BICKERSTAFF FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BICKERSTAFF FAMILY FOUNDATION (EIN 95-4819633)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202201269349100240
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T15:47:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK E 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954819633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BICKERSTAFF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BICK | BusinessNameControlTxt |
| Phone | 3105520960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN BICKERSTAFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105520960 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GLEN | PersonFirstNm |
| Person Last | BICKERSTAFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,618,416 | 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 | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,192,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,345,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,192,027 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,192,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,192,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $867 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $434 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,994 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,996 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,122,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,152,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,189,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,392 | CashBOYAmt |
| Cash EOY | $76,434 | CashEOYAmt |
| Cash EOYFMV | $76,434 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,480,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,513,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,541,982 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,550,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,590,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,618,416 | 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 | $1,550,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,590,081 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,550,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,590,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,550,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,590,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,550,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,590,081 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,590,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 AMAZON.COM INC | D | 2005-01-20 | 2021-02-23 | $3,110 | $42 | $3,068 | $3,068 |
| 20 AMAZON.COM INC | D | 2005-01-20 | 2021-02-23 | $62,160 | $846 | $61,314 | $61,314 |
| 29 AMAZON.COM INC | D | 2005-01-20 | 2021-02-23 | $90,132 | $1,227 | $88,905 | $88,905 |
| 30 AMAZON.COM INC | D | 2005-01-20 | 2021-02-23 | $94,560 | $1,270 | $93,290 | $93,290 |
| 200 SHOPIFY INC | D | 2019-05-15 | 2021-02-23 | $243,455 | $52,301 | $191,154 | $191,154 |
| 200 THE TRADE DESK INC | D | 2019-05-28 | 2021-02-23 | $149,600 | $40,511 | $109,089 | $109,089 |
| 20 AMAZON.COM INC | D | 2005-01-20 | 2021-06-16 | $68,114 | $846 | $67,268 | $67,268 |
| 11 AMAZON.COM INC | D | 2005-01-20 | 2021-06-25 | $37,435 | $466 | $36,969 | $36,969 |
| 27 AMAZON.COM INC | D | 2005-01-20 | 2021-06-25 | $91,885 | $1,143 | $90,742 | $90,742 |
| 62 AMAZON.COM INC | D | 2005-01-20 | 2021-06-25 | $210,995 | $2,624 | $208,371 | $208,371 |
| 200 SHOPIFY INC | D | 2019-05-15 | 2021-06-25 | $294,158 | $52,301 | $241,857 | $241,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,192,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,815 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,815 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,281 | OverpaymentAmt |
| Applied To ES Tax | $6,281 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GLEN BICKERSTAFF | IndividualWithBooksNm |
| Phone | 3105520960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH J BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| GLEN E BICKERSTAFF | ||||||||
| 3082 BURNEY PLACE | LOS ALAMITOS | CA | 90720 | SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,321,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,647,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,647,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,517,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $425,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,534 | TotalTaxAmt |
| Distributable Before Adj | $409,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $409,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $409,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,120,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $409,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $496,036 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $664,867 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $811,356 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,025,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,031,043 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,028,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,120,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $409,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $711,193 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,739,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $496,036 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,243,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $664,867 | ExcessFromYear4Amt |
| Excess From Year3 | $811,356 | ExcessFromYear3Amt |
| Excess From Year2 | $1,025,255 | ExcessFromYear2Amt |
| Excess From Year1 | $1,031,043 | ExcessFromYear1Amt |
| Excess From Current Year | $711,193 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBORAH J BICKERSTAFF | ContributingManagerNm |
| Contributing Manager | GLEN E BICKERSTAFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRISTIAN MISSIONARY FELLOWSHIP INTERNATIONAL | |||||||
| 4810 JEFFERSON ST | LANHAM | MD | 20706 | NONE | 501(C)(3) | CREATE DYNAMIC CHRIST-CENTERED COMMUNITIES THAT TRANSFORM THE WORLD | $17,500 |
| CSU FULLERTON | |||||||
| 2600 NUTWOOD AVE STE 275 | FULLERTON | CA | 92831 | NONE | 501(C)(3) | SUPPORT UNIVERSITY TO ACHIEVE EDUCATIONAL MISSION | $185,000 |
| CSULB 49ER FOUNDATION | |||||||
| 6300 E STATE UNIVERSITY DR STE 332 | LONG BEACH | CA | 90815 | NONE | 501(C)(3) | HELP BUILD STRONGER CAMPUS, COMMUNITY, AND WORLD | $60,000 |
| GLOBAL EMPOWERMENT MISSION INC | |||||||
| 1040 BISCAYNE RD | MIAMI BEACH | FL | 33131 | NONE | 501(C)(3) | PROVIDE RELIEF AID TO THE PEOPLE OF ALL GLOBAL REGIONS DISPLACED BY HURRICANES AND OTHER NATURAL DISASTERS | $50,000 |
| ILLUMINATION FOUNDATION | |||||||
| 1091 N BATAVIA ST | ORANGE | CA | 92867 | NONE | 501(C)(3) | TO PROVIDE MEALS, AFTER SCHOOL PROGRAMS, AND COUNSELING FOR CHILDREN IN HOMELESS FAMILIES. | $525,000 |
| MY FRIEND'S PLACE | |||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | NONE | 501(C)(3) | HELPING HOMELESS YOUNG PEOPLE AGES 12 TO 25 AND THEIR CHILDREN | $25,000 |
| THE ENTERTINAMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | CREATING AND SUPPORTING GROUNDBREAKING PROGRAMS AND CAMPAIGNS THAT RAISE AWARENESS AND FUNDS FOR ISSUES THAT AFFECT MILLIONS OF PEOPLE AROUND THE WORLD | $100,000 |
| THE MIRACULOUS LOVE KIDS | |||||||
| 5735 E SCRIVENER ST | LONG BEACH | CA | 90803 | NONE | 501(C)(3) | HELP CHILDREN IN POVERTY-STRICKEN AREAS & WAR ZONES W/ CLEAN WATER, FOOD, CLOTHES, SHELTER,MEDICINE | $25,000 |
| VANGUARD CANCER FOUNDATION | |||||||
| 750 E 29TH ST | LONG BEACH | CA | 90806 | NONE | 501(C)(3) | CANCER RESEARCH FUNDING AND PAYMENT ASSISTANCE FOR CHEMOTHERAPY FOR LOW-INCOME PATIENTS | $100,000 |
| WATER UNDERGROUND | |||||||
| 3080 ARLOTTE AVE | LONG BEACH | CA | 90808 | NONE | 501(C)(3) | PROVIDE ACCESS TO CLEAN AND SAFE DRINKING WATER TO RURAL COMMUNITIES IN DEVELOPING NATIONS | $25,000 |
| WOMEN IN NEED | |||||||
| 5267 WARNER AVE 184 | HUNTINGTON BEACH | CA | 92649 | NONE | 501(C)(3) | TO HELP, EDUCATE, SUPPORT, AND EMPOWER VICTIMS OF ABUSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,122,500 | 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 | $29 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,192,027 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,192,056 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,192,056 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $3,265 | $1,633 | $1,632 |
| BOOKKEEPING FEES | $729 | $365 | $364 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INSTITUTIONAL | StockNm |
| EOY Book Value | $1,513,647 | EOYBookValueAmt |
| EOYFMV | $8,541,982 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $867 | LegalFeesAmt |
| Net Investment Income | $434 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $433 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $33 | $17 | $16 |
| LICENSE & PERMITS | $175 | $88 | $87 |
| BANK FEES | $56 | $3 | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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