BETA

JOHN AND NANCY EDWARDS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOHN AND NANCY EDWARDS FAMILY FOUNDATION (EIN 47-6494244)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-02
IRS object ID
202512759349100836
Schema version
2024v5.2
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)
Return2025-10-02T17:54:48-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463462919PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KKAJ LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127200 TOURNEY ROAD STE 475AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476494244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN AND NANCY EDWARDS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3108236773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1327 REES STREETAddressLine1Txt
CityPLAYA DEL REYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90293ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY EDWARDSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3108236773PhoneNum
Signature2025-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN FAUCETTE CPAPreparerPersonNm
PTINP01318684PTIN
Phone6617054222PhoneNum
Preparation2025-10-02PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,137,939FMVAssetsEOYAmt
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$405,495DividendsRevAndExpnssAmt
Dividends Net Invst Incm$405,495DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,741NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,862,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,741CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$55,469OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$55,469OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$458,767TotalRevAndExpnssAmt
Total Net Invst Incm$458,767TotalNetInvstIncmAmt
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$18,948AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$81,700OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$79,848OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,852OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,292TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,058OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$107,998TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,848TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,877TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$598,754ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$598,754ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$706,752TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,848TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$600,631TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$247,985ExcessRevenueOverExpensesAmt
Net Investment Income$378,919NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$148,902SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$123,156SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$123,156SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$9,741,487CorporateBondsBOYAmt
Corporate Bonds EOY$9,376,786CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,376,786CorporateBondsEOYFMVAmt
Other Investments BOY$4,547,657OtherInvestmentsBOYAmt
Other Investments EOY$5,637,997OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,637,997OtherInvestmentsEOYFMVAmt
Other Assets BOY$253OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$14,438,299TotalAssetsBOYAmt
Total Assets EOY$15,137,939TotalAssetsEOYAmt
Total Assets EOYFMV$15,137,939TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,787OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,787TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$14,438,299NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$15,136,152NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,438,299TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,136,152TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,438,299TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,137,939TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,438,299TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$247,985ExcessRevenueOverExpensesAmt
Other Increases$945,838OtherIncreasesAmt
Subtotal$15,136,152SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,136,152TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING -1838P2024-01-012024-12-31$201,512$167,276$34,236$34,236
PERSHING -1838P2023-12-312024-12-31$1,409,371$1,445,222-$35,851-$35,851
PERSHING -5801P2024-01-012024-12-31$2,670$2,360$310$310
PERSHING -5801P2023-12-312024-12-31$101,822$96,511$5,311$5,311
ALTERNATIVE INVESTMENTSP$42,607-$42,607-$42,607
CAPITAL GAINS DIVIDENDSP$147,342$147,342$147,342
FieldValueIRS element (for citing)
Capital Gain Net Income$108,741CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,267TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,480TotalPaymentsAndCreditsAmt
Es Penalty$81EsPenaltyAmt
Tax Due$1,868TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 AddressWWW.JANEFF.ORGWebsiteAddressTxt
Individual With BooksNANCY EDWARDSIndividualWithBooksNm
Phone3108236773PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1327 REES STREETAddressLine1Txt
CityPLAYA DEL REYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90293ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R EDWARDS
327 REES STPLAYA DEL REYCA90293TRUSTEE1.00$0$0$0
NANCY ELLIN-EDWARDS
327 REES STPLAYA DEL REYCA90293TRUSTEE1.00$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$14,651,946AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,502AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,782,448TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,782,448AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$221,737CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,560,711NetVlNoncharitableAssetsAmt
Minimum Investment Return$728,036MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$728,036MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,267TaxBasedOnInvestmentIncomeAmt
Total Tax$5,267TotalTaxAmt
