KELLY DAY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KELLY DAY FOUNDATION (EIN 20-1473353)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-11
- IRS object ID
- 202042559349100219
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-11T13:58:10-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953653314 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KROST | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S LAKE AVE STE 400 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911013010 | 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 | 201473353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly Day Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 2138916300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 South Figueroa Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Carlton | PersonNm |
| Person Title | Sec/Treasurer | PersonTitleTxt |
| Signature | 2020-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | So Sum Lee CPA | PreparerPersonNm |
| PTIN | P00324406 | PTIN |
| Phone | 6264494225 | PhoneNum |
| 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 | $3,587,109 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $269,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,199,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,646 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,195 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,535 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,010 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,632 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,858 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,206 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,426 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $11 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,762,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,564,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,564,892 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,790,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,587,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,587,109 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,046 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,386 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,387 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,787,848 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,787,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,583,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,790,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,587,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,787,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,858 | ExcessRevenueOverExpensesAmt |
| Other Increases | $659,015 | OtherIncreasesAmt |
| Subtotal | $3,583,721 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,583,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1050 XPO Logistics Inc | P | 2015-11-05 | 2019-03-06 | $49,172 | $32,440 | $16,732 | $16,732 |
| 2025 XPO Logistics Inc | P | 2015-11-06 | 2019-03-06 | $94,833 | $66,916 | $27,917 | $27,917 |
| 275 XPO Logistics Inc | P | 2015-11-06 | 2019-03-08 | $12,748 | $9,087 | $3,661 | $3,661 |
| 425 XPO Logistics Inc | P | 2016-04-11 | 2019-03-08 | $19,702 | $12,352 | $7,350 | $7,350 |
| 375 XPO Logistics Inc | P | 2016-04-11 | 2019-03-08 | $17,329 | $10,899 | $6,430 | $6,430 |
| 425 XPO Logistics Inc | P | 2016-06-24 | 2019-03-08 | $19,640 | $10,376 | $9,264 | $9,264 |
| 800 XPO Logistics Inc | P | 2016-06-24 | 2019-03-08 | $37,044 | $19,530 | $17,514 | $17,514 |
| 775 XPO Logistics Inc | P | 2016-06-24 | 2019-03-08 | $35,846 | $18,920 | $16,926 | $16,926 |
| 615 Wellcare Health Plans Inc | P | 2018-11-09 | 2019-03-27 | $157,058 | $166,499 | -$9,441 | -$9,441 |
| 191 BOEING CO | P | 2017-02-13 | 2019-05-24 | $68,264 | $32,203 | $36,061 | $36,061 |
| 375 Intuitive Surgical Inc | P | 2018-06-21 | 2019-05-31 | $175,434 | $182,557 | -$7,123 | -$7,123 |
| 300 RAYTHEON COMPANY | P | 2016-08-10 | 2019-06-28 | $52,237 | $42,171 | $10,066 | $10,066 |
| 230 RAYTHEON COMPANY | P | 2016-08-10 | 2019-06-28 | $40,049 | $32,338 | $7,711 | $7,711 |
| 170 RAYTHEON COMPANY | P | 2016-08-10 | 2019-07-01 | $29,179 | $23,902 | $5,277 | $5,277 |
| 200 RAYTHEON COMPANY | P | 2016-08-11 | 2019-07-01 | $34,328 | $28,353 | $5,975 | $5,975 |
| 130 RAYTHEON COMPANY | P | 2016-08-12 | 2019-07-01 | $22,313 | $18,497 | $3,816 | $3,816 |
| 270 RAYTHEON COMPANY | P | 2016-08-12 | 2019-07-21 | $46,316 | $38,417 | $7,899 | $7,899 |
| 300 RAYTHEON COMPANY | P | 2016-08-15 | 2019-07-02 | $51,462 | $42,878 | $8,584 | $8,584 |
| 559 BOEING CO | P | 2017-02-13 | 2019-07-11 | $200,005 | $94,248 | $105,757 | $105,757 |
| 250 BOEING CO | P | 2017-02-28 | 2019-07-11 | $89,448 | $45,227 | $44,221 | $44,221 |
| 110 BOEING CO | P | 2018-04-03 | 2019-07-11 | $39,357 | $36,072 | $3,285 | $3,285 |
| 1000 Cheniere Energy Inc | P | 2018-09-27 | 2019-07-29 | $65,072 | $69,352 | -$4,280 | -$4,280 |
| 200 Cheniere Energy Inc | P | 2018-09-27 | 2019-07-30 | $13,036 | $13,870 | -$834 | -$834 |
| 100 Cheniere Energy Inc | P | 2018-09-28 | 2019-07-30 | $6,518 | $6,942 | -$424 | -$424 |
| 200 Cheniere Energy Inc | P | 2018-09-28 | 2019-07-30 | $13,036 | $13,944 | -$908 | -$908 |
| 395 Cheniere Energy Inc | P | 2018-09-28 | 2019-07-30 | $25,745 | $27,540 | -$1,795 | -$1,795 |
| 105 Cheniere Energy Inc | P | 2018-09-28 | 2019-08-01 | $6,720 | $7,321 | -$601 | -$601 |
| 690 Cheniere Energy Inc | P | 2018-09-28 | 2019-08-01 | $44,161 | $48,051 | -$3,890 | -$3,890 |
| 405 Cheniere Energy Inc | P | 2018-10-04 | 2019-08-01 | $25,920 | $27,243 | -$1,323 | -$1,323 |
| 695 Cheniere Energy Inc | P | 2018-10-04 | 2019-08-02 | $43,854 | $46,750 | -$2,896 | -$2,896 |
