FRIEDA C FOX FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDA C FOX FAMILY FOUNDATION (EIN 95-4775770)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-20
- IRS object ID
- 202102639349100005
- Schema version
- 2020v4.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-20T08:06:40-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-09-20 | 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 | 2020 | 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 | $5,097,297 | 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 | $69,021 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,021 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$58,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,420,464 | GrossSalesPriceAmt |
| Total Rev And Expnss | $53,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,520 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,328 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,698 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,630 | 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 | -$4,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | -$1,382 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | -$3,224 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,486 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,800 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,098 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $929 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,169 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,547 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,916 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,432 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,150 | CashBOYAmt |
| Cash EOY | $33,027 | CashEOYAmt |
| Cash EOYFMV | $33,027 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $763,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,498 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,686,192 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,771,155 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,686,192 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,686,192 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $487,670 | USGovernmentObligationsBOYAmt |
| Corporate Stock EOY | $2,778,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,778,313 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,101,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $120,477 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $120,477 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $656,427 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $379,790 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $379,790 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,817,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,097,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,097,297 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,850 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $10,850 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,817,976 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,817,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,086,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,817,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,097,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,817,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $466,664 | OtherIncreasesAmt |
| Subtotal | $5,086,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,086,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST | P | 2020-01-01 | 2020-11-27 | $65,138 | $57,928 | $7,210 | $7,210 |
| ZOOM VIDEO COMMUNICATION | P | 2020-01-01 | 2020-12-17 | $24,230 | $27,345 | -$3,115 | -$3,115 |
| ADVANCED MICRO DEVICES | P | 2020-01-01 | 2020-08-11 | $12,003 | $7,674 | $4,329 | $4,329 |
| AMERISOURCEBERGEN CORP | P | 2020-11-20 | 2020-08-18 | $11,913 | $9,890 | $2,023 | $2,023 |
| AMPLIFY BLACKSWAN GRWTH | P | 2020-01-01 | 2020-11-09 | $10,937 | $10,061 | $876 | $876 |
| BANK OF AMERICA | P | 2020-01-01 | 2020-01-16 | $76,220 | $78,445 | -$2,225 | -$2,225 |
| BARCLAYS PLC | P | 2020-01-01 | 2020-01-16 | $100,688 | $106,445 | -$5,757 | -$5,757 |
| BECTON DICKINSON & CO | P | 2020-01-01 | 2020-08-25 | $15,369 | $15,256 | $113 | $113 |
| BEYOND MEAT | P | 2020-01-01 | 2020-07-23 | $20,460 | $20,126 | $334 | $334 |
| BIONTECH SE | P | 2020-01-01 | 2020-01-18 | $21,557 | $24,402 | -$2,845 | -$2,845 |
| BROADCOM INC. | P | 2020-01-01 | 2020-07-06 | $20,799 | $19,808 | $991 | $991 |
| CHEGG INC. | P | 2020-01-01 | 2020-09-09 | $10,264 | $12,153 | -$1,889 | -$1,889 |
| CHIPOTLE MEXICAN GRILL | P | 2020-01-01 | 2020-09-17 | $16,152 | $16,695 | -$543 | -$543 |
| CLEARWAY ENERGY | P | 2020-01-01 | 2020-05-20 | $19,590 | $19,936 | -$346 | -$346 |
| DIREXION ZACKS MLP | P | 2020-01-01 | 2020-01-17 | $10,874 | $19,852 | -$8,978 | -$8,978 |
