FRANCIS BACON FOUNDATION INCORPORATED: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRANCIS BACON FOUNDATION INCORPORATED (EIN 95-1921362)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349108056
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:58:26-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 N EUCLID AVENUE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 951921362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANCIS BACON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 6267445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL SWAIDAN | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 6267445100 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARL | PersonFirstNm |
| Person Last | SWAIDAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARIEL E DRACHENBERG | PreparerPersonNm |
| PTIN | P00086688 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
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 | $5,565,669 | 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 | $6,399 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,399 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,841 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $222,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,795 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,358 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,358 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $475 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,358 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,975 | CashBOYAmt |
| Cash EOY | $6,035 | CashEOYAmt |
| Cash EOYFMV | $6,035 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $94,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,087 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,097,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,881,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,172,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $129,476 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $129,476 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $137,850 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $874,415 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,028,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,099,662 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,217,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,194,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,565,669 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,217,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,194,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,217,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,194,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,217,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,194,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,217,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,194,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,194,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOLLAR TREE INC | P | 2015-09-15 | 2020-03-04 | $39,829 | $33,197 | $6,632 | $6,632 |
| DOLLAR TREE INC | P | 2015-10-07 | 2020-03-04 | $39,829 | $31,570 | $8,259 | $8,259 |
| FASTENAL CO. | P | 2015-11-18 | 2020-03-16 | $49,113 | $29,517 | $19,596 | $19,596 |
| UNION PACIFIC CORP | P | 2014-11-28 | 2020-03-16 | $26,175 | $23,675 | $2,500 | $2,500 |
| BERKSHIRE HATHAWAY | P | 2019-05-01 | 2020-04-08 | $40,728 | $46,957 | -$6,229 | -$6,229 |
| CHUBB LTD | P | 2014-11-25 | 2020-04-14 | $24,429 | $22,629 | $1,800 | $1,800 |
| FASTENAL CO. | P | 2015-11-18 | 2020-04-14 | $34,448 | $19,678 | $14,770 | $14,770 |
| MICROSOFT CORP | P | 2014-12-16 | 2020-04-29 | $43,948 | $11,477 | $32,471 | $32,471 |
| ALIBABA GROUP HOLDING | P | 2018-08-21 | 2020-05-29 | $20,065 | $17,809 | $2,256 | $2,256 |
| CHUBB LTD | P | 2014-11-25 | 2020-06-11 | $6,177 | $5,657 | $520 | $520 |
| CHUBB LTD | P | 2015-01-26 | 2020-06-11 | $24,707 | $22,625 | $2,082 | $2,082 |
| AMAZON.COM INC | P | 2017-09-13 | 2020-07-09 | $46,529 | $14,877 | $31,652 | $31,652 |
| BERKSHIRE HATHAWAY | P | 2019-08-27 | 2020-08-05 | $12,238 | $11,930 | $308 | $308 |
| BERKSHIRE HATHAWAY | P | 2019-05-01 | 2020-08-05 | $58,130 | $62,245 | -$4,115 | -$4,115 |
| EXXON MOBIL CORP | P | 2014-11-21 | 2020-08-19 | $10,476 | $24,094 | -$13,618 | -$13,618 |
| EXXON MOBIL CORP | P | 2014-11-28 | 2020-08-19 | $23,047 | $50,457 | -$27,410 | -$27,410 |
| CHUBB LTD | P | 2015-03-04 | 2020-09-11 | $30,267 | $28,195 | $2,072 | $2,072 |
| PEPSICO INC | P | 2019-04-25 | 2020-09-11 | $27,145 | $25,183 | $1,962 | $1,962 |
| UNION PACIFIC CORP | P | 2014-11-28 | 2020-09-24 | $48,881 | $29,594 | $19,287 | $19,287 |
| UNION PACIFIC CORP | P | 2015-03-11 | 2020-09-24 | $9,776 | $5,755 | $4,021 | $4,021 |
| HOME DEPOT | P | 2014-12-03 | 2020-11-12 | $27,541 | $9,835 | $17,706 | $17,706 |
| HOME DEPOT | P | 2015-04-01 | 2020-11-12 | $13,770 | $5,669 | $8,101 | $8,101 |
| TEXAS INSTRUMENTS | P | 2015-02-05 | 2020-11-12 | $38,678 | $13,753 | $24,925 | $24,925 |
| CAPITAL GAIN DISTRIBUTION | P | 2015-01-01 | 2020-12-31 | $293 | $293 | $293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,841 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,858 | OverpaymentAmt |
| Applied To ES Tax | $1,858 | 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 | SIRFRANCISBACON.ORG | WebsiteAddressTxt |
| Individual With Books | LHMP LLP | IndividualWithBooksNm |
| Phone | 6267445100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 N EUCLID AVE 2ND FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KARL I SWAIDAN | ||||||||
| 301 E COLORADO BLVD 9TH FLOOR | PASADENA | CA | 91101 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| HENRY J GIBBONS | ||||||||
| 1689 KAWEH | PASADENA | CA | 91107 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| JENNIFER DEVOLL | ||||||||
| 301 E COLORADO BLVD SUITE 900 | PASADENA | CA | 91101 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| RICHARD FADEM | ||||||||
| 40 N VUELTA HERRADURA | SANTA FE | NM | 87506 | MEMBER | 1.00 | $6,000 | $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 | $4,746,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,910,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,910,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,836,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,742 | TotalTaxAmt |
| Distributable Before Adj | $239,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $239,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $239,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,362 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $206,557 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $206,557 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,805 | 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 | $232,278 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL I SWAIDAN | ContributingManagerNm |
| Contributing Manager | HENRY J GIBBONS | ContributingManagerNm |
| Contributing Manager | JENNIFER DEVOLL | ContributingManagerNm |
| Contributing Manager | RICHARD FADEM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART CENTER COLLEGE OF DESIGN | |||||||
| 1700 LIDA ST | PASADENA | CA | 91103 | NONE | EXEMPT | PROGRAM SUPPORT | $10,000 |
| CA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | EXEMPT | PROGRAM SUPPORT | $50,004 |
| HUNTINGTON HOSPITAL | |||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $20,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 99 N EL MOLINO AVE | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $20,000 |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD 810 | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $25,000 |
| PASADENA EDUCATION FOUNDATION | |||||||
| 351 S HUDSON AVE RM 153 | PASADENA | CA | 91101 | NONE | EXEMPT | PROGRAM SUPPORT | $30,000 |
| THE HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | EXEMPT | PROGRAM SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,004 | 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 |
| Exclusion | $6,399 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,841 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $222,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,795 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,358 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,358 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $129,476 | EOYBookValueAmt |
| EOYFMV | $137,850 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,881,336 | EOYBookValueAmt |
| EOYFMV | $4,172,035 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $354,197 | $354,592 |
| EXCHANGE TRADED FUNDS | FMV | $673,852 | $745,070 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE-CA FTB | $10 | $0 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $0 | $0 |
| EXCISE TAX | $6,497 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25,043 | Amt |
| Net Investment Income | $25,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $475 | Amt |
| Net Investment Income | $475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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