THE DAVID WILLIAM UPHAM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID WILLIAM UPHAM FOUNDATION (EIN 95-4652179)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-28
- IRS object ID
- 202443029349101354
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T20:53:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUND CONTROL BUSINESS MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PK E 1400 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954652179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID WILLIAM UPHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2133807130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A HARABEDIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2133807130 | PhoneNum |
| Signature | 2024-10-28 | 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 | ROBERT HARABEDIAN | PreparerPersonNm |
| PTIN | P00179811 | PTIN |
| Phone | 3103156200 | PhoneNum |
| Preparation | 2024-10-28 | 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 | $74,432,017 | 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 | $74,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74,645 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $74,645 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,206,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,206,854 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,206,854 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,997,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,069,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,950,704 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,636 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,636 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,636 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,281,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,234,839 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,284,135 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $357,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $89,375 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $268,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,450 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,350 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,173 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,520 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,383 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,383 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,529 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,764 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $494,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $489,663 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,004,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $632,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $371,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,005,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,005,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,009,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $632,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,376,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$727,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,602,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,284,135 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $193,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,392 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $125 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $65,640,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,198,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,198,625 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $65,834,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,432,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,432,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $65,834,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,432,017 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,834,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,432,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,834,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,432,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,834,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$727,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,325,560 | OtherIncreasesAmt |
