SAM AND SALWA ELLIS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SAM AND SALWA ELLIS FAMILY FOUNDATION (EIN 76-0720990)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202601279349101515
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T08:56:11-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330488213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George J Woo | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1085 W State Street | AddressLine1Txt |
| City | El Centro | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92243 | 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 | 760720990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAM & SALWA ELLIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAM& | BusinessNameControlTxt |
| Phone | 7605542170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 PAULIN AVE SUITE 104 | AddressLine1Txt |
| City | CALEXICO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENTON HEMS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George J Woo | PreparerPersonNm |
| PTIN | P00219168 | PTIN |
| Phone | 7603375555 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,344,315 | 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 | $5,858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,858 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,858 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,103 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,103 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $226,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,795 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $928 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $43,756 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,756 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,889 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,944 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $783 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,889 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,817 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $77,080 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,895 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,895 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $350,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $370,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,347 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,160 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,160 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $373,180 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $410,043 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $410,043 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,389,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,344,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,344,315 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $836,045 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $836,045 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $836,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $836,045 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,552,982 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,508,270 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,552,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,389,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,344,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,552,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,521 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,809 | OtherIncreasesAmt |
| Subtotal | $1,508,270 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30,000 Note U.S. Treasury Note | P | 2025-07-21 | 2025-12-15 | $30,000 | $29,987 | $13 | $13 |
| 1,000 Shares CNH Indl NV Eur | P | 2024-05-23 | 2025-12-11 | $9,770 | $10,780 | -$1,010 | -$1,010 |
| 300 Shares Medtronic PLC | P | 2023-01-24 | 2025-12-12 | $29,955 | $24,284 | $5,671 | $5,671 |
| 25,000 Note Federal Farm Credit Bank | P | 2024-08-29 | 2025-08-12 | $25,000 | $25,000 | ||
| 25,000 Note FHLB Bond | P | 2024-10-10 | 2025-04-09 | $25,000 | $24,994 | $6 | $6 |
| 25,000 Note FNMA NTS | P | 2024-02-29 | 2025-02-26 | $25,000 | $24,988 | $12 | $12 |
| 25,000 Bond Citigroup, Inc. | P | 2022-10-20 | 2025-09-13 | $25,000 | $24,751 | $249 | $249 |
| 100 Shares Vanguard High Divid Yield | P | 2025-04-10 | 2025-05-13 | $12,878 | $11,981 | $897 | $897 |
| 39 Shares Schwab US Large Cap ETF | P | 2024-01-01 | 2025-07-25 | $981 | $730 | $251 | $251 |
| 2 Shares Technology Select Sector SPDR ETF | P | 2024-01-01 | 2025-07-25 | $523 | $341 | $182 | $182 |
| 70 Shares Charles Schwab US MC | P | 2024-01-01 | 2025-12-15 | $2,131 | $1,934 | $197 | $197 |
| 11 Shares Ishares Core S & P Small Cap ETF | P | 2024-01-01 | 2025-12-15 | $1,366 | $1,246 | $120 | $120 |
| 14 Shares ishares 0-5 year Tips Bond ETF | P | 2024-01-01 | 2025-12-15 | $1,437 | $1,422 | $15 | $15 |
| 86 Shares JP Morgan Core Plus Bond ETF | P | 2024-01-01 | 2025-12-15 | $4,069 | $3,971 | $98 | $98 |
