SAMUEL & LATANYA R JACKSON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAMUEL & LATANYA R JACKSON FOUNDATION (EIN 95-4774091)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202421309349100102
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)
Return2024-05-08T23:53:02-05:00ReturnTs
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)
EIN954774091EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAMUEL AND LATANYA R JACKSONBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
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)
PersonJOHN RIGNEYPersonNm
Person TitleASST. SECRETARYPersonTitleTxt
Phone3109141600PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastRIGNEYPersonLastNm
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
Preparation2024-05-06PreparationDt

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$1,325,671FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$510,058ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$34,004DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,378DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$249,091NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$447,842GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$249,091CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$793,153TotalRevAndExpnssAmt
Total Net Invst Incm$280,469TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$240TaxesRevAndExpnssAmt
Taxes Net Invst Incm$165TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$165TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$185,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$165TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$607,913ExcessRevenueOverExpensesAmt
Net Investment Income$280,304NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,503CashBOYAmt
Cash EOY$119,468CashEOYAmt
Cash EOYFMV$119,468CashEOYFMVAmt
Other Investments BOY$854,061OtherInvestmentsBOYAmt
Other Investments EOY$1,110,581OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,204,150OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,053OtherAssetsEOYAmt
Other Assets EOYFMV$2,053OtherAssetsEOYFMVAmt
Total Assets BOY$876,564TotalAssetsBOYAmt
Total Assets EOY$1,232,102TotalAssetsEOYAmt
Total Assets EOYFMV$1,325,671TotalAssetsEOYFMVAmt
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$188,375AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$188,375AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$688,189RetainedEarningBOYAmt
Retained Earning EOY$1,043,727RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$876,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,232,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$876,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,232,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$876,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$607,913ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,484,477SubtotalAmt
Other Decreases$252,375OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,232,102TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #14882023-09-292023-12-31$23,976$24,302-$326-$326
GOLDMAN SACHS #14882006-11-272023-12-31$329,484$77,683$251,801$251,801
GOLDMAN SACHS #14882021-10-072023-12-31$94,382$96,766-$2,384-$2,384
FieldValueIRS element (for citing)
Capital Gain Net Income$249,091CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,896InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,896SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,896TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,035EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,035TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,139OverpaymentAmt
Applied To ES Tax$2,139AppliedToESTaxAmt
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 BooksJOHN RIGNEYIndividualWithBooksNm
Phone3109141600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVDAddressLine1Txt
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
SAMUEL JACKSON
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049PRESIDENT0.00$0$0$0
LATANYA R JACKSON
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049SECRETARY0.00$0$0$0
JOHN RIGNEY
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049ASSISTANT SECRETARY0.00$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$980,641AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,058AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,092,699TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,092,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,390CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,076,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,815MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,815MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,896TaxBasedOnInvestmentIncomeAmt
Total Tax$3,896TotalTaxAmt
Distributable Before Adj$49,919DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,919DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,919DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$185,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,919DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$516,376ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,848ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$251,130ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$285,817ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$301,066ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,359,237TotalExcessDistributionCyovAmt
Qualifying Distributions$185,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,919AppliedToCurrentYearAmt
Remaining Distri From Corpus$135,081RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,494,318TotalCorpusAmt
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$516,376ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$977,942ExcessDistriCyovToNextYrAmt
Excess From Year4$4,848ExcessFromYear4Amt
Excess From Year3$251,130ExcessFromYear3Amt
Excess From Year2$285,817ExcessFromYear2Amt
Excess From Year1$301,066ExcessFromYear1Amt
Excess From Current Year$135,081ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSAMUEL JACKSONContributingManagerNm
Contributing ManagerLATANYA R JACKSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHARLES R DREW UNIVERSITY
1731 E 120TH STLOS ANGELESCA90059N/A501(C)(3)FOR THE COLLEGE OF MEDICINE INAUGURAL SCHOLARSHIPS.$25,000
CHILDREN'S DEFENSE FUND
840 FIRST STREET NE SUITE 300WASHINGTONDC20002N/A501(C)(3)TO SUPPORT THE ORGANIZATION IN HELPING IMPROVE THE LIVES AND FUTURES OF AMERICA'S CHILDREN AND YOUTH TO ENSURE EVERY CHILD A HEALTHY START, A HEAD START, A FAIR START, A SAFE START, AND A MORAL START IN LIFE AND SUCCESSFUL PASSAGE TO ADULTHOOD WITH THE HELP OF CARING FAMILIES AND COMMUNITIES.$10,000
FRACTURED ATLAS
PO BOX 55HARTSDALENY10530N/A501(C)(3)TO SUPPORT THE ORGANIZATION TO HELP PROVIDE MENTORSHIP AND FELLOWSHIP OPPORTUNITIES AS WELL AS THEIR FLAGSHIP AWARD EVENT, THE BLACK WOMEN ON BROADWAY AWARDS CELEBRATION.$10,000
IN A PERFECT WORLD FOUNDATION
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069N/A501(C)(3)DONATION TO THE ORGANIZATION TO SUPPORT EDUCATORS AND STUDENTS IN UNDERSERVED CLASSROOMS$25,000
MAGIC JOHNSON FOUNDATION
9100 WILSHIRE BLVD SUITE 700EBEVERLY HILLSCA90212N/A501(C)(3)FOR THE EARVIN JOHNSON SR SCHOLARSHIP FUND.$50,000
SAMARITAN DAYTOP FOUNDATION
138-02 QUEENS BOULEVARD BRIARWOODNEW YORKNY11435N/A501(C)(3)TO SUPPORT THE ORGANIZATION IN HELPING NEW YORKERS OVERCOME VARIOUS CHALLENGES, INCLUDING ADDICTION, HEALTH AND MENTAL HEALTH ISSUES, HOMELESSNESS, AND POVERTY.$15,000
TCG GALA
240 WEST 47TH STREETNEW YORKNY10036N/A501(C)(3)TO SUPPORT THE ORGANIZATION TO OFFER NETWORKING AND KNOWLEDGE-BUILDING OPPORTUNITIES THROUGH RESEARCH, COMMUNICATIONS, AND EVENTS.$25,000
THE DRAMA LEAGUE
32 AVENUE OF AMERICASNEW YORKNY10013N/A501(C)(3)TO SUPPORT THE ORGANIZATION IN HELPING STAGE DIRECTING ASSISTANTSHIPS TO CONTINUE TO OFFER UNPRECEDENTED ACCESS AND OPPORTUNITY TO EARLY CAREER BIPOC/ GLOBAL MAJORITY DIRECTORS IN AN EFFORT TO REMOVE BARRIERS FACING HISTORICALLY MARGINALIZED ARTISTS.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,000TotalGrantOrContriPdDurYrAmt
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$34,004ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$249,091ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$283,095ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$283,095TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SAMUEL AND LATANYA JACKSON
111812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$175,000Yes (X)
SAMUEL AND LATANYA JACKSON
211812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$330,058Yes (X)Yes (X)
CARRIE ODELL
311812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property4824 SHS S&P 500 GROWTH ETFNoncashPropertyDesc
Fair Market Value$330,058FairMarketValueAmt
Received2023-09-30ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLDMAN SACHS BROKERAGE ACCOUNTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,110,581BookValueAmt
EOYFMV$1,204,150EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$2,053EOYBookValueAmt
EOYFMV$2,053EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$252,375Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
SAMUEL AND LATANYA JACKSON
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049
CARRIE ODELL
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRATION RENEWAL FEE$75$0$0
FOREIGN TAXES$165$165$0

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