BETA

RANDALL FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RANDALL FAMILY FOUNDATION (EIN 95-4663969)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-07
IRS object ID
202542199349100444
Schema version
2023v6.0
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)
Return2025-08-07T17:45:30-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954663969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RANDALL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KATHI BACAInCareOfNm
Business Name ControlRANDBusinessNameControlTxt
Phone8053758555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE RD 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES H RANDALLPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone8053748555PhoneNum
Signature2025-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGGORY J HUTCHINSPreparerPersonNm
PTINP00365150PTIN
Phone8053748555PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,714,168FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,735ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$308,855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$308,855DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,875,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,710,434GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,825,310CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$234,905OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$268,933OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,426,964TotalRevAndExpnssAmt
Total Net Invst Incm$3,403,098TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$31,229LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$31,229LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,093AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,047AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,046AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,398InterestRevAndExpnssAmt
Interest Net Invst Incm$1,398InterestNetInvstIncmAmt
Taxes Rev And Expnss$41,579TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,534TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$45TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,350OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$94,649TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,079TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,570TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,286,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,286,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,381,149TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,079TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,329,070TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,954,185ExcessRevenueOverExpensesAmt
Net Investment Income$3,391,019NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,610CashBOYAmt
Cash EOY$2,610CashEOYAmt
Cash EOYFMV$2,610CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,545,263SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$807,115SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$807,115SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,971,150CorporateStockBOYAmt
Corporate Stock EOY$3,994,357CorporateStockEOYAmt
Corporate Stock EOYFMV$7,903,614CorporateStockEOYFMVAmt
Other Investments BOY$239,244OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$829OtherInvestmentsEOYFMVAmt
Total Assets BOY$21,758,267TotalAssetsBOYAmt
Total Assets EOY$4,804,082TotalAssetsEOYAmt
Total Assets EOYFMV$8,714,168TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$21,758,267RetainedEarningBOYAmt
Retained Earning EOY$4,804,082RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,758,267TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,804,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,758,267TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,804,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,758,267TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,954,185ExcessRevenueOverExpensesAmt
Subtotal$4,804,082SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,804,082TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
PUBLICLY TRADED SECURITIESP$38,280,084$35,622,343$2,657,741$2,657,741
50,000 SHS ENERGY TRANSFER PARTNERS LPP$770,123$610,696$159,427$159,4272024-05-29
30,000 SHS ENERGY TRANSFER PARTNERS LPP$464,780$367,130$97,650$97,6502024-06-10
4,500 SHS LAS VEGAS SANDS CORPD$207,651$284,955-$77,304-$77,304
FieldValueIRS element (for citing)
Capital Gain Net Income$2,825,310CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47,135InvestmentIncomeExciseTaxAmt
Subtotal$47,135SubtotalAmt
Tax Based On Investment Income$47,135TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$47,564EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$47,564TotalPaymentsAndCreditsAmt
Overpayment$429OverpaymentAmt
Applied To ES Tax$429AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.therandallfoundation.comWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KATHI BACABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8053748555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE RD 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
JAMES H RANDALL
3011 TOWNSGATE RD 400WESTLAKE VILLAGECA91361PRESIDENT/CEO4.0$0$0$0
ELEANOR M RANDALL
3011 TOWNSGATE RD 400WESTLAKE VILLAGECA91361VICE PRESIDENT/CFO/SECRETARY1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,261,723AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,480,435AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,742,158TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,742,158AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$326,132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,416,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,070,801MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,070,801MinimumInvestmentReturnAmt
Tax Based On Investment Income$47,135TaxBasedOnInvestmentIncomeAmt
Total Tax$47,135TotalTaxAmt
Distributable Before Adj$1,023,666DistributableBeforeAdjAmt
Distributable Before Ded$1,023,666DistributableBeforeDedAmt
Distributable As Adjusted$1,023,666DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,329,070ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$20,329,070QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,023,666DistributableAsAdjustedAmt
Undistributed Income PY$1,177,613UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$20,329,070QualifyingDistributionsAmt
Applied To Year1$1,177,613AppliedToYear1Amt
Applied To Current Year$1,023,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,127,791RemainingDistriFromCorpusAmt
Total Corpus$18,127,791TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,127,791ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$18,127,791ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES H RANDALL AND ELEANOR M RANContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS
6345 BALBOA BLVD 375ENCINOCA91316NONEPCTo support the fight against drug and alcohol dependence$10,000
CHILDREN'S DIABETES FOUNDATION
4380 S SYRACUSE STREET SUITE 430DENVERCO80237NONEPCGENERAL SUPPORT$1,000
University of Miami
PO Box 248106coral GablesFL33124NONEPCBASCOM PALMER EYE INSTITUTE$100,000
Rector Wardens & Vestrymen of St Matthews Parish
1031 Bienveneda avenuePacific PalisadesCA90272NONEPCGENERAL SUPPORT$10,000
Giffords law center to prevent gun violence
268 bush street 555SAN FRANCISCOCA94104NONEPCGENERAL SUPPORT$25,000
HAROLD ROBINSON FOUNDATION
10008 National Blvd 324LOS ANGELESCA90034NONEPCGENERAL SUPPORT$5,000
PEF israel endowment funds inc
630 third avenue 15th floornew yorkNY10017NONEPCGENERAL SUPPORT$10,000
hope for depression research foundation
40 west 57th street ste 1440new yorkNY10019NONEPCGENERAL SUPPORT$5,000
chp 11-99 foundation
3188 airway avenue ste ccosta mesaCA92626NONEPCGENERAL SUPPORT$10,000
Southeast ventura county YMCA
31105 thousand oaks blvdWestlake VillageCA91362NONEPCGENERAL SUPPORT$25,000
cedars-sinai medical center
8700 BEVERLY BLVDLOS ANGELESCA90048NONEPCTo fund and support the advancement of the Surgery department$20,000,000
Los Angeles sheriffs foundation
11301 w olympic blvd ste 121-722los angelesCA90064NONEPCGENERAL SUPPORT$10,000
Los Angeles fire department foundation
1700 stadium way room 100los angelesCA90012NONEPCGENERAL SUPPORT$25,000
research to prevent blindness inc
360 lexington avenue 22nd FNEW YORKNY10017NONEPCGENERAL SUPPORT$1,000
Best Buddies International Inc
100 SE 2ND ST STE 2200MIAMIFL33131NONEPCGENERAL SUPPORT$25,000
SHARE INC
PO BOX 1342BEVERLY HILLSCA90213NONEPCGENERAL SUPPORT$10,000
Dolphins Cycling Challenge Inc
347 DON SHULA DRIVEMIAMI GARDENSFL33056NONEPCGENERAL SUPPORT$10,000
cascades tennis junior scholarship fund
39060 highway 82 unit 15aspenCO81611NONEPCGENERAL SUPPORT$2,500
looking beyond inc
600 east 4th stjacksonvilleFL32206NONEPCGENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,286,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$308,855ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,875,469ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME/(LOSS)900099-$34,02801-$5,496
ENERGY TRANSFER LP K-1 PTP DISPOSAL 751 ORDINARY18$274,429
INCOME

