BICKERSTAFF FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BICKERSTAFF FAMILY FOUNDATION (EIN 95-4819633)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349103385
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T15:46:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954819633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BICKERSTAFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BICK | BusinessNameControlTxt |
| Phone | 3105520960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN BICKERSTAFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105520960 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,010,032 | 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 |
| Interest On Sav Rev And Expnss | $4,659 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,659 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,607,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,180,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,607,838 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,612,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,612,497 | 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 |
| Accounting Fees Rev And Expnss | $7,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,683 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,682 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,592,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,592,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,619,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,596,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,608,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,757 | CashBOYAmt |
| Cash EOY | $233,055 | CashEOYAmt |
| Cash EOYFMV | $233,055 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,357,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,182,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,776,977 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,422,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,415,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,010,032 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $300 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $90 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,422,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,415,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,422,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,415,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,422,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,415,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,422,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,415,028 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,415,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 AMAZON.COM | D | 2005-01-20 | 2023-12-29 | $152,360 | $2,116 | $150,244 | $150,244 |
| 200 META PLATFORMS INC | D | 2015-03-19 | 2023-12-29 | $70,886 | $16,480 | $54,406 | $54,406 |
| 500 META PLATFORMS INC | D | 2015-03-19 | 2023-12-29 | $177,080 | $41,201 | $135,879 | $135,879 |
| 300 SHOPIFY INC | D | 2019-05-15 | 2023-12-29 | $23,385 | $7,830 | $15,555 | $15,555 |
| 500 THE TRADE DESK INC | D | 2019-05-15 | 2023-12-29 | $36,175 | $9,693 | $26,482 | $26,482 |
| 1000 THE TRADE DESK INC | D | 2019-05-15 | 2023-12-29 | $72,300 | $19,387 | $52,913 | $52,913 |
| 400 AMAZON.COM | D | 2005-01-20 | 2024-02-05 | $67,428 | $846 | $66,582 | $66,582 |
| 100 META PLATFORMS INC | D | 2015-03-19 | 2024-02-05 | $46,020 | $8,240 | $37,780 | $37,780 |
| 100 NVIDIA CORP | D | 2023-12-29 | 2024-03-25 | $94,556 | $49,795 | $44,761 | $44,761 |
| 1000 WHEELS UP EXPERIENCE INC | D | 2021-07-23 | 2024-04-18 | $2,624 | $91,600 | -$88,976 | -$88,976 |
| 600 THE TRADE DESK INC | D | 2019-05-15 | 2024-04-24 | $134,152 | $31,019 | $103,133 | $103,133 |
| 1000 NVIDIA CORP | D | 2023-12-29 | 2024-11-21 | $144,891 | $49,731 | $95,160 | $95,160 |
| 1000 NVIDIA CORP | D | 2023-12-29 | 2024-11-21 | $144,460 | $49,731 | $94,729 | $94,729 |
| 1000 NVIDIA CORP | D | 2023-12-29 | 2024-11-21 | $144,460 | $49,795 | $94,665 | $94,665 |
| 400 THE TRADE DESK INC | D | 2019-05-15 | 2024-11-15 | $48,376 | $7,755 | $40,621 | $40,621 |
| 1000 SHOPIFY INC | D | 2019-05-15 | 2024-11-18 | $106,692 | $26,100 | $80,592 | $80,592 |
| 1000 THE TRADE DESK INC | D | 2019-05-15 | 2024-11-18 | $118,032 | $19,387 | $98,645 | $98,645 |
| 600 AMAZON.COM | D | 2005-01-20 | 2024-11-18 | $119,235 | $1,270 | $117,965 | $117,965 |
| 1000 SHOPIFY INC | D | 2019-05-15 | 2024-11-21 | $107,492 | $26,098 | $81,394 | $81,394 |
| 1000 SHOPIFY INC | D | 2019-05-15 | 2024-11-21 | $107,492 | $26,100 | $81,392 | $81,392 |
| 1000 THE TRADE DESK INC | D | 2019-05-15 | 2024-11-21 | $125,020 | $19,387 | $105,633 | $105,633 |
| 1000 THE TRADE DESK INC | D | 2019-05-15 | 2024-12-05 | $137,670 | $19,387 | $118,283 | $118,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,607,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,330 | 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 | $21,330 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,032 | TaxDueAmt |
