 1666 SAN ONOFRE DRIVE | PACIFIC PALISADES | CA | 90272 | 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 | $2,877,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,912,787 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,912,787 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,869,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,281 | TotalTaxAmt |
| Distributable Before Adj | $141,174 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,174 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,174 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,174 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,319 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,319 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81 | 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 | $141,093 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| UPWARD BOUND HOUSE | |||||||
| 1104 WASHINGTON AVE | SANTA MONICA | CA | 90403 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| ST JOHNS HEALTH CENTER DONATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $12,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| SPECIAL OLYMPICS | |||||||
| 2428 N GRAND AVE STE A | SANTA ANA | CA | 92705 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| SANTA MONICA SALVATION ARMY | |||||||
| 1533 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| SALVATION ARMY | |||||||
| PO BOX 866014 | LOS ANGELES | CA | 900866014 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| ONE FOR ALL | |||||||
| 1127 E 67TH STREET | INGLEWOOD | CA | 90302 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $4,000 |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| MS NATIONAL SOCIETY | |||||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90056 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| MEALS ON WHEELS | |||||||
| 1550 CRYSTAL DRIVE STE 1004 | ARLINGTON | VA | 22202 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| LA RESCUE MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $400 |
| LA RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 BOUQUET CANYON RD | SANTA CLARITA | CA | 91390 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| AMERICAN RED CROSS | |||||||
| 1450 11TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 |
| AMERICAN RED CROSS | |||||||
| 1450 11TH STREET | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| BLESSED SACRAMENT SISTERS OF CHARITY | |||||||
| 248 S MARIPOSA AVE | LOS ANGELES | CA | 90004 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| BOYS & GIRLS CLUB OF SANTA MONICA | |||||||
| 1238 LINCOLN BLVD | SANTA MONICA | CA | 90401 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 |
| CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| WORLD VALUES NETWORK | |||||||
| 394 E PALISADE AVE | ENGLEWOOD | NJ | 07631 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $13,000 |
| CHOSA INC | |||||||
| 220 N KENTER AVE | LOS ANGELES | CA | 90049 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| FRIENDS OF THE IDF (FIDF) | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 |
| GUIDE DOGS FOUNDATION FOR THE BLIND | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW | WA | DC | 20024 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 200 | JACKSONVILLE | FL | 32256 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,400 | 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 | $745 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,821 | 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 | $4,550 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - CORPORATE STOCK | StockNm |
| EOY Book Value | $883,898 | EOYBookValueAmt |
| EOYFMV | $2,628,457 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $279,294 | BookValueAmt |
| EOYFMV | $400,018 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON STOCK RECEIVED SOLD IN 2025 | Desc |
| Amt | $39,685 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEE | $10,099 | $10,099 | $0 | $0 |
| CA FILING FEES | $75 | $0 | $0 | $0 |
| BANK FEES | $123 | $123 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $240 | $240 | $0 | $0 |
| FEDERAL INCOME TAXES | $2,000 | $0 | $0 | $0 |