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$34,028UnrelatedBusinessTaxblIncmAmt
Exclusion$3,453,257ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,419,229TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonJAMES H RANDALL AND ELEANOR M RANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE RD 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,735TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$18,093Amt
Net Investment Income$9,047NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,046DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierELECTION TO AMORTIZE BOND PREMIUMIdentifierTxt
Form And Line ReferenceFORM 990-PF PAGE 1 PART I LINE 4 IRC 171(C)FormAndLineReferenceDesc
Medium ExplanationTHE RANDALL FAMILY FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A).MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN - SEE STMT ATTA$3,527,163$7,555,744
5,000 SHS SEA LTD-ADR$0$0
1,500 SHS KAISER ALUMINUM$170,406$108,780
100 SHS SPDR S&P 500 ETF TRUST$113,703$950
14,200 SHS CONSTELLIUM SE$0$0
2,000 SHS NOVO-NORDISK A/S$183,085$238,140
3,000 SHS SHOPIFY INC-CLASS A$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
2,000 SHS SIMON PROPERTY GROUPAT COST$0$0
ACCRUED INTERESTFMV$0$829

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING THE SEPTEMBER 30, 2024 TAX YEAR, THE RANDALL FAMILY FOUNDATION MADE DISTRIBUTIONS OF $16,954,185 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 77.92% OF THE RANDALL FAMILY FOUNDATION'S NET ASSETS OF $21,758,267 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE SEPTEMBER 30, 2024 TAX YEAR. PLEASE SEE FORM 990-PF PAGE 1 AND STATEMENTS 13 THROUGH 22 FOR DETAILS OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS $ 20,381,149 LESS: CURRENT INCOME - $ 3,426,964 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $ 16,954,185ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$31,229LegalFeesAmt
Disbursements Charitable Prps$31,229DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE FEES$100$100
OUTSIDE SERVICES$2,250$2,250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME/(LOSS)-$39,524-$5,496
ENERGY TRANSFER LP K-1 PTP DISPOSAL-
751 ORDINARY GAIN$274,429$274,429

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE FILING FEES$45$45
FEDERAL EXCISE TAX$40,000
FOREIGN TAXES$1,534$1,534

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