| Subtotal | $74,432,054 | SubtotalAmt |
| Other Decreases | $37 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,432,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FRS 7270 | P | $427,093 | $526,334 | -$99,241 | -$99,241 | ||
| C. SCHWAB 2206 - CNA FINL CORP COM | P | $224,845 | $198,844 | $26,001 | $26,001 | 2022-09-07 | 2023-02-13 |
| JP, 0968 | P | $1,018,432 | $958,215 | $60,217 | $60,217 | ||
| FRS 7270 | P | $2,473,986 | $2,283,834 | $190,152 | $190,152 | ||
| C. SCHWAB 2206 - FIVE BELOW | P | $492,489 | $295,979 | $196,510 | $196,510 | 2018-08-13 | 2023-01-31 |
| C. SCHWAB 2206 - GOOGLE INC CLASS C | P | $687,195 | $279,562 | $407,633 | $407,633 | 2019-06-03 | 2023-12-20 |
| C. SCHWAB 2206 - JEFFERIES GROUP INC | P | $419,028 | $202,653 | $216,375 | $216,375 | 2018-08-03 | 2023-01-11 |
| C. SCHWAB 2206 - NORDSTROM INC | P | $175,872 | $182,999 | -$7,127 | -$7,127 | 2020-03-12 | 2023-12-11 |
| C. SCHWAB 2206 - VITESSE ENERGY IN | P | $21,652 | $8,357 | $13,295 | $13,295 | 2019-09-04 | 2023-02-14 |
| JPM 0968 | P | $7,038,519 | $6,086,760 | $951,759 | $951,759 | ||
| ENERGY TRANSFER K-1 | P | $4,870 | -$4,870 | -$4,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,950,704 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,023 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,825 | OverpaymentAmt |
| Applied To ES Tax | $3,801 | AppliedToESTaxAmt |
| Refund | $24 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | HARABEDIAN HALL CO | IndividualWithBooksNm |
| Phone | 2133807130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD SUITE 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102409 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A HARABEDIAN | ||||||||
| 3550 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900102409 | DIRECTOR | 1.00 | $178,750 | $0 | $0 |
| WILLARD M REISZ | ||||||||
| 3224 DONA EMILIA DRIVE | STUDIO CITY | CA | 91436 | DIRECTOR | 5.00 | $178,750 | $0 | $0 |
| SUSAN E BENDER | ||||||||
| 3550 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900102409 | SECRETARY | 5.00 | $37,800 | $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 | $68,871,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $828,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,872,048 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,572,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,572,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,073,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,498,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,524,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,524,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,175 | TotalTaxAmt |
| Distributable Before Adj | $3,488,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,488,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,488,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,376,779 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,376,779 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,488,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,342,571 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,376,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,342,571 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,454,562 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-11-03 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDRENS CANCER RESEARCH | $5,000 |
| ANAHEIM DUCKS FOUNDATION | |||||||
| 2695 EAST KATELLA AVENUE | ANAHEIM | CA | 92806 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOCKEY IS FOR EVERYONE PROGRAMMING FOR ATHLETES WITH DISABILITIES | $25,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NOT APPLICABLE | EXEMPT | TO SUPPORT ANTI-DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL | $60,000 |
| CAMP HESS KRAMER | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE REBUILDING OF THE WILSHIRE BOULEVARD TEMPLE CAMPS | $50,000 |
| CENTER THEATER GROUP | |||||||
