FRIEDA C FOX FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDA C FOX FAMILY FOUNDATION (EIN 95-4775770)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-03
- IRS object ID
- 202012479349100701
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-03T06:28:59-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Six Flags Dr Suite 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954775770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDA C FOX FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 8185056777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN C FOX | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kimberly D Crawford | PreparerPersonNm |
| PTIN | P00446484 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,817,976 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $164,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$49,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $831,788 | GrossSalesPriceAmt |
| Total Rev And Expnss | $114,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,542 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,163 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,379 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,596 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,724 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $224 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,933 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,823 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,147 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,677 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,503 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,685 | CashBOYAmt |
| Cash EOY | $38,150 | CashEOYAmt |
| Cash EOYFMV | $38,150 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $386,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $763,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $763,229 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,771,155 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,841,138 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,771,155 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,771,155 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,423,621 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $487,670 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $487,670 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $498,381 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,101,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,101,345 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $569,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $656,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $656,427 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,811,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,817,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,817,976 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,590 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $7,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,804,074 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,804,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,817,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,811,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,817,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,804,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $107,869 | OtherIncreasesAmt |
| Subtotal | $4,817,976 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,817,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHELAN CNTY WAS | P | 2014-10-29 | 2019-12-31 | $56,216 | $58,402 | -$2,186 | -$2,186 |
| DC 5.67% 22 GO UTX | P | 2015-04-01 | 2019-12-31 | $27,060 | $29,838 | -$2,778 | -$2,778 |
| FL HURRICAN CA 2.995% | P | 2013-12-19 | 2019-12-31 | $30,168 | $28,903 | $1,265 | $1,265 |
| FL ST DEPT ENV 5.456 | P | 2013-12-18 | 2019-07-01 | $30,000 | $33,205 | -$3,205 | -$3,205 |
| GAINESVILLE FL U 5.27% | P | 2014-10-24 | 2019-10-01 | $15,000 | $17,052 | -$2,052 | -$2,052 |
| GALVESTON CNTY 5.308% | P | 2014-10-24 | 2019-02-01 | $50,000 | $56,337 | -$6,337 | -$6,337 |
| MONROE CN NY ID 3.246% | P | 2015-07-08 | 2019-12-31 | $30,783 | $30,749 | $34 | $34 |
| MORGAN STANLEY VAR22 | P | 2014-10-30 | 2019-12-31 | $35,963 | $37,423 | -$1,460 | -$1,460 |
| NEW ROCHELLE NY 4.55% | P | 2015-04-01 | 2019-12-31 | $21,274 | $22,315 | -$1,041 | -$1,041 |
| NEW YORK ST 6.024 | P | 2014-10-28 | 2019-02-15 | $10,000 | $11,061 | -$1,061 | -$1,061 |
| NH ST TPK SYS 5.277% | P | 2015-04-01 | 2019-12-31 | $48,786 | $52,815 | -$4,029 | -$4,029 |
| PLEASANTVILLE NJ 5.25% | P | 2012-01-18 | 2019-02-15 | $15,000 | $16,781 | -$1,781 | -$1,781 |
| PROTECTIVE LIFE 7.375% | P | 2014-11-20 | 2019-10-15 | $60,000 | $72,763 | -$12,763 | -$12,763 |
| SAN FRAN CA CY/CN 4.6% | P | 2014-03-13 | 2019-12-31 | $30,324 | $33,366 | -$3,042 | -$3,042 |
| TORRANCE CA USD 5.52% | P | 2014-11-21 | 2019-12-31 | $52,668 | $57,900 | -$5,232 | -$5,232 |
| UNIV MA BLDG AUTH 3.8% | P | 2015-04-01 | 2019-12-31 | $25,723 | $26,894 | -$1,171 | -$1,171 |
| UST INFL IDX 1.25% | P | 2014-10-27 | 2019-12-31 | $119,115 | $117,342 | $1,773 | $1,773 |
| UST INFL IDX 1.875% | P | 2014-03-07 | 2019-07-15 | $53,909 | $55,555 | -$1,646 | -$1,646 |
| UST INFL IDX 1.875% | P | 2014-10-27 | 2019-07-15 | $119,799 | $122,765 | -$2,966 | -$2,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$49,678 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,486 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,920,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06556 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $492,923 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,910,989 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10037 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $644,213 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,314,548 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12122 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $664,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,489,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $516,906 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,821,835 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08879 | DistributionYr5Rt |
| Total Distribution | 0.496937 | TotalDistributionRt |
| Average Distribution | 0.099387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,805,352 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $477,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $478,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,103 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,376 | SubtotalAmt |
| Tax Based On Investment Income | $2,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,007 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,007 | TotalPaymentsAndCreditsAmt |
| Tax Due | $369 | TaxDueAmt |
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 | WWW.FCFOX.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACF PROPERTY MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185056777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | 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 | Yes (true) | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| ALAN C FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | President | 3.00 | $0 | |