| 1100 Air Canada | P | 2019-07-29 | 2019-08-16 | $36,037 | $37,596 | -$1,559 | -$1,559 |
| 500 Air Canada | P | 2019-07-29 | 2019-08-19 | $16,463 | $17,089 | -$626 | -$626 |
| 800 Air Canada | P | 2019-07-30 | 2019-08-19 | $26,341 | $28,152 | -$1,811 | -$1,811 |
| 1111 Air Canada | P | 2019-07-30 | 2019-08-20 | $36,132 | $39,096 | -$2,964 | -$2,964 |
| 800 Progressive Corporation | P | 2019-03-12 | 2019-10-17 | $57,401 | $58,761 | -$1,360 | -$1,360 |
| 700 Progressive Corporation | P | 2019-03-12 | 2019-10-17 | $50,226 | $51,488 | -$1,262 | -$1,262 |
| 697 Progressive Corporation | P | 2019-03-12 | 2019-10-17 | $50,011 | $51,320 | -$1,309 | -$1,309 |
| 1100 Cisco Systems | P | 2019-07-01 | 2019-11-04 | $52,298 | $60,276 | -$7,978 | -$7,978 |
| 200 Cisco Systems | P | 2019-07-01 | 2019-11-04 | $9,509 | $10,946 | -$1,437 | -$1,437 |
| 200 Cisco Systems | P | 2019-07-02 | 2019-11-04 | $9,509 | $11,071 | -$1,562 | -$1,562 |
| 1011 Cisco Systems | P | 2019-07-02 | 2019-11-04 | $48,066 | $56,278 | -$8,212 | -$8,212 |
| 689 Cisco Systems | P | 2019-07-11 | 2019-11-04 | $32,757 | $39,483 | -$6,726 | -$6,726 |
| 411 Cisco Systems | P | 2019-07-11 | 2019-11-04 | $19,541 | $23,552 | -$4,011 | -$4,011 |
| 1100 Cisco Systems | P | 2019-07-11 | 2019-11-04 | $52,301 | $62,905 | -$10,604 | -$10,604 |
| 200 Cisco Systems | P | 2019-07-11 | 2019-11-04 | $9,509 | $11,435 | -$1,926 | -$1,926 |
| 461 Cisco Systems | P | 2019-07-11 | 2019-11-04 | $21,919 | $26,313 | -$4,394 | -$4,394 |
| 837 Sales Force, Inc | P | 2018-11-29 | 2019-12-16 | $135,240 | $118,784 | $16,456 | $16,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,646 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$91,256 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,508,670 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,547 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,759,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,314,619 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,407 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,402,488 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00641 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,586,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07238 | DistributionYr5Rt |
| Total Distribution | 0.211606 | TotalDistributionRt |
| Average Distribution | 0.042321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,337,857 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,135 | 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 | $2,970 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,970 | SubtotalAmt |
| Tax Based On Investment Income | $2,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,528 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,528 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,558 | OverpaymentAmt |
| Applied To ES Tax | $3,558 | 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 | Oakmont Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138916300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 S Figueroa St Ste 700 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kelly G Day | ||||||
| 865 S Figueroa Street 700 | Los Angeles | CA | 90017 | President/Dir. | 1.00 | $0 |
| Peter W Carlton | ||||||
| 865 S Figueroa Street 700 | Los Angeles | CA | 90017 | Sec/Treasurer | 1.00 | $0 |
| Donald T Carlisi | ||||||
| 865 S Figueroa Street 700 | Los Angeles | CA | 90017 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,290,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,388,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,388,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,337,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,970 | TotalTaxAmt |
| Distributable Before Adj | $163,923 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,923 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,135 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,970 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,165 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $156,358 | UndistributedIncomePYAmt |
| Qualifying Distributions | $159,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $156,358 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,777 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $161,146 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kelly G Day | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | None | PC | UNRESTRICTED | $19,550 |
| Campbell Hall Episcopal | |||||||
| 4533 Laurel Canyon Blvd | North Hollywood | CA | 91607 | None | PC | UNRESTRICTED | $100,000 |
| The Colleagues | |||||||
| 3312 Pico Blvd | Santa Monica | CA | 90405 | None | PC | Unrestricted | $20,000 |
| Create Now Inc | |||||||
| 1611 S Hope Street North East | Los Angeles | CA | 90015 | None | PC | Unrestricted | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $269,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $300,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,195 | 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 | $3,070 | Amt |
| Net Investment Income | $1,535 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Supplemental Information for Form 990-PF, Part VII-B, Line 1(A)(4)& CA RRF-1, Part B, Line 1:The foundation reimburses Oakmont Corporation (an entity related to and controlled by a disqualified person). The expenses are ordinary and necessary and as such the foundation is not subject to the excise tax for self-dealing and is exempt from filing form 4720. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fee | $75 | $75 | |
| Trading Expense | $1,632 | $1,632 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Federal Taxes | $1,000 | |
| State Tax | $10 | $10 |
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