| DOLLAR GENERAL | P | 2020-01-01 | 2020-09-09 | $9,882 | $9,944 | -$62 | -$62 |
| DOUBLELINE TOTAL RETURN | P | 2020-01-01 | 2020-01-16 | $664,991 | $674,116 | -$9,125 | -$9,125 |
| DOW INC. | P | 2020-01-01 | 2020-10-20 | $14,962 | $14,995 | -$33 | -$33 |
| GENERAL ELECTRIC | P | 2020-01-01 | 2020-09-15 | $21,000 | $21,000 | ||
| HOME DEPOT | P | 2020-01-01 | 2020-09-16 | $18,140 | $18,251 | -$111 | -$111 |
| INVESCO QQQ TRUST | P | 2020-01-01 | 2020-01-01 | $90,842 | $67,068 | $23,774 | $23,774 |
| ISHARES CORE MSCI EAFE ETF | P | 2020-01-01 | 2020-01-01 | $73,260 | $80,068 | -$6,808 | -$6,808 |
| ISHARES CORE S&P TOTAL | P | 2020-01-01 | 2020-01-01 | $100,948 | $100,060 | $888 | $888 |
| JOHNSON & JOHNSHON | P | 2020-01-01 | 2020-07-13 | $9,792 | $10,098 | -$306 | -$306 |
| JPMORGANCHASE | P | 2020-01-01 | 2020-01-01 | $40,340 | $41,010 | -$670 | -$670 |
| KROGER CO | P | 2020-01-01 | 2020-01-29 | $19,770 | $20,147 | -$377 | -$377 |
| LIVONGO HEALTH INC. | P | 2020-01-01 | 2020-07-24 | $16,947 | $14,978 | $1,969 | $1,969 |
| LOAN OAK FUND LLC | P | 2020-01-01 | 2020-01-01 | $300,000 | $300,000 | ||
| MASIMO CORP | P | 2020-01-01 | 2020-06-05 | $6,913 | $7,626 | -$713 | -$713 |
| MCCORMICK & CO INC. | P | 2020-01-01 | 2020-07-15 | $7,771 | $6,999 | $772 | $772 |
| MODERNA | P | 2020-01-01 | 2020-01-01 | $14,860 | $14,998 | -$138 | -$138 |
| MORGAN STANLEY INST. | P | 2020-01-01 | 2020-01-01 | $42,031 | $40,000 | $2,031 | $2,031 |
| NETFLIX | P | 2020-01-01 | 2020-08-24 | $19,880 | $20,164 | -$284 | -$284 |
| OPKO | P | 2020-01-01 | 2020-07-24 | $4,407 | $4,994 | -$587 | -$587 |
| OWENS & MINOR INC. | P | 2020-01-01 | 2020-12-01 | $9,449 | $4,964 | $4,485 | $4,485 |
| PALO ALTO NETWORKS | P | 2020-01-01 | 2020-09-18 | $5,371 | $5,809 | -$438 | -$438 |
| PEOPLES BANCORP INC. | P | 2020-01-01 | 2020-04-29 | $14,352 | $19,947 | -$5,595 | -$5,595 |
| PLEASANTVILLE NJ 5.25 | P | 2020-01-01 | 2020-02-15 | $15,000 | $15,000 | ||
| PRUDENTIAL FINANCIAL | P | 2020-01-01 | 2020-01-16 | $60,510 | $63,850 | -$3,340 | -$3,340 |
| REGERON PHARMS INC. | P | 2020-01-01 | 2020-09-09 | $10,348 | $11,452 | -$1,104 | -$1,104 |
| RI ST & PROV 5.01. | P | 2020-01-01 | 2020-01-16 | $30,138 | $30,143 | -$5 | -$5 |
| SEATTLE GENETICS | P | 2020-01-01 | 2020-08-24 | $5,384 | $4,983 | $401 | $401 |
| SPDR INDEX SHARES EMERGING | P | 2020-01-01 | 2020-05-05 | $54,793 | $70,144 | -$15,351 | -$15,351 |
| SPDR S&P 500 ETF | P | 2020-01-01 | 2020-01-01 | $47,234 | $42,501 | $4,733 | $4,733 |
| TAKE TWO INTERACTIV | P | 2020-01-01 | 2020-06-15 | $11,189 | $11,562 | -$373 | -$373 |
| TELADOC | P | 2020-01-01 | 2020-09-17 | $6,650 | $7,420 | -$770 | -$770 |
| TESLA INC. | P | 2020-01-01 | 2020-09-17 | $12,040 | $4,396 | $7,644 | $7,644 |
| VANECK VECTORS | P | 2020-01-01 | 2020-11-06 | $19,217 | $20,002 | -$785 | -$785 |
| VANGUARD FTSE EUROPE | P | 2020-01-01 | 2020-08-20 | $27,148 | $27,046 | $102 | $102 |
| VANGUARD GLOBAL EX US | P | 2020-01-01 | 2020-04-21 | $20,013 | $27,982 | -$7,969 | -$7,969 |
| VANGUARD REAL ESTATE | P | 2020-01-01 | 2020-04-21 | $30,385 | $40,056 | -$9,671 | -$9,671 |
| VANGUARD SMALL CAP GROWTH | P | 2020-01-01 | 2020-01-01 | $44,602 | $60,587 | -$15,985 | -$15,985 |
| VANGUARD FTSE ALL WRLD | P | 2020-01-01 | 2020-01-01 | $55,589 | $70,018 | -$14,429 | -$14,429 |
| VIATRIS | P | 2020-01-01 | 2020-11-17 | $3 | $3 | ||
| VISA INC. CLASS A | P | 2020-01-01 | 2020-08-05 | $7,899 | $7,600 | $299 | $299 |
| WALGREENS BOOTS ALL | P | 2020-01-01 | 2020-05-18 | $14,038 | $14,836 | -$798 | -$798 |
| ZOOM VIDEO COMMUNICATION | P | 2020-01-01 | 2020-12-01 | $6,182 | $5,972 | $210 | $210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$58,341 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $771 | SubtotalAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $787 | TaxDueAmt |
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 | Yes (true) | 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 | $78,000 | $5,064 |
| 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 | $39,000 | $264 |
| 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. | Description1Txt |
| Expenses1 | $126,308 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,824,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,686,192 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,717,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,717,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,646,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $231,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $231,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $231,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,916 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $194,916 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $194,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,577 