MARA W BREECH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARA W BREECH FOUNDATION (EIN 95-4474892)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202211369349103786
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T13:42:46-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951759331PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON FOSTER FITZGERALD & BRENES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115200 W SUNSET BLVD 203AddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902723619ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954474892EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARA W BREECH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARABusinessNameControlTxt
Phone3108284748PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO DOCS 2120 WILSHIRE BL 400AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW L BREECHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108284748PhoneNum
Signature2022-04-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastBREECHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN B DARLING CPAPreparerPersonNm
PTINP00395074PTIN
Phone3104546545PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,265,329FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$151,065DividendsRevAndExpnssAmt
Dividends Net Invst Incm$151,065DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$568,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,822,210GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$568,494CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,442OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,442OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$721,001TotalRevAndExpnssAmt
Total Net Invst Incm$721,001TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,688OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,688OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$927TaxesRevAndExpnssAmt
Taxes Net Invst Incm$927TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$58,827OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$58,827OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,042TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,042TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$544,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$544,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$617,442TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,042TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$544,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$103,559ExcessRevenueOverExpensesAmt
Net Investment Income$647,959NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$954,998SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$343,811SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$343,811SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$544,902USGovernmentObligationsBOYAmt
US Government Obligations EOY$345,828USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$375,895USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,993,456CorporateStockBOYAmt
Corporate Stock EOY$4,211,109CorporateStockEOYAmt
Corporate Stock EOYFMV$7,699,810CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,069,738CorporateBondsBOYAmt
Corporate Bonds EOY$2,665,905CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,745,656CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$100,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,157OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,563,094TotalAssetsBOYAmt
Total Assets EOY$7,666,653TotalAssetsEOYAmt
Total Assets EOYFMV$11,265,329TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,563,094NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,666,653NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,563,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,666,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,563,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,666,653TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,563,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$103,559ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,666,653SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,666,653TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OPPENHEIMER...7489 VAR TRADESP2012-12-112021-12-01$442,000$442,000$0$0
OPPENHEIMER...8889 VAR TRADESP2021-04-192021-11-10$180,497$130,677$49,820$49,820
OPPENHEIMER...8889 VAR TRADESP2012-02-242021-12-20$1,182,933$681,039$501,894$501,894
CAPITAL GAINS DIVIDENDSP$16,780$16,780$16,780
FieldValueIRS element (for citing)
Capital Gain Net Income$568,494CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,007InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,007SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,007TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,560TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$4,452TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHNSON FOSTER FITZGERALD BRENESIndividualWithBooksNm
Phone3104546545PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115200 SUNSET BL 203AddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW L BREECH
2120 WILSHIRE BL 400SANTA MONICACA90403PRESIDENT0.00$0$0$0
DEBRA N BREECH
2120 WILSHIRE BL 400SANTA MONICACA90403TREASURER0.00$0$0$0
DEBRA N BREECH
2120 WILSHIRE BL 400SANTA MONICACA90403SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,320,252AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,320,252TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,320,252AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$169,804CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,150,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$557,522MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$557,522MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,007TaxBasedOnInvestmentIncomeAmt
Total Tax$9,007TotalTaxAmt
Distributable Before Adj$548,515DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$548,515DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$548,515DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$544,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$544,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$548,515DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,453ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,022ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,489ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,046ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$136,341TotalExcessDistributionCyovAmt
Qualifying Distributions$544,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$544,400AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,115ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,115ExcessDistributionCyovAppCYAmt
Total Corpus$132,226TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,338ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$126,888ExcessDistriCyovToNextYrAmt
Excess From Year4$17,022ExcessFromYear4Amt
Excess From Year3$34,489ExcessFromYear3Amt
Excess From Year2$24,046ExcessFromYear2Amt
Excess From Year1$51,331ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELLE DOHERTYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12120 WILSHIRE BL 400AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3108284748RecipientPhoneNum
Form And Info And MaterialsNAME AND MISSION OF ORGANIZATION; CONTACT INFORMATION; INDICATION OF TAX- EXEMPT STATUS; BRIEF DESCRIPTION OF PROJECT, TIME FRAME, TOTAL COST, PORTION REQUESTED FROM THE FOUNDATION; SUMMARY OF PROPOSED RESULTSFormAndInfoAndMaterialsTxt
Submission DeadlinesOCTOBER 31 FOR FUNDING IN THE SAME CALENDAR YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A NOISE WITHIN
3352 E FOOTHILL BLVDPASADENACA91107N/APUBLIC CHARITYTEACHER TRAINING$5,000
ACTORS' GANG
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AHA ATTITUDEHARMONYACHIEVEMENT
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ASSISTANCE LEAGUE OF SOUTHERN CA
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BLIND CHILDRENS' CENTER
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BLINK NOW
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BOY SCOUTS OF AMERICA
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CHILDREN'S ART VILLAGE-SEVALAYA
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CHIME INSTITUTE
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CLAREMONT GRADUATE UNIVERSITY
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CSUN FOUNDATION
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EARTH EXPLORERS
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EARTHROOTS
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EDGE FOUNDATION
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EMILY SHANE FOUNDATION
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ENNEAGRAM PRISON PROJECT
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FOWLER MUSEUM-UCLA
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FROSTIG CENTER
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GEFFEN PLAYHOUSE
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JOHN TRACY CLINIC
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LEAP
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LOS ANGELES COUNTY MUSEUM OF ART MUSEUM ASSOCIATES
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MAR VISTA FAMILY CENTER
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MIND RESEARCH INSTITUTE
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MISSOULA BUTTERFLY HOUSE
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NETWORK FOR TEACHING ENTREPRENEURSHIP
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NO LIMITS
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OVERLAND AVENUE ELEMENTARY SCHOOL
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PALISADES CHARTER
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PS SCIENCE
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RED HEN PRESS
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SANTA BARBARA SCHOOL OF SQUASH
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SCRIPPS COLLEGE
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SMILING CALM HEARTS OPEN OUR LEARNING
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ST MARY'S COLLEGE OF CALIFORNIA
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STANFORD CENTER TO SUPPORT EXCELLENCE IN TEACHING
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STAR EDUCATION
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SUNSAR MAYA
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TEACH FOR AMERICA
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THE WORLD IS JUST A BOOK AWAY
911 MONTANA AVE STE CSANTA MONICACA90403N/AEDUCATIONAL INSTITUTTEACHER TRAINING$20,000
TIERRA DEL SOL FOUNDATION
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TWO BIT CIRCUSTRASH FOR TEACHING
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UC BERKELEY GRADUATE SCHOOL OF EDUCATION
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UC SAN DIEGO-MATH FOR AMERICA
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UCLA SCHOOL OF LAW
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VISTA DEL MAR CHILD AND FAMILY SERVICES
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ZOOLOGICAL SOCIETY OF SAN DIEGO
P O BOX 120551SAN DIEGOCA921120551N/APUBLIC CHARITYTEACHER TRAINING$5,000
CENTER FOR CIVIC EDUCATION
5115 DOUGLAS FIR RD STE JCALABASASCA91302N/AEDUCATIONAL INSTITUTTEACHER TRAINING$5,000
CENTER FOR COUNCIL (COMMUNITY PARTNERS)
1000 NO ALAMEDA ST STE 240LOS ANGELESCA90012N/AEDUCATIONAL INSTITUTTEACHER TRAINING$5,000
CHILDREN'S INSTITUTE
2121 W TEMPLE STLOS ANGELESCA90026EDUCATIONAL INSTITUTTEACHER TRAINING$5,000
L A COUNTY MUSEUM OF NATURAL HISTORY
900 W EXPOSITION BLVDLOS ANGELESCA90007N/AEDUCATIONAL INSTITUTTEACHER TRAINING$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$544,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$151,065RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,442RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$568,494RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$721,001RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$721,001TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME FROM THE ENDOWMENT OF THE FOUNDATION IS USED TO
4AUGMENT THE AMOUNT OF FUNDS GRANTED TO QUALIFIED RECIPIENTS IN
4FULFILLING THE FOUNDATION'S EDUCATIONAL GOALS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,600Amt
Net Investment Income$4,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$2,665,905EOYBookValueAmt
EOYFMV$2,745,656EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPREFERRED AND COMMON STOCKStockNm
EOY Book Value$4,211,109EOYBookValueAmt
EOYFMV$7,699,810EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$345,828StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$375,895StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCERTIFICATES OF DEPOSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$100,000BookValueAmt
EOYFMV$100,157EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$58,747$58,747$0
BANK CHARGES$80$80$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
AMORTIZATION OF BOND PREMIUM-TIMING DIFFERENCE$1,257$1,257$1,257
MISC INCOME$185$185$185

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMINISTRATIVE SERVICESCategoryTxt
Amt$8,688Amt
Net Investment Income$8,688NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES--ATTORNEY GENERAL$75$75$0
FOREIGN TAXES ON INVESTMENT INCOME$852$852$0

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