BELLDEGRUN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BELLDEGRUN FAMILY FOUNDATION INC (EIN 47-5149323)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202313219349100001
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T23:06:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 475149323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLDEGRUN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AZZEDINE FINLEY | InCareOfNm |
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 3104710457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST SUITE 1940 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH BRADLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3104710457 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSH | PersonFirstNm |
| Person Last | BRADLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGGORY J HUTCHINS | PreparerPersonNm |
| PTIN | P00365150 | PTIN |
| Phone | 8053748555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $31,853,298 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $771,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $627,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$325,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,408,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$532,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $445,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,440 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $7,106 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,106 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,239 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,619 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $646,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $548,244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $97,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $501 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,861 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $659,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $556,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,741,743 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,741,743 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,401,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $556,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,850,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,956,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,158 | CashBOYAmt |
| Cash EOY | $303,043 | CashEOYAmt |
| Cash EOYFMV | $303,043 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,280,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $384,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $384,549 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,246,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,751,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,751,673 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,974,259 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,994,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,994,109 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,204,479 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,419,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,419,924 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,756,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,853,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,853,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,756,217 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,853,298 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,756,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,853,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,756,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,853,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,756,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,956,008 | ExcessRevenueOverExpensesAmt |
| Subtotal | $37,800,209 | SubtotalAmt |
| Other Decreases | $5,946,911 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,853,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,584,269 | $2,790,254 | -$205,985 | -$205,985 |
| PUBLICLY TRADED SECURITIES | P | $4,653,824 | $4,904,053 | -$250,229 | -$250,229 |
| WASH SALE LOSS DISALLOWED | P | $22,024 | $0 | $22,024 | $22,024 |
| LOSS ON DISPOSAL OF MELVIN CAPITAL LP | P | $0 | $16,174 | -$16,174 | -$16,174 |
| CAPITAL GAIN DIVIDENDS | P | $148,621 | |||
| CAPITAL GAIN DIVIDENDS | P | $148,621 | |||
| CAPITAL GAIN DIVIDENDS | P | $148,621 | |||
| CAPITAL GAIN DIVIDENDS | P | $148,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$301,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,139 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,639 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,639 | OverpaymentAmt |
| Applied To ES Tax | $11,639 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AZZEDINE FINLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104714372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST SUITE 1940 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Rebecka Belldegrun | ||||||||
| 2049 CENTURY PARK EAST SUITE 1940 | LOS ANGELES | CA | 90067 | Director and President | 2.0 | $0 | $0 | $0 |
| Dr Arie Belldegrun | ||||||||
| 2049 CENTURY PARK EAST SUITE 1940 | LOS ANGELES | CA | 90067 | Director and Vice-President | 2.0 | $0 | $0 | $0 |
| JOSH BRADLEY | ||||||||
| 2049 CENTURY PARK EAST SUITE 1940 | LOS ANGELES | CA | 90067 | CFO and Secretary | 2.0 | $0 | $0 | $0 |
| AVIS BOHLEN | ||||||||
| 2049 CENTURY PARK EAST SUITE 1940 | LOS ANGELES | CA | 90067 | Secretary | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bellco Capital Advisors Inc | |||||
| 2049 Century Park East Ste 1940 | LOS ANGELES | CA | 90067 | CONSULTING | $487,500 |
| Pure Communications Inc | |||||
| 1838 SIR TYLER DRIVE SUITE 204 | WILLMINGTON | NC | 28405 | MARKETING | $97,990 |
| Goldman Sachs & Company | |||||
