BETA

JOHN AND NANCY EDWARDS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JOHN AND NANCY EDWARDS FAMILY FOUNDATION (EIN 47-6494244)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202023219349101682
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T10:12:27-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463462919PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KKAJ LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127200 TOURNEY ROAD STE 475AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476494244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN AND NANCY EDWARDS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3102822383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1327 REES STREETAddressLine1Txt
CityPLAYA DEL REYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90293ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY EDWARDSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3108236773PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN L FAUCETTEPreparerPersonNm
PTINP01318684PTIN
Phone6617054222PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm13:15:18IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9A2D25F061C918FC424491DE82E47200B57BFC89AtSubmissionCreationDeviceId
At Submission Filing Device Id7918DAFBD4CF670DC4A4C207A279D05EC4155D32AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,388,346FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$278,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$278,270DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$505,879NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,267,753GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$505,879CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$83,322OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$83,322OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$867,471TotalRevAndExpnssAmt
Total Net Invst Incm$867,471TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$108,420OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$107,810OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$610OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,818TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$85TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$116,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$107,810TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$927,318ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$927,318ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,043,556TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$107,810TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$928,013TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$176,085ExcessRevenueOverExpensesAmt
Net Investment Income$759,661NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$70,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$69,608SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$69,608SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,479,499CorporateStockBOYAmt
Corporate Stock EOY$11,267,985CorporateStockEOYAmt
Corporate Stock EOYFMV$11,267,985CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,462,870CorporateBondsBOYAmt
Corporate Bonds EOY$3,645,931CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,645,931CorporateBondsEOYFMVAmt
Other Investments BOY$2,427,647OtherInvestmentsBOYAmt
Other Investments EOY$2,404,822OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,404,822OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,748OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$15,441,786TotalAssetsBOYAmt
Total Assets EOY$17,388,346TotalAssetsEOYAmt
Total Assets EOYFMV$17,388,346TotalAssetsEOYFMVAmt
Other Liabilities BOY$872OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,743OtherLiabilitiesEOYAmt
Total Liabilities BOY$872TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,743TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$15,440,914NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$17,380,603NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$15,440,914TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,380,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,441,786TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,388,346TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,440,914TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$176,085ExcessRevenueOverExpensesAmt
Other Increases$2,115,774OtherIncreasesAmt
Subtotal$17,380,603SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,380,603TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING -1838P2019-12-31$340,313$331,633$8,680$8,680
PERSHING -1838P2019-12-31$5,821,916$5,430,241$391,675$391,675
CAPITAL GAINS DIVIDENDSP$105,524$105,524$105,524
FieldValueIRS element (for citing)
Capital Gain Net Income$505,879CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$932,566AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,646,327NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056022DistributionYr1Rt
Adjusted Qlfy Distri Yr2$918,679AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,445,554NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055862DistributionYr2Rt
