RANDALL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RANDALL FAMILY FOUNDATION (EIN 95-4663969)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-13
- IRS object ID
- 202022269349100632
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-13T17:54:51-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 954663969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RANDALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KATHI BACA | InCareOfNm |
| Business Name Control | RAND | BusinessNameControlTxt |
| Phone | 8053758555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE RD 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H RANDALL | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8053748555 | PhoneNum |
| Signature | 2020-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGGORY J HUTCHINS | PreparerPersonNm |
| PTIN | P00365150 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.240.144.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420202265000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DE82CF03C4C669F244574ECA69CF31BB07201F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1A6DA3F34A0129258DF3AA94242C5D46C7322EE0 | 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 | $30,461,736 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $479,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $479,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,988,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,051,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,988,506 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,717 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,459,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,473,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $143 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $143 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,752 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,753 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $918 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $918 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $748,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $748,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $764,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $753,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,694,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,461,930 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,500 | CashBOYAmt |
| Cash EOY | $2,500 | CashEOYAmt |
| Cash EOYFMV | $2,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,417,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,417,509 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,068,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,099,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,058,211 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,372,485 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,578,331 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,584,611 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $388,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $388,905 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,804,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,496,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,461,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $21,804,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,496,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,804,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,496,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,804,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,496,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,804,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,694,390 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,498,915 | SubtotalAmt |
| Other Decreases | $2,597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,496,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $24,365,635 | $21,540,114 | $2,825,521 | $2,825,521 | ||
| 10,000 SHS CROSSAMERICA PARTNERS LP | P | $161,490 | $218,863 | -$57,373 | -$57,373 | 2017-10-16 | |
| 10,000 SHS VIPER ENERGY PARTNERS LP | P | $324,807 | $245,252 | $79,555 | $79,555 | 2018-03-29 | |
| 5,000 SHS TALLGRASS ENERGY PARTNERS, LP | P | $7,045 | $0 | $7,045 | $7,045 | 2017-03-08 | 2018-07-02 |
| 520 SHS BOEING CO/THE | D | $192,932 | $59,176 | $133,756 | $133,756 | 2012-12-19 | 2019-03-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,988,506 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,717,730 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,205,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093054 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,788,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,300,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,668,759 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,440,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,974,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,819,607 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $981,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,391,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104517 | DistributionYr5Rt |
| Total Distribution | 0.410744 | TotalDistributionRt |
| Average Distribution | 0.082149 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,258,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,403,533 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,438,152 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $753,076 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $69,239 | SubtotalAmt |
| Tax Based On Investment Income | $69,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,346 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $90,346 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,107 | OverpaymentAmt |
| Applied To ES Tax | $21,107 | 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 |
| 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 | KATHI BACA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8053748555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE RD 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H RANDALL | ||||||||
| 3011 TOWNSGATE RD 400 | WESTLAKE VILLAGE | CA | 91361 | PRESIDENT/CEO | 4.0 | $0 | $0 | $0 |
| ELEANOR M RANDALL | ||||||||
| 3011 TOWNSGATE RD 400 | WESTLAKE VILLAGE | CA | 91361 | VICE PRESIDENT/CFO/SECRETARY | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,626,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,066,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,703,774 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,703,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $445,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,258,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,462,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,462,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,239 | TotalTaxAmt |
| Distributable Before Adj | $1,393,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,393,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,393,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $753,076 | 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 | $753,076 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $753,076 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,393,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $522,792 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $797,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $404,554 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $481,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,272,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,479,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $753,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $753,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $640,596 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $640,596 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,838,625 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,838,625 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $679,978 | ExcessFromYear4Amt |
| Excess From Year3 | $404,554 | ExcessFromYear3Amt |
| Excess From Year2 | $481,332 | ExcessFromYear2Amt |
| Excess From Year1 | $1,272,761 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H RANDALL AND ELEANOR M RAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | PC | TO SUPPORT THE SAN DIEGO TRIATHLON CHALLENGE | $10,000 |
| MAUI FOOD BANK INC | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | PC | GENERAL SUPPORT | $20,000 |
| OPEN HEARTS FOUNDATION | |||||||
| 2637 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE BROAD STAGE | |||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL SUPPORT | $5,000 |
| City Year Inc | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 021165114 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE DISCOVERY LAND COMPANY FOUNDATION | |||||||
| 301 NORTH CANON DRIVE SUITE 328 | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL SUPPORT | $125,000 |
| KEEP BEL AIR BEAUTIFUL | |||||||
| 100 BEL AIR ROAD | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | NONE | PC | TO SUPPORT INTERNSHIP PROGRAM | $100,000 |
| HAROLD ROBINSON FOUNDATION | |||||||
| 10008 National Blvd 324 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DEBBIE ALLEN DANCE ACADEMY | |||||||
| 3791 SANTA ROSALIA DRIVE | LOS ANGELES | CA | 90008 | NONE | PC | To support creativity and passion through the art of dance | $10,000 |
| FUNDACION TELETON USA | |||||||
| 10839 QUARRY PARK | SAN ANTONIO | TX | 78233 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 West 44th Street Suite 609 | NEW YORK | NY | 10036 | NONE | PC | TO SUPPORT THE WOMEN'S CANCER RESEARCH FUND | $2,500 |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9390 NORTH SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | TO SUPPORT THE WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS ARTISTIC, EDUCATION AND OUTREACH PROGRAMS | $100,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET STE 2200 | MIAMI | FL | 33131 | NONE | PC | To provide opportunities for friendship, jobs and leadership for people with intellectual and developmental disabilities | $5,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD 401 | BEVERLY HILLS | CA | 90211 | NONE | PC | To support Cancer survivors and their families | $5,000 |
| MT SAN ANTONIO COLLEGE FOUNDATION | |||||||
| 1100 N GRAND AVE | WALNUT | CA | 91789 | NONE | SO III FI | GENERAL SUPPORT | $2,000 |
| PASCHAL HIGH SCHOOL ATHLETIC BOOSTER CLUB | |||||||
| 3001 FOREST PARK BLVD | FORT WORTH | TX | 76110 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WORLD TEAM SPORTS | |||||||
| 256 MARGINAL STREET 16C | BOSTON | MA | 02128 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SOUTHEAST VENTURA COUNTY YMCA | |||||||
| 100 E THOUSAND OAKS BLVD STE 187 | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS | |||||||
| 6345 BALBOA BLVD 375 | ENCINO | CA | 91316 | NONE | PC | To support the fight against drug and alcohol dependence | $10,000 |
| COMMUNITY CANCER FUND | |||||||
| 510 W RIVERSIDE AVE SUITE 500 | SPOKANE | WA | 99201 | NONE | PC | To support cancer patients, their families and the organizations serving them at every stage of their battle against cancer | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $748,000 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $479,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,988,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME/(LOSS) | 900099 | -$14,377 | 01 | $190 |
| CROSSAMERICA PARTNERS LP K-1 | 01 | $1,805 | ||
| PTP DISPOSAL ORDINARY INCOME | ||||
| CURRENCY GAIN | 18 | $3,635 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$14,377 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,473,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,459,346 | 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 | $9,505 | Amt |
| Net Investment Income | $4,752 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,753 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PAGE 1 PART I LINE 4 IRC 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | ELECTION TO AMORTIZE BOND PREMIUM IRC SECTION 171(C) THE RANDALL FAMILY FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - SEE STATEMENT | $0 | $0 |
| CRART 2015-1 A4 | $0 | $0 |
| CRART 2015-1 B | $0 | $0 |
| FORDF 2016-3 A1 | $0 | $0 |
| 250,000 SHS JAGUAR LAND ROVER | $258,132 | $254,014 |
| 250,000 SHS NABORS INDUSTRIES | $259,233 | $245,556 |
| 250,000 SHS CENTURYLINK INC. | $264,374 | $267,248 |
| 250,000 SHS KINROSS GOLD CORP. | $260,004 | $260,443 |
| 500,000 SHS JPMORGAN CHASE & C | $536,588 | $557,350 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN - SEE STMT ATTA | $17,658,763 | $23,389,555 |
| CROSSAMERICA PARTNERS LP | $0 | $0 |
| VIPER ENERGY PARTNERS LP | $0 | $0 |
| 8,250 SHS DILLARDS INC-CL A | $451,039 | $546,646 |
| 5,000 SHS FORESCOUT TECH. | $181,323 | $189,600 |
| JP MORGAN - SEE STMT ATTA | $705,479 | $993,860 |
| 10,000 SHS EMBRAER SA-SPON ADR | $202,366 | $172,500 |
| 50,000 SHS NIO INC. - ADR | $250,479 | $78,000 |
| 50 SHS ALIBABA GROUP HOLDING | $149,877 | $144,000 |
| 500,000 SHS SG PS CBEN OKTA UP | $500,000 | $544,050 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KAYNE ANDERSN MLP MIDS INVT CO | AT COST | $0 | $0 |
| MSILF MONEY MARKET PTF INST | AT COST | $0 | $0 |
| JAPANESE YEN | AT COST | $388,652 | $388,905 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $143 | LegalFeesAmt |
| Disbursements Charitable Prps | $143 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,597 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEE | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/(LOSS) | -$14,187 | $277 |
| CROSSAMERICA PARTNERS LP K-1 | $1,805 | $1,805 |
| PTP DISPOSAL ORDINARY INCOME | ||
| CURRENCY GAIN | $3,635 | $3,635 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE FILING FEES | $85 | $85 | |
| FOREIGN TAXES PAID | $6,210 | $6,210 |
Comments