BETA

ERNEST AND IRMA ROSE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ERNEST AND IRMA ROSE FOUNDATION (EIN 20-0677267)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202041969349101829
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)
Return2020-07-14T16:18:49-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BERRY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5045AddressLine1Txt
CityCULVER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200677267EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNEST & IRMA ROSE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O FIRST FOUNDATION BANKBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlERNEBusinessNameControlTxt
Phone8779686328PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUE NO 750AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS K FREEMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8779686328PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL BERRYPreparerPersonNm
PTINP00179412PTIN
Phone3107454027PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.241.196.243IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm16:17:52IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF0D1D7F3213C11ECE9BDE5D4E232E99CC46FDEA6AtSubmissionFilingDeviceId
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$4,739,548FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$163,041ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$136,434DividendsRevAndExpnssAmt
Dividends Net Invst Incm$119,922DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$206,458NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,238,799GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$206,458CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$720OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$506,653TotalRevAndExpnssAmt
Total Net Invst Incm$326,380TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$85,175OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,879OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$30,992OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$400TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$273OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$273OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,165TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,525,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,525,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,613,798TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,559,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,107,145ExcessRevenueOverExpensesAmt
Net Investment Income$278,501NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,094,026CashBOYAmt
Cash EOY$6,319CashEOYAmt
Cash EOYFMV$6,319CashEOYFMVAmt
Sav And Temp Cash Invst BOY$91,676SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,301SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,301SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$339,164USGovernmentObligationsBOYAmt
US Government Obligations EOY$434,291USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$434,291USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,792,760CorporateStockBOYAmt
Corporate Stock EOY$1,943,828CorporateStockEOYAmt
Corporate Stock EOYFMV$1,943,828CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,994,123CorporateBondsBOYAmt
Corporate Bonds EOY$2,065,784CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,065,784CorporateBondsEOYFMVAmt
Other Investments BOY$196,441OtherInvestmentsBOYAmt
Other Investments EOY$275,025OtherInvestmentsEOYAmt
Other Investments EOYFMV$275,025OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,508,190TotalAssetsBOYAmt
Total Assets EOY$4,739,548TotalAssetsEOYAmt
Total Assets EOYFMV$4,739,548TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,508,190NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,739,548NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,508,190TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,739,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,508,190TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,739,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,508,190TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,107,145ExcessRevenueOverExpensesAmt
Other Increases$338,503OtherIncreasesAmt
Subtotal$4,739,548SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,739,548TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB$463,370$456,444$6,926$6,926
CHARLES SCHWAB$773,188$575,897$197,291$197,291
PROCEEDS- SECURITIES LITIGATION$2,241$2,241$2,241
FieldValueIRS element (for citing)
Capital Gain Net Income$206,458CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$211,868AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,088,369NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041638DistributionYr1Rt
Adjusted Qlfy Distri Yr2$264,743AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,881,828NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054230DistributionYr2Rt
Adjusted Qlfy Distri Yr3$262,213AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,775,484NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054908DistributionYr3Rt
Adjusted Qlfy Distri Yr4$209,272AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,925,145NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042491DistributionYr4Rt
Adjusted Qlfy Distri Yr5$297,417AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,181,690NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057398DistributionYr5Rt
Total Distribution0.250665TotalDistributionRt
Average Distribution0.050133AverageDistributionRt
Net Vl Noncharitable Assets$5,748,642NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$288,197AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,785NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$290,982AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,559,615QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,785InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,785SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,785TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,960EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$825TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFIRST FOUNDATION BANKIndividualWithBooksNm
Phone8779686328PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line118101 VON KARMAN AVENUE 750AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
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
DOUGLAS K FREEMAN
18101 VON KARMAN AVENUE 750IRVINECA92612PRESIDENT1.00$0$0$0
LYNN FREEMAN
18101 VON KARMAN AVENUE 750IRVINECA92612SECRETARY, TREASURER1.00$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$4,673,949AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,162,236AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,836,185TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,836,185AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$87,543CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,748,642NetVlNoncharitableAssetsAmt
Minimum Investment Return$287,432MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$287,432MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,785TaxBasedOnInvestmentIncomeAmt
Total Tax$2,785TotalTaxAmt
Distributable Before Adj$284,647DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$284,647DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$284,647DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,559,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,559,615QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,785PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,556,830AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$284,647DistributableAsAdjustedAmt
Undistributed Income PY$175,584UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,559,615QualifyingDistributionsAmt
Applied To Year1$175,584AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$284,647AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,099,384RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,099,384TotalCorpusAmt
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$1,099,384ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,099,384ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELLIS ISLAND HONORS SOCIETY
16 WEST 36TH STREET SUITE 801NEW YORKNY10018NONEPCGENERAL$25,000
JEWISH FEDERATION & FAMILY SERVICES ORANGE COUNTY
1 FEDERATION WAY SUITE 210IRVINECA92603NONEPCGENERAL$100,000
ORANGE COUNTY MUSIC & DANCE
17620 FITCH AVENUE SUITE 160IRVINECA92614NONEPCGENERAL$150,000
PACIFIC SYMPHONY
17620 FITCH 100IRVINECA92614NONEPCGENERAL$2,500
TM23 FOUNDATION
2355 WESTWOOD BLVD 383LOS ANGELESCA900642109NONEPCTOMMY MARK MEMORIAL FUND$1,197,950
UNIVERSITY OF CALIFORNIA AT IRVINE FOUNDATION
100 THEORY SUITE 250IRVINECA92697NONEPCGENERAL$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,525,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136,434ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$206,458ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUND-NETDesc
Business900099BusinessCd
Related Or Exempt Function Incm$720RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$342,892ExclusionAmt
Related Or Exempt Function Incm$720RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$343,612TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementFEDERAL TAX REFUND-NETRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LAFC FOUNDATION
1818 W 7TH STREET 1200LOS ANGELESCA90017$60,000Yes (X)
LOS ANGELES GALAXY FOUNDATION
218400 AVALON BLVD SUITE 200CARSONCA90746$60,000Yes (X)
BESSEMER TRUST
3100 WOODBRIDGE CENTER DRIVEWOODBRIDGENJ070951191$5,000Yes (X)
8DIO PRODUCTIONS LLC
4756 ZINFANDEL LANESAINT HELENACA92574$8,000Yes (X)
MAJOR LEAGE SOCCER LLC
5420 5TH AVENUE 7TH FLOORNEW YORKNY10018$5,000Yes (X)
CHARITYBUZZ LLC
6437 FIFTH AVENUE 11TH FLOORNEW YORKNY10016$8,190Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFORM 990-PF NOT REQUIRED TO BE FILED WITH DELAWAREExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB- BOND FUNDSBondNm
EOY Book Value$2,065,784EOYBookValueAmt
EOYFMV$2,065,784EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB- EQUITIES$1,244,835$1,244,835
CHARLES SCHWAB- EQUITY FUNDS$698,993$698,993

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$157,971USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$157,971USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$276,320StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$276,320StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB- REITS AND EXCHANGE TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$275,025BookValueAmt
EOYFMV$275,025EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND PAYPAL FEES$110$0$110
POSTAGE, PRINTING, AND DELIVERY$13$0$13
DUES$150$0$150

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUND-NETDesc
Revenue And Expenses Per Books$720RevenueAndExpensesPerBooksAmt
Adjusted Net Income$720AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINS AND LOSSESDesc
Amt$338,503Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$52,090$45,786$0
FOUNDATION ADMINISTRATION$31,185$2,093$29,092
CONSULTING$500$0$500
INFORMATION TECHNOLOGY$1,400$0$1,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXES AND FEESCategoryTxt
Amt$400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.