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JOHN AND NANCY EDWARDS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOHN AND NANCY EDWARDS FAMILY FOUNDATION (EIN 47-6494244)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349104159
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)
Return2021-11-11T17:47:25-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463462919PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KKAJ LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127200 TOURNEY ROAD STE 475AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476494244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN AND NANCY EDWARDS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3102822383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1327 REES STREETAddressLine1Txt
CityPLAYA DEL REYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90293ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY EDWARDSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3108236773PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastEDWARDSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN L FAUCETTEPreparerPersonNm
PTINP01318684PTIN
Phone6617054222PhoneNum
Preparation2021-11-11PreparationDt

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$16,027,744FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$456,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$456,264DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$797,828NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,350,458GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$797,828CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$98,393OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$98,393OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,155,699TotalRevAndExpnssAmt
Total Net Invst Incm$1,155,699TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,690AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$80,773OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80,384OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$389OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,178TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$106,641TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,384TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$464TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$791,052ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$791,052ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$897,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,384TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$791,516TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$258,006ExcessRevenueOverExpensesAmt
Net Investment Income$1,075,315NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$69,608SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,185SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,185SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,267,985CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,645,931CorporateBondsBOYAmt
Corporate Bonds EOY$13,257,078CorporateBondsEOYAmt
Corporate Bonds EOYFMV$13,257,078CorporateBondsEOYFMVAmt
Other Investments BOY$2,404,822OtherInvestmentsBOYAmt
Other Investments EOY$2,633,481OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,633,481OtherInvestmentsEOYFMVAmt
Total Assets BOY$17,388,346TotalAssetsBOYAmt
Total Assets EOY$16,027,744TotalAssetsEOYAmt
Total Assets EOYFMV$16,027,744TotalAssetsEOYFMVAmt
Other Liabilities BOY$7,743OtherLiabilitiesBOYAmt
Other Liabilities EOY$15,103OtherLiabilitiesEOYAmt
Total Liabilities BOY$7,743TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,103TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$17,380,603NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,012,641NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$17,380,603TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,012,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,388,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,027,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,380,603TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$258,006ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,638,609SubtotalAmt
Other Decreases$1,625,968OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,012,641TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING -1838P2020-01-012020-12-31$1,781,957$1,755,739$26,218$26,218
PERSHING -1838P2019-12-312020-12-31$10,432,620$9,796,891$635,729$635,729
ALTERNATIVE INVESTMENTSP2020-01-012020-12-31$18,294$18,294$18,294
CAPITAL GAINS DIVIDENDSP$117,587$117,587$117,587
FieldValueIRS element (for citing)
Capital Gain Net Income$797,828CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,947InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,947SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,947TaxBasedOnInvestmentIncomeAmt
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$156EsPenaltyAmt
Tax Due$15,103TaxDueAmt