| 2121 AVENUE OF THE STARS SUITE 260 | LOS ANGELES | CA | 90067 | INVESTMENT MGMT | $60,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,130,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,332,121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,108,524 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,108,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $526,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,581,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,729,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,729,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,729,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,729,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,729,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,850,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,850,183 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,729,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,191 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,850,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,191 | AppliedToYear1Amt |
| Applied To Current Year | $1,729,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,897 | RemainingDistriFromCorpusAmt |
| Total Corpus | $110,897 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $110,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $110,897 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARIE S REBECKA R BELLDEGRUN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRENTWOOD SCHOOL | |||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING SUPPORT | $750,000 |
| THE INTL CENTRE FOR MISSING & EXPLOITED CHILDREN | |||||||
| 2318 MILL ROAD NO 1010 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING SUPPORT | $7,000 |
| Global Giving Foundation | |||||||
| 462 n green bay rd | waukegan | IL | 60085 | NONE | PC | GENERAL OPERATING SUPPORT | $13,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD 234-6 | PASADENA | CA | 91125 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| Mass General Brigham Incorporated | |||||||
| 399 revolution drive no 645 | somerville | MA | 02145 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $125,000 |
| National Center for Family Philanthropy Inc | |||||||
| 1667 k street nw no 550 | washington | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| TRUSTEE OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE ROOM 305 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 Wilshire Blvd | Los Angeles | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| Park East Synagogue | |||||||
| CONGREGATION ZICHRON EPHRAIM 164 E | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Society for Immunotherapy of Cancer Inc | |||||||
| 555 E WELLS STREET | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| American Academy of Dermatology | |||||||
| 9500 bryn mawr ave 500 | rosemont | IL | 60018 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| Melanoma Research Alliance Foundation | |||||||
| 1101 new york ave nw ste 620 | washington | DC | 20005 | NONE | SO I | GENERAL OPERATING SUPPORT | $5,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW NO 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $126,243 |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC | |||||||
| 6250 forest lawn drive | los angeles | CA | 90068 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| Womens Guild Cedars Sinai Medicial Center | |||||||
| 8700 beverly blvd no 2416 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 |
| Suomi-Koulu Los Angeles Inc | |||||||
| po box 10383 | costa mesa | CA | 92627 | none | PC | GENERAL OPERATING SUPPORT | $2,000 |
| American Friends of the Israel Philharmonic INC | |||||||
| 122 east 42nd street suite 4507 | new york | NY | 10168 | none | PC | GENERAL OPERATING SUPPORT | $30,000 |
| Technoserve Inc | |||||||
| 1777 north kent street no 1100 | arlington | VA | 22209 | none | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,741,743 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$325,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $445,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,540 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,239 | Amt |
| Net Investment Income | $2,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,619 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | BELLDEGRUN FAMILY FOUNDATION, INC. HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED HIGH YIELD BOND FUND | $238,003 | $238,003 |
| GOLDMAN SACHS - SEE STMT ATTAC | $243,616 | $243,616 |
| GOLDMAN SACHS - SEE STMT ATTAC | $5,530,230 | $5,530,230 |
| GS HIGH YIELD FLOATING RATE | $982,260 | $982,260 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,702.97 SHS ARTISIAN: DYNAMIC | $1,037,991 | $1,037,991 |
| DJ GBL EX-US SELECT REAL ESTA | $0 | $0 |
| GS GQG PARTNERS INTERNATIONAL | $1,021,982 | $1,021,982 |
| FTSE EMERGING MARKETS INDEX | $0 | $0 |
| MSCI EAFE HEDGED EQUITY INDEX | $1,444,162 | $1,444,162 |
| MSCI US REIT INDEX FUND (VANGU | $454,877 | $454,877 |
| RUSSELL 2000 INDEX FUND (ISHA | $666,578 | $666,578 |
| ISHARES S&P 500 INDEX FUND | $9,240,431 | $9,240,431 |
| RUSSELL 1000 VALUE INDEX FUND | $484,673 | $484,673 |
| BLACKROCK ADVANTAGE SMALL CAP | $672,004 | $672,004 |
| S&P ENERGY SELECT SECTOR INDEX | $728,975 | $728,975 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STONE RIDGE REIS | FMV | $0 | $0 |
| WEST STREET STRATEGIC SOLUTION | FMV | $548,139 | $548,139 |
| D1 CAPITAL PARTNERS | FMV | $3,268,205 | $3,268,205 |
| MELVIN CAPITAL LP | FMV | $0 | $0 |
| GORDONMD LONG BIASED OFFSHORE | FMV | $1,870,102 | $1,870,102 |
| ECOR1 CAPITAL OFFSHORE FUND | FMV | $1,799,447 | $1,799,447 |
| WEST STREET MEZZANINE PARTNERS | FMV | $292,859 | $292,859 |
| 8478 MELROSE AVENUE LLC | FMV | $500,000 | $500,000 |
| SHAMROCK CAPITAL | FMV | $305 | $305 |
| DRAGONEER OPP. OFFSHORE FEEDER | FMV | $140,867 | $140,867 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,106 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,106 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $5,946,911 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $725 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$532,160 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $487,500 | $487,500 | |
| MARKETING | $97,990 | $97,990 | |
| INVESTMENT MANAGEMENT FEES | $60,744 | $60,744 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $0 | $5,861 |
| STATE TAXES | $501 |
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