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THE PAUL & ELISABETH MERAGE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE PAUL & ELISABETH MERAGE FAMILY FOUNDATION (EIN 68-0529692)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202103149349100005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T03:07:48-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1695 TOWN CENTER DRIVE SUITE 1000AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680529692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL & ELISABETH MERAGEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone9494745800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1660 NEWPORT CENTER DRIVE NO 1300AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MERAGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9494745800PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastMERAGEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBINA PATELPreparerPersonNm
PTINP00971719PTIN
Phone7144367100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$44,395,204FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$572DividendsRevAndExpnssAmt
Dividends Net Invst Incm$572DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$740,430NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$740,430GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$740,430CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$741,002TotalRevAndExpnssAmt
Total Net Invst Incm$741,002TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,614LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,614LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,279AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,588AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$42,010TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,241OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,639OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,602OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,144TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,639TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,814TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,970,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,970,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,036,269TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,639TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,982,939TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,295,267ExcessRevenueOverExpensesAmt
Net Investment Income$732,363NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,187CashBOYAmt
Cash EOY$539,721CashEOYAmt
Cash EOYFMV$539,721CashEOYFMVAmt
Other Investments BOY$45,867,272OtherInvestmentsBOYAmt
Other Investments EOY$43,855,483OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,855,483OtherInvestmentsEOYFMVAmt
Total Assets BOY$45,872,459TotalAssetsBOYAmt
Total Assets EOY$44,395,204TotalAssetsEOYAmt
Total Assets EOYFMV$44,395,204TotalAssetsEOYFMVAmt
Accounts Payable BOY$540AccountsPayableBOYAmt
Accounts Payable EOY$2,704AccountsPayableEOYAmt
Total Liabilities BOY$540TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,704TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$45,871,919NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$44,392,500NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$45,871,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,392,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,872,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,395,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,871,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,295,267ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$44,576,652SubtotalAmt
Other Decreases$184,152OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$44,392,500TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDOVER FOUNDATIONS, LLCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-12-31AcquiredDt
Gross Sales Price$740,430GrossSalesPriceAmt
Gain Or Loss$740,430GainOrLossAmt
Gains Minus Excess Or Losses$740,430GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$740,430CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,180InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,180SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,180TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,691EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,691TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$11,511OverpaymentAmt
Applied To ES Tax$11,511AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEFFANIE RUFENACHTIndividualWithBooksNm
Phone9494745800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1660 NEWPORT CENTER DRIVE SUITE 1300AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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
PAUL MERAGE
660 NEWPORT CENTER DR 1300NEWPORT BEACHCA92660PRES/DIRECTOR2.00$0$0$0
ELISABETH MERAGE
660 NEWPORT CENTER DR 1300NEWPORT BEACHCA92660SEC/TREAS/DIR1.00$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$43,125,966AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,627AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,146,593TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$43,146,593AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$647,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,499,394NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,124,970MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,124,970MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,180TaxBasedOnInvestmentIncomeAmt
Total Tax$10,180TotalTaxAmt
Distributable Before Adj$2,114,790DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,114,790DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,114,790DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,982,939ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,982,939QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,982,939AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,114,790DistributableAsAdjustedAmt
Undistributed Income PY$1,969,092UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,982,939QualifyingDistributionsAmt
Applied To Year1$1,969,092AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,847AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,100,943UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL MERAGEContributingManagerNm
Contributing ManagerELISABETH MERAGEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
C4L KIDS FOUNDATIONS INC
16220 SCIENTIFIC WAY SUITE 100IRVINECA92618NONEPFGENERAL OPERATIONS$80,000
EL SOL ACADEMY FOUNDATION
1010 N BROADWAY STREETSANTA ANACA92707NONEPCGENERAL OPERATIONS$55,000
FESTIVAL OF ARTS OF LAGUNA BEACH
650 LAGUNA CANYON ROADLAGUNA BEACHCA92651NONEPCGENERAL OPERATIONS$5,000
INTERNATIONAL STAR GIFTS
4301 S VALLEY VIEW BLVD 3LAS VEGASNV89103NONEPCGENERAL OPERATIONS$14,750
JEWISH COMMUNITY CENTER OF ORANGE COUNTY
1 FEDERATION WAY SUITE 200IRVINECA92603NONEPCGENERAL OPERATIONS$12,875
ORANGE COUNTY MUSIC AND DANCE INC
17620 FITCH AVENUE STE 160IRVINECA92614NONEPCGENERAL OPERATIONS$50,000
PACIFIC SYMPHONY
17620 FITCH AVENUE SUITE 100IRVINECA92614NONEPCGENERAL OPERATIONS$48,200
SECOND HARVEST FOOD BANK OF ORANGE COUNTY
8014 MARINE WAYIRVINECA92618NONEPCGENERAL OPERATIONS$100,000
SEGERSTROM CENTER FOR THE ARTS
600 TOWN CENTER DRIVECOSTA MESACA92626NONEPCGENERAL OPERATIONS$3,800
ST MARY'S
7 PURSUITALISO VIEJOCA92656NONEPCIMAGINE MORE CAMPAIGN$100,500
THE MERAGE INSTITUTE
660 NEWPORT CENTER DR SUITE 1300NEWPORT BEACHCA92660NONEPOFGENERAL OPERATIONS$500,000
UC IRVINE SHAPING THE FUTURE CAMPAIGN
100 THEORY STREET 250IRVINECA92617NONEPCGENERAL OPERATIONS$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,970,125TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$572ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$740,430ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$741,002ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$741,002TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,279Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,588DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
C4L KIDS FOUNDATIONS INC
16220 SCIENTIFIC WAY SUITE 100IRVINECA926182020-12-31$80,000GENERAL OPERATIONS$80,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED12/31/20
C4L KIDS FOUNDATIONS INC
16220 SCIENTIFIC WAY SUITE 100IRVINECA926182019-12-31$80,000GENERAL OPERATIONS$80,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED12/31/20
THE MERAGE INSTITUTE
660 NEWPORT CENTER DR SUITE 1300NEWPORT BEACHCA926602020-12-31$500,000GENERAL OPERATIONS$500,000TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED12/31/20

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDOVER FOUNDATIONS, LLCCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$43,855,483BookValueAmt
EOYFMV$43,855,483EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,614LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,614DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$184,152Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$240$0$240
FILING FEE$658$0$658
POSTAGE, MAILING SERVICE$2,704$0$2,704
DOVER FOUNDATIONS, LLC$8,639$8,639$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$42,000$0$0
STATE TAXES$10$0$10

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