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 RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JANEFF.ORGWebsiteAddressTxt
Individual With BooksALAN J LYON ACCOUNTANCY CORPORATIONIndividualWithBooksNm
Phone6617759399PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line128382 CONSTELLATION ROADAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
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
JOHN R EDWARDS
327 REES STPLAYA DEL REYCA90293TRUSTEE1.00$0$0$0
NANCY ELLIN-EDWARDS
327 REES STPLAYA DEL REYCA90293TRUSTEE1.00$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$1,383,721AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,392,337TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,392,337AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,371,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,573MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,573MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,947TaxBasedOnInvestmentIncomeAmt
Total Tax$14,947TotalTaxAmt
Distributable Before Adj$53,626DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,626DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,626DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$791,516ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$791,516QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$791,516AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,626DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$35,747ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$106,273ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$111,654ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$127,211ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$380,885TotalExcessDistributionCyovAmt
Qualifying Distributions$791,516QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,626AppliedToCurrentYearAmt
Remaining Distri From Corpus$737,890RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,118,775TotalCorpusAmt
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$1,118,775ExcessDistriCyovToNextYrAmt
Excess From Year4$35,747ExcessFromYear4Amt
Excess From Year3$106,273ExcessFromYear3Amt
Excess From Year2$111,654ExcessFromYear2Amt
Excess From Year1$127,211ExcessFromYear1Amt
Excess From Current Year$737,890ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE SUITE 900WASHINGTONDC20003NONENCTO SUPPORT ONGOING OPERATIONS OF THE AFRICAN WILDLIFE FOUNDATION$12,000
AIRPORT MARINA COUNSELING
7891 LA TIJERA BOULEVARDLOS ANGELESCA90045NONENCTO SUPPORT THE PROGRAMS OF AIRPORT MARINA COUNSELING SERVICE, INCLUDING THEIR CLINIC AND THEIR 32ND ANNUAL "JET TO JETTY" RACE FOR MENTAL HEALTH$170,700
AMERICAN RED CROSS
11355 OHIO AVENUELOS ANGELESCA90025NONENCTO SUPPORT ONGOING OPERATIONS OF THE AMERICAN RED CROSS$12,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802NONENCTO SUPPORT THE ONGOING EFFORTS OF THE AQUARIUM OF THE PACIFIC TO CONSERVE AND BUILD NATURE AND NATURES SERVICES$100,000
CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION
1401 SOUTH GRAND AVELOS ANGELESCA90015NONENCCARE FOR THOSE WHO LIVE, WORK, AND PLAY IN LOS ANGELES$2,000
EL SEGUNDO EDUCATION FOUNDATION
641 SHELDON STEL SEGUNDOCA90245NONENCPROVIDE FINANCIAL SUPPORT FOR EL SEGUNDO UNIFIED SCHOOL DISTRICT SCHOOLS, TEACHERS, AND STUDENTS.$8,000
EL SEGUNDO LITTLE LEAGUE
PO BOX 112 NO 200EL SEGUNDOCA90245NONENCPROVIDE A SAFE, FRIENDLY, AND RECREATIONAL BASEBALL LEAGUE IN EL SEGUNDO FOR AGES 5-12.$1,750
FRIENDS OF BALLONA WETLANDS
PO BOX 5159PLAYA DEL REYCA90296NONENCTO SUPPORT THE PROGRAMS OF FRIENDS OF BALLONA WETLANDS, INCLUDING THEIR RESTORATION PROGRAM, HANDS-ON STEAM PROGRAMS, AND OTHER PROGRAMS BENEFITING THE YOUTH FROM INNER-CITY ENVIRONMENTS$130,350
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVELOS ANGELESCA90027NONENCSERVE THE COMMUNITY, CREATE AN ENITONMENT FOR RECREATION AND DISCOVERY. FOCUS ON APPRECIATION OF WILDLIFE AND ANIMAL WELFARE.$25,000
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONENCTO SUPPORT THE EFFORTS OF HEAL THE BAY'S CORE PROGRAMS AND INITIATIVES TO SAFEGUARD MARINE ANIMALS AND THEIR HABITATS AND RESTORING THE HEALTH OF KEY NATURAL RESOURCES$10,000
LAX COASTAL EDUCATION FOUNDATION
9100 S DEPULVEDA BLVD SUITE 210LOS ANGELESCA90045NONENCTO SUPPORT AND ENHANCE LOCAL SCHOOLS TO SUPPORT STUDENTS AND TEACHERS.$1,000
NATURAL HISTORY MUSEUM
900 EXPOSITION BOULEVARDLOS ANGELESCA90007NONENCTO SUPPORT THE NHM NEXT CAMPAIGN AT THE NATURAL HISTORY MUSEUM$135,000
PLAYA VENICE SUNRISE ROTARY
PO BOX 10883MARINA DEL REYCA90295NONENCTO SUPPORT THE ONGOING EFFORTS OF THE PLAYA VENICE SUNRISE ROTARY IN PROVIDING "SERVICE ABOVE SELF"$1,000
THE BAY FOUNDATION
8334 LINCOLN BLVD 310LOS ANGELESCA90045NONENCTO SUPPORT THE ONGOING MISSION OF THE ORGANIZATION TO RESTORE AND ENHANCE SANTA MONICA BAY BY IMPROVING WATER QUALITY, CONSERVE AND REHABILITATE NATURAL RESOURCES, AND PROTECT THE BAY"S BENEFITS AND VALUES$1,500
THE SALVATION ARMY
1533 4TH STREETSANTA MONICACA90401NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE LOCAL SALVATION ARMY$12,000
THE SMILE TRAIN
41 MADISON AVENUE 28TH FLOORNEW YORKNY10010NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE SMILE TRAIN$5,500
TOWER 60
201 W GRAND AVEEL SEGUNDOCA90245NONENCTO GIVE BACK TO COMMUNITY THROUGH CHARITY AND GOODWILL.$100
VARIOUS OTHER CONTRIBUTIONS
327 REES STREETPLAYA DEL REYCA90293NONENCOTHER$31,152
VET HUNTERS PROJECT
PO BOX 3174SOUTH EL MONTECA91733NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE ORGANIZATION IN PREVENTING AND ENDING HOMELESSNESS FOR ALL MILITARY VETERANS/FAMILIES$120,000
WESTCHESTER FAMILY YMCA
8015 S SEPULVEDA BLVDWESTCHESTERCA90045NONENCTO HELP ENSURE THE YMCA CAN MEET THE NEEDS OF CHILDREN, FAMILIES, TEENS AND SENIORS.$2,000
WOMENS INTERNATIONAL ZIONIST ORGANIZATION
2934 1/2 N BEVERLY GLEN CIRCLE 714LOS ANGELESCA90077NONENCTO SUPPORT THE ONGOING MISSION TO IMPROVE THE LIVES OF WOMEN, CHILDREN, AND ELDERLY LIVING IN ISRAEL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$791,052TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$456,264UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$797,828UnrelatedBusinessTaxblIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNET INCOME FROM ALTERNATIVE INVESTMENTSDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm-$98,393UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,155,699UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,155,699TotalIncomeProducingActyAmt

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)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Amt$10,690Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBELAIR FIXED INCOMEBondNm
EOY Book Value$13,257,078EOYBookValueAmt
EOYFMV$13,257,078EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBELAIR INVESTMENTS ALTERNATIVESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,633,481BookValueAmt
EOYFMV$2,633,481EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS IN INVESTMENTSDesc
Amt$1,625,968Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NET INCOME FROM ALTERNATIVE INVESTMENTS$0-$98,393$0
NET INCOME FROM ALTERNATIVE INVESTMENTS-$98,393$0-$98,393

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$7,743BOYBookValueAmt
EOY Book Value$15,103EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT COSTS$80,384$80,384$0
ADMINISTRATIVE COSTS$389$0$389

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES$75$0$75
EXCISE TAX$15,103$0$0

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