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JOHN AND NANCY EDWARDS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JOHN AND NANCY EDWARDS FAMILY FOUNDATION (EIN 47-6494244)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-02-21
IRS object ID
202020529349101002
Schema version
2018v3.1
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)
Return2020-02-21T15:39:11-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2020-02-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN L FAUCETTEPreparerPersonNm
PTINP01318684PTIN
Phone6617054222PhoneNum
Preparation2020-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,441,786FMVAssetsEOYAmt
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$261,704DividendsRevAndExpnssAmt
Dividends Net Invst Incm$261,704DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$378,789NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$378,789GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$378,789CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$640,493TotalRevAndExpnssAmt
Total Net Invst Incm$640,493TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,250LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,250LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$75,255OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,283OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,972OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,196TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,122TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$430OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84,131TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,283TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,774TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$928,494ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$928,494ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,012,625TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,283TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$938,268TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$372,132ExcessRevenueOverExpensesAmt
Net Investment Income$570,210NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,033SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,022SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,022SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,809,553CorporateStockBOYAmt
Corporate Stock EOY$8,479,499CorporateStockEOYAmt
Corporate Stock EOYFMV$8,479,499CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,916,239CorporateBondsBOYAmt
Corporate Bonds EOY$4,462,870CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,462,870CorporateBondsEOYFMVAmt
Other Investments BOY$2,533,254OtherInvestmentsBOYAmt
Other Investments EOY$2,427,647OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,427,647OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,748OtherAssetsEOYAmt
Other Assets EOYFMV$1,748OtherAssetsEOYFMVAmt
Total Assets BOY$17,266,079TotalAssetsBOYAmt
Total Assets EOY$15,441,786TotalAssetsEOYAmt
Total Assets EOYFMV$15,441,786TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,180OtherLiabilitiesBOYAmt
Other Liabilities EOY$872OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,180TotalLiabilitiesBOYAmt
Total Liabilities EOY$872TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$17,262,899UnrestrictedBOYAmt
Unrestricted EOY$15,440,914UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$17,262,899TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,440,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,266,079TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,441,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,262,899TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$372,132ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,890,767SubtotalAmt
Other Decreases$1,449,853OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,440,914TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$378,789GrossSalesPriceAmt
Gain Or Loss$378,789GainOrLossAmt
Gains Minus Excess Or Losses$378,789GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$378,789CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$918,679AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,445,554NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055862DistributionYr1Rt
Adjusted Qlfy Distri Yr2$538,031AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,118,405NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053173DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.109035TotalDistributionRt
Average Distribution0.036345AverageDistributionRt
Net Vl Noncharitable Assets$16,646,327NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$605,011AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,702NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$610,713AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$938,268QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,702InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,702SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,702TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,822EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,822TotalPaymentsAndCreditsAmt
Es Penalty$44EsPenaltyAmt
Overpayment$76OverpaymentAmt
Applied To ES Tax$76AppliedToESTaxAmt
Refund$0RefundAmt

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$16,758,546AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,278AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,899,824TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,899,824AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$253,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,646,327NetVlNoncharitableAssetsAmt
Minimum Investment Return$832,316MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$832,316MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,702TaxBasedOnInvestmentIncomeAmt
Total Tax$5,702TotalTaxAmt
Distributable Before Adj$826,614DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$826,614DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$826,614DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$938,268ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$938,268QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,702PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$932,566AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$826,614DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$35,747ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$106,273ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$142,020TotalExcessDistributionCyovAmt
Qualifying Distributions$938,268QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$826,614AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,654RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$253,674TotalCorpusAmt
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$253,674ExcessDistriCyovToNextYrAmt
Excess From Year2$35,747ExcessFromYear2Amt
Excess From Year1$106,273ExcessFromYear1Amt
Excess From Current Year$111,654ExcessFromCurrentYearAmt

