STEINMETZ FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEINMETZ FOUNDATION (EIN 95-4649432)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-13
- IRS object ID
- 202112259349100131
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T15:37:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954534578 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGANTE CAMERON WATTERS & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 W CARSON STREET SUITE 600 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | 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 | 954649432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINMETZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 3105420011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BCWS 3424 W CARSON ST NO 6 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES STEINMETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105420011 | PhoneNum |
| Signature | 2021-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | STEINMETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J CAMERON CPA | PreparerPersonNm |
| PTIN | P00103319 | PTIN |
| Phone | 3105420011 | 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 |
| 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 | $19,482,611 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $69,983 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $286,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $974,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,314,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $974,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,484 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,484 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,333,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,258,191 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,098 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,321,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$987,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $185,186 | CashEOYAmt |
| Cash EOYFMV | $185,186 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,620,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,836 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $185,387 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $13,849 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $14,529,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,132,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,250,589 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,349,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,364,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,482,611 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,325 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,325 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,349,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,361,583 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,349,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,361,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,349,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,364,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,349,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$987,953 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,361,583 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,361,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB INSTITUTIONAL #8470-4505 | P | 2020-01-01 | 2020-12-31 | $1,018,453 | $931,204 | $87,249 | $87,249 |
| SCHWAB INSTITUTIONAL #8470-4505 | P | 2019-01-01 | 2020-12-31 | $6,067,225 | $5,408,509 | $658,716 | $658,716 |
| SCHWAB INSTITUTIONAL #8470-4505 (WASH SALE) | P | 2019-01-01 | 2020-12-31 | $34 | $34 | $34 | |
| CAPITAL GAINS DIVIDENDS | P | 2019-01-01 | 2020-12-31 | $228,632 | $228,632 | $228,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $974,631 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,649 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,649 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,475 | OverpaymentAmt |
| Applied To ES Tax | $11,475 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIGANTE CAMERON WATTERS STRONG | IndividualWithBooksNm |
| Phone | 3105420011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 W CARSON STREET SUITE 600 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANN MARIE STEINMETZ | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHARLES WILLIAM STEINMETZ | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | PRESIDENT-DIRECTOR | 3.00 | $0 | $0 | $0 |
| TERRY KAY | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | CHIEF FINANCIAL OFFICER | 3.00 | $0 | $0 | $0 |
| JEAN S KAY | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | VP-ADMIN & SECRETARY | 3.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,681,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $628,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,309,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,309,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,050,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,174 | TotalTaxAmt |
| Distributable Before Adj | $835,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $835,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $835,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,250,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,250,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,250,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $835,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $521,626 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $563,458 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $481,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,566,758 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,250,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $835,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,414,671 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,981,429 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $521,626 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,459,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $563,458 | ExcessFromYear4Amt |
| Excess From Year1 | $481,674 | ExcessFromYear1Amt |
| Excess From Current Year | $1,414,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A NOISE WITHIN THEATRE | ||||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 91107 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS EDUCATION OUTREACH PROGRAM. | $150,000 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | ||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT RESEARCH ON THE PHALERON BIOARCHAEOLOGICAL PROJECT. | $80,000 | |
