PAUL AND ERIKA WHITE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND ERIKA WHITE FAMILY FOUNDATION (EIN 47-2042916)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349105429
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T16:17:37-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 472042916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAUL & ERIKA WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 2132419832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL A WHITE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2132419832 | 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 | PAUL | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | KEVIN H WIEST CPA | PreparerPersonNm |
| PTIN | P00037191 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,208,519 | 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 | $48,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$90,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $562,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$42,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,041 | 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 | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,688 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,577 | CashBOYAmt |
| Cash EOY | $113,920 | CashEOYAmt |
| Cash EOYFMV | $113,920 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,357,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,742,770 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,742,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,229 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,229 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $203,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $320,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,600 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,753,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,208,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,208,519 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,943 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,943 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,943 | 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 | $2,747,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,202,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,747,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,202,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,753,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,208,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,747,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,572,518 | SubtotalAmt |
| Other Decreases | $369,942 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,202,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500 SH ALTERYX INC | 2021-02-10 | 2022-01-27 | $26,025 | $58,555 | -$32,530 | -$32,530 | |
| 1000 SH CARNIVAL | 2021-07-19 | 2022-06-14 | $9,645 | $19,946 | -$10,301 | -$10,301 | |
| 300 SH CREDICORP LTD | 2021-07-19 | 2022-03-16 | $49,991 | $34,864 | $15,127 | $15,127 | |
| 500 SH LAS VEGAS SANDS | 2021-07-29 | 2022-02-25 | $21,794 | $21,853 | -$59 | -$59 | |
| 800 SH PROSHARES BITCOIN | 2021-10-22 | 2022-01-09 | $21,608 | $38,559 | -$16,951 | -$16,951 | |
| 200 SH PROSHARES BITCOIN | 2021-11-03 | 2022-01-06 | $5,402 | $9,542 | -$4,140 | -$4,140 | |
| 300 SH RIVIAN AUTOMOTIVE INC | 2021-11-10 | 2022-01-04 | $30,552 | $34,500 | -$3,948 | -$3,948 | |
| 500 SH VANGUARD LONG TERM | 2022-04-19 | 2022-08-22 | $34,477 | $36,215 | -$1,738 | -$1,738 | |
| 500 SH VANGUARD LONG TERM | 2022-05-04 | 2022-08-22 | $34,477 | $35,870 | -$1,393 | -$1,393 | |
| 500 SH VERIZON COMMUNICATION | 2022-05-19 | 2022-10-03 | $19,637 | $24,578 | -$4,941 | -$4,941 | |
| 10 SH ALPHABET INC. | 2015-09-28 | 2022-03-09 | $26,728 | $6,067 | $20,661 | $20,661 | |
| 8 SH ALPHABET INC. | 2016-01-20 | 2022-03-09 | $21,383 | $5,546 | $15,837 | $15,837 | |
| 500 SH ALTERYX INC | 2020-11-09 | 2022-01-26 | $26,604 | $58,863 | -$32,259 | -$32,259 | |
| 200 SH ALTERYX INC | 2021-02-22 | 2022-04-19 | $14,444 | $21,157 | -$6,713 | -$6,713 | |
| 300 SH ALTERYX INC | 2021-02-25 | 2022-04-19 | $21,666 | $29,785 | -$8,119 | -$8,119 | |
| 500 SH ALTERYX INC | 2021-03-18 | 2022-06-14 | $22,622 | $40,994 | -$18,372 | -$18,372 | |
| 1000 SH CARNIVAL CORP | 2021-01-25 | 2022-06-14 | $9,645 | $19,110 | -$9,465 | -$9,465 | |
| 200 SH CREDICORP LTD | 2020-11-17 | 2022-03-02 | $30,318 | $26,253 | $4,065 | $4,065 | |
| 500 SH LAS VEGAS SANDS | 2018-11-09 | 2022-02-25 | $21,794 | $26,042 | -$4,248 | -$4,248 | |
| 50 SH MERCURY GEN CORP | 2019-10-29 | 2022-08-23 | $1,711 | $2,397 | -$686 | -$686 | |
| 950 SH MERCURY GEN CORP | 2019-10-29 | 2022-08-23 | $32,513 | $45,549 | -$13,036 | -$13,036 | |
| 1000 SH MGM GROWTH PPTYS LLC | 2018-11-09 | 2022-01-31 | $38,860 | $27,040 | $11,820 | $11,820 | |
| 1000 SH MGM GROWTH PPTYS LLC | 2019-06-25 | 2022-03-03 | $39,213 | $29,636 | $9,577 | $9,577 | |
| CAPITAL GAINS DIVIDENDS | $1,727 | $1,727 | $1,727 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$90,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $607 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $607 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | 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 | $1,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $953 | OverpaymentAmt |
| Applied To ES Tax | $953 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIKA WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132419832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2824 VIA NEVE | AddressLine1Txt |
