THE DAVID WILLIAM UPHAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID WILLIAM UPHAM FOUNDATION (EIN 95-4652179)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-28
- IRS object ID
- 202342719349100754
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-28T19:47:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953169005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARABEDIAN HALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD SUITE 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | 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 | 954652179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID WILLIAM UPHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2133807130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A HARABEDIAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2133807130 | PhoneNum |
| Signature | 2023-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HARABEDIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | ALLEN J FREIMAN | PreparerPersonNm |
| PTIN | P00167269 | PTIN |
| Phone | 2133807130 | 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 | $65,834,312 | 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 | $27,148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,148 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27,148 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,203,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,203,515 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,203,515 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,159,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,126,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$928,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,230,663 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,230,663 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $330,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $82,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $247,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,038 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,112 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $23,601 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,701 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $59 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,621 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $28,089 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $721,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $715,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,954 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,162,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $835,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $326,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,830,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,830,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,992,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $835,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,156,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,921,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $394,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,230,663 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $165,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,233 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $125 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $125 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $125 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $77,942,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,640,954 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,640,954 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $78,108,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,834,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,834,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,108,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,834,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,108,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,834,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,108,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,834,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,108,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,921,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,476 | OtherIncreasesAmt |
| Subtotal | $74,189,523 | SubtotalAmt |
| Other Decreases | $8,355,211 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,834,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRS 7270-BANK AMER CORP INC | P | 2021-08-23 | 2022-07-07 | $36,717 | $47,375 | -$10,658 | -$10,658 |
| FRS 7270-NIKE INC CL B | P | 2021-10-26 | 2022-10-25 | $101,677 | $181,812 | -$80,135 | -$80,135 |
| FRS 7270-QUALCOMM INC COM | P | 2022-02-24 | 2022-11-22 | $155,037 | $208,238 | -$53,201 | -$53,201 |
