Civic Intelligence

Ralph a Kerber Memorial Foundation

990PF • Fiscal year 2015 • EIN 33-6289007

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
32 Castellina DriveNewport Coast, CA 92657

(949) 715-3474

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$866,816

Down $3,294 (-0.4%) from 2014

Net Assets

Down

$866,816

Down $3,294 (-0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Down

$71,719

Down $9,642 (-12%) from 2014

Expenses

Up

$71,226

Up $7,560 (+12%) from 2014

Net Income

Down

$493

Down $17,202 (-97%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2014: $870,110Liabilities 2014: $0Net Assets 2014: $870,1102014Assets 2015: $866,816Liabilities 2015: $0Net Assets 2015: $866,8162015Assets 2015: $885,627Liabilities 2015: $0Net Assets 2015: $885,6272015Assets 2016: $914,379Liabilities 2016: $0Net Assets 2016: $914,3792016Assets 2017: $1,057,771Liabilities 2017: $0Net Assets 2017: $1,057,7712017Assets 2018: $968,891Liabilities 2018: $0Net Assets 2018: $968,8912018Assets 2019: $1,154,577Liabilities 2019: $0Net Assets 2019: $1,154,5772019Assets 2020: $1,198,519Liabilities 2020: $0Net Assets 2020: $1,198,5192020Assets 2021: $1,359,178Liabilities 2021: $0Net Assets 2021: $1,359,1782021Assets 2022: $1,131,490Liabilities 2022: $0Net Assets 2022: $1,131,4902022Assets 2023: $1,251,864Liabilities 2023: $0Net Assets 2023: $1,251,8642023Assets 2024: $1,255,352Liabilities 2024: $0Net Assets 2024: $1,255,3522024

Highlighted filing

2015

Assets$866,816
Liabilities$0
Net Assets$866,816
Open 2015 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $81,361Expenses 2014: $63,666Net Income 2014: $17,6952014Revenue 2015: $71,719Expenses 2015: $71,226Net Income 2015: $4932015Revenue 2015: $90,530Expenses 2015: $71,226Net Income 2015: $19,3042015Revenue 2016: $84,250Expenses 2016: $62,808Net Income 2016: $21,4422016Revenue 2017: $119,768Expenses 2017: $74,274Net Income 2017: $45,4942017Revenue 2018: $124,638Expenses 2018: $80,626Net Income 2018: $44,0122018Revenue 2019: $33,401Expenses 2019: $65,214Net Income 2019: -$31,8132019Revenue 2020: $182,861Expenses 2020: $83,495Net Income 2020: $99,3662020Revenue 2021: $72,073Expenses 2021: $81,142Net Income 2021: -$9,0692021Revenue 2022: $70,652Expenses 2022: $91,869Net Income 2022: -$21,2172022Revenue 2023: $67,127Expenses 2023: $81,433Net Income 2023: -$14,3062023Revenue 2024: $91,506Expenses 2024: $106,874Net Income 2024: -$15,3682024

Highlighted filing

2015

Revenue$71,719
Expenses$71,226
Net Income$493
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET C KERBERTrusteePT$0--
WILLIAM ALLENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL ASSISTANCE-LAGUNA NIGUEL, CA, US$3,500
Paid Grant-EDUCATIONAL ASSISTANCE-FORT COLLINS, CO, US$3,000
Paid Grant-EDUCATIONAL ASSISTANCE-ORANGE, CA, US$3,000
Paid Grant-EDUCATIONAL ASSISTANCE-FULLERTON, CA, US$3,000
Paid Grant-EDUCATIONAL ASSISTANCE-COSTA MESA, CA, US$2,500
Paid Grant-EDUCATIONAL ASSISTANCE-ORANGE, CA, US$2,500
Paid Grant-EDUCATIONAL ASSISTANCE-DIAMOND BAR, CA, US$2,500
Paid Grant-EDUCATIONAL ASSISTANCE-ORANGE, CA, US$2,000
Paid Grant-EDUCATIONAL ASSISTANCE-GARDEN GROVE, CA, US$2,000
Paid Grant-EDUCATIONAL ASSISTANCE-SAN DIEGO, CA, US$1,500
Paid Grant-EDUCATIONAL ASSISTANCE-ANAHEIM, CA, US$1,500
Paid Grant-EDUCATIONAL ASSISTANCE-HUNTINGTON BEACH, CA, US$1,500
Paid Grant-EDUCATIONAL ASSISTANCE-LADERA RANCH, CA, US$1,500
Paid Grant-EDUCATIONAL ASSISTANCE-DENVER, CO, US$1,500
Paid Grant-EDUCATIONAL ASSISTANCE-YORBA LINDA, CA, US$1,500
Paid Grant-EDUCATIONAL ASSISTANCE-FULLERTON, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-PLACENTIA, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-PLACENTIA, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-ANAHEIM, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-NORWALK, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-ANAHEIM HILLS, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-ALISO VIEJO, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-TEMECULA, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-GARDEN GROVE, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-PLACENTIA, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-TEMECULA, CA, US$1,000
Paid Grant-EDUCATIONAL ASSISTANCE-TRABUCO CANYON, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Ralph a Kerber Memorial Foundation
EIN
33-6289007
Phone
9497153474
Address
32 CASTELLINA DRIVE, NEWPORT COAST, CA 92657

Signing Officer

Name
Janet Kerber
Title
Trustee
Phone
9497153474
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Singerlewak Llp
Address
716 CORPORATE CENTER DRIVE, POMONA, CA 91768-2652
Preparer
Ronald D Jeffery CPA
Phone
9098652177
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc07 SHS HOSPIRA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1172 SHS HOSPIRA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc261 SHS HOSPIRA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3230 SHS BAXALTA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 SHS COTY INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5154 SHS GENERAL MILLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6220 SHS MEDTRONIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc725000 GENERAL ELEC CAP CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8300 SHS EBAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9900 BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1018 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1128 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1224 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1323 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1429 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1530 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1625 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17382 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1833 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1931 SHS BANCO SANTANDER SA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20145 SHS COTY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2182 SHS ECOLAB INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026355
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt010033
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0493
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03787
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0870603
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0870110
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0866816
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042040
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042040
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042040
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt042664
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0624
IRS990PF/DistributableAmountGrp/TotalTaxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0840
IRS990PF/FMVAssetsEOYAmt0866816
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0141613
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0112719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0112719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0573616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0575070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0575070
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0154881
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0179027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0179027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0870110
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0866816
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0866816
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0870110
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0866816
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0870110
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0866816
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0870110
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0866816
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0866269
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0157353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0708916
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012994
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt042664
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0853275
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0866269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANET C KERBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt032 CASTELLINA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt130791 GREENS EAST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT COAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGUNA NIGUEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt063102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt063414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt051519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt049494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt053103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.073953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.066120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.070257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.076165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.093660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0853275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0843353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0779179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0704473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0697212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0668880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt060499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.369766
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt060499
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt060499
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt060499
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME TO SUPPLEMENT ANNUAL SCHOLARSHIP EXPENSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME TO SUPPLEMENT ANNUAL SCHOLARSHIP EXPENSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT INCOME TO SUPPLEMENT ANNUAL SCHOLARSHIP EXPENSES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANET C KERBER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt032 CASTELLINA DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT COAST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$866,816
Liabilities
$0
Net assets
$866,816
Revenue
$71,719
Expenses
$71,226
Net income
$493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.11$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.07$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.07$0.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.18$0.08$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.03$0.07$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.12$0.08$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.12$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.08$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.07$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.06$0.02