ARENDSEE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ARENDSEE FAMILY FOUNDATION (EIN 87-3832306)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349104986
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:09:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 | 873832306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARENDSEE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AREN | BusinessNameControlTxt |
| Phone | 8584503300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 W BROADWAY 1420 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN W ARENDSEE | PersonNm |
| Person Title | CHAIR OF THE BOARD | PersonTitleTxt |
| Phone | 8584503300 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY ACKLEY | PreparerPersonNm |
| PTIN | P00246914 | PTIN |
| Phone | 8585589200 | PhoneNum |
| 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 | $2,485,806 | 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 | $3,234 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,234 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,393,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,001 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $287,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,073 | 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 |
| Legal Fees Rev And Expnss | $2,527 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,274 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $253 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,064 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $451 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,970 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,973 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,997 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,261 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $481,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $481,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $562,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $486,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,852 | CashBOYAmt |
| Cash EOY | $196,936 | CashEOYAmt |
| Cash EOYFMV | $196,936 | CashEOYFMVAmt |
| Other Assets BOY | $9,189,910 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,831,779 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,288,870 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,304,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,028,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,485,806 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,675 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,940 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,940 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $9,301,087 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,025,775 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,301,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,025,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,304,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,028,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,301,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250 | OtherIncreasesAmt |
| Subtotal | $9,025,775 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,025,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-08-11 | $1,754,850 | $1,739,501 | $15,349 | $15,349 |
| PUBLICLY TRADED SECURITIES | P | 2024-09-09 | 2025-12-31 | $638,754 | $592,102 | $46,652 | $46,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,001 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,278 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,278 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,811 | 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 | $3,811 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $533 | OverpaymentAmt |
| Applied To ES Tax | $533 | 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 | ALLAN W ARENDSEE | IndividualWithBooksNm |
| Phone | 8585589200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST BROADWAY 1420 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALLAN W ARENDSEE | ||||||||
| 600 WEST BROADWAY 1420 | SAN DIEGO | CA | 92101 | CHAIR OF THE BOARD | 1.00 | $0 | $0 | $0 |
| WAYNE C ARENDSEE | ||||||||
| 600 WEST BROADWAY 1420 | SAN DIEGO | CA | 92101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KEITH M ARENDSEE | ||||||||
| 600 WEST BROADWAY 1420 | SAN DIEGO | CA | 92101 | VICE PRESIDENT | 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 | $9,570,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,665,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,665,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,520,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $476,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $476,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,278 | TotalTaxAmt |
| Distributable Before Adj | $472,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $472,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $472,731 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $486,406 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $486,406 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $254,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $254,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $486,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $472,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,675 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $267,859 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $267,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $254,184 | ExcessFromYear1Amt |
| Excess From Current Year | $13,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 431 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| BRIGHTSTONE | ||||||||