| 691 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO SUPPORT THEATER COMMUNITY OUTREACHTO SUPPORT COMMUNITY OUTREACH | $50,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $100,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $100,000 |
| DISABLED SPORTS EASTERN SIERRA | |||||||
| PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO ALLOW DISABLED PERSONS TO EXPERIENCE OUTDOOR MOUNTAIN SPORTS | $25,000 |
| EDUCATING STUDENTS TOGETHER | |||||||
| 13101 W WASHINGTON BLVD STE 452 | LOS ANGELES | CA | 90066 | NOT APPLICABLE | EXEMPT | TO PROVIDE COLLEGE ACCESS ASSISTANCE TO FOSTER AND LOW INCOME YOUTH | $25,000 |
| FISH FOR LIFE | |||||||
| 42 CALLE AMENO | SAN CLEMENTE | CA | 92672 | NOT APPLICABLE | EXEMPT | TO SUPPORT FISHING TRIPS FOR CHILDREN WITH SPECIAL NEEDS | $10,000 |
| GARDENA CARSON YMCA | |||||||
| 1000 ARTESIA BLVD | GARDENA | CA | 90248 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY PROGRAMS | $25,000 |
| FRENSHIP BOOSTER CLUB | |||||||
| PO BOX 81 | WOLFORTH | TX | 79382 | NOT APPLICABLE | EXEMPT | TO SUPPORT FOOTBALL PROGRAM AND TEAM FOOD BANKTO SUPPORT THE FOOTBALL PROGRAM AND TEAM FOOD BANK | $35,000 |
| GRACE CHURCH | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | EXEMPT | TO PROVIDE FAMILIES ACCESSIBLE, PROFESSIONAL AND CHRISTIAN EDUCATION | $350,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90051 | NOT APPLICABLE | EXEMPT | TO SUPPORT UNDERSERVED YOUTH | $35,000 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE POOR AND NEEDY | $50,000 |
| INTERVENTION CENTER FOR EARLY CHILDHOOD | |||||||
| 17461 DERIAN AVE SUITE 114 | IRVINE | CA | 92614 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH DEVELOPMENTAL DELAYS | $75,000 |
| GIRLS ON THE RUN | |||||||
| PO BOX 510 | LOS GATOS | CA | 95031 | NOT APPLICABLE | EXEMPT | TO SUPPORT AFTER SCHOOL PROGRAMMING TO SUPPORT AFTER SCHOOL PROGRAMMING AND PROVIDE SUPPORT TO GIRLS IN NEED | $25,000 |
| JEWISH FAMILY SERVICE OF LA | |||||||
| 330 N FAIRFAX | LOS ANGELES | CA | 90036 | NOT APPLICABLE | EXEMPT | TO SUPPPORT COMMUNITY OUTREACH | $40,000 |
| JUSTIN TURNER FOUNDATION | |||||||
| 3940 LAUREL CANYON BLVD STE 1384 | STUDIO CITY | CA | 91604 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOMELESS VETERANS | $100,000 |
| LA FAMILY HOUSING FOUNDATION | |||||||
| 7843 LANKERSHIM BLVD | HOLLYWOOD | CA | 91605 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOUSING FOR HOMELESS & POOR | $35,000 |
| LACBA COUNSEL FOR JUSTICE | |||||||
| PO BOX 55020 | LOS ANGELES | CA | 90055 | NOT APPLICABLE | EXEMPT | TO PROVIDE LEGAL SUPPORT FOR VETERANS | $22,500 |
| LAKEWOOD HIGH SCHOOL ASB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | EXEMPT | TO SUPPORT LAKEWOOD SOFTBALL & GOLF TEAMS | $10,000 |
| LAKEWOOD HIGH SCHOOL ODYSSEY BOOSTER CLUB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | EXEMPT | TO PROVIDE ACADEMIC SUPPORT FOR STUDENTS IN THE ODYSSEY PROGRAMTO PROVIDE ACADEMIC SUPPORT TO STUDENTS IN THE ODYSSEY PROGRAM | $20,000 |
| LIVE LIKE JOJO FOUNDATION | |||||||
| 22 ALCOTT PLACE | LAGUNA NIGUEL | CA | 92677 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH CHRONIC HEALTH ISSUES | $10,000 |
| LOS ANGELES LGBT CENTER | |||||||
| 1118 NORTH MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO SUPPORT SERVICES TO THE LGBT COMMUNITY | $40,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO PROVIDE COMMUNITY SUPPORT | $50,000 |
| LOS ANGELES RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 NORTH BOUQUET CANYON ROAD | SAUGUS | CA | 91390 | NOT APPLICABLE | EXEMPT | TO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTSTO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTS | $25,000 |
| LUPUS LA FOUNDATION | |||||||
| 16000 VENTURA BLVD SUITE 520 | ENCINO | CA | 91436 | NOT APPLICABLE | EXEMPT | TO SUPPORT LUPUS RESEARCHTO SUPPORT LUPUS RESEARCH | $35,000 |
| MAMMOTH MOUNTAIN SKI PATROL ALUMNI ASSOCIATION | |||||||
| PO BOX 319 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR SKI PATROL AND RESCUE TEAMS | $10,000 |
| MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | EXEMPT | TO SUPPORT PASTOR TRAINING | $200,000 |
| NEWPORTMESA PROLITERACY | |||||||
