WALT DISNEY COMPANY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALT DISNEY COMPANY FOUNDATION (EIN 95-6037079)
- Tax period
- 2018-10-01 to 2019-09-29
- Filed
- 2020-08-14
- IRS object ID
- 202012279349100321
- Schema version
- 2018v3.3
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T15:22:16-05:00 | ReturnTs |
| Tax Period End | 2019-09-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S Flower Street 7th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956037079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Walt Disney Company Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE WALT DISNEY COMPANY FDTN | InCareOfNm |
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 8186554858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH BUENA VISTA STREET | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915216441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISSA MARGOLIS | PersonNm |
| Person Title | SR VICE PRESIDENT | PersonTitleTxt |
| Phone | 8185635981 | PhoneNum |
| Signature | 2020-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2136271717 | PhoneNum |
| Preparation | 2020-08-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.247.107.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95361120202275000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 85285106D67D06EDFF820F5FFC2BA856D01BFB4B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85285106D67D06EDFF820F5FFC2BA856D01BFB4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,728,535 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,072,912 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,072,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $45,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $163,168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,724,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,466,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,932,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,675,011 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$859,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,483,943 | CashBOYAmt |
| Cash EOY | $1,595,587 | CashEOYAmt |
| Cash EOYFMV | $1,595,587 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $111,418 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $132,877 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $132,877 | PrepaidExpensesEOYFMVAmt |
| Other Assets EOY | $71 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $71 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,595,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,728,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,728,535 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,401 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,314,390 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,324,791 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,595,361 | UnrestrictedBOYAmt |
| Unrestricted EOY | $403,744 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,595,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $403,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,595,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,728,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,595,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$859,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $71 | OtherIncreasesAmt |
| Subtotal | $1,735,461 | SubtotalAmt |
| Other Decreases | $1,331,717 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $403,744 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,189,212 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,997,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.29863 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,418,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,164,131 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.976558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,808,697 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,186,676 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.11372 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,800,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,012,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.925634 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,007,362 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,734,484 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.876394 | DistributionYr5Rt |
| Total Distribution | 12.190936 | TotalDistributionRt |
| Average Distribution | 2.438187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,676,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,963,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,963,536 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,675,011 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $71 | TotalPaymentsAndCreditsAmt |
| Overpayment | $71 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $71 | RefundAmt |
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 |
| 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 | false | 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 | THE WALT DISNEY COMPANY FDTN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186554858 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S BUENA VISTA ST | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915216441 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT IGER | ||||||||
| 500 SOUTH BUENA VISTA STREET | BURBANK | CA | 915216441 | PRESIDENT | 0.0 | $0 | $0 | $0 |
| CHRISTINE MCCARTHY | ||||||||
| 500 SOUTH BUENA VISTA STREET | BURBANK | CA | 915216441 | Treasurer | 0.0 | $0 | $0 | $0 |
| MARSHA REED | ||||||||
| 500 SOUTH BUENA VISTA STREET | BURBANK | CA | 915216441 | SECRETARY | 0.0 | $0 | $0 | $0 |
| Brent Woodford | ||||||||
| 500 SOUTH BUENA VISTA STREET | BURBANK | CA | 915216441 | SENIOR VICE PRESIDENT | 0.0 | $0 | $0 | $0 |
| Elissa Margolis | ||||||||
| 500 SOUTH BUENA VISTA STREET | BURBANK | CA | 915216441 | Senior Vice President | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | International Scholarship & Tuition Serv | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 Murfreesboro Road Suite 800 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Scholarship Program | ServiceTypeTxt |
| Compensation | $51,564 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,732,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,732,296 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,732,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,676,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $183,816 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $183,816 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $183,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,675,011 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,675,011 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,675,011 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,820,642 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,650,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,699,365 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,260,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,989,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,419,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,675,011 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $183,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,491,195 | RemainingDistriFromCorpusAmt |
| Total Corpus | $47,910,782 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,820,642 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,090,140 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,650,242 | ExcessFromYear4Amt |
| Excess From Year3 | $6,699,365 | ExcessFromYear3Amt |
| Excess From Year2 | $9,260,011 | ExcessFromYear2Amt |
| Excess From Year1 | $8,989,327 | ExcessFromYear1Amt |
| Excess From Current Year | $10,491,195 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WALT DISNEY COMPANY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S Buena Vista Street | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915216441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8185635981 | RecipientPhoneNum |
| Form And Info And Materials | See Attachment A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See Attachment A | SubmissionDeadlinesTxt |
| Restrictions On Awards | See Attachment A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHMENT B | |||||||
| 500 South Buena Vista Street | Burbank | CA | 915216441 | NONE | PC | Matching Gifts | $8,534,826 |
| SEE ATTACHMENT C | |||||||
| 500 South Buena Vista Street | Burbank | CA | 915216441 | NONE | I | Scholarships | $1,931,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,466,682 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT D | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 South Buena Vista Street | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915216441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PC | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attachment D | GrantOrContributionPurposeTxt |
| Amt | $1,313,229 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,313,229 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp | |
| Subtotals Incm Producing Acty | SubtotalsIncmProducingActyGrp |
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 | The Walt Disney Company | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 South Buena Vista Street | AddressLine1Txt |
| City | Burbank | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945216441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,072,912 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $45,150 | Amt |
| Disbursements Charitable Prps | $45,150 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX RECEIVABLE | Desc |
| EOY Book Value | $71 | EOYBookValueAmt |
| EOYFMV | $71 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC ACCTS PAYABLE (CASH TO ACCRUAL ADJ) | $13,657 |
| MATCHING GIFT PAYABLE (CASH TO ACCR ADJ) | $1,318,060 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GRANT MANAGEMENT EXPENSE | $72,246 | $72,246 |
| SCHOLARSHIP PROGRAM EXPENSE | $66,228 | $66,228 |
| ATTORNEY GENERALS REGISTRY FEE | $150 | $150 |
| MARKETING EXPENSE | $24,544 | $24,544 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. ACCOUNTS RECEIV. (CASH TO ACCR ADJ | Desc |
| Amt | $71 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FRANCHISE TAX BOARD FEE | CategoryTxt |
| Amt | $10 | Amt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
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