GARY BROAD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GARY BROAD FOUNDATION (EIN 33-0757689)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-24
- IRS object ID
- 202411159349102321
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-24T15:39:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330757689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY BROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3109545026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE BAKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3109545026 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,185,234 | 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 |
| Dividends Rev And Expnss | $286,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,223 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,223 | 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 |
| Taxes Rev And Expnss | $7,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $105 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,195 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $722,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $715,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$436,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,311 | CashBOYAmt |
| Cash EOY | $14,511 | CashEOYAmt |
| Cash EOYFMV | $14,511 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $978,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $526,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $526,682 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,965,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,965,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,644,041 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,946,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,506,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,185,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,130,194 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,130,194 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,816,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,376,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,946,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,506,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,946,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,506,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,946,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$436,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,510,020 | SubtotalAmt |
| Other Decreases | $3,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,506,520 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,768 | 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 | $4,768 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $896 | OverpaymentAmt |
| Applied To ES Tax | $896 | 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 | JULIE BAKER | IndividualWithBooksNm |
| Phone | 3109545026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH GRAND AVE SUITE 1800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GARY BROAD | ||||||||
| 300 SOUTH GRAND AVE SUITE 1800 | LOS ANGELES | CA | 90071 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIE BAKER | ||||||||
| 300 SOUTH GRAND AVE SUITE 1800 | LOS ANGELES | CA | 90071 | CO-TRUSTEE | 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 | $13,642,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,076,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,718,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,718,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,497,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $724,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $724,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,872 | TotalTaxAmt |
| Distributable Before Adj | $721,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $721,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $721,020 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $715,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $715,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $721,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,297 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,033 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $47,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $715,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $715,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,720 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,720 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,610 | 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 | $41,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,577 | ExcessFromYear4Amt |
| Excess From Year3 | $26,033 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY BROAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS YOUTH ACADEMY | |||||||
| 704 EUCLID AVE | SAN DIEGO | CA | 92114 | NONE | PUBLIC CHARITY | SUPPORT FOR CHILDREN'S PROGRAMS. | $20,000 |
| ALLIES FOR EVERY CHILD | |||||||
| 12120 WAGNER ST | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | SUPPORT FOR CHILDREN'S MENTAL HEALTH SERVICES. | $30,000 |
| ANIMAL SAMARITANS SPCA | |||||||
| 72-307 RAMON RD | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC CHARITY | SUPPORT FOR ANIMAL WELFARE. | $40,000 |