| City | PALOS VERDES ESTATES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIKA WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMMA WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEXANDER WHITE | ||||||||
| 2824 VIA NEVE | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR | 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 | $2,106,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,468,980 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,468,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,431,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $607 | TotalTaxAmt |
| Distributable Before Adj | $120,990 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,990 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,990 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,087 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,693 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,983 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,608 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,097 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,381 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,693 | ExcessFromYear3Amt |
| Excess From Year2 | $1,983 | ExcessFromYear2Amt |
| Excess From Year1 | $14,608 | ExcessFromYear1Amt |
| Excess From Current Year | $6,097 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL USA | ||||||
| 311 WEST 43RD ST 7TH FLOOR | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $2,060 |
| WEINGART CENTER | ||||||
| 501 EAST 6TH STREET | LOS ANGELES | CA | 90021 | PC | GENERAL SUPPORT | $2,000 |
| THE PEOPLE CONCERN | ||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | PC | GENERAL SUPPORT | $2,148 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $2,000 |
| STRIVE LA | ||||||
| 9124 SO MAIN STREET | LOS ANGELES | CA | 90003 | PC | GENERAL SUPPORT | $3,061 |
| SOUTH BAY FAMILIES CONNECTED | ||||||
| PO BOX 1323 | MANHATTAN BEACH | CA | 90266 | PC | GENERAL SUPPORT | $515 |
| SAINT SEBASTIAN SPORTS PROJECT | ||||||
| PO BOX 1711 | MANHATTAN BEACH | CA | 90267 | PC | GENERAL SUPPORT | $500 |
| PLANNED PARENTHOOD | ||||||
| 400 WEST 30TH ST | LOS ANGELES | CA | 90007 | PC | GENERAL SUPPORT | $5,000 |
| PBS SOCAL | ||||||
| 2900 WEST ALAMEDA AVE SUITE 600 | BURBANK | CA | 915154267 | PC | GENERAL SUPPORT | $120 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | GENERAL SUPPORT | $10,453 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 1314 2ND STREET | SANTA MONICA | CA | 90401 | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL IMMIGRATION LAW CENTER | ||||||
| 3450 WILSHIRE BOULEVARD 108-62 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $2,060 |
| NAACP LEGAL DEFENSE FUND | ||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $2,065 |
| MY FRIENDS PLACE | ||||||
| 5850 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90028 | PC | GENERAL SUPPORT | $5,000 |
| WORLD FOOD PROGRAM | ||||||
| 1725 I STREET NW | WASHINGTON DC | DC | 200907166 | PC | GENERAL SUPPORT | $10,300 |
| LEARNING RIGHTS LAW CENTER | ||||||
| 1625 W OLYMPIC BOULEVARD SUITE 500 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $6,335 |
| LA VALUE SCHOOLS | ||||||
| 680 WILSHIRE PLACE SUITE 315 | LOS ANGELES | CA | 90005 | PC | GENERAL SUPPORT | $3,000 |
| LA REGIONAL FOOD BANK | ||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $10,000 |
| KCRW | ||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | PC | GENERAL SUPPORT | $240 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| POBOX 6068 | ALBERT LEA | MN | 560079847 | PC | GENERAL SUPPORT | $5,150 |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE 201 | WASHINGTON | DC | 20007 | PC | GENERAL SUPPORT | $2,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 112 COMMERCE ST | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $2,060 |
| DOWNTOWN WOMEN'S CENTER | ||||||
| 442 SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $2,080 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $10,000 |
| DIRECT RELIEF | ||||||
| 6100 BECKNELL WALLACE ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $10,240 |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||
| 323 NORTH PRAIRIE AVE | INGLEWOOD | CA | 90301 | PC | GENERAL SUPPORT | $500 |
| CHRYSALIS | ||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | PC | GENERAL SUPPORT | $3,000 |
| CASA OF LOS ANGELES | ||||||
| 201 CENTRE PLAZA DRIVE SUITE 11009 | MONTEREY PARK | CA | 917542142 | PC | GENERAL SUPPORT | $5,010 |
| LAS FAMILIAS DEL PUEBLO | ||||||
| 1400 SOUTH BROADWAY | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $10,000 |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $3,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,987 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$90,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$42,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$42,044 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $4,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EQUITY FUNDS | BondNm |
| EOY Book Value | $31,229 | EOYBookValueAmt |
| EOYFMV | $31,229 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,742,770 | EOYBookValueAmt |
| EOYFMV | $1,742,770 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $320,600 | BookValueAmt |
| EOYFMV | $320,600 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED LOSS | $368,205 |
| INCOME REINVESTED | $1,737 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA ATTORNEY GENERAL | $100 | $0 | $100 |
| FEDERAL TAXES | $1,768 | $0 | $0 |
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