TARBLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TARBLE FOUNDATION (EIN 20-3510478)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-13
- IRS object ID
- 202031349349100523
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T10:29:00-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651210974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203510478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARBLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA LOUISE A TARBLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARB | BusinessNameControlTxt |
| Phone | 2134528511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARMANDO SALINAS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Moshe Y Graber | PreparerPersonNm |
| PTIN | P00653955 | PTIN |
| Phone | 3105521600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,761,548 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $96,160 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $407,710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $407,710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,514,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,514,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,540,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,537,684 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $238,227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $238,227 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $716,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,160,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $141,041 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,041 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,513 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $33,513 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $116,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $66,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $248,317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $248,317 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,146 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $610 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $555,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $240,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,094,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,094,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,650,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,335,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,934,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,846,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,569,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,003,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,003,646 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $3,732,197 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,737,933 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,232,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,409,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,646,346 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,419,091 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,305,230 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,363,305 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $19,790 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,318 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,318 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,240,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,461,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,761,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $54,240,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,461,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,240,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,461,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,240,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,461,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,240,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,934,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,154,558 | OtherIncreasesAmt |
| Subtotal | $51,461,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,461,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SEC-MORGAN STANLEY #7631 | P | 2016-01-01 | 2018-01-01 | $1,232,938 | $1,258,235 | -$25,297 | -$25,297 |
| PUBLICLY TRADED SEC-MORGAN STANLEY #7632 | P | 2016-01-01 | 2018-01-01 | $8,781,683 | $10,147,853 | -$1,366,170 | -$1,366,170 |
| PUBLICLY TRADED SEC-MORGAN STANLEY #7633 | P | 2016-01-01 | 2018-01-01 | $2,523,063 | $2,672,457 | -$149,394 | -$149,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,540,861 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,679,358 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,599,734 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,282,889 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,118,210 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.45202 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,522,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $111,374,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02265 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,074,526 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,417,960 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17999 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,702,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00156 | DistributionYr5Rt |
| Total Distribution | 0.769814 | TotalDistributionRt |
| Average Distribution | 0.153963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,987,625 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,081,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,100,375 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,335,179 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,463 | SubtotalAmt |
| Tax Based On Investment Income | $18,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115,732 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $115,732 | TotalPaymentsAndCreditsAmt |
| Overpayment | $97,269 | OverpaymentAmt |
| Applied To ES Tax | $97,269 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERBER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105521600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAN TARBLE | ||||||
| 1880 CENTURY PARK EAST ste 200 | LOS ANGELES | CA | 90067 | Trustee | 1.00 | $0 |
| SAN PASQUAL FIDUCIARY TRUST CO | ||||||
| 400 SOUTH HOPE STREET SUITE 1 | LOS ANGELES | CA | 90071 | Trustee | 5.00 | $141,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1999 AVENUE OF THE STARS SUITE 2400 | LOS ANGELES | CA | 90067 | INVESTMENT MANAGEMEN | $248,317 |
| GERBER & COINC | |||||
| 1880 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | ACCOUNTING/TAX PREP | $100,300 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,248,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,637,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,885,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $59,885,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $898,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,987,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,949,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,949,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,463 | TotalTaxAmt |
| Distributable Before Adj | $2,930,918 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,930,918 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,930,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,335,179 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,335,179 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,463 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,316,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,930,918 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,342,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $35,885,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,349,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,578,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,335,179 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,930,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,404,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,982,915 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $62,982,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,342,982 | ExcessFromYear4Amt |
| Excess From Year2 | $35,885,926 | ExcessFromYear2Amt |
| Excess From Year1 | $4,349,746 | ExcessFromYear1Amt |
| Excess From Current Year | $9,404,261 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| louisville high school | |||||||
| 22300 Mulholland Drive | WOODLAND HILLS | CA | 91364 | N/A | PC | general purpose | $995,648 |
| St John's health center foundation | |||||||
| 2121 Santa Monica Blvd | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL PURPOSE | $5,081,890 |
| Lake Forest College | |||||||
| 555 NORTH SHERIDAN ROAD | LAKE FOREST | IL | 60045 | N/A | PC | general purpose | $992,561 |
| GIVE TO LEARN TO GROW FOUNDATION | |||||||
| 808 W 2 ND ST 2 | SANTA MONICA | CA | 90012 | N/A | PF | GENERAL PURPOSE | $5,024,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,094,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,710 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,514,970 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,540,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $620,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $620,046 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAN TARBLE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST ste 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $96,160 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $100,300 | $50,150 | $0 | $50,150 |
| AUDIT FEES | $16,045 | $0 | $0 | $16,045 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,513 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,513 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $19,790 | BOYBookValueAmt |
| EOY Book Value | $10,318 | EOYBookValueAmt |
| EOYFMV | $10,318 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OFFICE EXPENSES | $450 |
| TAXES AND FEES | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $238,227 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $238,227 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | excess of fair market value over book value of donated stock | Desc |
| Amt | $9,154,558 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $248,317 | Amt |
| Net Investment Income | $248,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN TARBLE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST ste 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $16,146 | Amt |
| Net Investment Income | $16,146 | NetInvestmentIncomeAmt |
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