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 | GLEN BICKERSTAFF | IndividualWithBooksNm |
| Phone | 3105520960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH J BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| GLEN E BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | SECRETARY | 10.00 | $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 | $6,367,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,560,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,560,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,462,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,362 | TotalTaxAmt |
| Distributable Before Adj | $300,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,760 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,596,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,596,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,025,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,031,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $711,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $402,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $398,633 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,568,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,596,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $300,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,295,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,864,176 | 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 | $1,025,255 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,838,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,031,043 | ExcessFromYear4Amt |
| Excess From Year3 | $711,193 | ExcessFromYear3Amt |
| Excess From Year2 | $402,582 | ExcessFromYear2Amt |
| Excess From Year1 | $398,633 | ExcessFromYear1Amt |
| Excess From Current Year | $1,295,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBORAH J BICKERSTAFF | ContributingManagerNm |
| Contributing Manager | GLEN E BICKERSTAFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLACK RIFLE COFFEE COMPANY FUND | |||||||
| 1144 S/ 500 WEST | SALT LAKE CITY | UT | 84101 | NONE | 501(C)(3) | DEDICATED TO SERVING AND DEFENDING THE PRINCIPLES OF OUR COUNTRY, THE BRCC FUND SUPPORTS VETERANS, FIRST RESPONDERS, AND THEIR FAMILIES WHILE HELPING CONSERVE THE GREAT AMERICAN OUTDOORS. | $50,000 |
| CIVIC SOUL | |||||||
| 15654 OAK KNOLL DR | MONTE SERENO | CA | 95030 | NONE | 501(C)(3) | CONNECTING PEOPLE TO SERVICE AND EDUCATION THROUGH IMMERSIVE EVENTS THAT UPLIFT COMMUNITIES IN NEED AND AMPLIFY THE IMPACT OF TRUSTED NONPROFITS. | $25,000 |
| ETHAN'S SMILE FOUNDATION | |||||||
| PO BOX 1485 | LACONNER | WA | 98257 | NONE | 501(C)(3) | TO CARRY FORWARD THE LEGACY OF ETHAN BY PROVIDING SCHOLARSHIPS THAT ENABLE OTHERS TO FOLLOW THEIR DREAMS. | $50,000 |
| FOSTER LOVE | |||||||
| 560 W LAMBERT RD | BREA | CA | 92821 | NONE | 501(C)(3) | FOSTER LOVE PROVIDES ASSISTANCE TO CHILDREN IN FOSTER CARE AND THE FOSTER COMMUNITY AT LARGE. | $75,000 |
| ILLUMINATION FOUNDATION | |||||||
| 2871 PULLMAN DRIVE | SANTA ANA | CA | 92705 | NONE | 501(C)(3) | TO PROVIDE MEALS, AFTER SCHOOL PROGRAMS, AND COUNSELING FOR CHILDREN IN HOMELESS FAMILIES. | $240,000 |
| PATROL BASE ABBATE | |||||||
| 1400 S WALTER REED DR | ARLINGTON | VA | 22204 | NONE | 501(C)(3) | PATROL BASE ABBATE PROVIDES A SPACE FOR ALL VETERANS TO FORM COMMUNITY AND REDISCOVER THEIR PURPOSE AROUND SHARED INTERESTS TO PROMOTE MENTAL HEALTH AND FOSTER RESILIENCE. | $25,000 |
| STARLIGHT CHILDREN'S FOUNDATION | |||||||
| 5855 GREEN VALLEY CIR STE 107 | CULVER CITY | CA | 90230 | NONE | 501(C)(3) | DELIVERS HAPPINESS TO SERIOUSLY ILL CHILDREN AND THEIR FAMILIES | $60,000 |
| THE BUCKET LIST PROJECT FOUNDATION | |||||||
| 338 ST JOSEPH AVE | LONG BEACH | CA | 90814 | NONE | 501(C)(3) | FUNDS AND OPERATES A WISH FULFILLMENT PROGRAM FOR INDIVIDUALS 18 YEARS AND OLDER WITH LIFE-LIMITING ILLNESSES AND LIMITED RESOURCES. | $50,000 |
| THE MIRACULOUS LOVE KIDS | |||||||
| 5735 E SCRIVENER ST | LONG BEACH | CA | 90803 | NONE | 501(C)(3) | HELP CHILDREN IN POVERTY-STRICKEN AREAS & WAR ZONES W/ CLEAN WATER, FOOD, CLOTHES, SHELTER,MEDICINE | $17,500 |
| VANGUARD CANCER FOUNDATION | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 90806 | NONE | 501(C)(3) | CANCER RESEARCH FUNDING AND PAYMENT ASSISTANCE FOR CHEMOTHERAPY FOR LOW-INCOME PATIENTS | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,592,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,607,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,612,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,612,497 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $4,774 | $2,387 | $2,387 |
| BOOKKEEPING FEES | $900 | $450 | $450 |
| LEGAL FEES | $1,691 | $846 | $845 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INSTITUTIONAL | StockNm |
| EOY Book Value | $1,182,063 | EOYBookValueAmt |
| EOYFMV | $6,776,977 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $16 | $8 | $8 |
| BANK FEES | $80 | $40 | $40 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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