BICKERSTAFF FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BICKERSTAFF FAMILY FOUNDATION (EIN 95-4819633)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202311329349102506
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:00:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954819633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BICKERSTAFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BICK | BusinessNameControlTxt |
| Phone | 3105520960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN BICKERSTAFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105520960 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GLEN | PersonFirstNm |
| Person Last | BICKERSTAFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,010,867 | 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 | $597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $597 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $865,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,307,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $865,338 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $865,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $865,935 | 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 | $5,801 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,901 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $278 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $620,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $636,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $229,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $862,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,434 | CashBOYAmt |
| Cash EOY | $158,087 | CashEOYAmt |
| Cash EOYFMV | $158,087 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,513,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,662,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,852,780 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,590,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,820,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,010,867 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $200 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $200 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,590,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,819,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,590,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,819,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,590,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,820,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,590,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $229,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,819,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,819,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 META PLATFORMS INC | D | 2015-03-19 | 2022-02-11 | $224,920 | $82,441 | $142,479 | $142,479 |
| 11 AMAZON.COM | D | 2005-01-20 | 2022-02-28 | $33,848 | $466 | $33,382 | $33,382 |
| 89 AMAZON.COM | D | 2005-01-20 | 2022-02-28 | $273,862 | $3,767 | $270,095 | $270,095 |
| 3,000 THE TRADE DESK INC | D | 2019-05-28 | 2022-02-28 | $260,280 | $60,767 | $199,513 | $199,513 |
| 10 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $24 | $95 | -$71 | -$71 |
| 14 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $33 | $134 | -$101 | -$101 |
| 14 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $33 | $134 | -$101 | -$101 |
| 20 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $47 | $191 | -$144 | -$144 |
| 26 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $61 | $248 | -$187 | -$187 |
| 80 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $189 | $763 | -$574 | -$574 |
| 86 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $203 | $820 | -$617 | -$617 |
| 86 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $203 | $820 | -$617 | -$617 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $953 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $237 | $954 | -$717 | -$717 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $236 | $954 | -$718 | -$718 |
| 100 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $439 | $1,773 | -$1,334 | -$1,334 |
| 186 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,906 | -$1,434 | -$1,434 |
| 200 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,908 | -$1,436 | -$1,436 |
| 200 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,908 | -$1,436 | -$1,436 |
| 200 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,908 | -$1,436 | -$1,436 |
| 200 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,908 | -$1,436 | -$1,436 |
| 200 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,908 | -$1,436 | -$1,436 |
| 200 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $472 | $1,908 | -$1,436 | -$1,436 |
| 300 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $708 | $2,862 | -$2,154 | -$2,154 |
| 314 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $743 | $2,996 | -$2,253 | -$2,253 |
| 555 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $1,310 | $5,289 | -$3,979 | -$3,979 |
| 723 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $1,707 | $6,890 | -$5,183 | -$5,183 |
| 800 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $1,889 | $7,632 | -$5,743 | -$5,743 |
| 986 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $2,328 | $9,406 | -$7,078 | -$7,078 |
| 1,700 WHEELS UP EXPERIENCE | D | 2021-07-22 | 2022-05-10 | $4,014 | $16,201 | -$12,187 | -$12,187 |
| 11 AMAZON.COM | D | 2005-01-20 | 2022-05-04 | $26,481 | $466 | $26,015 | $26,015 |
| 19 AMAZON.COM | D | 2005-01-20 | 2022-05-04 | $45,739 | $804 | $44,935 | $44,935 |
| 25 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $1,047 | $485 | $562 | $562 |
| 70 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $2,932 | $1,357 | $1,575 | $1,575 |
| 100 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $4,189 | $1,939 | $2,250 | $2,250 |
| 100 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $4,188 | $1,939 | $2,249 | $2,249 |
| 100 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $4,186 | $1,939 | $2,247 | $2,247 |
| 105 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $4,395 | $2,036 | $2,359 | $2,359 |
| 1900 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $79,553 | $36,835 | $42,718 | $42,718 |
| 2600 THE TRADE DESK INC | D | 2019-05-15 | 2022-05-10 | $108,862 | $50,405 | $58,457 | $58,457 |
| 3 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $126 | $61 | $65 | $65 |
| 7 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $293 | $142 | $151 | $151 |
| 25 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $1,048 | $506 | $542 | $542 |
| 25 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $1,048 | $506 | $542 | $542 |
| 25 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $1,048 | $506 | $542 | $542 |
| 25 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $1,048 | $506 | $542 | $542 |
| 40 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $1,676 | $810 | $866 | $866 |
| 50 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $2,095 | $1,013 | $1,082 | $1,082 |