| BOY SCOUTS OF AMERICA - LA AREA COUNCIL | ||||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS SCOUTING PROGRAMS. | $10,000 | |
| CATHOLIC EDUCATION FOUNDATION | ||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS TUITION AWARDS PROGRAM. | $50,000 | |
| COOPERATIVE FOR EDUCATION | ||||||||
| 2300 MONTANA AVENUE SUITE 301 | CINCINNATI | OH | 45211 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT THE RISE YOUTH DEVELOPMENT PROGRAM. | $25,000 | |
| DIRECT RELIEF | ||||||||
| 27 S PATERA LANE | SANTA BARBARA | CA | 93117 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT HEALTH AND LIVES OF PEOPLE LIVING IN THE MOST VULNERABLE SITUATIONS | $100,000 | |
| DIY GIRLS | ||||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | NOT APPLICABLE | OTHER PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| EXP- THE OPPORTUNITY ENGINE | ||||||||
| 2417 E CARSON STREET SUITE 200 | CARSON | CA | 90810 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT STUDENT ACCESS TO EDUCATION AND EXPOSURE TO CAREERS. | $25,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||
| 4543 CROWN AVE | LA CANADA FLINTRIDGE | CA | 91011 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT TUITION ASSISTANCE FOR STUDENTS AT FLINTRIDGE PREP. | $25,000 | |
| FRIENDS OF ST LAWRENCE | ||||||||
| 10122 COMPTON AVENUE | LOS ANGELES | CA | 90002 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT PROGRAMS AT THE YOUTH CENTER. | $30,000 | |
| GROWING GREAT | ||||||||
| 2711 N SEPULVEDA BLVD 279 | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO EMPOWER CHILDREN TO MAKE HEALTHY FOOD CHOICES THROUGH HANDS-ON SCIENCE AND GARDEN EDUCATION. | $30,000 | |
| LA ARBORETUM FOUNDATION | ||||||||
| 301 NORTH BALDWIN AVENUE | ARCADIA | CA | 91107 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS CRESCENT FARM DEMONSTRATION GARDEN. | $20,000 | |
| LINEAGE PERFORMING ARTS CENTER | ||||||||
| PO BOX 60845 | PASADENA | CA | 91116 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT THE EXPANSION OF THE ARTS EDUCATIONAL PROGRAM. | $15,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DRIVE UNIVERSITY HALL SUITE | LOS ANGELES | CA | 90045 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT THE CENTER FOR CATHOLIC EDUCATION ASSOCIATE DIRECTOR FUND. | $20,000 | 2800 |
| NATURAL HISTORY MUSEUM | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS SCHOOL AND TEACHER PROGRAMS. | $25,000 | |
| OCEAN INSTITUTE | ||||||||
| 24200 DANA POINT HARBOR DRIVE | DANA POINT | CA | 92629 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS STEAM PROGRAMS. | $300,000 | |
| PEDIATRIC THERAPY NETWORK | ||||||||
| 1815 WEST 213TH STREET 100 | TORRANCE | CA | 90501 | NOT APPLICABLE | OTHER PUBLIC CHARITY | FOR ONGOING PROGRAM SUPPORT. | $25,000 | |
| PLAY EQUITY FUNDLA84 | ||||||||
| 2141 W ADAMS BLVD | LOS ANGELES | CA | 90018 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT HOME EXERCISE AND PLAY FOR CHILDREN AND FAMILIES WITH EQUIPMENT | $10,000 | |
| PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA | ||||||||
| 2900 WET ALAMEDA AVE SUITE 600 | BURBANK | CA | 91505 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT THE PRODUCTION OF PROGRAMS TO EDUCATE CHILDREN AND FAMILIES. | $50,000 | |
| SANTA BARBARA BOTANIC GARDEN | ||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS BACKCOUNTRY ENDOWMENT. | $550,000 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS MARINE SCIENCE EDUCATION PROGRAM. | $25,000 | |
| SCHOOL ON WHEELS | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT CHILDREN IN SOUTHERN CALIFORNIA EXPERIENCING HOMELESSNESS. | $25,000 | |
| SEEDIY GIRLS | ||||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT GIRLS IN HANDS-ON MAKING AND COMPUTER SCIENCE PROGRAMS. | $10,000 | |
| SOUTH COAST BOTANIC GARDEN FOUNDATION | ||||||||
| 26300 CRENSHAW BLVD | PALOS VERDES PENINSULA | CA | 90274 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT PUBLIC PROGRAMS PROVIDED BY THE GARDEN | $10,000 | |
| ST PIUS X - ST MATTHIAS ACADEMY | ||||||||
| 7851 GARDENDALE ST | DOWNEY | CA | 90242 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT TUITION ASSISTANCE FOR STUDENTS AT ST. PIUX X MATTHIAS ACADEMY. | $50,000 | |
| UCLA FOUNDATION - THE COTSEN INSTITUTE OF ARCHAEOLOGY | ||||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900246516 | NOT APPLICABLE | OTHER PUBLIC CHARITY | GENERAL SUPPORT OF THE BACKCOUNTRY CAPITAL CAMPAIGN | $530,000 | |
| UCLA LIBRARY | ||||||||
| PO BOX 951575 | LOS ANGELES | CA | 900951575 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT DIGITIZATION OF DOCUMENTS. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,250,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,193 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,568 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $916 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $974,631 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,568 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $975,547 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,263,308 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 14 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM & MARY STEINMETZ ADMIN TRUST | ||||||
| 1 | 1207 9TH STREET | MANHATTAN BEACH | CA | 90266 | $69,982 | Yes (X) |
| THE STEINMETZ CHARITABLE REMAINDER TRUST | ||||||
| 2 | 3424 CARSON STREET SUITE 600 | TORRANCE | CA | 90503 | $1 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING - BCWS | CategoryTxt |
| Amt | $30,195 | Amt |
| Net Investment Income | $15,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB ACCOUNT #4505 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $16,132,886 | BookValueAmt |
| EOYFMV | $19,250,589 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,000 | LegalFeesAmt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $6,050 | $0 | $0 |
| ASSOCIATION DUES | $2,800 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 FROM WILLIAM A STEINMETZ AND MARY L STEINMETZ TR DTD 1-22-02 ADMIN TRUST | $1,568 | $1,568 | $1,568 |
| 2018 FEDERAL REFUND | $916 | $916 | $916 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,325 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $17,174 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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