Adjusted Qlfy Distri Yr3$538,031AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,118,405NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053173DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.165057TotalDistributionRt
Average Distribution0.041264AverageDistributionRt
Net Vl Noncharitable Assets$16,167,980NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$667,156AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,597NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$674,753AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$928,013QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,597InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,597SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,597TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$76EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$76TotalPaymentsAndCreditsAmt
Es Penalty$212EsPenaltyAmt
Tax Due$7,733TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JANEFF.ORGWebsiteAddressTxt
Individual With BooksALAN J LYON ACCOUNTANCY CORPORATIONIndividualWithBooksNm
Phone6617759399PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line128382 CONSTELLATION ROADAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R EDWARDS
327 REES STPLAYA DEL REYCA90293TRUSTEE1.00$0$0$0
NANCY ELLIN-EDWARDS
327 REES STPLAYA DEL REYCA90293TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,344,377AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,414,193TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,414,193AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$246,213CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,167,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$808,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$808,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,597TaxBasedOnInvestmentIncomeAmt
Total Tax$7,597TotalTaxAmt
Distributable Before Adj$800,802DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$800,802DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$800,802DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$928,013ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$928,013QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,597PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$920,416AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$800,802DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$35,747ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,273ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$111,654ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$253,674TotalExcessDistributionCyovAmt
Qualifying Distributions$928,013QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$800,802AppliedToCurrentYearAmt
Remaining Distri From Corpus$127,211RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$380,885TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$380,885ExcessDistriCyovToNextYrAmt
Excess From Year3$35,747ExcessFromYear3Amt
Excess From Year2$106,273ExcessFromYear2Amt
Excess From Year1$111,654ExcessFromYear1Amt
Excess From Current Year$127,211ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVE SE SUITE 900WASHINGTONDC20003NONENCTO SUPPORT ONGOING OPERATIONS OF THE AFRICAN WILDLIFE FOUNDATION$12,000
AIDS LIFECYCLE
1035 MARKET STREET SUITE 400SAN FRANCISCOCA94103NONENCTO SUPPORT THE ONGOING EFFORTS OF AIDS LIFE CYCLE IN PROVIDING SUPPORT FOR COMMUNITIES MOST IMPACTED BY HIV$1,000
AIRPORT MARINA COUNSELING
7891 LA TIJERA BOULEVARDLOS ANGELESCA90045NONENCTO SUPPORT THE PROGRAMS OF AIRPORT MARINA COUNSELING SERVICE, INCLUDING THEIR CLINIC AND THEIR 32ND ANNUAL "JET TO JETTY" RACE FOR MENTAL HEALTH$187,500
AMERICAN RED CROSS
11355 OHIO AVENUELOS ANGELESCA90025NONENCTO SUPPORT ONGOING OPERATIONS OF THE AMERICAN RED CROSS$10,000
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802NONENCTO SUPPORT THE ONGOING EFFORTS OF THE AQUARIUM OF THE PACIFIC TO CONSERVE AND BUILD NATURE AND NATURES SERVICES$100,000
CALIFORNIA STATE PARKS
1416 9TH STREETSACRAMENTOCA95814NONENCTO SUPPORT THE ONGOING OPERATIONAL PROGRAMS OF THE CALIFORNIA DEPARTMENT OF PARKS AND RECREATION TO PRESERVE THE STATE'S BIOLOGICAL DIVERSITY AND CREATING OPPORTUNITIES FOR HIGH-QUALITY OUTDOOR RECREATION$5,000
CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONENCDEFEND AMERICA'S HERITAGE OF INDIVIDUAL LIBERTY, FREE MARKETS, AND CONSTITUTIONALLY LIMITED GOVERNMENT.$5,000
EL SEGUNDO EDUCATION FOUNDATION
641 SHELDON STEL SEGUNDOCA90245NONENCPROVIDE FINANCIAL SUPPORT FOR EL SEGUNDO UNIFIED SCHOOL DISTRICT SCHOOLS, TEACHERS, AND STUDENTS.$13,405
EL SEGUNDO LITTLE LEAGUE
PO BOX 112 NO 200EL SEGUNDOCA90245NONENCPROVIDE A SAFE, FRIENDLY, AND RECREATIONAL BASEBALL LEAGUE IN EL SEGUNDO FOR AGES 5-12.$500
FRIENDS OF BALLONA WETLANDS
PO BOX 5159PLAYA DEL REYCA90296NONENCTO SUPPORT THE PROGRAMS OF FRIENDS OF BALLONA WETLANDS, INCLUDING THEIR RESTORATION PROGRAM, HANDS-ON STEAM PROGRAMS, AND OTHER PROGRAMS BENEFITING THE YOUTH FROM INNER-CITY ENVIRONMENTS$145,025
GREATER LOS ANGELES ZOO ASSOCIATION
5333 ZOO DRIVELOS ANGELESCA90027NONENCSERVE THE COMMUNITY, CREATE AN ENITONMENT FOR RECREATION AND DISCOVERY. FOCUS ON APPRECIATION OF WILDLIFE AND ANIMAL WELFARE.$10,000
