BETA

FLETCHER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FLETCHER FAMILY FOUNDATION (EIN 20-8073736)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-30
IRS object ID
202121209349101437
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)
Return2021-04-30T13:48:33-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208073736EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLETCHER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JEREMY AND CHARLOTTE FLETCHERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFLETBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16220 ZUMIREZ DRIVEAddressLine1Txt
CityMALIBUCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90265ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLOTTE FLETCHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2021-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLOTTEPersonFirstNm
Person LastFLETCHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN SHEEHANPreparerPersonNm
PTINP00855029PTIN
Phone6175305000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$15,769,757FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$543,375ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$287,580DividendsRevAndExpnssAmt
Dividends Net Invst Incm$287,580DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$720,375NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,468,023GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$720,375CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,551,330TotalRevAndExpnssAmt
Total Net Invst Incm$1,007,955TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,450AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$5,382InterestRevAndExpnssAmt
Interest Net Invst Incm$5,382InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,333TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,333TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$54,663OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$54,663OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,828TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,828TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$620,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$620,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$693,828TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,828TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$620,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$857,502ExcessRevenueOverExpensesAmt
Net Investment Income$934,127NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$10,770,888CorporateStockBOYAmt
Corporate Stock EOY$11,557,585CorporateStockEOYAmt
Corporate Stock EOYFMV$15,769,757CorporateStockEOYFMVAmt
Total Assets BOY$10,770,888TotalAssetsBOYAmt
Total Assets EOY$11,557,585TotalAssetsEOYAmt
Total Assets EOYFMV$15,769,757TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,770,888RetainedEarningBOYAmt
Retained Earning EOY$11,557,585RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,770,888TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,557,585TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,770,888TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,557,585TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,770,888TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$857,502ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,628,390SubtotalAmt
Other Decreases$70,805OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,557,585TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS - ST G/L - 8529P$123,357$127,141-$3,784-$3,784
UBS - LT G/L BOX D - 8529P$404,096$247,020$157,076$157,076
UBS - LT G/L BOX E - 8529P$668,894$332,056$336,838$336,838
UBS - ST G/L - 8481P$109,705$109,908-$203-$203
UBS - LT G/L BOX D - 8481P$299,787$321,049-$21,262-$21,262
UBS - LT G/L BOX E - 8481P$61,511$50,000$11,511$11,511
UBS - ST G/L - 8582P$152,658$153,298-$640-$640
UBS - LT G/L BOX D - 8582P$419,774$407,176$12,598$12,598
CAPITAL GAIN DISTRIBUTIONS - UBS 8481P$11,989$11,989$11,989
CAPITAL GAIN DISTRIBUTIONS - UBS 8529P$216,252$216,252$216,252
FieldValueIRS element (for citing)
Capital Gain Net Income$720,375CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,987NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,984InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,984SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,984TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$267EsPenaltyAmt
Tax Due$13,251TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLOTTE FLETCHERIndividualWithBooksNm
Phone3109905264PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16220 ZUMIREZ DRIVEAddressLine1Txt
CityMALIBUCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90265ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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
JEREMY FLETCHER
6220 ZUMIREZ DRIVEMALIBUCA90265FOUNDATION MANAGER0.00$0$0$0
CHARLOTTE FLETCHER
6220 ZUMIREZ DRIVEMALIBUCA90265PRESIDENT0.00$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,718,087AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,718,087TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,718,087AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$205,771CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,512,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$675,616MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$675,616MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,984TaxBasedOnInvestmentIncomeAmt
Total Tax$12,984TotalTaxAmt
Distributable Before Adj$662,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$662,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$662,632DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$620,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$620,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$620,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$662,632DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,940ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$50,818ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,393,553ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,763,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,217,508TotalExcessDistributionCyovAmt
Qualifying Distributions$620,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$620,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$42,632ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$42,632ExcessDistributionCyovAppCYAmt
Total Corpus$3,174,876TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,174,876ExcessDistriCyovToNextYrAmt
Excess From Year4$18,126ExcessFromYear4Amt
Excess From Year3$1,393,553ExcessFromYear3Amt
Excess From Year1$1,763,197ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN ROADWESTONMA02493BOARDING SCHOOLDONATION$25,000
DIDI HIRSCH COMMUNITY MENTAL HEALTH CENTER
4760 SOUTH SEPULVEDA BOULEVARDCULVER CITYCA902304820MENTAL HEALTH CENTERLEGACY SPONSOR$150,000
DIRECT RELIEF INTERNATIONAL
27 S LA PATERA LANESANTA BARBARACA93117MEDICAL ASSISTANCEDONATION$30,000
ISLAND INSTITUTE
386 MAIN STREETROCKLANDME04841ENVIRONMENTAL PROTECTIONDONATION$100,000
LIFEFLIGHT FOUNDATION
13 MAIN STREETCAMDENME04843DONATION$50,000
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRWOODBURYNY11797DONATION$20,000
ROCKPORT LIBRARY
485 COMMERCIAL STREETROCKPORTME04856DONATION$10,000
AREA INTERFAITH OUTREACH
PO BOX 113ROCKLANDME04841FOOD PANTRY AND EMERGENCY ASSISTANCEDONATION$130,000
FARNSWORTH ART MUSEUM
16 MUSEUM STROCKLANDME04841MUSEUMDONATION$100,000
FEEDING WESTCHESTER
200 CLEARBROOK RDELMSFORDNY10523DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$620,000TotalGrantOrContriPdDurYrAmt
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$287,580ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$720,375ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,007,955ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,007,955TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEREMY & CHARLOTTE FLETCHERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16220 ZUMIREZ DRIVEAddressLine1Txt
CityMALIBUCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90265ZIPCd
FieldValueIRS element (for citing)
Total Contributions$543,375TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$10,450Amt
Net Investment Income$10,450NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CASH$1,353,688$1,353,688
US FIXED INCOME$2,898,497$3,157,934
GLOBAL FIXED INCOME$65,924$55,267
EMERGING MARKETS FIXED INCOME$185,218$235,673
US EQUITY$3,949,773$6,439,737
GLOBAL EQUITY$404,555$826,932
INTERNATIONAL EQUITY$1,625,819$2,028,304
NON-TRADITIONAL$914,962$1,493,357
BALANCED MUTUAL FUNDS$159,149$178,865

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO REFLECT ACTUAL BOOK VALUE OF ASSETSDesc
Amt$70,805Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MGT FEE - UBS 8529$47,582$47,582$0$0
MGT FEE - UBS 8582$7,081$7,081$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$3,183$3,183$0$0
CALIFORNIA FRANCHISE TAX PAID$150$150$0$0

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