| 1000 AVOCADO AVENUE | NEWPORT BEACH | CA | 92660 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY LITERACY INITIATIVES | $10,000 |
| ONE ATTA TIME | |||||||
| PO BOX 857 | QUINCY | CA | 95971 | NOT APPLICABLE | EXEMPT | TO PROVIDE FAMILIES ACCESS TO CLEAN AND SAFE DRINKING WATER | $50,000 |
| LAST GENERATION COALITION | |||||||
| 13636 VENTURA BLVD 346 | SHERMAN OAKS | CA | 91423 | NOT APPLICABLE | EXEMPT | TO PROVIDE EDUCATION ABOUT THE HOLOCAUSTTO EDUCATE STUDENTS ABOUT THE HOLOCAUST | $30,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO PROVIDE FOOD DELIVERY FOR THE ILL | $50,000 |
| REDONDO UNION HIGH SCHOOL ASB | |||||||
| ONE SEA HAWK WAY | REDONDO BEACH | CA | 90277 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE GIRLS BASKETBALL AND VOLLEYBALL PROGRAMS | $10,000 |
| SAN DIEGO ZOOLOGICAL SOCIETY | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NOT APPLICABLE | EXEMPT | TO SUPPORT ZOO INITIATIVESTO SUPPORT ZOO INITIATIVES | $50,000 |
| SKYHAWK BASEBALL BOOSTER CLUB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT SKYHAWK BASEBALL | $5,000 |
| KENYON COLLEGE | |||||||
| 105 CHASE AVE | GAMBIER | OH | 43022 | NOT APPLICABLE | EXEMPT | EDUCATION SUPPORTTO SUPPORT EDUCATIONAL SERVICESTO SUPPORT EDUCATIONAL SERVICES | $30,000 |
| HEART AND ARMOR FOUNDATION | |||||||
| 1100 GLENDON AVENUE 2000 | LOS ANGELES | CA | 90024 | NOT APPLICABLE | EXEMPT | TO SUPPORT VETERANS HEALTH SERVICES | $25,000 |
| SOUTH TAMARIND ELEMENTARY SCHOOL | |||||||
| 8561 TAMARIND AVENUE | FONTANA | CA | 92335 | NOT APPLICABLE | EXEMPT | TO SUPPORT FIRST GRADE STEM EDUCATION AND FIELD TRIPS | $7,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDREN WITH DEBILITATING ILLNESS | $100,000 |
| SUMMIT HIGH SCHOOL ASB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT GIRLS VOLLEYBALL, GIRLS BASKETBALL, GIRLS SOFTBALL & FUNDING FOR ATHLETIC TRAINER SUPPLIES | $10,000 |
| NEW VOICE | |||||||
| 10701 SAMPSON AVE | LYNWOOD | CA | 90262 | NOT APPLICABLE | EXEMPT | TO SUPPORT IMMIGRATION SERVICES FOR UNDER SERVED COMMUNITIES | $10,000 |
| THE EXCEPTIONAL CHILDRENS FOUNDATION | |||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NOT APPLICABLE | EXEMPT | TO SUPPORT SERVICES FOR YOUNG CHILDREN, STUDENTS & ADULTS WITH SPECIAL NEEDS | $25,000 |
| THE MASTER'S SEMINARY | |||||||
| 21726 PLACERITA CANYON ROAD | SANTA CLARITA | CA | 91321 | NOT APPLICABLE | EXEMPT | TO SUPPORT MINISTRY TRAINING | $400,000 |
| LOS ALAMITOS SOFTBALL BOOSTERS | |||||||
| PO BOX 2502 | LOS ALAMITOS | CA | 90720 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE SOFTBALL PROGRAM | $5,000 |
| WALLACE RHEUMATIC DISEASES FOUNDATION | |||||||
| 8737 BEVERLY BLVD STE 210 | WEST HOLLYWOOD | CA | 90048 | NOT APPLICABLE | EXEMPT | TO SUPPORT TREATMENTS FOR AUTOIMMUNE RHEUMATIC DISEASES | $30,000 |
| WCSMFTEAM TO WIN | |||||||
| 1200 ROSECRANS AVE STE 208 | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | EXEMPT | TO SUPPORT INNER CITY HIGH SCHOOL ATHLETES WITH FREE SPORTS MEDICINE CARE | $25,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NOT APPLICABLE | EXEMPT | TO PROVIDE MEALS TO COMMUNITIES AFEECTED BY NATURAL DISASTERS | $100,000 |
| HOAG HOSPITAL FOUNDATION MELANOMA & SKIN CANCER PROGRAM | |||||||
| 330 PLACENTIA AVE | NEWPORT BEACH | CA | 92663 | NOT APPLICABLE | EXEMPT | TO SUPPORT SKIN CANCER | $50,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE 3RD FL | NEW YORK | NY | 10017 | NOT APPLICABLE | EXEMPT | TO SUPPORT MS RESEARCH | $30,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | EXEMPT | TO SUPPORT PANCREATIC CANCER RESEARCHTO SUPPORT PANCREATIC CANCER RESEARCH | $40,000 |
| PIED PIPER PLAYERS | |||||||
| 197 AIRPORT BLVD | BURLINGAME | CA | 94010 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY THEATER | $20,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NOT APPLICABLE | EXEMPT | TO SUPPORT REPRODUCTIVE HEALTHCARE & SEXUAL EDUCATIONTO SUPPORT REPRODUCTIVE HEALTH CARE | $40,000 |
| SOJOURN INTO THE PAST | |||||||
| 875 LOMITA AVENUE | MILLBRAE | CA | 94030 | NOT APPLICABLE | EXEMPT | TO SUPPORT EDUCATION OF THE CIVIL RIGHTS MOVEMENTTO EDUCATE, INSPIRE AND EMPOWER HIGH SCHOOL STUDENTS TO BECOME LEADERS OF SOCIAL CHANGE | $30,000 |
