JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION (EIN 65-6323823)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349101110
- Schema version
- 2020v4.1
- 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
- Schedule B
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:00:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656323823 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES ANNENBERG LA VEA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BURKE | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $233,662,412 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,899 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,897,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,113,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,594,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,802,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,594,387 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,500,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,708,216 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $338,105 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $142,228 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $195,877 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $115,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,618 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,618 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $542,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,519,377 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,519,377 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,061,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,718,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,561,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,419,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,494,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,881,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,881,625 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $204,099 | AcctRcvblAmt |
| Acct Rcvbl EOY | $204,099 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $204,099 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $19,139,123 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $7,290,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $7,499,596 | CorporateBondsBOYAmt |
| Other Investments BOY | $104,361,621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $140,138,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $197,576,688 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $615,213 | OtherAssetsBOYAmt |
| Total Assets BOY | $181,400,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,224,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,662,412 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $9,589,435 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,525,534 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $9,589,435 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,525,534 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $171,811,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $166,698,743 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,811,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $166,698,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,400,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $176,224,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,811,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,561,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $372,302 | OtherIncreasesAmt |
| Subtotal | $167,622,358 | SubtotalAmt |
| Other Decreases | $923,615 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $166,698,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4000000. GS FIN CORP SR IDX DTD 3/16/2016 0% 3/16/2020 | 2016-03-10 | 2020-03-16 | $6,275,443 | $4,000,000 | $2,275,443 | $2,275,443 | |
| 1000000. KINDER MORGAN ENER PART SR UNSEC | 2009-06-09 | 2020-02-15 | $1,000,000 | $995,660 | $4,340 | $4,340 | |
| 20000. ENERGY SELECT SECTOR SPDR | 2000-12-31 | 2020-02-07 | $1,077,986 | $1,408,286 | -$330,300 | -$330,300 | |
| 75000. ETRACS ALERIAN INFRASTRUCTUR | 2000-12-31 | 2020-02-07 | $1,338,077 | $1,804,450 | -$466,373 | -$466,373 | |
| .394 VIATRIS INC COM | 2000-12-31 | 2020-11-27 | $7 | $5 | $2 | $2 | |
| CAPITAL GAIN DIVIDENDS | $111,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $111,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $111,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $111,275 | P | |||||
| CAPITAL GAIN DIVIDENDS | $111,275 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,594,387 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,438 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,438 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,604 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $81,604 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,166 | OverpaymentAmt |
| Applied To ES Tax | $20,166 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMEDE TRUST CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154396000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAWRENCE J MILLER ESQUIRE | ||||||
| 2101 NW CORPORATE BLVD SUTE 107 | BOCA RATON | FL | 33431 | CO-TRUSTEE | 5 | $165,000 |
| PNC BANK N A | ||||||
| 8800 TINICUM BLVD | PHILADELPHIA | PA | 19153 | CO-TRUSTEE | 40 | $173,105 |
| GLENMEDE TRUST CO N A | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | CO-TRUSTEE | 40 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $177,373,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,432,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $210,806,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $210,806,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,162,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $207,644,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,382,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,382,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,438 | TotalTaxAmt |
| Distributable Before Adj | $10,320,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,320,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,320,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,718,254 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,718,254 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,718,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,320,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,525,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,718,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,525,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,128,057 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 022155344 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $428,372 | |
| MASS GEN HOSPITAL FOR CHILDREN | ||||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $475,969 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 068254861 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $523,566 | |
| FEEDING AMERICA (FORMERLY AMERICA'S | ||||||||
| 35 EAST WACKER DRIVE STE 2000 | CHICAGO | IL | 60601 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $618,759 | SECOND HARVEST) |
| GIRL SCOUTS OF THE USA | ||||||||
| 420 FIFTH AVENUE | NEW YORK | NY | 100182798 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $523,566 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 1222 SOUTH ANDREWS AVENUE SUITE | FT LAUDERDALE | FL | 333161806 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | |
| BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 303093580 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | |
| SEEING EYE INC | ||||||||
| 10 WASHINGTON VALLEY RD | MORRISTOWN | NJ | 079603412 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | |
| BOY SCOUTS OF AMERICA NAT COUNC | ||||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 750383096 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $523,566 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 336071435 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| ONE KROC DRIVE | OAK BROOK | IL | 605232275 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $428,372 | |
| CHILDREN'S HEARING AID FUND | ||||||||
| UNIV OF MIAMI EAR INST SCHOOL | MIAMI | FL | 331019984 | NONE | PC | USED BY DR BALKANY FOR | $428,372 | |
| NATCENFOR MISSING & EXPCHILD | ||||||||
| 333 JOHN CARLYLE ST | ALEXANDRIA | VA | 22314 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $523,566 | |
| CHILDREN'S HUNGER FUND | ||||||||
| PO BOX 7085 | MISSION HILLS | CA | 91346 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $571,162 | |
| CHILDRENS HOME SOC OF FLORIDA | ||||||||
| 482 S KELLER RD | ORLANDO | FL | 32810 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | ATTN CASEY SCHRODER |
| BASCOM PALMER EYE INSTITUTE | ||||||||
| 900 NW 17TH STREET | MIAMI | FL | 331361134 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $428,372 | |
| F FULLER CHILD DEV CENT INC | ||||||||
| 200 NE 14TH STREET | BOCA RATON | FL | 334321848 | NONE | PC | GENERAL SUPPORT IN HONOR OF | $380,775 | |
| BIG BROTHERS BIG SISTERS BROWARD | ||||||||
| 4101 RAVERNSWOOD ROAD SUITE 202 | FT LAUDERDALE | FL | 333125301 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | |
| FEED THE CHILDREN | ||||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 731010036 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $523,566 | |
| DAVE THOMAS FUND FOR ADOPTION | ||||||||
| 716 MT AIRYSHIRE BLVD | COLUMBUS | OH | 43235 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $475,969 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET 6TH FL | NEW YORK | NY | 10018 | NONE | PC | IN HONOR OF JAMES ANNENBERG | $380,775 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,519,377 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,897,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,594,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,491,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,491,493 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LAVEA IRR TR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S COMMONS STE 116 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,899 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING DIFF | $5 |
| OTHER ADJUSTMENTS | $923,610 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR MUNI BOND AMORTIZATION | Desc |
| Amt | $372,302 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $115,403 | Amt |
| Net Investment Income | $115,403 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $55,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $29,100 | $29,100 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,518 | $1,518 | $0 |
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