| FRS 7270-TEXAS INSTRS INC COM | P | 2021-07-15 | 2022-05-24 | $45,242 | $50,609 | -$5,367 | -$5,367 |
| FRS 7270-COVERED SUMMARY | P | 2020-01-01 | 2022-12-31 | $2,180,605 | $1,850,935 | $329,670 | $329,670 |
| CSCH 2206-NON COVERED SUMMARY | P | 2018-01-01 | 2022-12-31 | $1,720,593 | $3,351,506 | -$1,630,913 | -$1,630,913 |
| JPM 0968-NETFLIX INC | P | 2022-03-30 | 2022-04-21 | $263,615 | $460,482 | -$196,867 | -$196,867 |
| JPM 0968-SALESFORCE INC | P | 2022-08-25 | 2022-12-21 | $74,282 | $97,723 | -$23,441 | -$23,441 |
| JPM 0968-SHOPIFY IN | P | 2022-02-02 | 2022-12-14 | $38,340 | $88,033 | -$49,693 | -$49,693 |
| JPM 0968-NON COVERED SUMMARY | P | 2018-12-20 | 2022-12-21 | $1,506,276 | $1,947,694 | -$441,418 | -$441,418 |
| SALE OF NEWPORT TRAILER | P | 1968-01-01 | 2021-05-26 | $125 | $125 | $125 | |
| CAPITAL GAINS DIVIDENDS | P | $3,520 | $3,520 | $3,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,158,378 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$419,362 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,489 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,489 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,489 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,631 | OverpaymentAmt |
| Applied To ES Tax | $20,000 | AppliedToESTaxAmt |
| Refund | $21,631 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARABEDIAN HALL CO | IndividualWithBooksNm |
| Phone | 2133807130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD SUITE 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT A HARABEDIAN | ||||||||
| 3550 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900102409 | DIRECTOR | 1.00 | $165,000 | $0 | $0 |
| WILLARD M REISZ | ||||||||
| 3224 DONA EMILIA DRIVE | STUDIO CITY | CA | 91436 | DIRECTOR | 1.00 | $165,000 | $0 | $0 |
| SUSAN E BENDER | ||||||||
| 3550 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900102409 | SECRETARY | 4.00 | $36,150 | $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 | $66,091,187 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,943,971 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,408,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,408,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,026,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,382,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,369,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,369,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,489 | TotalTaxAmt |
| Distributable Before Adj | $3,363,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,363,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,363,613 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,156,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,156,356 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,363,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,135,314 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,156,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,135,314 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,342,571 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-11-03 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDRENS CANCER RESEARCH | $10,000 |
| BOYS AND GIRLS CLUB OF SAN FERNANDO VALLEY | |||||||
| 11251 GLENOAKS BLVD | PACOIMA | CA | 91601 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY OUTREACH | $30,000 |
| CENTER THEATER GROUP | |||||||
| 691 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO SUPPORT THEATER COMMUNITY OUTREACHTO SUPPORT COMMUNITY OUTREACH | $40,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $50,000 |
| DISABLED SPORTS EASTERN SIERRA | |||||||
| PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR DISABLED PERSONS | $25,000 |
| GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL | |||||||
| 426 ENCINAL STREET | SANTA CRUZ | CA | 95060 | NOT APPLICABLE | EXEMPT | TO SUPPORT EDUCATIONAL SERVICES | $25,000 |
| INTERVENTION CENTER FOR EARLY CHILDHOOD | |||||||
| 17461 DERIAN AVE SUITE 114 | IRVINE | CA | 92614 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH DEVELOPMENTAL DELAYS | $75,000 |
| JEWISH FAMILY SERVICE OF LA | |||||||
| 330 N FAIRFAX | LOS ANGELES | CA | 90036 | NOT APPLICABLE | EXEMPT | TO SUPPPORT COMMUNITY OUTREACH | $30,000 |
| ONE ATTA TIME | |||||||
| PO BOX 857 | QUINCY | CA | 95971 | NOT APPLICABLE | EXEMPT | TO PROVIDE FAMILIES ACCESS TO CLEAN AND SAFE DRINKING WATER | $50,000 |
| LA FAMILY HOUSING FOUNDATION | |||||||
| 7843 LANKERSHIM BLVD | HOLLYWOOD | CA | 91605 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOUSING FOR HOMELESS & POOR | $25,000 |
| LACBA COUNSEL FOR JUSTICE | |||||||
| PO BOX 55020 | LOS ANGELES | CA | 90055 | NOT APPLICABLE | EXEMPT | TO PROVIDE LEGAL SUPPORT FOR VETERANS | $27,500 |