| 140 SOUTHEAST PARKWAY COURT | FRANKLIN | TN | 37064 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| BURN INSTITUTE | ||||||||
| 2508 HISTORIC DECATUR RD SUITE 110 | SAN DIEGO | CA | 92106 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CAMP JOHN MARC | ||||||||
| 4925 GREENVILLE AVENUE SUITE 400 | DALLAS | TX | 75206 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| CENTER FOR TRANSFORMING LIVES | ||||||||
| 512 W 4TH ST | FORT WORTH | TX | 761023613 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| CORONADO HISTORICAL | ||||||||
| 1100 ORANGE AVE | CORONADO | CA | 921183407 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| DICKSON COUNTY HELP CENTER | ||||||||
| 103 W COLLEGE ST | DICKSON | TN | 370551935 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ENTRYWAY | ||||||||
| 1921 GALLOWS RD STE 700 | VIENNA | VA | 221823994 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FAMILY GATEWAY | ||||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FESTIVAL INTERNATIONAL DE LOUISIANE | ||||||||
| 315 LEE AVE | LAFAYETTE | LA | 705018035 | NONE | PC | GENERAL PURPOSE | $3,200 | |
| FOCUS | ||||||||
| 140 ELM STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| FWCD SHOOTING SPORTS | ||||||||
| 8451 E BANKHEAD HWY | WILLOW PARK | TX | 760082885 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 285 PEACHTREE CENTER AVENUE NE STE | ATLANTA | GA | 30303 | NONE | PC | GENERAL PURPOSE | $5,000 | 2700 |
| HOUSING CONNECTOR | ||||||||
| 1301 5TH AVE STE 1500 | SEATTLE | WA | 981012632 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| JOURNEY HOME | ||||||||
| PO BOX 331025 | MURFREESBORO | TN | 371331025 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| MANNA CAFE MINISTRIES | ||||||||
| 1960 MADISON ST STE | CLARKSVILLE | TN | 370438039 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| MICHAEL J FOX ORGANIZATION | ||||||||
| PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| MISSION ARLINGTON | ||||||||
| PO BOX 1507 | ARLINGTON | TX | 760041507 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| NASHVILLE SYMPHONY | ||||||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NAVY SEAL MUSEUM | ||||||||
| 1001 KETTNER BLVD | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| NORTH DALLAS SHARED MINISTRIES INC | ||||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ONE SAFE PLACE | ||||||||
| 2250 BENTON DRIVE | REDDING | CA | 96003 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| PRAGERU | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| PROJECT HEAL | ||||||||
| 199 TAUNTON LAKE RD | MARLTON | NJ | 080535201 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| 4555 EXECUTIVE DR | SAN DIEGO | CA | 921213025 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| SD SYMPHONY | ||||||||
| 1245 SEVENTH AVENUE | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| SINACA STUDIOS | ||||||||
| 1013 W MAGNOLIA AVE | FORT WORTH | TX | 761044504 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| TARRANT AREA FOOD BANK | ||||||||
| 2600 CULLEN STREET | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| TENNESSEE GOLF FOUNDATION | ||||||||
| 400 FRANKLIN RD | FRANKLIN | TN | 370698204 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| TENNESSEE PERFORMING ARTS | ||||||||
| 505 DEADERICK ST | NASHVILLE | TN | 372431402 | NONE | PC | GENERAL PURPOSE | $15,200 | |
| THE RED NOSE RUN | ||||||||
| PO BOX 2891 | DEL MAR | CA | 920145891 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| THE VILLAGE CHURCH | ||||||||
| 7610 CHERRY PARK DR | HOUSTON | TX | 770952723 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| THE WELMAN PROJECT | ||||||||
| 3950 W VICKERY BLVD | FORT WORTH | TX | 761076431 | NONE | PC | GENERAL PURPOSE | $1,010 | |
| UNITED THROUGH READING | ||||||||
| 1455 FRAZEE ROAD SUITE 500 | SAN DIEGO | CA | 92108 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| UNIVERSITY OF REDLANDS | ||||||||
| 1200 E COLTON AVE | REDLANDS | CA | 923743755 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| UNIVERSITY OF SD | ||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 921108001 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||
| 1161 21ST AVE S SUITE D3300 MCN | NASHVILLE | TN | 372320011 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| VETERANS CENTER OF NORTH TEXAS INC | ||||||||
| 611 N FLORES ST STE 200 | SAN ANTONIO | TX | 782051255 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| WORKSHOP FOR WARRIORS | ||||||||
| 2970 MAIN STREET | SAN DIEGO | CA | 92113 | NONE | PC | GENERAL PURPOSE | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $481,410 | 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 | $3,234 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,799 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $287,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,073 | 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 | $4,515 | Amt |
| Net Investment Income | $4,064 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $451 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $2,527 | LegalFeesAmt |
| Net Investment Income | $2,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $253 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARENDSEE FAMILY FOUNDATION | Desc |
| BOY Book Value | $9,189,910 | BOYBookValueAmt |
| EOY Book Value | $8,831,779 | EOYBookValueAmt |
| EOYFMV | $2,288,870 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS EXPENSES | Desc |
| Revenue And Expenses Per Books | $22,952 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,295 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $19,970 | Amt |
| Net Investment Income | $17,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,997 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $25,000 | $0 | $0 |
| FOREIGN TAX PAID | $6,261 | $6,261 | $0 |