| CATHY REYNOLDS | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Treasurer | 1.00 | $0 | |
| ALEXIS MARION | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Secretary | 30.00 | $56,767 | $4,523 |
| HEATHER FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| CAROLYN FOX | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| LAUREN HUNSAKER | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| CONNIE LORICK | |||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | Director | 20.00 | $39,000 | $252 |
| NANCY MILLER | |||||||
| 12411 VENTURE BLVD | STUDIO CITY | CA | 91604 | Director | 1.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTS EDUCATIONAL AND YOUTH DEVELOPMENT PROGRAMS IN LOS ANGELES AND SANTA CRUZ COUNTIES WITH CASH GRANTS, TECHNICAL ASSISTANCE, AND MISSION RELATED INVESTMENTS. | Description1Txt |
| Expenses1 | $191,486 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,993,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,771,155 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,878,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,878,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,805,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,376 | TotalTaxAmt |
| Distributable Before Adj | $237,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $237,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $237,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,103 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $163,103 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $163,103 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,892 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $231,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $393,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $382,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $251,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,306,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,103 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,103 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $74,789 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $74,789 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,231,468 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $156,796 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,074,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $393,266 | ExcessFromYear4Amt |
| Excess From Year3 | $382,885 | ExcessFromYear3Amt |
| Excess From Year2 | $251,609 | ExcessFromYear2Amt |
| Excess From Year1 | $46,912 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24TH ST THEATER COMPANY | |||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ALGALITA MARINE RESEARCH | |||||||
| 148 N MARINA DR | LONG BEACH | CA | 90803 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| ASIAN YOUTH CENTER | |||||||
| 100 WEST CLARY AVENUE | SAN GABRIEL | CA | 91776 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| CENTER FOR RESTORATIVE JUSTICE WORK | |||||||
| 2350 W BEVERLY BLVD 200 | MONTEBELLO | CA | 90640 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| COMMUNITY COALITION | |||||||
| 8101 S VERMONT AVE | LOS ANGELES | CA | 90044 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| DISCOVERY CUBE LA | |||||||
| 11800 FOOTHILL BLVD | LOS ANGELES | CA | 91342 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DIY GIRLS | |||||||
| PO BOX 330662 | PACOIMA | CA | 91333 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| FOOD WHAT | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| EMPOWHER INSTITUTE | |||||||
| 6109 S WESTERN AVE 105 | LOS ANGELES | CA | 90047 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| KHMER GIRLS IN ACTION | |||||||
| 1355 REDONDO AVE 9 | LONG BEACH | CA | 90804 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| LA LGBT CENTER | |||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 90028 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| NO LIMITS FOR DEAF CHILDREN | |||||||
| 9801 WASHINGTON BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| SAVING INNOCENCE | |||||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 ALAMEDA S T 230 | LOS ANGELES | CA | 90012 | NONE | PC | PARTNERSHIP GRANT | $1,000 |
| TAKING THE REINS | |||||||
| 3919 RIGILI AVENUE | LOS ANGELES | CA | 90039 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| VENICE ARTS | |||||||
| 13445 BEACH AVENUE | VENICE | CA | 90292 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| WEST VALLEY BOYS GIRLS CLUB | |||||||
| 7245 REMMET AVENUE | CANOGA PARK | CA | 91303 | NONE | PC | TECHNOLOGY | $10,000 |
| WOODCRAFT RANGERS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY PARTNERS | |||||||
| 1330 FACTORY PLACE 104 | LOS ANGELES | CA | 90013 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| ARTS COUNCIL SANTA CRUZ COUNTY | |||||||
| 400 ENCINAL | SANTA CRUZ | CA | 95060 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| YOUTH MENTORING ACTION NETWORK | |||||||
| PO BOX 1633 | CLAREMONT | CA | 91711 | NONE | PC | PROFESSIONAL DEVELOPMENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$49,678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,755 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,320 | Amt |
| Net Investment Income | $1,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,724 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARCLAYS PLC 3.75% 7/28/20 | $100,740 | $100,740 |
| GENERAL ELECTRIC 5.5% 7/28/20 | $21,453 | $21,453 |
| PRUDENTIAL FINL, VAR 11/02/20 | $60,139 | $60,139 |
| THE HERSHEY CO 8.8% 2/15/21 | $21,420 | $21,420 |
| BANK OF AMERICA C VAR 3/11/21 | $45,660 | $45,660 |
| WELLS FARGO & CO VAR 3/31/21 | $99,375 | $99,375 |
| BANK OF AMERICA C VAR 4/12/21 | $30,372 | $30,372 |
| JPMORGAN CHASE & VAR 5/31/21 | $25,428 | $25,428 |
| MORGAN STANLEY VAR 7/1/22 | $36,117 | $36,117 |
| DOUBLELINE TOTAL RETURN BD FD | $660,641 | $660,641 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $119,064 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $119,064 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $368,606 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $368,606 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALIGN IMPACT FUND, L.P. | FMV | $356,427 | $356,427 |
| SCHWAB 2019 LONE OAK FUND LLC | FMV | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $325 | $98 | $228 |
| GOVERNMENT FEES AND TAXES | $2,160 | $648 | $1,512 |
| INFORMATION TECHNOLOGY | $1,110 | $333 | $777 |
| INSURANCE | $1,530 | $459 | $1,071 |
| INVESTMENT MANAGEMENT FEES | $5,289 | $5,289 | |
| OFFICE EXPENSES | $224 | $66 | $156 |
| STAFF EXPENSES | $282 | $85 | $197 |
| SUBSCRIPTIONS AND DUES | $1,750 | $525 | $1,225 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $107,869 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES | CategoryTxt |
| Amt | $320 | Amt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $224 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $7,047 | Amt |
| Net Investment Income | $2,114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,933 | DisbursementsCharitablePrpsAmt |
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