| ASPCA | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SUPPORT FOR ANIMAL WELFARE. | $20,000 |
| BOYS & GIRLS CLUB OF COACHELLA | |||||||
| 42-600 COOK ST 120 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | SUPPORT FOR CHILDREN'S ACTIVITIES AND PROGRAMS. | $40,000 |
| CALIFORNIA PAWS RESCUE | |||||||
| 73650 DINAH SHORE DR | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | SUPPORT FOR ANIMAL WELFARE. | $10,000 |
| CALIFORNIA RETIREMENT MGT ACCT | |||||||
| 285 W HUNTINGTON DR | ARCADIA | CA | 91007 | NONE | PUBLIC CHARITY | SUPPORT FOR RETIRED RACE HORSES. | $10,000 |
| EDWIN J GREGSON FOUNDATION | |||||||
| 285 W HUNTINGTON DR | ARCADIA | CA | 91066 | NONE | PUBLIC CHARITY | SUPPORT FOR COLLEGE SCHOLARSHIPS. | $30,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | SUPPORT FOR HOSPITAL & MEDICAL SERVICES. | $35,000 |
| HAZELDEN BETTY FORD CENTER FOUNDATION | |||||||
| 41990 COOK ST STE C-301 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | SUPPORT FOR ADDICTION TREATMENT PROGRAMS. | $20,000 |
| HELEN WOODWARD ANIMAL | |||||||
| 6461 EL APAJO RD PO BOX 6E | RANCHO SANTA FE | CA | 92067 | NONE | PUBLIC CHARITY | SUPPORT FOR ANIMAL WELFARE. | $30,000 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON RD STE H | WARRINGTON | PA | 18976 | NONE | PUBLIC CHARITY | SUPPORT FOR GUIDE DOG SERVICES FOR THE BLIND. | $25,000 |
| JEWISH FAMILY SERVICE | |||||||
| 801 E TAHQUITZ CANYON WAY | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | SUPPORT FOR SOCIAL SERVICES, COUNSELING AND ASST. | $30,000 |
| KIDS & HORSES | |||||||
| 2869 ESAW ST | MINDEN | NV | 89423 | NONE | PUBLIC CHARITY | SUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN. | $30,000 |
| LIVING DESERT RESERVE | |||||||
| 47-900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | SUPPORT FOR DESERT PRESERVATION & CONSERVATION. | $20,000 |
| MUTTVILLE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | SUPPORT FOR SENIOR DOG RESCUE | $30,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| 101 MUSEUM DR | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | SUPPORT FOR THE ARTS. | $20,000 |
| PEGASUS RIDING ACADEMY FOR THE HANDICAPPED | |||||||
| 35-450B PEGASUS CT | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | SUPPORT FOR RESCUE & CARE OF THERAPEUTIC HORSES. | $30,000 |
| RACE FOR EDUCATION | |||||||
| 4063 IRON WORKS PKWY STE 2 | LEXINGTON | KY | 40511 | NONE | PUBLIC CHARITY | SUPPORT FOR COLLEGE SCHOLARSHIPS. | $25,000 |
| RIDE TO FLY | |||||||
| 50 NARCISSA DR | RANCHO PALOS VERDES | CA | 90275 | NONE | PUBLIC CHARITY | SUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN. | $10,000 |
| SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | NONE | PUBLIC CHARITY | SUPPORT FOR THE HUNGRY. | $35,000 |
| SOUTHERN CALIFORNIA GOLDEN RETRIEVER RESCUE | |||||||
| PO BOX 25698 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | SUPPORT FOR ANIMAL WELFARE. | $20,000 |
| SPECIAL OLYMPICS KENTUCKY | |||||||
| 105 LAKEVIEW CT | FRANKFORT | KY | 40601 | NONE | PUBLIC CHARITY | SUPPORT FOR ATHLETIC COMPETITION FOR PEOPLE WITH INTELLECTUAL DISABILITIES. | $10,000 |
| ST VINCENT MEALS ON WHEELS | |||||||
| 2222 OCEAN VIEW AVE STE 114 | LOS ANGELES | CA | 90057 | NONE | PUBLIC CHARITY | SUPPORT FOR MEALS FOR THE INFIRM OR ELDERLY. | $25,000 |
| THRIVE ANIMAL RESCUE | |||||||
| 13875 OLD EL CAMINO REAL | SAN DIEGO | CA | 92130 | NONE | PUBLIC CHARITY | SUPPORT FOR DOG RESCUE IN SAN DIEGO. | $15,000 |
| UNIVERSITY OF HAWAI'I FOUNDATION | |||||||
| 2444 DOLE ST | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | SUPPORT FOR PUBLIC UNIVERSITY. | $30,000 |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY | SUPPORT FOR HIGH SCHOOL. | $40,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | SUPPORT FOR CONSERVATION ON EARTH. | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,223 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIG 4,109 SHS | $93,297 | $278,385 |
| CONOCOPHILLIPS 3,459 SHS | $138,127 | $401,486 |
| BP 4,221 SHS | $220,125 | $149,423 |
| CAMPBELL SOUP 4,295 SHS | $134,090 | $185,673 |
| EXXON MOBIL 3,149 SHS | $224,272 | $314,837 |
| GENERAL DYNAMICS 2,591 SHS | $153,335 | $672,805 |
| PROCTOR & GAMBLE 3,696 SHS | $198,032 | $541,612 |
| KB HOME 16,900 SHS | $229,164 | $1,055,574 |
| CONOCOPHILLIPS 4,747 SHS | $284,962 | $550,984 |
| FEDEX 3,400 SHS | $309,604 | $860,098 |
| PHILLIPS 66 4,103 SHS | $125,736 | $546,273 |
| MERCK 7,000 SHS | $318,706 | $763,140 |
| SYSCO 9,300 SHS | $334,614 | $680,109 |
| SPDR GLD 18,500 SHS | $2,032,225 | $3,536,645 |
| ACCENTURE 6,512 SHS | $999,267 | $2,285,126 |
| ORACLE 7,364 SHS | $349,274 | $776,387 |
| WALT DISNEY CO 3,248 SHS | $349,355 | $293,262 |
| OCCIDENTAL 2,548 SHS | $117,998 | $152,141 |
| CARRIER GLOBAL 3,100 SHS | $62,725 | $178,095 |
| OTIS 1,550 SHS | $87,727 | $138,678 |
| RAYTHEON 3,100 SHS | $185,154 | $260,834 |
| OCCIDENTAL WARRANTS 318 SHS | $1,574 | $12,380 |
| ORGANON & CO 700 SHS | $15,964 | $10,094 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET FEDERAL TAX PAYMENTS | Desc |
| Amt | $3,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $84 | $84 | $0 |
| MANAGEMENT FEES | $5,000 | $0 | $5,000 |
| OFFICE EXPENSES | $195 | $0 | $195 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $105 | $0 | $105 |
| FOREIGN WITHHOLDING | $7,570 | $7,570 | $0 |
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