| 50 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $2,095 | $1,013 | $1,082 | $1,082 |
| 50 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $2,096 | $1,013 | $1,083 | $1,083 |
| 75 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $2,095 | $1,013 | $1,082 | $1,082 |
| 75 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $3,142 | $1,519 | $1,623 | $1,623 |
| 93 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $3,142 | $1,519 | $1,623 | $1,623 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $3,895 | $1,884 | $2,011 | $2,011 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,188 | $2,025 | $2,163 | $2,163 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,189 | $2,025 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,191 | $2,025 | $2,166 | $2,166 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,192 | $2,025 | $2,167 | $2,167 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,188 | $2,025 | $2,163 | $2,163 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,025 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,189 | $2,025 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,188 | $2,026 | $2,162 | $2,162 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,189 | $2,026 | $2,163 | $2,163 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,189 | $2,026 | $2,163 | $2,163 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,191 | $2,026 | $2,165 | $2,165 |
| 100 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,190 | $2,026 | $2,164 | $2,164 |
| 107 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $4,481 | $2,167 | $2,314 | $2,314 |
| 300 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $12,578 | $6,077 | $6,501 | $6,501 |
| 300 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $12,579 | $6,077 | $6,502 | $6,502 |
| 300 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $12,564 | $6,077 | $6,487 | $6,487 |
| 300 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $12,579 | $6,077 | $6,502 | $6,502 |
| 500 THE TRADE DESK INC | D | 2019-05-28 | 2022-05-10 | $20,965 | $10,128 | $10,837 | $10,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $865,338 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,281 | 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 | $16,281 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,287 | OverpaymentAmt |
| Applied To ES Tax | $4,287 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GLEN BICKERSTAFF | IndividualWithBooksNm |
| Phone | 3105520960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH J BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| GLEN E BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,498,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $221,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,719,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,719,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,649,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,994 | TotalTaxAmt |
| Distributable Before Adj | $220,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $220,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $220,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $623,039 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $664,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $811,356 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,025,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,031,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $711,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,243,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $623,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $402,582 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,646,296 | 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 | $664,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,981,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $811,356 | ExcessFromYear4Amt |
| Excess From Year3 | $1,025,255 | ExcessFromYear3Amt |
| Excess From Year2 | $1,031,043 | ExcessFromYear2Amt |
| Excess From Year1 | $711,193 | ExcessFromYear1Amt |
| Excess From Current Year | $402,582 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBORAH J BICKERSTAFF | ContributingManagerNm |
| Contributing Manager | GLEN E BICKERSTAFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AXE ALS FOUNDATION | |||||||
| 3702 S ANCHOVY AVE | SAN PEDRO | CA | 90732 | NONE | 501(C)(3) | TO RAISE AWARENESS AND FUNDING FOR ALS TREATMENTS AND CLINICAL TRIALS | $25,000 |
| CHRISTIAN MISSIONARY FELLOWSHIP INTERNATIONAL | |||||||
| 4810 JEFFERSON ST | LANHAM | MD | 20706 | NONE | 501(C)(3) | CREATE DYNAMIC CHRIST-CENTERED COMMUNITIES THAT TRANSFORM THE WORLD | $50,000 |
| CSU FULLERTON | |||||||
| 2600 NUTWOOD AVE STE 275 | FULLERTON | CA | 92831 | NONE | 501(C)(3) | SUPPORT UNIVERSITY TO ACHIEVE EDUCATIONAL MISSION | $100,000 |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E STATE UNIVERSITY DR STE 332 | LONG BEACH | CA | 90815 | NONE | 501(C)(3) | HELP BUILD STRONGER CAMPUS, COMMUNITY, AND WORLD | $160,000 |
| DISCOVER CUBE | |||||||
| 2500 NORTH MAIN STREET | SANTA ANA | CA | 92705 | NONE | 501(C)(3) | TO SPARK A LIFELONG LOVE OF LEARNING AND DISCOVERY IN THE HEARTS OF YOUNG PEOPLE THROUGH SCIENCE-BASED PROGRAMS AND EXHIBITS THAT INSPIRE AND EDUCATE | $85,000 |
| FIRST STEP HOUSE ORANGE COUNTY | |||||||
| PO BOX 1904 | COSTA MESA | CA | 92628 | NONE | 501(C)(3) | HELP PEOPLE BUILD LIVES OF MEANING, PURPOSE, AND RECOVERY | $5,000 |
| GLOBAL EMPOWERMENT MISSION INC | |||||||
| 1040 BISCAYNE RD | MIAMI BEACH | FL | 33131 | NONE | 501(C)(3) | PROVIDE RELIEF AID TO THE PEOPLE OF ALL GLOBAL REGIONS DISPLACED BY HURRICANES AND OTHER NATURAL DISASTERS | $55,000 |
| ILLUMINATION FOUNDATION | |||||||
| 1091 N BATAVIA ST | ORANGE | CA | 92867 | NONE | 501(C)(3) | TO PROVIDE MEALS, AFTER SCHOOL PROGRAMS, AND COUNSELING FOR CHILDREN IN HOMELESS FAMILIES. | $25,000 |
| THE ENTERTINAMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | CREATING AND SUPPORTING GROUNDBREAKING PROGRAMS AND CAMPAIGNS THAT RAISE AWARENESS AND FUNDS FOR ISSUES THAT AFFECT MILLIONS OF PEOPLE AROUND THE WORLD | $100,000 |
| THE MIRACULOUS LOVE KIDS | |||||||
| 5735 E SCRIVENER ST | LONG BEACH | CA | 90803 | NONE | 501(C)(3) | HELP CHILDREN IN POVERTY-STRICKEN AREAS & WAR ZONES W/ CLEAN WATER, FOOD, CLOTHES, SHELTER,MEDICINE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,000 | 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 | $597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $865,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $865,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $865,935 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $4,817 | $2,409 | $2,408 |
| BOOKKEEPING FEES | $984 | $492 | $492 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INSTITUTIONAL | StockNm |
| EOY Book Value | $1,662,050 | EOYBookValueAmt |
| EOYFMV | $2,852,780 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $18 | $9 | $9 |
| LICENSE & PERMITS | $200 | $100 | $100 |
| BANK FEES | $60 | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments