FRIEDA C FOX FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDA C FOX FAMILY FOUNDATION (EIN 95-4775770)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-26
- IRS object ID
- 202212699349100701
- Schema version
- 2021v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-26T07:28:29-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Six Flags Dr Suite 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | 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 | 954775770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDA C FOX FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 8185056777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN C FOX | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN C | PersonFirstNm |
| Person Last | FOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carroll Elizabeth Arnott | PreparerPersonNm |
| PTIN | P01965628 | PTIN |
| Phone | 8176498083 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $5,793,072 | 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 | $78,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,147 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $856,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,127 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $128,357 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,507 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,850 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $140 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,639 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,157 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,750 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,425 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,325 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,565 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,954 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,027 | CashBOYAmt |
| Cash EOY | $58,135 | CashEOYAmt |
| Cash EOYFMV | $58,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,710,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,710,008 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,686,192 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $2,778,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,375,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,375,918 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $120,477 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $177,698 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $177,698 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $379,790 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $471,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,313 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,097,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,793,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,793,072 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,850 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,263 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,263 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,086,447 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,774,809 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,086,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,774,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,097,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,793,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,086,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $818,342 | OtherIncreasesAmt |
| Subtotal | $5,774,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,774,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC. | P | 2020-04-21 | 2021-03-11 | $48,410 | $40,858 | $7,552 | $7,552 |
| ADVANCED MICRO DEVICES | P | 2020-08-27 | 2021-04-26 | $35,521 | $27,084 | $8,437 | $8,437 |
| APPLE INC. | P | 2020-04-21 | 2021-03-15 | $18,104 | $9,849 | $8,255 | $8,255 |
| BOEING CO | P | 2020-11-11 | 2021-01-13 | $46,943 | $44,981 | $1,962 | $1,962 |
| CAMBRIO SHAREHOLDER | P | 2021-06-14 | 2021-08-31 | $69,471 | $71,879 | -$2,408 | -$2,408 |
| DOCUSIGN INC. | P | 2020-08-11 | 2021-04-16 | $35,956 | $33,287 | $2,669 | $2,669 |
| FT RISING DIVIDEND ACHIEVERS | P | 2021-06-21 | 2021-08-31 | $22,420 | $21,860 | $560 | $560 |
| GENERAL ELECTRIC | P | 2021-01-27 | 2021-10-13 | $43,455 | $40,669 | $2,786 | $2,786 |
| INVESCO QQQ TRUST | P | 2020-08-20 | 2021-01-21 | $50,269 | $42,709 | $7,560 | $7,560 |
| JOHNSON & JOHNSHON | P | 2021-01-06 | 2021-01-22 | $18,040 | $17,497 | $543 | $543 |
| NVIDIA CORP | P | 2020-05-21 | 2021-03-10 | $15,408 | $10,500 | $4,908 | $4,908 |
| OKTA INC. | P | 2020-12-09 | 2021-06-10 | $16,351 | $18,014 | -$1,663 | -$1,663 |
| PAYPAL HOLDINGS | P | 2021-02-23 | 2021-11-29 | $26,825 | $35,988 | -$9,163 | -$9,163 |
| PFIZER INC. | P | 2020-07-01 | 2021-01-06 | $11,149 | $9,812 | $1,337 | $1,337 |
| SALESFORCE COM | P | 2021-01-19 | 2021-03-11 | $15,226 | $15,156 | $70 | $70 |
| SNOWFLAKE INC. | P | 2021-01-12 | 2021-03-09 | $11,388 | $14,476 | -$3,088 | -$3,088 |
| SOUTHWEST AIRLINES | P | 2020-12-04 | 2021-09-09 | $20,914 | $19,921 | $993 | $993 |
| SQUARE INC. | P | 2020-10-20 | 2021-01-06 | $23,143 | $18,598 | $4,545 | $4,545 |
| VANGUARD HIGH YIELD CORP. | P | 2020-01-01 | 2021-06-07 | $4,140 | $4,145 | -$5 | -$5 |
| VIATRIS INC. | P | 2020-07-01 | 2021-03-04 | $497 | $535 | -$38 | -$38 |
| WALT DISNEY INC. | P | 2021-03-25 | 2021-11-05 | $34,706 | $36,795 | -$2,089 | -$2,089 |
| CHEGG INC. | P | 2020-09-24 | 2021-11-03 | $10,037 | $20,101 | -$10,064 | -$10,064 |
| ISHARES ROBOT ARTIF. | P | 2020-01-17 | 2021-03-11 | $18,000 | $11,454 | $6,546 | $6,546 |
| PAYPAL HOLDINGS | P | 2020-09-23 | 2021-11-29 | $14,800 | $15,351 | -$551 | -$551 |
| SPDR S&P 500 ETF | P | 2020-08-20 | 2021-12-01 | $30,078 | $21,646 | $8,432 | $8,432 |
| THE HERSHEY CO | P | 2015-07-08 | 2021-02-15 | $20,000 | $26,103 | -$6,103 | -$6,103 |
| VANGUARD HIGH YIELD CORP. | P | 2020-08-20 | 2021-06-07 | $91,422 | $91,540 | -$118 | -$118 |
| VANGUARD TOTAL INTER'L | P | 2020-01-17 | 2021-06-07 | $4,100 | $4,092 | $8 | $8 |
| WELLS FARGO & CO | P | 2014-11-17 | 2021-03-31 | $100,000 | $104,777 | -$4,777 | -$4,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,096 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,155 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,155 | SubtotalAmt |
| Tax Based On Investment Income | $1,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $159 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | WWW.FCFOX.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACF PROPERTY MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185056777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| ALAN C FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | President | 3.00 | $0 | |
| CATHY REYNOLDS | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Treasurer | 1.00 | $0 | |
| ALEXIS MARION | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Secretary | 30.00 | $81,200 | $6,677 |
| HEATHER FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| CAROLYN FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| LAUREN HUNSAKER | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| CONNIE LORICK | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 20.00 | $40,560 | |
| NANCY MILLER | |||||||
| 12411 VENTURE BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| DAVEEN FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTS EDUCATIONAL AND YOUTH DEVELOPMENT PROGRAMS IN LOS ANGELES AND SANTA CRUZ COUNTIES WITH CASH GRANTS, TECHNICAL ASSISTANCE, AND MISSION RELATED INVESTMENTS.THE FOUNDATION ALSO SUPPORTS YOUTH PHILANTHROPY AND GRANTMAKING THROUGH ITS NATIONAL PROGRAM. | Description1Txt |
| Expenses1 | $211,316 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,525,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,545,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,434,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,434,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,352,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,155 | TotalTaxAmt |
| Distributable Before Adj | $266,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,316 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,316 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,484 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $382,885 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,912 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $681,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,316 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $211,316 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $55,168 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,168 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $626,238 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $327,717 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $298,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,609 | ExcessFromYear4Amt |
| Excess From Year3 | $46,912 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EMPOWHER INSTITUTE | |||||||
| 6109 S WESTERN AVE 105 | LOS ANGELES | CA | 90047 | NONE | PC | MENTORING | $1,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION | $2,000 |
| NEWS LITERACY PROJECT | |||||||
| 5335 WISCONSIN AVE | WASHINGTON | DC | 20015 | NONE | PC | EDUCATION | $3,000 |
| LEADERS READERS NETWORK | |||||||
| 327 LAKE RIDGE RD | CANYON | TX | 79015 | NONE | PC | EDUCATION | $5,000 |
| SHIELD FOR FAMILIES | |||||||
| 11601 S WESTERN AVE | LOS ANGELES | CA | 90047 | NONE | PC | MENTAL HEALTH | $15,000 |
| UNCOMMON GOOD | |||||||
| 211 W FOOTHILL BLVD | CLAREMONT | CA | 91711 | NONE | PC | MENTAL HEALTH | $15,000 |
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | NONE | PC | EDUCATION | $15,000 |
| GET LIT-WORDS IGNITE | |||||||
| 627 S LAFAYETTE PARK PLACE | LOS ANGELES | CA | 90057 | NONE | PC | EDUCATION | $15,000 |
| LAS FOTOS PROJECT | |||||||
| 1000 N ALAMEDA ST 240 | LOS ANGELES | CA | 90012 | NONE | PC | TECHNOLOGY | $15,000 |
| MY FRIEND'S PLACE | |||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | NONE | PC | HOMELESSNESS | $15,000 |
| CENTRAL CITY NEIGHBORHOOD PARTNERS | |||||||
| 501 S BIXEL ST | LOS ANGELES | CA | 90017 | NONE | PC | EDUCATION | $1,000 |
| SKY'S THE LIMIT FUND | |||||||
| 510A VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,147 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $134,127 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,127 | 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 | $2,700 | Amt |
| Net Investment Income | $810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,890 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN INCOME I | $132,655 | $132,655 |
| VANGUARD EMERGING MARKETS | $45,043 | $45,043 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC. | $73,718 | $73,718 |
| ADVANCED MICRO DEVICE | $139,583 | $139,583 |
| ALPHABET INC. | $52,085 | $52,085 |
| AMAZON.COM INC. | $70,021 | $70,021 |
| APPLE INC. | $182,542 | $182,542 |
| CHEWY INC. | $8,845 | $8,845 |
| COSTCO WHOLESALE CO | $36,333 | $36,333 |
| HOME DEPOT | $33,201 | $33,201 |
| ETSY INC. | $68,090 | $68,090 |
| LOWES COS INC. | $27,916 | $27,916 |
| MICROSOFT CORP. | $102,577 | $102,577 |
| NVIDIA CORP | $123,526 | $123,526 |
| RIVIAN AUTOMOTIVE INC. | $10,369 | $10,369 |
| STARBUCKS CORP. | $11,697 | $11,697 |
| TESLA INC. | $250,457 | $250,457 |
| INVESCO QQQ TRUST | $568,925 | $568,925 |
| ISHARE ROBOT ARTIF INTEL | $22,759 | $22,759 |
| INSHARES MSCI USA ESG | $572,475 | $572,475 |
| SPDR S&P SEMICONDUCTOR | $169,475 | $169,475 |
| SPIDER S&P 500 ETF | $488,734 | $488,734 |
| VANECK VECTORS VIDEO | $15,566 | $15,566 |
| VANGUARD SMALL CAP | $39,732 | $39,732 |
| VANGUARD TOTAL | $48,653 | $48,653 |
| FT RISING DIVIDENT | $258,639 | $258,639 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALIGN IMPACT FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $471,313 | BookValueAmt |
| EOYFMV | $471,313 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOVERNMENT FEES AND TAXES | $25 | $8 | $17 |
| INFORMATION TECHNOLOGY | $3,880 | $1,164 | $2,716 |
| INSURANCE | $1,530 | $459 | $1,071 |
| INVESTMENT MANAGEMENT FEES | $5,012 | $5,012 | |
| OFFICE EXPENSES | $55 | $17 | $39 |
| SUBSCRIPTIONS AND DUES | $3,015 | $905 | $2,111 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,787 | ||
| PAYROLL TAXES | $8,796 | $2,639 | $6,157 |
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