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $393,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $382,885 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $251,609 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,912 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,074,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,916 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,916 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,661 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,661 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,038,011 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $356,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $681,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $382,885 | ExcessFromYear4Amt |
| Excess From Year3 | $251,609 | ExcessFromYear3Amt |
| Excess From Year2 | $46,912 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCHOOL ON WHEELS | |||||||
| 3150 NORTH SAN FERNANDO RD STE B | LOS ANGELES | CA | 90093 | NONE | PC | EDUCATION | $10,000 |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | PC | PROFESSIONAL DEVELOPMENT | $10,000 |
| SAVING INNOCENCE | |||||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | NONE | PC | PROFESSIONAL DEVELOPMENT | $10,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 ALAMEDA S T 230 | LOS ANGELES | CA | 90012 | NONE | PC | FAMILY PHILANTHROPY | $1,000 |
| ALEXANDRIA HOUSE | |||||||
| 426 ALEXANDRIA AVE | LOS ANGELES | CA | 90020 | NONE | PC | TECHNOLOGY | $5,000 |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN ST | LOS ALIMITOS | CA | 90720 | NONE | PC | HOMELESSNESS | $10,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY ST | SAN FRANCISCO | CA | 94194 | NONE | PC | COVID 19 RESPONSE | $10,000 |
| NEWS LITERACY PROJECT | |||||||
| 5335 WISCONSIN AVE | WASHINGTON | DC | 20015 | NONE | PC | EDUCATION | $5,000 |
| PAJARO VALLEY PREVENTION STUDENT | |||||||
| 335 EAST LAKE AVENUE | WATSONVILLE | CA | 95076 | NONE | PC | MENTAL HEALTH | $10,000 |
| PENNY LANE TAY CENTERS | |||||||
| 15303 RAYEN ST | NORTH HILLS | CA | 91343 | NONE | PC | HOMELESSNESS | $5,000 |
| SAFE PLACE FOR YOUTH | |||||||
| 2469 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PC | HOMELESSNESS | $5,000 |
| STEAM CODERS | |||||||
| PO BOX 90213 | PASADENA | CA | 91109 | NONE | PC | TECHNOLOGY | $5,000 |
| THE VILLAGE FAMILY SERVICES | |||||||
| 6736 LAUREL CANYON BLVD 200 | NORTH HOLLYWOOD | CA | 91606 | NONE | PC | HOMELESSNESS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,021 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$58,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,179 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,179 | 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 |
|---|---|---|
| THE HERSHEY CO 8.8% 2/15/21 | $20,183 | $20,183 |
| WELLS FARGO & CO VAR 3/31/21 | $100,294 | $100,294 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC. | $87,521 | $87,521 |
| ADVANCED MICRO DEVICE | $73,093 | $73,093 |
| ALPHABET INC. | $31,534 | $31,534 |
| AMAZON.COM INC. | $68,395 | $68,395 |
| APPLE INC. | $155,778 | $155,778 |
| BOEING COM | $29,540 | $29,540 |
| CHEGG INC. | $26,647 | $26,647 |
| CHEWY INC. | $13,484 | $13,484 |
| COSTCO WHOLESALE CO | $24,114 | $24,114 |
| DOCUSIGN INC. | $36,235 | $36,235 |
| ETSY INC. | $33,091 | $33,091 |
| LOWES COS INC. | $17,335 | $17,335 |
| MICROSOFT CORP. | $45,596 | $45,596 |
| NVIDIA CORP | $49,609 | $49,609 |
| OKTA INC. | $19,070 | $19,070 |
| PAYPAL HOLDINGS INC. | $18,736 | $18,736 |
| PFIZER INC. | $11,043 | $11,043 |
| SOUTHWEST AIRLINES | $19,576 | $19,576 |
| SQUARE INC. | $21,764 | $21,764 |
| STARBUCKS CORP. | $10,698 | $10,698 |
| TESLA INC. | $147,485 | $147,485 |
| VIATRIS INC. | $693 | $693 |
| INVESCO QQQ TRUST | $496,964 | $496,964 |
| ISHARE ROBOT ARTIF INTEL | $27,928 | $27,928 |
| INSHARES MSCI USA ESG | $443,648 | $443,648 |
| SPDR S&P SEMICONDUCTOR | $81,804 | $81,804 |
| SPIDER S&P 500 ETF | $409,025 | $409,025 |
| VANECK VECTORS VIDEO | $16,452 | $16,452 |
| VANGUARD SMALL CAP | $37,740 | $37,740 |
| VANGUARD TOTAL | $55,857 | $55,857 |
| JPMORGAN INCOME I | $128,068 | $128,068 |
| VANGUARD EMERGING MARKETS | $45,610 | $45,610 |
| VANGUARD HIGH YIELD CORP | $94,180 | $94,180 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOVERNMENT FEES AND TAXES | $80 | $24 | $56 |
| INFORMATION TECHNOLOGY | $3,985 | $1,196 | $2,790 |
| INSURANCE | $1,530 | $459 | $1,071 |
| INVESTMENT MANAGEMENT FEES | $13,696 | $13,696 | |
| OFFICE EXPENSES | $10 | $3 | $7 |
| STAFF EXPENSES | $895 | $269 | $627 |
| SUBSCRIPTIONS AND DUES | $3,000 | $900 | $2,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $4,605 | Amt |
| Net Investment Income | -$1,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | -$3,224 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $369 | ||
| PAYROLL TAXES | $8,286 | $2,486 | $5,800 |
Comments