| TEMPLE BETH EL | |||||||
| 3055 PORTER GULCH ROAD | APTOS | CA | 95003 | NOT APPLICABLE | EXEMPT | TO PROVIDE RELEVANT AND MEANINGFULL PROGRAMS TO THE CONGREGATION AND BEYOND | $25,000 |
| UPRIGHT ATHLETICS | |||||||
| 5962 MT LEWIS LANE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO MENTOR AT RISK YOUTH | $7,500 |
| MAUI STRONG | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE VICTIMS OF THE MAUI WILDFIRESTO SUPPORT VICTIMS OF THE MAUI WILDFIRE | $100,000 |
| BEACON HILL CLASSICAL ACADEMY | |||||||
| 2304 ANTONIO AVENUE | CAMARILLO | CA | 93010 | NOT APPLICABLE | EXEMPT | TO FUND WOODWORKING CLASSESTO SUPPORT THE SCHOOLS WOOD WORKING SHOP | $5,000 |
| THE SHEEPFOLD | |||||||
| PO BOX 4487 | ORANGE | CA | 92863 | NOT APPLICABLE | EXEMPT | TO SUPPORT BATTERED WOMEN AND CHILDREN | $10,000 |
| LA REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NOT APPLICABLE | EXEMPT | TO PROVIDE MEALS TO PEOPLE IN NEED | $32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,005,000 | 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 | $74,645 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,206,854 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,636 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$539 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,997,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$539 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,281,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,281,284 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $8,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|---|
| XANTHUS K-1 (FOREIGN CURRENCY GAIN/LOSS) | 2023-01 | PURCHASED | 2023-12 | $6,677 | COST | $0 | -$6,677 | |
| XANTHUS K-1 | 2023-01 | PURCHASED | 2023-12 | $36,694 | COST | $0 | -$36,694 | |
| XANTHUS K-1 | 2022-01 | PURCHASED | 2023-12 | COST | $0 | $90,355 | $90,355 | |
| ENTERPRISE PARTNERS - K-1 | 2022-01 | PURCHASED | 2023-12 | $555 | COST | $0 | -$555 | |
| ENERGY TRANSFER - K-1 | 2022-01 | PURCHASED | 2023-12 | COST | $0 | $16 | $16 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | PART VIII OF FORM 990-PF, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | ROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND IS ALSO A PARTNER IN THE FIRM OF HARABEDIAN, HALL & CO., WHICH PROVIDES ACCOUNTING AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $87,693 DURING THE YEAR. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT | FMV | $72,234,751 | $72,234,751 |
| UPHAM TRUST | FMV | $1,115,056 | $1,115,056 |
| XANTHUS | FMV | $848,818 | $848,818 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENTS | Desc |
| Amt | $37 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $25 | $0 | $0 | $25 |
| INSURANCE - BUSINESS OWNERS | $1,734 | $434 | $0 | $1,300 |
| INSURANCE - UMBRELLA | $2,500 | $625 | $0 | $1,875 |
| INSURANCE - WORKERS' COMP | $408 | $102 | $0 | $306 |
| PAYROLL SERVICES EXPENSE | $1,686 | $422 | $0 | $1,264 |
| INVESTMENT FEES | $326,239 | $326,239 | $0 | $0 |
| OFFICE EXPENSE | $34 | $34 | $0 | $0 |
| XANTHUS K-1 (INVESTMENTS INTEREST EXPENSE) | $20,054 | $20,054 | $0 | $0 |
| XANTHUS K-1 (BUSINESS EXPENSE) | $56,421 | $56,421 | $0 | $0 |
| ENTERPRISE PARTNERS K-1 | $16 | $16 | $0 | $0 |
| ENTERPRISE PARTNERS K-1 (BUSINESS LOSS) | $66,969 | $66,969 | $0 | $0 |
| ENERGY TRANSFER K-1 (BUSINESS LOSS) | $13,335 | $13,335 | $0 | $0 |
| ENERGY TRANSFER K-1 (RE LOSS) | $157 | $157 | $0 | $0 |
| ENERGY TRANSFER K-1 (INV INT EXP) | $1,602 | $1,602 | $0 | $0 |
| ENERGY TRANSFER K-1 (EXCESS INV INT EXP) | $3,253 | $3,253 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,636 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,636 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,636 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $9,325,560 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS MANAGEMENT | CategoryTxt |
| Amt | $52,693 | Amt |
| Net Investment Income | $13,173 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,520 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $3,102 | $775 | $0 | $2,327 |
| FEDERAL TAXES | $3,249 | $812 | $0 | $2,437 |
| FOREIGN TAXES | $11,942 | $11,942 | $0 | $0 |
Comments