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
AIDS LIFECYCLE
1035 MARKET STREET SUITE 400SAN FRANCISCOCA94103NONENCTO SUPPORT THE ONGOING EFFORTS OF AIDS LIFE CYCLE IN PROVIDING SUPPORT FOR COMMUNITIES MOST IMPACTED BY HIV$1,000
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$195,250
AMERICAN RED CROSS
11355 OHIO AVENUELOS ANGELESCA90025NONENCTO SUPPORT ONGOING OPERATIONS OF THE AMERICAN RED CROSS$46,000
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 STATE PARKS
1416 9TH STREETSACRAMENTOCA95814NONENCTO SUPPORT THE ONGOING OPERATIONAL PROGRAMS OF THE CALIFORNIA DEPARTMENT OF PARKS AND RECREATION TO PRESERVE THE STATE'S BIOLOGICAL DIVERSITY AND CREATING OPPORTUNITIES FOR HIGH-QUALITY OUTDOOR RECREATION$5,000
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$161,000
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$150,000
INTERNATIONAL RETT SYNDROME FOUNDATION
4600 DEVITT DRIVECINCINNATIOH45246NONENCTO SUPPORT THE ORGANIZATION'S MISSION TO COORDINATE, CULTIVATE, ACCELERATE, AND FUND RESEARCH THAT WILL PRODUCE A CURE AND TO ASSIST FAMILIES OF INDIVIDUALS LIVING WITH RETT SYNDROME, AND TO ADVOCATE AND RAISE AWARENESS ABOUT RETT SYNDROME$2,500
NATURAL HISTORY MUSEUM
900 EXPOSITION BOULEVARDLOS ANGELESCA90007NONENCTO SUPPORT THE NHM NEXT CAMPAIGN AT THE NATURAL HISTORY MUSEUM$25,000
NAVY-MARINE CORPS RELIEF SOCIETY
875 N RANDOLPH ST STE 225ARLINGTONVA22203NONENCPROVIDE FINANCIAL, EDUCATIONAL, AND OTHER ASSISTANCE TO MEMBERS OF THE NAVAL SERVICE OF THE$20,000
OTHER DONATIONS
327 REES STREETPLAYA DEL REYCA90293NONENCOTHER$33,404
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$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$6,000
USO WORLD HEADQUARTERS
2111 WILSON BLVD 1200ARLINGTONVA22201NONENCTO PROVIDE ONGOING SUPPORT OF THE USO'S OPERATIONAL ACTIVITIES$25,000
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$78,190
WESTCHESTER MENTAL HEALTH GUILD
7891 LA TIJERA BOULEVARDLOS ANGELESCA90045NONENCTO PROVIDE SUPPORT FOR THE ONGOING OPERATIONS TO RAISE FUNDS TO SUPPORT AIRPORT MARINA COUNSELING SERVICES$2,850
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$1,800
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NONENCSERVE VETERANS, CAREGIVERS AND FAMILIES OF VETERANS WHO INCURRED A PHYSICAL OR MENTAL INJURY OR ILLNESS ON OR AFTER SEPTMEBER 11,2001.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$928,494TotalGrantOrContriPdDurYrAmt
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$261,704UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$378,789UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$640,493UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$640,493TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBELAIR FIXED INCOMEBondNm
EOY Book Value$4,462,870EOYBookValueAmt
EOYFMV$4,462,870EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBELAIR EQUITY MANAGERSStockNm
EOY Book Value$8,479,499EOYBookValueAmt
EOYFMV$8,479,499EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBELAIR INVESTMENTS ALTERNATIVESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,427,647BookValueAmt
EOYFMV$2,427,647EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$2,250LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
Desc2016 TAX RECEIVABLEDesc
EOY Book Value$1,748EOYBookValueAmt
EOYFMV$1,748EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS IN INVESTMENTSDesc
Amt$1,449,853Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$430RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$430DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$3,180BOYBookValueAmt
EOY Book Value$872EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT COSTS$70,283$70,283$0
ADMINISTRATIVE COSTS$4,972$0$4,972

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES$2,122$0$2,122
EXCISE TAX$4,074$0$0

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