SAM AND RIE BLOOMFIELD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAM AND RIE BLOOMFIELD FOUNDATION (EIN 95-6074613)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-05-12
- IRS object ID
- 202521329349103392
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T15:56:24-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956074613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sam & Rie Bloomfield Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Debra Cathers | InCareOfNm |
| Business Name Control | SAMR | BusinessNameControlTxt |
| Phone | 7149061863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 Hollydale Drive | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA CATHERS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7149061863 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,290,464 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $85,984 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $142,641 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $802,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,796,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $802,786 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $33,776 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,031,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $802,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,776 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,536 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $131,598 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $131,598 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $65,799 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $42,546 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,084 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,084 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $214 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $214 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $622 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $622 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $226,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $181,600 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $636,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $181,600 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $521,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $394,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $153,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,671 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl | $472,411 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $245,146 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $472,411 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $472,411 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,076 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,814 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,814 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $7,328,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,591,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,753,568 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,733,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,128,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,290,464 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,733,866 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,128,638 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,733,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,128,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,733,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,128,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,733,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $394,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,128,638 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,128,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $802,786 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,776 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,159 | SubtotalAmt |
| Tax Based On Investment Income | $11,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,814 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,814 | TotalPaymentsAndCreditsAmt |
| Overpayment | $655 | OverpaymentAmt |
| Applied To ES Tax | $655 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Debra L Cathers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149061863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 Hollydale Drive | AddressLine1Txt |
| City | Fullerton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| DEBRA L CATHERS | ||||||
| 1207 Hollydale Drive | Fullerton | CA | 92831 | President | 5.000 | $15,000 |
| CHERYL MOFFATT MOFFATT | ||||||
| 4961 Via Ventosa | Yorba Linda | CA | 92886 | Vice President | 5.000 | $15,000 |
| ALAN L MCKAY | ||||||
| 720 Mathewson | Placentia | CA | 92870 | addtl Vice President | 5.000 | $15,000 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 Main Street Ste 250 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | accounting services | ServiceTypeTxt |
| Compensation | $87,798 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,255,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $484,225 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,841,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,841,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,694,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $484,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $484,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,159 | TotalTaxAmt |
| Distributable Before Adj | $473,544 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,544 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,544 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $521,052 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $521,052 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,671 | UndistributedIncomePYAmt |
| Total For Prior Years | $212,953 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,068 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $270,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $521,052 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $473,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,508 | RemainingDistriFromCorpusAmt |
| Total Corpus | $317,529 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $212,953 | PriorYearUndistributedIncmAmt |
| Taxable1 | $212,953 | Taxable1Amt |
| Taxable2 | $28,671 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $73,469 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $244,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,597 | ExcessFromYear4Amt |
| Excess From Year3 | $40,216 | ExcessFromYear3Amt |
| Excess From Year2 | $28,671 | ExcessFromYear2Amt |
| Excess From Year1 | $57,068 | ExcessFromYear1Amt |
| Excess From Current Year | $47,508 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WICHITA STATE UNIVERSITY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 Fairmount | AddressLine1Txt |
| City | Wichita | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3169785672 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | Chair in Engineering | $125,000 |
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | Organ Fund | $75,000 |
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | Engineer in Residence | $50,000 |
| Wichita Symphony | ||||||
| 225 W Douglas Ste 207 | Wichita | KS | 67202 | PC | charitable contribution | $100,000 |
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | Organ Series Fund | $16,039 |
| Music Theatre Wichita | ||||||
| 225 W Douglas Ste 202 | Wichita | KS | 67202 | PC | charitable contribution | $10,000 |
| Las Vegas Metropoltan Police Foundation | ||||||
| 7175 Bermuda Roaad | Las Vegas | NV | 89119 | PC | charitable contribution | $30,000 |
| City Hall Carillon Fund | ||||||
| 7408 E Pagent Lane | Wichita | KS | 67206 | PC | charitable contribution | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,039 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Music Theatre Wichita | ||||||
| 225 W Douglas Ste 202 | Wichita | KS | 67202 | PC | charitable contribution | $10,000 |
| Wichita Symphony | ||||||
| 225 W Douglas Ste 207 | Wichita | KS | 67202 | PC | charitable contribution | $100,000 |
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | college of engineering | $172,500 |
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | college of fine arts | $97,500 |
| Wichita State University | ||||||
| 1845 Fairmount | Wichita | KS | 67260 | PC | organ series | $10,500 |
| City Hall Carillon Fund | ||||||
| 7408 E Pagent Lane | Wichita | KS | 67206 | PC | charitable contribution | $4,000 |
| Los Angeles Fire Dept Foundation | ||||||
| 1700 Stadium Way Ste 100 | Los Angeles | CA | 90012 | PC | charitable contribution | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $404,500 | TotalGrantOrContriApprvFutAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accounting fees | $87,798 | $87,798 | $43,899 |
| Bookkeeping fees | $43,800 | $43,800 | $21,900 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| 12152023 | ||||||
| capital income bldr LTCG | 2022-01 | p | 2023-12 | $389 | $389 | |
| 12042023 | ||||||
| 247000 CD Mizuho Bank | 2023-10 | p | 2023-12 | $247,042 | $42 | $247,000 |
| 12062023 | ||||||
| 247000 CD Beal Bank | 2023-10 | p | 2023-12 | $247,042 | $42 | $247,000 |
| 03152024 | ||||||
| Blue Owl Cap STCG | 2024-03 | p | 2024-03 | $36 | $36 | |
| 09122024 | ||||||
| 31447 sh intl bfst stars | 2023-07 | p | 2024-09 | $348,276 | $33,806 | $314,470 |
| 08072024 | ||||||
| 205 sh McDonalds | 2015-07 | p | 2024-08 | $55,647 | $35,376 | $20,271 |
| 01262024 | ||||||
| 16500 R2000 Stepup | 2021-01 | p | 2024-01 | $148,850 | -$16,150 | $165,000 |
| 10102024 | ||||||
| 45000 sh sxse stars | 2023-09 | p | 2024-10 | $509,175 | $59,175 | $450,000 |
| 10112024 | ||||||
| 45000 sh sp500 stars | 2023-09 | p | 2024-10 | $500,400 | $50,400 | $450,000 |
| 09072024 | ||||||
| other sales | 2021-01 | p | 2024-09 | $2,739,879 | $639,670 | $2,100,209 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Merrill Lynch 02189 | FMV | $721,241 | $716,633 |
| Merrill Lynch 04004 | FMV | $6,001,358 | $7,679,352 |
| Wells Fargo Inv | FMV | $869,143 | $1,357,583 |
| FMV | |||
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| FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $1,536 | LegalFeesAmt |
| Adjusted Net Income | $1,536 | AdjustedNetIncomeAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerald Tanaka | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $472,411 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Advisory fees | $35,065 | $35,065 |
| Trade commissions | $7,474 | $7,474 |
| Depositor bank fee | $7 | $7 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Federal taxes | $4,962 | $4,962 |
| Foreign tax | $122 | $122 |
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