JOHN AND NANCY EDWARDS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND NANCY EDWARDS FAMILY FOUNDATION (EIN 47-6494244)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349102189
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:28:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463462919 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKAJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27200 TOURNEY ROAD STE 475 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | 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 | 476494244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND NANCY EDWARDS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3108236773 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 REES STREET | AddressLine1Txt |
| City | PLAYA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90293 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY EDWARDS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108236773 | PhoneNum |
| Signature | 2024-11-12 | 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 | EVAN FAUCETTE CPA | PreparerPersonNm |
| PTIN | P01318684 | PTIN |
| Phone | 6617054222 | PhoneNum |
| Preparation | 2024-11-12 | 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 | $14,438,299 | 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 |
| Dividends Rev And Expnss | $348,235 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$463,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,892,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$23,235 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$23,235 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$138,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,000 | 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 | $8,927 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,852 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,547 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $630,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $630,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $719,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $632,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$858,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $226,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,902 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $9,059,560 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,741,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,741,487 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,314,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,547,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,547,657 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,339 | OtherAssetsBOYAmt |
| Other Assets EOY | $253 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $253 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,609,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,438,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,438,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,609,483 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,438,299 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,609,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,438,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,609,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,438,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,609,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$858,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,687,493 | OtherIncreasesAmt |
| Subtotal | $14,438,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,438,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING -1838 | P | 2023-01-01 | 2023-12-31 | $129,042 | $110,370 | $18,672 | $18,672 |
| PERSHING -1838 | P | 2022-12-31 | 2023-12-31 | $1,656,011 | $2,231,396 | -$575,385 | -$575,385 |
| PERSHING -5801 | P | 2022-12-31 | 2023-12-31 | $11,964 | $14,332 | -$2,368 | -$2,368 |
| ALTERNATIVE INVESTMENTS | P | 2023-01-01 | 2023-12-31 | $50,965 | $50,965 | $50,965 | |
| CAPITAL GAINS DIVIDENDS | P | $44,306 | $44,306 | $44,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$463,810 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,730 | 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 | $3,730 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $253 | OverpaymentAmt |
| Applied To ES Tax | $253 | 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 | 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 | WWW.JANEFF.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN J LYON ACCOUNTANCY CORPORATION | IndividualWithBooksNm |
| Phone | 6617759399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28382 CONSTELLATION ROAD | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R EDWARDS | ||||||||
| 327 REES ST | PLAYA DEL REY | CA | 90293 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY ELLIN-EDWARDS | ||||||||
| 327 REES ST | PLAYA DEL REY | CA | 90293 | TRUSTEE | 1.00 | $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 | $13,831,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,030,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,030,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,820,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,477 | TotalTaxAmt |
| Distributable Before Adj | $687,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $687,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $687,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $632,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $632,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $687,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $111,654 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,211 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $737,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $915,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $795,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,686,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $632,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $632,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $54,915 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $54,915 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,632,001 | 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 | $56,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,575,262 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,211 | ExcessFromYear4Amt |