| 20 Shares JP Morgan Retn Emrg Mrks Eqy ETF | P | 2024-01-01 | 2025-12-15 | $1,216 | $1,149 | $67 | $67 |
| 143 Shares Schwab US Large Cap ETF | P | 2024-01-01 | 2025-12-15 | $3,840 | $2,581 | $1,259 | $1,259 |
| 20 Shares SPDR MSCI USA | P | 2024-01-01 | 2025-12-15 | $3,484 | $2,387 | $1,097 | $1,097 |
| 13 Shares ST Strt SPDR Prtfl S & P 500 | P | 2024-01-01 | 2025-12-15 | $744 | $508 | $236 | $236 |
| 7 Shares State Street SPDR S & P Div ETF | P | 2024-01-01 | 2025-12-15 | $990 | $870 | $120 | $120 |
| 13 Shares State Street Tec Select Sec | P | 2024-01-01 | 2025-12-15 | $1,870 | $1,424 | $446 | $446 |
| 67 Shares Vanguard FTSE Developed Mats | P | 2024-01-01 | 2025-12-15 | $4,187 | $3,513 | $674 | $674 |
| 52 Shares Vanguard Intermediate Term Bond ETF | P | 2024-01-01 | 2025-12-15 | $4,049 | $3,682 | $367 | $367 |
| 110 Shares Vanguard Short Term Treasury ETF | P | 2024-01-01 | 2025-12-15 | $6,465 | $6,391 | $74 | $74 |
| 83 Shares vanguard short Term Cor Bd ETF | P | 2024-01-01 | 2025-12-15 | $6,617 | $6,863 | -$246 | -$246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,795 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $928 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $463 | SubtotalAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $737 | OverpaymentAmt |
| Applied To ES Tax | $737 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTON HEMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7605542170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5873 | AddressLine1Txt |
| City | La Quinta | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Karen Brundy | ||||||
| 619 Paulin Avenue Ste 104 | Calexico | CA | 92231 | CFO/Secretary | 1.00 | $0 |
| Jean Seski | ||||||
| 619 Paulin Avenue Ste 104 | Calexico | CA | 92231 | Director | 1.00 | $0 |
| KENTON HEMS | ||||||
| PO Box 5873 | La Quinta | CA | 92248 | CEO | 4.00 | $0 |
| Mark Holloway | ||||||
| 619 Paulin Avenue Ste 104 | Calexico | CA | 92231 | Director | 1.00 | $0 |
| Kirk Hems | ||||||
| 619 Paulin Avenue Ste 104 | Calexico | CA | 92231 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The private foundation assisted 15 other non-profit organizations to achieve their goal in amounts ranging from $ 7,500 to $10,000. | Description1Txt |
| Expenses1 | $140,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $463 | TotalTaxAmt |
| Distributable Before Adj | $463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $140,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $140,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $140,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $140,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 SAINT JUDE PLACE | MEMPHIS | TN | 38105 | None | PC | Research Program | $10,000 |
| VOICE INCORPORATED-KGBA 1001 | |||||||
| 605 STATE STREET | EL CENTRO | CA | 92243 | None | PC | Christian program | $10,000 |
| VINCENT MEMORIAL HIGH SCHOOL | |||||||
| 525 WEST SHERIDAN STREET | CALEXICO | CA | 92231 | None | PC | SCHOLARSHIPS | $10,000 |
| SAINT MARY'S CATHOLIC SCHOOL | |||||||
| 700 S WATERMAN AVE | EL CENTRO | CA | 92243 | None | PC | SCHOLARSHIPS | $10,000 |
| CANCER RESOURCE CENTER OF THE | |||||||
| 1461 SOUTH 4TH STR STE 1 | EL CENTRO | CA | 92243 | None | PC | CANCER AWARENESS PROGRAM | $10,000 |
| GRACE AND TRUTH MINISTRIES | |||||||
| 722 EAST 6TH STREET | HOLTVILLE | CA | 92250 | None | PC | CHARITY PROGRAMS | $10,000 |
| CHRIST COMMUNITY CHURCH | |||||||
| 685 ORANGE AVENUE | EL CENTRO | CA | 92243 | None | PC | CHARITY PROGRAMS | $10,000 |
| YOUTH FOR CHRIST IMPERIAL VALLEY | |||||||
| 395 EAST MAIN STREET | EL CENTRO | CA | 92243 | None | PC | CHARITY PROGRAMS | $7,500 |
| Imperial County Historical Society | |||||||
| 373 E Aten Rd | Imperial | CA | 92251 | None | PC | General Operations | $7,500 |
| Imperial Valley New Creations | |||||||
| PO Box 4478 | El Centro | CA | 92244 | None | PC | Charity Programs | $10,000 |
| Turning Point Ministries | |||||||
| 449 Pine St Unit | Holtville | CA | 92250 | None | PC | Charity Programs | $10,000 |
| Emilio Nares Foundation | |||||||
| 1811 Fort Stackton Drive | San Diego | CA | 92103 | None | PC | Charity/Programs | $10,000 |
| Calexico Baja Runners | |||||||
| 721 Lincoln Ave | Calexico | CA | 92231 | None | PC | Charity/Programs | $7,500 |
| Hermanas Del Corazon De Jesus Sacra | |||||||
| 43460 Ridge Park Drive No 255 | Temecula | CA | 92590 | None | PC | Charity/programs | $7,500 |
| Lay Brothers of the Poor | |||||||
| PO Box 2507 | El Centro | CA | 92244 | None | PC | Charity/Programs | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,858 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,103 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,795 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,756 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fee | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisory fees | CategoryTxt |
| Amt | $8,944 | Amt |
| Net Investment Income | $8,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal income tax | CategoryTxt |
| Amt | $783 | Amt |