| LAKEWOOD HIGH SCHOOL ODYSSEY BOOSTER CLUB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | EXEMPT | TO PROVIDE ACADEMIC SUPPORT FOR STUDENTS IN THE ODYSSEY PROGRAMTO PROVIDE ACADEMIC SUPPORT TO STUDENTS IN THE ODYSSEY PROGRAM | $20,000 |
| LIVE LIKE JOJO FOUNDATION | |||||||
| 22 ALCOTT PLACE | LAGUNA NIGUEL | CA | 92677 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH CHRONIC HEALTH ISSUES | $10,000 |
| LOS ANGELES PHILAHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO PROVIDE COMMUNITY SUPPORT | $25,000 |
| LOS ANGELES RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 NORTH BOUQUET CANYON ROAD | SAUGUS | CA | 91390 | NOT APPLICABLE | EXEMPT | TO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTSTO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTS | $30,000 |
| LUPUS LA FOUNDATION | |||||||
| 16000 VENTURA BLVD SUITE 520 | ENCINO | CA | 91436 | NOT APPLICABLE | EXEMPT | TO SUPPORT LUPUS RESEARCHTO SUPPORT LUPUS RESEARCH | $25,000 |
| MAMMOTH MOUNTAIN SKI PATROL ALUMNI ASSOCIATION | |||||||
| PO BOX 319 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR SKI PATROL AND RESCUE TEAMS | $10,000 |
| MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | EXEMPT | TO SUPPORT PASTOR TRAINING | $150,000 |
| NEWPORTMESA PROLITERACY | |||||||
| 1000 AVOCADO AVENUE | NEWPORT BEACH | CA | 92660 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY LITERACY INITIATIVES | $10,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NOT APPLICABLE | EXEMPT | TO SUPPORT ANTI-DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL | $25,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO PROVIDE FOOD DELIVERY FOR THE ILL | $55,000 |
| REDONDO UNION HIGH SCHOOL ASB | |||||||
| ONE SEA HAWK WAY | REDONDO BEACH | CA | 90277 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE GIRLS BASKETBALL AND VOLLEYBALL PROGRAMS | $10,000 |
| SAN DIEGO ZOOLOGICAL SOCIETY | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NOT APPLICABLE | EXEMPT | TO SUPPORT ZOO INITIATIVESTO SUPPORT AMBASSADOR PROGRAM | $25,000 |
| ASSISTANCE LEAGUE OF LOS ANGELES | |||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO FUND THE BRIGHT FUTURE SCHOLARSHIP PROGRAM | $25,000 |
| SKYHAWK BASEBALL BOOSTER CLUB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT SKYHAWK BASEBALL | $5,000 |
| SMALL WONDERS FOUNDATION | |||||||
| PO BOX 480185 | LOS ANGELES | CA | 90048 | NOT APPLICABLE | EXEMPT | TO SUPPORT FUNDING FOR SURGERIES FOR CHILDRENTO SUPPORT SURGERIES FOR CHILDREN | $25,000 |
| SOUTH TAMARIND ELEMENTARY SCHOOL | |||||||
| 8561 TAMARIND AVENUE | FONTANA | CA | 92335 | NOT APPLICABLE | EXEMPT | TO SUPPORT FIRST GRADE STEM EDUCATION AND FIELD TRIPS | $7,500 |
| SUMMIT HIGH SCHOOL ASB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT GIRLS VOLLEYBALL, GIRLS BASKETBALL, GIRLS SOFTBALL & FUNDING FOR ATHLETIC TRAINER SUPPLIES | $20,000 |
| THE MASTER'S SEMINARY | |||||||
| 21726 PLACERITA CANYON ROAD | SANTA CLARITA | CA | 91321 | NOT APPLICABLE | EXEMPT | TO SUPPORT MINISTRY TRAINING | $400,000 |
| BEYOND BLINDNESS | |||||||
| 18542 VANDERLIP AVE STE B | SANTA ANA | CA | 92705 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDREN WITH VISUAL IMPAIRMENTS | $10,000 |
| BRITISH SCHOOLS & UNIVERSITIES FOUNDATION | |||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE MEMORIAL SCROLLS FOUNDATIONTO SUPPORT SUICIDE PREVENTION | $15,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NOT APPLICABLE | EXEMPT | TO PROVIDE MEALS TO COMMUNITIES AFEECTED BY NATURAL DISASTERS | $100,000 |
| GARDENA CARSON YMCA | |||||||
| 1000 ARTESIA BLVD | GARDENA | CA | 90248 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY PROGRAMS | $20,000 |
| THE BOOK TRUCK | |||||||
| 733 WALNUT AVENUE | LONG BEACH | CA | 90813 | NOT APPLICABLE | EXEMPT | TO SUPPORT LITERACY SERVICES TO UNDERSERVED YOUTH | $5,000 |
| WALLACE RHEUMATIC DISEASES FOUNDATION | |||||||
| 8737 BEVERLY BLVD STE 210 | WEST HOLLYWOOD | CA | 90048 | NOT APPLICABLE | EXEMPT | TO SUPPORT TREATMENTS FOR AUTOIMMUNE RHEUMATIC DISEASES | $25,000 |
| WCSMFTEAM TO WIN | |||||||
| 1200 ROSECRANS AVE STE 208 | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | EXEMPT | TO SUPPORT INNER CITY HIGH SCHOOL ATHLETES WITH FREE SPORTS MEDICINE CARE | $25,000 |
| SMILING GECKO USA INC | |||||||
| 115 SUTTON STREET | BROOKLYN | NY | 11222 | NOT APPLICABLE | EXEMPT | TO FUND LIBRARY AND READING DEVELOPMENT | $25,000 |
| PATIENT SCIENCE | |||||||
| 68 PUTNAM STREET | WATERTOWN | MA | 02472 | NOT APPLICABLE | EXEMPT | TO SUPPORT PATIENT SCIENTIST THINK TANK WORKING ON DEBILITATING DISEASES | $25,000 |
| JUSTIN TURNER FOUNDATION | |||||||
| 3940 LAUREL CANYON BLVD STE 1384 | STUDIO CITY | CA | 91604 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOMELESS VETERANS | $10,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90051 | NOT APPLICABLE | EXEMPT | TO SUPPORT UNDERSERVED YOUTH | $25,000 |
