Civic Intelligence

Kugelman Family Foundation

990PF • Fiscal year 2017 • EIN 45-3958542

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 23, 2018

Organization Profile
1 Pacific MistNewport Coast, CA 92657

(949) 497-0149

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.6%

Faster asset growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$320,134

Down $22,626 (-6.6%) from 2016

Net Assets

Down

$320,134

Down $22,626 (-6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Up

$65,234

Up $8,813 (+16%) from 2016

Expenses

Up

$87,860

Up $34,810 (+66%) from 2016

Net Income

Down

-$22,626

Down $25,997 (-771%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$600K$400K$200K$0Assets 2011: $175,281Liabilities 2011: $02011Assets 2012: $496,665Liabilities 2012: $0Net Assets 2012: $496,6652012Assets 2013: $434,385Liabilities 2013: $0Net Assets 2013: $434,3852013Assets 2014: $408,852Liabilities 2014: $0Net Assets 2014: $408,8522014Assets 2015: $339,389Liabilities 2015: $0Net Assets 2015: $339,3892015Assets 2016: $342,760Liabilities 2016: $0Net Assets 2016: $342,7602016Assets 2017: $320,134Liabilities 2017: $0Net Assets 2017: $320,1342017Assets 2018: $336,203Liabilities 2018: $10Net Assets 2018: $336,1932018Assets 2019: $432,829Liabilities 2019: $10Net Assets 2019: $432,8192019Assets 2020: $326,804Liabilities 2020: $0Net Assets 2020: $326,8042020Assets 2021: $345,048Liabilities 2021: $0Net Assets 2021: $345,0482021Assets 2022: $305,404Liabilities 2022: $0Net Assets 2022: $305,4042022Assets 2023: $396,964Liabilities 2023: $0Net Assets 2023: $396,9642023Assets 2024: $420,530Liabilities 2024: $0Net Assets 2024: $420,5302024

Highlighted filing

2017

Assets$320,134
Liabilities$0
Net Assets$320,134
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $237,481Expenses 2011: $62,200Net Income 2011: $175,2812011Expenses 2012: $75,9132012Revenue 2013: $3,685Expenses 2013: $65,965Net Income 2013: -$62,2802013Revenue 2014: $8,777Expenses 2014: $34,310Net Income 2014: -$25,5332014Revenue 2015: -$1,438Expenses 2015: $68,025Net Income 2015: -$69,4632015Revenue 2016: $56,421Expenses 2016: $53,050Net Income 2016: $3,3712016Revenue 2017: $65,234Expenses 2017: $87,860Net Income 2017: -$22,6262017Revenue 2018: $98,269Expenses 2018: $82,210Net Income 2018: $16,0592018Revenue 2019: $207,445Expenses 2019: $110,820Net Income 2019: $96,6252019Revenue 2020: $119,436Expenses 2020: $225,445Net Income 2020: -$106,0092020Revenue 2021: $206,563Expenses 2021: $188,319Net Income 2021: $18,2442021Revenue 2022: $22,907Expenses 2022: $62,551Net Income 2022: -$39,6442022Revenue 2023: $239,672Expenses 2023: $148,112Net Income 2023: $91,5602023Revenue 2024: $135,952Expenses 2024: $112,386Net Income 2024: $23,5662024

Highlighted filing

2017

Revenue$65,234
Expenses$87,860
Net Income-$22,626
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence N KugelmanTreasurerPT$0--
Dulcie A KugelmanPresident & CEOPT$0--
Filing and Contact Details

Filer

Filer Name
Kugelman Family Foundation
EIN
45-3958542
Phone
9494970149
Address
1 PACIFIC MIST, NEWPORT COAST, CA 92657

Signing Officer

Name
Lawrence Kugelman
Title
Treasurer & CFO
Signed
2018-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Marc Harper CPA
Address
18141 Joshua Lane, Santa Ana, CA 92705
Preparer
Marc D Harper
Phone
7142693980
Raw XML AppendixShowing 400 of 410 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD BD INDEX FD INC TOTAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt078822
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt075615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt075842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110035
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt323585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt414960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt524972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD INDEX FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIDELITY CONTRAFUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD EXTENDED MARKET INDEX ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD TOTAL STOCK MARKET INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES INC MSCI EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD INTL EQUITY FD INC FTSE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0109845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt333360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt415494
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt529549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06705
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt035463
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06705
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt035463
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042168
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt035463
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt085850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt085850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt023066
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-22626
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt079786
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035463
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042168
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06705
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt085850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt087860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt065234
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt026990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 CME GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 HOME DEPOT INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250 VANGUARD BD INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035463
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-22626
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0320134
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0342760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0320134
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0422
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0422
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0422
IRS990PF/DistributableAmountGrp/TotalTaxAmt0422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0375
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0797
IRS990PF/FMVAssetsEOYAmt0375010
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt076731
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt068429
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt068429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0100080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt078822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt075615
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0162293
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0162293
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0220376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03656
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010590
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0342760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0320134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0375010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0342760
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0320134
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0342760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0320134
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0342760
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0320134
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lawrence N Kugelman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Dulcie A Kugelman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 Pacific Mist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 Pacific Mist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Newport Coast
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Newport Coast
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192657
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt050694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt065958
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.025133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.12566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0498554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt085850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.125663
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt085428
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085850
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0422
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085850
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 Pacific Mist
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Newport Coast
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092657
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Lawrence Kugelman
IRS990PF/StatementsRegardingActyGrp/PhoneNum09494970149
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Lawrence N Kugelman
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Dulcie A Kugelman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt333200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt521500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PRESBYTERIAN RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Olive Tree Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SCHOOL OF SCOIAL SCIENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CENTER FOR GLOBAL LEADERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10FAMILY FOUNDATION ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SHARE OUR SELVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE CARTER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CHAPMAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST MARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Lanai Community Assoc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5UCI Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6UCI Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7UCI FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SHARE OUR SELVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9UCI Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10ORANGE COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11OC ALLIANCE FOR JUST CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12AMERICA'S VOICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13YOUTH EMPLOMENT SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01550 Superior Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1452 Freedom Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21 UNIVERSITY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32200 SAN JOAQUIN HILLS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 630735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 Theory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 Theory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 THEORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81550 SUPERIOR AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9100 Theory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt104041 MACARTHUR BLVD STE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112200 SAN JOAQUIN HILLS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121250 EYE ST NW STE 1003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13114 E 19TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Costa Mesa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Lanai City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13COSTA MESA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd496763
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd792617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1192660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1220005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1392627
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045668
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290180
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt085850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054955
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt085850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0335848
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0249998
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Lawrence Dulcie Kugelman
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 PACIFIC MIST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT COAST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092657
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt059558
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt059558
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS PUBLICLY TRADED SECURITIES
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE OF CALIFORNIA
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE KUGELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer & CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KUGELMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KUGE
ReturnHeader/Filer/EIN0453958542
ReturnHeader/Filer/PhoneNum09494970149
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PACIFIC MIST
ReturnHeader/Filer/USAddress/CityNm0NEWPORT COAST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092657
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461502001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marc Harper CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018141 Joshua Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$320,134
Liabilities
$0
Net assets
$320,134
Revenue
$65,234
Expenses
$87,860
Net income
-$22,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.36$1.12$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.40$1.48$0.92
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.23$0.63$0.40
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.07$1.88$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.19$2.25$1.06
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$2.07$1.11$0.97
2018Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.98$0.82$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.65$0.88$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.56$0.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.01$0.68$0.69
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.09$0.34$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.04$0.66$0.62
2012Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.76
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$2.37$0.62$1.75