| Excess From Year3 | $737,890 | ExcessFromYear3Amt |
| Excess From Year2 | $915,027 | ExcessFromYear2Amt |
| Excess From Year1 | $795,134 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVE SE SUITE 900 | WASHINGTON | DC | 20003 | NONE | NC | TO SUPPORT ONGOING OPERATIONS OF THE AFRICAN WILDLIFE FOUNDATION | $12,000 |
| AIRPORT MARINA COUNSELING | |||||||
| 7891 LA TIJERA BOULEVARD | LOS ANGELES | CA | 90045 | NONE | NC | TO SUPPORT THE PROGRAMS OF AIRPORT MARINA COUNSELING SERVICE, INCLUDING THEIR CLINIC AND THEIR 32ND ANNUAL "JET TO JETTY" RACE FOR MENTAL HEALTH | $128,300 |
| AMERICAN RED CROSS | |||||||
| 11355 OHIO AVENUE | LOS ANGELES | CA | 90025 | NONE | NC | TO SUPPORT ONGOING OPERATIONS OF THE AMERICAN RED CROSS | $12,000 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | NC | TO SUPPORT THE ONGOING EFFORTS OF THE AQUARIUM OF THE PACIFIC TO CONSERVE AND BUILD NATURE AND NATURES SERVICES | $10,000 |
| EL SEGUNDO EDUCATION FOUNDATION | |||||||
| 641 SHELDON ST | EL SEGUNDO | CA | 90245 | NONE | NC | PROVIDE FINANCIAL SUPPORT FOR EL SEGUNDO UNIFIED SCHOOL DISTRICT SCHOOLS, TEACHERS, AND STUDENTS. | $10,400 |
| EL SEGUNDO LITTLE LEAGUE | |||||||
| PO BOX 112 NO 200 | EL SEGUNDO | CA | 90245 | NONE | NC | PROVIDE A SAFE, FRIENDLY, AND RECREATIONAL BASEBALL LEAGUE IN EL SEGUNDO FOR AGES 5-12. | $750 |
| FRIENDS OF BALLONA WETLANDS | |||||||
| PO BOX 5159 | PLAYA DEL REY | CA | 90296 | NONE | NC | TO SUPPORT THE PROGRAMS OF FRIENDS OF BALLONA WETLANDS, INCLUDING THEIR RESTORATION PROGRAM, HANDS-ON STEAM PROGRAMS, AND OTHER PROGRAMS BENEFITING THE YOUTH FROM INNER-CITY ENVIRONMENTS | $121,000 |
| GREATER LOS ANGELES ZOO ASSOCIATION | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | NC | SERVE THE COMMUNITY, CREATE AN ENVIRONMENT FOR RECREATION AND DISCOVERY. FOCUS ON APPRECIATION OF WILDLIFE AND ANIMAL WELFARE. | $30,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | NC | TO SUPPORT THE ONGOING OPERATIONS AND VARIOUS NEEDS OF THE JEWISH COMMUNITY | $9,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | NONE | NC | PROVIDE SUPPORT TO PROMOTING TRANSPARENCY, ACCOUNTABILITY, AND INTEGRITY IN GOVERNMENT, POLITICS, AND THE LAW | $5,000 |
| LAX COASTAL EDUCATION FOUNDATION | |||||||
| 9100 S DEPULVEDA BLVD SUITE 210 | LOS ANGELES | CA | 90045 | NONE | NC | TO SUPPORT AND ENHANCE LOCAL SCHOOLS TO SUPPORT STUDENTS AND TEACHERS. | $1,000 |
| NATURAL HISTORY MUSEUM | |||||||
| 900 EXPOSITION BOULEVARD | LOS ANGELES | CA | 90007 | NONE | NC | TO SUPPORT THE NHM NEXT CAMPAIGN AT THE NATURAL HISTORY MUSEUM | $175,000 |
| NAVY-MARINE CORPS RELIEF SOCIETY | |||||||
| 875 N RANDOLPH ST SUITE 225 | ARLINGTON | VA | 22203 | NONE | NC | PROVIDE ASSISTANCE TO MEMBERS, FAMILY, AND SURVIVORS OF THE NAVAL SERVICES WHEN IN NEED | $5,000 |
| PLAYA VENICE SUNRISE ROTARY | |||||||
| PO BOX 10883 | MARINA DEL REY | CA | 90295 | NONE | NC | TO SUPPORT THE ONGOING EFFORTS OF THE PLAYA VENICE SUNRISE ROTARY IN PROVIDING "SERVICE ABOVE SELF" | $5,000 |
| RICHMOND STREET SCHOOL PTA | |||||||
| 615 RICHMOND ST | EL SEGUNDO | CA | 90245 | NONE | NC | PROVIDE SUPPORT TO EMPOWER AND INSPIRE STUDENTS TOWARD A LIFELONG DESIRE FOR LEARNING | $2,500 |
| THE SALVATION ARMY | |||||||
| 1533 4TH STREET | SANTA MONICA | CA | 90401 | NONE | NC | TO SUPPORT THE ONGOING OPERATIONS OF THE LOCAL SALVATION ARMY | $12,000 |
| USO WORLD HEADQUARTERS | |||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | NONE | NC | SUPPORT AMERICAN ARMED SERVICE MEMBERS AND THEIR FAMILIES | $5,000 |
| VARIOUS OTHER CONTRIBUTIONS | |||||||
| 327 REES STREET | PLAYA DEL REY | CA | 90293 | NONE | NC | OTHER | $7,012 |
| VET HUNTERS PROJECT | |||||||
| PO BOX 3174 | SOUTH EL MONTE | CA | 91733 | NONE | NC | TO SUPPORT THE ONGOING OPERATIONS OF THE ORGANIZATION IN PREVENTING AND ENDING HOMELESSNESS FOR ALL MILITARY VETERANS/FAMILIES | $65,000 |
| WIZO | |||||||
| 950 3RD AVE STE 2803 | NEW YORK | NY | 10022 | NONE | NC | SUPPORT THE VARIOUS NEEDS OF WOMEN AND CHILDREN IN ISRAEL | $5,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | NC | PROVIDE SUPPORT TO WOUNDED SERVICE MEMBERS RETURNING FROM CONFLICTS AROUND THE WORLD | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $630,962 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $348,235 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$463,810 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM ALTERNATIVE INVESTMENTS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$23,235 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$138,810 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$138,810 | 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 | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,927 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BELAIR FIXED INCOME | BondNm |
| EOY Book Value | $9,741,487 | EOYBookValueAmt |
| EOYFMV | $9,741,487 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BELAIR INVESTMENTS ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,547,657 | BookValueAmt |
| EOYFMV | $4,547,657 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $9,339 | BOYBookValueAmt |
| EOY Book Value | $253 | EOYBookValueAmt |
| EOYFMV | $253 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME FROM ALTERNATIVE INVESTMENTS | $0 | -$23,235 | $0 |
| NET INCOME FROM ALTERNATIVE INVESTMENTS | -$23,235 | $0 | -$23,235 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN INVESTMENTS | Desc |
| Amt | $1,687,493 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COSTS | $74,852 | $74,852 | $0 |
| ADMINISTRATIVE COSTS | $1,549 | $0 | $1,547 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $3,477 | $0 | $0 |
| TAXES AND LICENSES | $100 | $0 | $100 |
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