VERA R CAMPBELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VERA R CAMPBELL FOUNDATION (EIN 42-1719658)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349105930
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:21:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S LAKE AVENUE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421719658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERA R CAMPBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERA | BusinessNameControlTxt |
| Phone | 3235263526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOUTH ANDERSON STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERA R CAMPBELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3235263526 | PhoneNum |
| Signature | 2024-11-13 | 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 | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 8185771800 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,207,411 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $447,033 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,468 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $139,260 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $139,260 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $35,979 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,236 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $600,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,964 | 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 | $23,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,289 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,909 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $71,410 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $71,410 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,770 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,658 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,352 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $623,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $449,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,827 | CashBOYAmt |
| Cash EOY | $61,173 | CashEOYAmt |
| Cash EOYFMV | $61,173 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $308,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,316 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,979 | AcctRcvblAmt |
| Acct Rcvbl BOY | $32,398 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,979 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,979 | AcctRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,034,645 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $4,106,055 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,034,645 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,300,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,097,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $647,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $647,943 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,557,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,942,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,207,411 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $26,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,700 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,700 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,531,263 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,915,356 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,531,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,915,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,557,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,942,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,531,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,507,640 | SubtotalAmt |
| Other Decreases | $592,284 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,915,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,236 | GrossSalesPriceAmt |
| Gain Or Loss | $4,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,236 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | 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 | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,008 | OverpaymentAmt |
| Applied To ES Tax | $8,008 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VERA R CAMPBELL | IndividualWithBooksNm |
| Phone | 3235263526 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOUTH ANDERSON STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90033 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| VERA R CAMPBELL | ||||||||
| 337 SOUTH ANDERSON STREET | LOS ANGELES | CA | 90033 | PRESIDENT & CEO | 5.00 | $0 | $0 | $0 |
| ERIKA BSUMEK-HANNON | ||||||||
| 337 SOUTH ANDERSON STREET | LOS ANGELES | CA | 90033 | SECRETARY & TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUNDAMENTAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S BEVERLY DRIVE SUITE 420 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT MANAGEMENT | ServiceTypeTxt |
| Compensation | $90,289 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SPONSORED A FUNDRAISER FOR THE INSTITUTE OF CONTEMPORARY ART, LOS ANGELES. | Description1Txt |
| Expenses1 | $1,152 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $389,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,983,922 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,373,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,373,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,292,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,992 | TotalTaxAmt |
| Distributable Before Adj | $262,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,645 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $449,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $449,141 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $34,188,126 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,528,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,716,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $449,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,902,807 | 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 | $36,902,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $34,188,126 | ExcessFromYear2Amt |
| Excess From Year1 | $2,528,185 | ExcessFromYear1Amt |
| Excess From Current Year | $186,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VERA R CAMPBELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ENDOWMENT FOUNDATION | ||||||
| 5700 DARROW ROAD 118 | HUDSON | OH | 44236 | PC | PROGRAM SUPPORT | $250,000 |
| THE J PAUL GETTY TRUST | ||||||
| 1200 GETTY CENTER DRIVE | LOS ANGELES | CA | 90049 | PC | PROGRAM SUPPORT | $50,000 |
| ICA-LA | ||||||
| 1717 E 7TH STREET | LOS ANGELES | CA | 90021 | PC | PROGRAM SUPPORT | $15,000 |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | PC | PROGRAM SUPPORT | $10,000 |
| CARE & CURE | ||||||
| 5777 W CENTURY BOULEVARD SUITE 820 | LOS ANGELES | CA | 90033 | PC | PROGRAM SUPPORT | $10,000 |
| JACARANDA FOUNDATION | ||||||
| 2578 BROADWAY SUITE 142 | NEW YORK | NY | 10025 | PC | PROGRAM SUPPORT | $5,000 |
| INSTITUTE FOR FIELD RESEARCH | ||||||
| 1855 INDUSTRIAL STREET UNIT 106 | LOS ANGELES | CA | 90021 | PC | PROGRAM SUPPORT | $5,000 |
| CARMEL OF THE IMMACULATE HEART | ||||||
| 5714 S HOLLADAY BOULEVARD | SALT LAKE CITY | UT | 84121 | PC | PROGRAM SUPPORT | $2,500 |
| COMMUNITIES IN SCHOOLS | ||||||
| 2000 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PC | PROGRAM SUPPORT | $2,500 |
| ACTIVE CULTURES | ||||||
| 1370 N ST ANDREWS PL | LOS ANGELES | CA | 90028 | PC | PROGRAM SUPPORT | $2,500 |
| THE OPEN FIST THEATRE COMPANY | ||||||
| 14535 ARMINTA ST UNIT E | VAN NUYS | CA | 91402 | PC | PROGRAM SUPPORT | $2,500 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | PC | PROGRAM SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,500 | 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 | $13,946 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $35,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,197 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,197 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,925 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | VERA R CAMPBELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOUTH ANDERSON STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $268,239 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,525 | Amt |
| Net Investment Income | $23,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING - MYERS ST | 2018-02-02 | $1,836,000 | $231,461 | SL | 39.000000000000 | $47,077 | $47,077 |
| BUILDING - E 1ST ST | 2018-02-02 | $949,000 | $119,638 | SL | 39.000000000000 | $24,333 | $24,333 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY CAPITAL PARTNERS III | FMV | $647,089 | $647,089 |
| ECP CALPINE HOLDINGS | FMV | $854 | $854 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $592,284 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES AND FEES | $30 | $30 | $0 |
| INVESTMENT EXPENSE | $0 | $31,909 | $0 |
| STATE REGISTRATION FEES | $200 | $0 | $200 |
| EVENT FEES - ICALA | $1,152 | $0 | $1,152 |
| INSURANCE | $27,719 | $27,719 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $26,700 | BOYBookValueAmt |
| EOY Book Value | $26,700 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT FEES | $90,289 | $0 | $90,289 |
| MANAGEMENT FEES | $4,358 | $4,358 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $38,909 | Amt |
| Net Investment Income | $38,909 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |