STAGMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STAGMAN FOUNDATION (EIN 82-2605458)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103567
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:34:57-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK E 900 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822605458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STAGMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAG | BusinessNameControlTxt |
| Phone | 3103748074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W HIRSCHMANN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103748074 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH DOLABSON | PreparerPersonNm |
| PTIN | P00297104 | PTIN |
| Phone | 3105520960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.179.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 14:31:59 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 23BDE39A8EF2456379D0137BCA3779DBF9EB2324 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,258,223 | 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 | $828,236 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $71 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $540,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $835,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $551,645 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,002 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,002 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,982 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,991 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,991 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,362,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,362,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,417,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,408,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$581,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $545,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $768,503 | CashBOYAmt |
| Cash EOY | $231,973 | CashEOYAmt |
| Cash EOYFMV | $231,973 | CashEOYFMVAmt |
| Corporate Stock BOY | $132,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,026,250 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $43,608 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $945,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $364,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,258,223 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $945,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $363,273 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $945,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $945,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $364,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $945,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$581,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $363,273 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $363,273 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 21,275 SHS KIRKLAND LAKE GOLD | PropertyDesc |
| Acquired | 2019-06-12 | AcquiredDt |
| Sold | 2019-06-14 | SoldDt |
| Gross Sales Price | $824,475 | GrossSalesPriceAmt |
| Cost Or Other Basis | $284,132 | CostOrOtherBasisAmt |
| Gain Or Loss | $540,343 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $540,343 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $540,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $639,677 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,790,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.357231 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $658,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,173,020 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.561412 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,244,302 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,930,844 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.644434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,132,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,834,331 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.752229 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $900,946 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,607,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.249732 | DistributionYr5Rt |
| Total Distribution | 2.565038 | TotalDistributionRt |
| Average Distribution | 0.513008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,446,522 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $742,077 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $747,534 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,408,927 | 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 | $5,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,960 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,503 | OverpaymentAmt |
| Applied To ES Tax | $13,503 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103748074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 W HIRSCHMANN III | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | TRUSTEE/COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| LAURA A HIRSCHMANN | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | TRUSTEE/COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $907,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $560,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,468,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,468,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,446,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,457 | TotalTaxAmt |
| Distributable Before Adj | $66,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,408,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,408,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,457 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,403,470 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $733,765 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,008,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,167,728 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $653,721 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,057,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,408,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,342,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,399,983 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $733,765 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,666,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,008,375 | ExcessFromYear4Amt |
| Excess From Year3 | $1,167,728 | ExcessFromYear3Amt |
| Excess From Year2 | $653,721 | ExcessFromYear2Amt |
| Excess From Year1 | $494,336 | ExcessFromYear1Amt |
| Excess From Current Year | $1,342,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGTON HEALTH FOUNDATION | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $1,000 |
| AMERICAN MARTYRS SCHOOL | |||||||
| 1701 LAUREL AVENUE | MANHATTAN BEACH | CA | 90266 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $21,350 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $100 |
| ARCHBISHOP WOOD HIGH SCHOOL | |||||||
| 655 YORK ROAD | WARMINSTER | PA | 18974 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $5,000 |
| BELLA VITA RESCUE | |||||||
| 2250 JUDAH ST | SAN FRANCISCO | CA | 94122 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $309 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $100 |
| BUILD A MIRACLE | |||||||
| 10755 SCRIPPS POWAY PKWY 400 | SAN DIEGO | CA | 92131 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $500 |
| CANCER SUPPORT COMMUNITY | |||||||
| 76 EAST DEL MAR BLVD SUITE 215 | PASADENA | CA | 91105 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $522 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $500 |
| DOYLESTOWN HEALTH SYSTEM | |||||||
| 595 W STATE ST | DOYLESTOWN | PA | 18901 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $5,000 |
| FRIENDS OF ST LAWRENCE - WATTS YOUTH CENTER | |||||||
| 10122 COMPTON AVE | LOS ANGELES | CA | 90002 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $100 |
| GIVE KIDS THE WORLD | |||||||
| 210 S BASS RD | KISSIMMEE | FL | 34746 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $500 |
| HOLLYWOOD HUSKIES | |||||||
| 3940 LAUREL CANYON BLVD 1248 | STUDIO CITY | CA | 91604 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $850 |
| KCSN 885FM RADIO | |||||||
| PO BOX 847129 | LOS ANGELES | CA | 90084 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $200 |
| MARYCREST MANOR | |||||||
| 10664 ST JAMES DRIVE | CULVER CITY | CA | 90230 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $2,000 |
| MARYMOUNT HIGH SCHOOL | |||||||
| 10643 W SUNSET BLVD | LOS ANGELES | CA | 90077 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $1,500 |
| MEGIDDO DREAM STATION | |||||||
| 103 CANAL STREET | GRANITEVILLE | SC | 29829 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $1,000 |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $513 |
| MEMORIAL SLOAN KETTERING FOUNDATION | |||||||
| PO BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $250 |
| MET MUSEUM | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $80 |
| MUHLENBERG COLLEGE | |||||||
| 2400 CHEW ST | ALLENTOWN | PA | 18104 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $5,000 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 6600 SW 92ND AVE STE 300 | PORTLAND | OR | 97223 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $500 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $775 |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | |||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $27,000 |
| RAINFOREST TRUST | |||||||
| 7078 AIRLIE ROAD | WARRENTON | VA | 20187 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $50 |
| ROSE BOWL LEGACY FOUNDATION | |||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $100,000 |
| SAINT SEBASTIAN SPORTS PROJECT | |||||||
| PO BOX 1711 | MANHATTAN BEACH | CA | 90267 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $2,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $200 |
| SOUTHERN CALIFORNIA BULLDOG RESCUE INC | |||||||
| PO BOX 10313 | SANTA ANA | CA | 92711 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $500 |
| SSP | |||||||
| 108 WHITEBERRY DRIVE | CARY | NC | 27519 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $525 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $5,050 |
| UNITED STATES OLYMPIC COMMITTEE | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $1,162,500 |
| UNIVERSITY OF REDLANDS | |||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92374 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 WATT WAY HER 203B | LOS ANGELES | CA | 90007 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $1,500 |
| VERDUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVENUE | LOS ANGELES | CA | 90059 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $515 |
| WIDENER UNIVERSITY | |||||||
| ONE UNIVERSITY PL | CHESTER | PA | 19013 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $4,000 |
| YELLOWSTONE COMMUNITY CLUB | |||||||
| PO BOX 161404 | BIG SKY | MT | 59716 | N/A | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,362,489 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,541 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JAMES HIRSCHMANN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 JOHN STREET | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $828,236 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 21,275 SHS KIRKLAND LAKE GOLD STOCK | NoncashPropertyDesc |
| Fair Market Value | $828,236 | FairMarketValueAmt |
| Received | 2019-06-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $11,982 | Amt |
| Net Investment Income | $5,991 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,991 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FACEBOOK STOCK | StockNm |
| EOY Book Value | $132,900 | EOYBookValueAmt |
| EOYFMV | $1,026,250 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,002 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,002 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE FROM OLD FOUNDATION | Desc |
| BOY Book Value | $43,608 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX (NET OF PRIOR YEAR REFUND FROM OLD FOUNDATION) | $2,597 | $0 | $0 |
| FILING FEES | $185 | $0 | $185 |
| MISCELLANEOUS EXPENSE | $260 | $0 | $260 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,600 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,000 | DisbursementsCharitablePrpsAmt |
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