| LAKEWOOD HIGH SCHOOL ASB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | EXEMPT | TO SUPPORT LAKEWOOD LACROSSE | $12,500 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE POOR AND NEEDY | $40,000 |
| GRACE CHURCH | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | EXEMPT | TO PROVIDE FAMILIES ACCESSIBLE, PROFESSIONAL AND CHRISTIAN EDUCATION | $20,000 |
| FISH FOR LIFE | |||||||
| 42 CALLE AMENO | SAN CLEMENTE | CA | 92672 | NOT APPLICABLE | EXEMPT | TO SUPPORT FISHING TRIPS FOR CHILDREN WITH SPECIAL NEEDS | $10,000 |
| THE EXCEPTIONAL CHILDRENS FOUNDATION | |||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NOT APPLICABLE | EXEMPT | TO SUPPORT SERVICES FOR YOUNG CHILDREN, STUDENTS & ADULTS WITH SPECIAL NEEDS | $17,500 |
| ANAHEIM DUCKS FOUNDATION | |||||||
| 2695 EAST KATELLA AVENUE | ANAHEIM | CA | 92806 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOCKEY IS FOR EVERYONE PROGRAMMING FOR ATHLETES WITH DISABILITIES | $25,000 |
| CAMP HESS KRAMER | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE REBUILDING OF THE WILSHIRE BOULEVARD TEMPLE CAMPS | $30,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY FOUNDATION | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $25,000 |
| EDUCATING STUDENTS TOGETHER | |||||||
| 13101 W WASHINGTON BLVD STE 452 | LOS ANGELES | CA | 90066 | NOT APPLICABLE | EXEMPT | TO PROVIDE COLLEGE ACCESS ASSISTANCE TO FOSTER AND LOW INCOME YOUTH | $25,000 |
| JESSIE REES FOUNDATION | |||||||
| 9 STUDEBAKER | IRVINE | CA | 92618 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDREN WITH CANCER | $5,000 |
| THE RETINA VITREOUS FOUNDATION | |||||||
| PO BOX 10513 | BEVERLY HILLS | CA | 90213 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE STUDY OF DISEASES OF THE RETINA | $15,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDREN WITH DEBILITATING ILLNESSES | $35,000 |
| LOS ANGELES LGBT CENTER | |||||||
| 1118 NORTH MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO SUPPORT SERVICES TO THE LGBT COMMUNITY | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,830,000 | 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 | $27,148 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,203,515 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,147 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,158,378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,147 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$927,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$928,862 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | TO PROVIDE SUFFICIENT FUNDS FOR MAKING GIFTS AND GRANTS TO FOSTER AND SUPPORT QUALIFIED CHARITABLE AND EDUCATIONAL ORGANIZATIONS. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WILLIAM UPHAM TRUST OF 2018 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ENTERPRISE PARTNERS K-1 | AssetDesc |
| Acquired | 2021-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Basis | $1,147 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$1,147 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | PART VIII OF FORM 990-PF, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | ROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND IS ALSO A PARTNER IN THE FIRM OF HARABEDIAN, HALL & CO., WHICH PROVIDES ACCOUNTING AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $15,331 DURING THE YEAR. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT | FMV | $63,179,737 | $63,179,737 |
| UPHAM TRUST | FMV | $1,115,056 | $1,115,056 |
| XANTHUS | FMV | $1,346,161 | $1,346,161 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Desc |
| Amt | $8,355,211 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $800 | $0 | $0 | $800 |
| INSURANCE - BUSINESS OWNERS | $1,734 | $434 | $0 | $1,300 |
| INSURANCE - UMBRELLA | $2,500 | $625 | $0 | $1,875 |
| INSURANCE - WORKERS' COMP | $700 | $175 | $0 | $525 |
| PAYROLL SERVICES EXPENSE | $1,695 | $424 | $0 | $1,271 |
| INVESTMENT FEES | $565,709 | $565,709 | $0 | $0 |
| OFFICE EXPENSE | $183 | $0 | $0 | $183 |
| XANTHUS K-1 (INVESTMENTS INTEREST EXPENSE) | $18,421 | $18,421 | $0 | $0 |
| XANTHUS K-1 (BUSINESS EXPENSE) | $57,081 | $57,081 | $0 | $0 |
| ENTERPRISE PARTNERS K-1 | $24 | $24 | $0 | $0 |
| ENTERPRISE PARTNERS K-1 (BUSINESS LOSS) | $72,843 | $72,843 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENTS | Desc |
| Amt | $2,476 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS MANAGEMENT | CategoryTxt |
| Amt | $23,601 | Amt |
| Net Investment Income | $5,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,701 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $1,779 | $1,779 | $0 | $0 |
| PAYROLL TAXES | $3,024 | $756 | $0 | $2,268 |
| FEDERAL TAXES | $34,428 | $8,607 | $0 | $25,821 |
| FOREIGN TAXES | $11,479 | $11,479 | $0 | $0 |
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