Distributable Before Adj$722,769DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$722,769DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$722,769DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$600,631ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$600,631QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$722,769DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$127,211ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$737,890ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$915,027ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$795,134ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,575,262TotalExcessDistributionCyovAmt
Qualifying Distributions$600,631QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$600,631AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$122,138ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$122,138ExcessDistributionCyovAppCYAmt
Total Corpus$2,453,124TotalCorpusAmt
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$5,073ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,448,051ExcessDistriCyovToNextYrAmt
Excess From Year4$737,890ExcessFromYear4Amt
Excess From Year3$915,027ExcessFromYear3Amt
Excess From Year2$795,134ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE SUITE 900WASHINGTONDC20003NONENCTO SUPPORT ONGOING OPERATIONS OF THE AFRICAN WILDLIFE FOUNDATION$12,000
AIRPORT MARINA COUNSELING
7891 LA TIJERA BOULEVARDLOS ANGELESCA90045NONENCTO SUPPORT THE PROGRAMS OF AIRPORT MARINA COUNSELING SERVICE, INCLUDING THEIR CLINIC AND THEIR 32ND ANNUAL "JET TO JETTY" RACE FOR MENTAL HEALTH$134,300
AMERICAN RED CROSS
11355 OHIO AVENUELOS ANGELESCA90025NONENCTO SUPPORT ONGOING OPERATIONS OF THE AMERICAN RED CROSS$12,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802NONENCTO SUPPORT THE ONGOING EFFORTS OF THE AQUARIUM OF THE PACIFIC TO CONSERVE AND BUILD NATURE AND NATURES SERVICES$15,000
CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION
1401 SOUTH GRAND AVELOS ANGELESCA90015NONENCCARE FOR THOSE WHO LIVE, WORK, AND PLAY IN LOS ANGELES$5,000
CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONENCDEFEND AMERICA'S HERITAGE OF INDIVIDUAL LIBERTY, FREE MARKETS, AND CONSTITUTIONALLY LIMITED GOVERNMENT.$5,000
EL SEGUNDO EDUCATION FOUNDATION
641 SHELDON STEL SEGUNDOCA90245NONENCPROVIDE FINANCIAL SUPPORT FOR EL SEGUNDO UNIFIED SCHOOL DISTRICT SCHOOLS, TEACHERS, AND STUDENTS.$11,000
EL SEGUNDO LITTLE LEAGUE
PO BOX 112 NO 200EL SEGUNDOCA90245NONENCPROVIDE A SAFE, FRIENDLY, AND RECREATIONAL BASEBALL LEAGUE IN EL SEGUNDO FOR AGES 5-12.$1,500
FRIENDS OF BALLONA WETLANDS
PO BOX 5159PLAYA DEL REYCA90296NONENCTO SUPPORT THE PROGRAMS OF FRIENDS OF BALLONA WETLANDS, INCLUDING THEIR RESTORATION PROGRAM, HANDS-ON STEAM PROGRAMS, AND OTHER PROGRAMS BENEFITING THE YOUTH FROM INNER-CITY ENVIRONMENTS$120,164
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVELOS ANGELESCA90027NONENCSERVE THE COMMUNITY, CREATE AN ENVIRONMENT FOR RECREATION AND DISCOVERY. FOCUS ON APPRECIATION OF WILDLIFE AND ANIMAL WELFARE.$52,000
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONENCTO SUPPORT THE EFFORTS OF HEAL THE BAY'S CORE PROGRAMS AND INITIATIVES TO SAFEGUARD MARINE ANIMALS AND THEIR HABITATS AND RESTORING THE HEALTH OF KEY NATURAL RESOURCES$5,000
JUDICIAL WATCH
425 THIRD STREET SWWASHINGTONDC20024NONENCPROVIDE SUPPORT TO PROMOTING TRANSPARENCY, ACCOUNTABILITY, AND INTEGRITY IN GOVERNMENT, POLITICS, AND THE LAW$10,000
LAX COASTAL EDUCATION FOUNDATION
9100 S DEPULVEDA BLVD SUITE 210LOS ANGELESCA90045NONENCTO SUPPORT AND ENHANCE LOCAL SCHOOLS TO SUPPORT STUDENTS AND TEACHERS.$1,000
NATURAL HISTORY MUSEUM
900 EXPOSITION BOULEVARDLOS ANGELESCA90007NONENCTO SUPPORT THE NHM NEXT CAMPAIGN AT THE NATURAL HISTORY MUSEUM$100,000
PLAYA VENICE SUNRISE ROTARY
PO BOX 10883MARINA DEL REYCA90295NONENCTO SUPPORT THE ONGOING EFFORTS OF THE PLAYA VENICE SUNRISE ROTARY IN PROVIDING "SERVICE ABOVE SELF"$9,750
RICHMOND STREET SCHOOL PTA
615 RICHMOND STEL SEGUNDOCA90245NONENCPROVIDE SUPPORT TO EMPOWER AND INSPIRE STUDENTS TOWARD A LIFELONG DESIRE FOR LEARNING$2,500
THE CLAREMONT INSTITUTE
PO BOX 39CLAREMONTCA91711NONENCTO SUPPORT RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL PREEMINENT AUTHORITY IN OUR NATIONAL LIFE.$16,000
THE SALVATION ARMY
1533 4TH STREETSANTA MONICACA90401NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE LOCAL SALVATION ARMY$12,000
VARIOUS OTHER CONTRIBUTIONS
327 REES STREETPLAYA DEL REYCA90293NONENCOTHER$9,540
VET HUNTERS PROJECT
PO BOX 3174SOUTH EL MONTECA91733NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE ORGANIZATION IN PREVENTING AND ENDING HOMELESSNESS FOR ALL MILITARY VETERANS/FAMILIES$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$598,754TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$405,495UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$108,741UnrelatedBusinessTaxblIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNET INCOME FROM ALTERNATIVE INVESTMENTSDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$55,469UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$458,767UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$458,767TotalIncomeProducingActyAmt

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)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Amt$18,948Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBELAIR FIXED INCOMEBondNm
EOY Book Value$9,376,786EOYBookValueAmt
EOYFMV$9,376,786EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBELAIR INVESTMENTS ALTERNATIVESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,637,997BookValueAmt
EOYFMV$5,637,997EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
BOY Book Value$253BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$2,058RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NET INCOME FROM ALTERNATIVE INVESTMENTS$0-$55,469$0
NET INCOME FROM ALTERNATIVE INVESTMENTS-$55,469$0-$55,469

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN IN INVESTMENTSDesc
Amt$945,838Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,787EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT COSTS$79,848$79,848$0
ADMINISTRATIVE COSTS$1,852$0$1,852

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$5,267$0$0
TAXES AND LICENSES$25$0$25

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