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONENCTO SUPPORT THE EFFORTS OF HEAL THE BAY'S CORE PROGRAMS AND INITIATIVES TO SAFEGUARD MARINE ANIMALS AND THEIR HABITATS AND RESTORING THE HEALTH OF KEY NATURAL RESOURCES$110,000
INTERNATIONAL RETT SYNDROME FOUNDATION
4600 DEVITT DRIVECINCINNATIOH45246NONENCTO SUPPORT THE ORGANIZATION'S MISSION TO COORDINATE, CULTIVATE, ACCELERATE, AND FUND RESEARCH THAT WILL PRODUCE A CURE AND TO ASSIST FAMILIES OF INDIVIDUALS LIVING WITH RETT SYNDROME, AND TO ADVOCATE AND RAISE AWARENESS ABOUT RETT SYNDROME$1,000
JUDICIAL WATCH INC
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONENCPROMOTE TRANSPARENCY, ACCOUNTIABILITY AND INTEGRITY IN GOVERNMENT, POLITICS AND TE LAW.$5,000
LOS ANGELES PHILHARMONIC ASSOCIATION
151 SOUTH GRAND AVELOS ANGELESCA90012NONENCUSE LIVE MUSIC TO BUILD COMMUNITY, FOSTER INTELLECTUAL AND ARTISTIC GROWTH, AND NURTURE THE CREATIVE SPIRIT.$5,000
NATURAL HISTORY MUSEUM
900 EXPOSITION BOULEVARDLOS ANGELESCA90007NONENCTO SUPPORT THE NHM NEXT CAMPAIGN AT THE NATURAL HISTORY MUSEUM$100,000
NAVY-MARINE CORPS RELIEF SOCIETY
875 N RANDOLPH ST STE 225ARLINGTONVA22203NONENCPROVIDE FINANCIAL, EDUCATIONAL, AND OTHER ASSISTANCE TO MEMBERS OF THE NAVAL SERVICE OF THE$20,000
OTHER DONATIONS
327 REES STREETPLAYA DEL REYCA90293NONENCOTHER$27,038
PLAYA VENICE SUNRISE ROTARY
PO BOX 10883MARINA DEL REYCA90295NONENCTO SUPPORT THE ONGOING EFFORTS OF THE PLAYA VENICE SUNRISE ROTARY IN PROVIDING "SERVICE ABOVE SELF"$1,750
ROCKY MOUNTAIN BALLET THEATRE
2704 BROOKS STMISSOULAMT59801NONENCEDUCATE AND IMPROVE THE YOUTH OF MONTANA BY OFFERING LOCAL, NATIONAL, AND INTERNATIONAL OPPORTUNITIES THROUGH DANCE.$5,000
THE BAY FOUNDATION
8334 LINCOLN BLVD 310LOS ANGELESCA90045NONENCTO SUPPORT THE ONGOING MISSION OF THE ORGANIZATION TO RESTORE AND ENHANCE SANTA MONICA BAY BY IMPROVING WATER QUALITY, CONSERVE AND REHABILITATE NATURAL RESOURCES, AND PROTECT THE BAY"S BENEFITS AND VALUES$500
THE NATURE CONSERVANCY
445 SOUTH FIGUEROALOS ANGELESCA90071NONENCCONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS.$1,000
THE SALVATION ARMY
1533 4TH STREETSANTA MONICACA90401NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE LOCAL SALVATION ARMY$12,000
THE SMILE TRAIN
41 MADISON AVENUE 28TH FLOORNEW YORKNY10010NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE SMILE TRAIN$6,000
TOWER 60
201 W GRAND AVEEL SEGUNDOCA90245NONENCTO GIVE BACK TO COMMUNITY THROUGH CHARITY AND GOODWILL.$6,000
UNITED NATIONS WATCH
NONENCPROMOTE UNITED NATIONS REFORM, TRANSPARENCY, AND ACCOUNTABILITY.$2,000CASE POSTALE 191GENEVASZ1211
USO WORLD HEADQUARTERS
2111 WILSON BLVD 1200ARLINGTONVA22201NONENCTO PROVIDE ONGOING SUPPORT OF THE USO'S OPERATIONAL ACTIVITIES$25,000
VET HUNTERS PROJECT
PO BOX 3174SOUTH EL MONTECA91733NONENCTO SUPPORT THE ONGOING OPERATIONS OF THE ORGANIZATION IN PREVENTING AND ENDING HOMELESSNESS FOR ALL MILITARY VETERANS/FAMILIES$80,000
WEST COAST SPORTS MEDICINE FOUNDATION
1200 ROSECRANS 206MANHATTAN BEACHCA90266NONENCPROVIDE POSITIVE EFFECT ON THE LIVES OF THE YOUTH IT SERVES.$1,000
WESTCHESTER MENTAL HEALTH GUILD
7891 LA TIJERA BOULEVARDLOS ANGELESCA90045NONENCTO PROVIDE SUPPORT FOR THE ONGOING OPERATIONS TO RAISE FUNDS TO SUPPORT AIRPORT MARINA COUNSELING SERVICES$2,800
WOMENS INTERNATIONAL ZIONIST ORGANIZATION
2934 1/2 N BEVERLY GLEN CIRCLE 714LOS ANGELESCA90077NONENCTO SUPPORT THE ONGOING MISSION TO IMPROVE THE LIVES OF WOMEN, CHILDREN, AND ELDERLY LIVING IN ISRAEL$1,800
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NONENCSERVE VETERANS, CAREGIVERS AND FAMILIES OF VETERANS WHO INCURRED A PHYSICAL OR MENTAL INJURY OR ILLNESS ON OR AFTER SEPTMEBER 11,2001.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$927,318TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$278,270UnrelatedBusinessTaxblIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$83,322UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$505,879UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$867,471UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$867,471TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBELAIR FIXED INCOMEBondNm
EOY Book Value$3,645,931EOYBookValueAmt
EOYFMV$3,645,931EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBELAIR EQUITY MANAGERSStockNm
EOY Book Value$11,267,985EOYBookValueAmt
EOYFMV$11,267,985EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBELAIR INVESTMENTS ALTERNATIVESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,404,822BookValueAmt
EOYFMV$2,404,822EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
Desc2016 TAX RECEIVABLEDesc
BOY Book Value$1,748BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNET INCOME FROM ALTERNATIVE ACCOUNTSDesc
Revenue And Expenses Per Books$83,322RevenueAndExpensesPerBooksAmt
Net Investment Income$83,322NetInvestmentIncomeAmt
Adjusted Net Income$83,322AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN IN INVESTMENTSDesc
Amt$2,115,774Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$872BOYBookValueAmt
EOY Book Value$7,743EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT COSTS$107,810$107,810$0
ADMINISTRATIVE COSTS$610$0$610

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES$85$0$85
EXCISE TAX$7,733$0$0

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