FERRELL-PAULIN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FERRELL-PAULIN FAMILY FOUNDATION INC (EIN 20-0801378)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202401319349102335
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T14:55:59-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261617223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVEL FOUR BUSINESS MANAGEMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200801378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FERRELL-PAULIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFERRBusinessNameControlTxt
Phone3109141600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW LICHTENBERGPersonNm
Person TitleC.F.O.PersonTitleTxt
Phone3109141600PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastLICHTENBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREA UMPreparerPersonNm
PTINP01981651PTIN
Phone3109141600PhoneNum
Preparation2024-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,453,869FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,090,151ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$214,871DividendsRevAndExpnssAmt
Dividends Net Invst Incm$213,554DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$16,923NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$356,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,288,099TotalRevAndExpnssAmt
Total Net Invst Incm$213,554TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,809OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,809OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,662TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,462TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,483TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,271TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,590,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,590,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,614,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,271TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,590,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$673,616ExcessRevenueOverExpensesAmt
Net Investment Income$189,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,208CashBOYAmt
Cash EOY$80,462CashEOYAmt
Cash EOYFMV$80,462CashEOYFMVAmt
Corporate Stock BOY$6,518,780CorporateStockBOYAmt
Corporate Stock EOY$4,895,452CorporateStockEOYAmt
Corporate Stock EOYFMV$8,427,120CorporateStockEOYFMVAmt
Corporate Bonds BOY$161,227CorporateBondsBOYAmt
Corporate Bonds EOY$2,080,746CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,910,073CorporateBondsEOYFMVAmt
Other Assets BOY$17,272OtherAssetsBOYAmt
Other Assets EOY$36,214OtherAssetsEOYAmt
Other Assets EOYFMV$36,214OtherAssetsEOYFMVAmt
Total Assets BOY$6,707,487TotalAssetsBOYAmt
Total Assets EOY$7,092,874TotalAssetsEOYAmt
Total Assets EOYFMV$10,453,869TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,707,487RetainedEarningBOYAmt
Retained Earning EOY$7,092,874RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,707,487TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,092,874TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,707,487TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,092,874TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,707,487TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$673,616ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,381,103SubtotalAmt
Other Decreases$288,229OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,092,874TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TREASURY NOTE GS 34832016-06-152023-12-31$160,000$160,000$0$0
PUBLIC TRADE SECURITIES GS 34912021-02-232023-12-31$196,067$212,990-$16,923-$16,923
FieldValueIRS element (for citing)
Capital Gain Net Income-$16,923CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,631InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,631SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,631TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,634EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,634TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,003OverpaymentAmt
Applied To ES Tax$2,003AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEVEL FOUR BUSINESS MANAGEMENT LLCIndividualWithBooksNm
Phone3109141600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN W FERRELL
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049PRESIDENT / DIRECTOR0.00$0$0$0
VIVECA PAULIN
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049SECRETARY / DIRECTOR0.00$0$0$0
MATTHEW LICHTENBERG
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049CFO / DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,990,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,583AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,089,067TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,089,067AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$136,336CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,952,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$447,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$447,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,631TaxBasedOnInvestmentIncomeAmt
Total Tax$2,631TotalTaxAmt
Distributable Before Adj$445,006DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$445,006DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$445,006DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,590,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,590,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$445,006DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$125,338ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$599,671ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,399ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$107,735ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$856,143TotalExcessDistributionCyovAmt
Qualifying Distributions$1,590,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$445,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,144,994RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,001,137TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$125,338ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,875,799ExcessDistriCyovToNextYrAmt
Excess From Year3$599,671ExcessFromYear3Amt
Excess From Year2$23,399ExcessFromYear2Amt
Excess From Year1$107,735ExcessFromYear1Amt
Excess From Current Year$1,144,994ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN W FERRELLContributingManagerNm
Contributing ManagerVIVECA PAULINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCESS BOOKS
PO BOX 64951LOS ANGELESCA90064NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO PROVIDE QUALITY LITERACY EXPERIENCES FOR UNDERSERVED STUDENTS AND COMMUNITIES.$10,000
CANCER FOR COLLEGE
28465 OLD TOWN FRONT ST STE 315TEMECULACA92590NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO GRANT SCHOLARSHIPS TO CANCER SURVIVORS WHO ARE ENROLLED IN AN ACCREDITED COLLEGE, UNIVERSITY OR TRADE SCHOOL.$300,000
THE LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BOULEVARDLOS ANGELESCA90036NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO SUPPORT ITS ESSENTIAL OPERATIONAL SUPPORT OF THE MUSEUM.$400,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STREETLOS ANGELESCA90012NONEPUBLIC CHARITABLE ORTO SUPPORT THE ORGANIZATION TO LEAD POSITIVE SYSTEM CHANGE THAT STRENGTHENS LOS ANGELES COMMUNITIES.$750,000
SAG AFTRA FOUNDATION
5757 WILSHIRE BLVDLOS ANGELESCA90036NONEPUBLIC CHARITABLE ORTO PROVIDE VITAL ASSISTANCE AND EDUCATIONAL PROGRAMMING TO THE PROFESSIONALS OF SAG-AFTRA WHILE SERVING THE PUBLIC AT LARGE.$100,000
ELEMENTAL MUSIC
1906 OLYMPIC BLVDSANTA MONICACA90404NONEPUBLIC CHARITABLE ORTO CONTRIBUTE TO MAKING MUSIC A PART OF A CHILD'S LIFE.$5,000
LUCKY PROJECT
PO BOX 681745SALT LAKE CITYUT84068NONEPUBLIC CHARITABLE ORTO HELP SUPPORT INDIVIDUALS WITH DISABILITIES WHO ARE DEVELOPING THE FUNDAMENTALS TO HELP CREATE FULL MEANINGFUL LIVES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,590,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$214,871ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$16,923ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$197,948ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$197,948TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOHN W & VIVECA FERRELL
111812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$500,151Yes (X)Yes (X)
JOHN W & VIVECA FERRELL
211812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$1,590,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,093 SHS S&P 500 ETFNoncashPropertyDesc
Fair Market Value$500,151FairMarketValueAmt
Received2023-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELIVERY & POSTAGECategoryTxt
Amt$12Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE BONDSBondNm
EOY Book Value$2,080,746EOYBookValueAmt
EOYFMV$1,910,073EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$4,895,452EOYBookValueAmt
EOYFMV$8,427,120EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$17,272BOYBookValueAmt
EOY Book Value$36,214EOYBookValueAmt
EOYFMV$36,214EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALZED GAIN/LOSSDesc
Amt$288,229Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$20,809Amt
Net Investment Income$20,809NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN W VIVECA FERRELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,462$3,462$0
FRANCHISE TAX BOARD$200$0$0

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