STEINMETZ FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEINMETZ FOUNDATION (EIN 95-4649432)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201913169349101991
- Schema version
- 2018v3.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T19:00:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954534578 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGANTE CAMERON WATTERS & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 W CARSON STREET SUITE 600 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954649432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINMETZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 3105420011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BCWS 3424 W CARSON ST NO 600 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES STEINMETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105420011 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J CAMERON CPA | PreparerPersonNm |
| PTIN | P00103319 | PTIN |
| Phone | 3105420011 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.79.185.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 08:24:07 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 037AE6B2FB77641C7F0D328A9E0C85BD127B0B53 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7BB620F68F564C464DDBA4A50CE93BC9751B8702 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,544,995 | 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 | $6,097,924 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,284 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,284 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,006 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$524 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,541,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,511,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,541,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,120 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,825,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,727,679 | 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 | $15,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,190 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $524 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,453,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,710,050 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $425,218 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $425,218 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,610 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $3,967,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,063,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,119,777 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,984,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,489,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,544,995 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,587 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,587 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,984,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,437,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,984,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,437,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,984,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,489,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,984,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,453,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,437,556 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,437,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| K-1 FROM PHOENIX REAL ESTATE FUND, LP - PORTFOLIO | P | 2016-01-01 | 2018-12-31 | $57,591 | -$57,591 | -$57,591 | |
| SCHWAB INSTITUTIONAL #8470-4505 | P | 2018-01-01 | 2018-12-31 | $1,330,416 | $3,453 | $3,453 | $1,333,869 |
| SCHWAB INSTITUTIONAL #8470-4505 | P | 2016-01-01 | 2018-12-31 | $3,413,082 | $831,375 | $831,375 | $4,244,457 |
| SCHWAB INSTITUTIONAL #8470-4505 | P | 2016-01-01 | 2018-12-31 | $2,168,699 | $1,631,746 | $1,631,746 | $3,800,445 |
| CAPITAL GAINS DIVIDENDS | P | $132,286 | $132,286 | $132,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,541,269 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,425,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.007366 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $781,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,387,655 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.178059 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $774,134 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,084,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152245 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $761,362 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,527,374 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.137744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $479,568 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,401,519 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088784 | DistributionYr5Rt |
| Total Distribution | 0.564198 | TotalDistributionRt |
| Average Distribution | 0.112840 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,181,009 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $810,305 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $837,406 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $54,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $54,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,614 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,614 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,413 | OverpaymentAmt |
| Applied To ES Tax | $18,413 | 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 | NY | 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 |
| Individual With Books | BRIGANTE CAMERON WATTERS STRONG | IndividualWithBooksNm |
| Phone | 3105420011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 W CARSON STREET SUITE 600 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANN MARIE STEINMETZ | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHARLES WILLIAM STEINMETZ | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | PRESIDENT-DIRECTOR | 3.00 | $0 | $0 | $0 |
| TERRY KAY | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | CHIEF FINANCIAL OFFICER | 3.00 | $0 | $0 | $0 |
| JEAN S KAY | |||||||||
| C/O BCWS W 3424 CARSON STREET SUITE | 600 | TORRANCE | CA | 90503 | VP-ADMIN & SECRETARY | 3.00 | $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 | $6,727,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $563,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,290,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,290,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,181,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $359,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $359,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,201 | TotalTaxAmt |
| Distributable Before Adj | $304,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $304,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $304,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $210,356 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $486,269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $521,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $563,458 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,781,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,849 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,849 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,756,860 | 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 | $185,507 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,571,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $486,269 | ExcessFromYear4Amt |
| Excess From Year3 | $521,626 | ExcessFromYear3Amt |
| Excess From Year2 | $563,458 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NOISE WITHIN THEATRE | |||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 91107 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT IT'S EDUCATION OUTREACH PROGRAM. | $50,000 |
| CAMP MARIASTELLA | |||||||
| 4316 LANAI ROAD | ENCINO | CA | 91436 | NOT APPLICABLE | OTHER PUBLIC CHARITY | FOR ONGOING SUPPORT. | $50,000 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS TUITION AWARDS PROGRAM. | $40,000 |
| LA ARBORETUM FOUNDATION | |||||||
| 301 NORTH BALDWIN AVENUE | ARCADIA | CA | 91107 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS CRESCENT FARM DEMONSTRATION GARDEN. | $10,000 |
| MANHATTAN BEACH ROTARY CLUB | |||||||
| PO BOX 691 | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS OPERATION DICTIONARY REBOOT PROGRAM. | $10,000 |
| PBS SOUTHERN CALIFORNIA KOCE-TV | |||||||
| PO BOX 25113 | SANTA ANA | CA | 927995113 | NOT APPLICABLE | OTHER PUBLIC CHARITY | FOR ONGOING EDUCATION PROGRAMMING SUPPORT. | $30,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 WEST 213TH STREET 100 | TORRANCE | CA | 90501 | NOT APPLICABLE | OTHER PUBLIC CHARITY | FOR ONGOING PROGRAM SUPPORT. | $10,000 |
| SANTA BARBARA AUDUBON SOCIETY | |||||||
| 5679 HOLLISTER AVENUE | SANTA BARBARA | CA | 93117 | NOT APPLICABLE | OTHER PUBLIC CHARITY | ENVIRONMENTAL EDUCATION AND "EYES IN THE SKY" RAPTOR-BASED EDUCATIONAL PROGRAMS. | $20,000 |
| SANTA BARBARA BOTANIC GARDEN | |||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS X-TREAM SCIENCE PROGRAM FOR TEENS. | $20,000 |
| SANTA BARBARA MARITIME MUSEUM | |||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS MARINE SCIENCE EDUCATION PROGRAM. | $10,000 |
| THE JESTER & PHARLEY PHUND | |||||||
| PO BOX 817 | PALOS VERDES ESTATES | CA | 90274 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO BE GIVEN TO THE RECIPIENT OF THE ANNENBERG ALCHEMY GOLD GRANT AWARD. | $10,000 |
| VISION TO LEARN | |||||||
| 11611 SAN VICENTE BLVD STE 500 | LOS ANGELES | CA | 90049 | NOT APPLICABLE | OTHER PUBLIC CHARITY | TO SUPPORT ITS VISION SCREENING PROGRAM FOR LOS ANGELES INNER CITY SCHOOL CHILDREN. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | 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 | $1,284 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,083 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$524 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,120 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,408,983 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,596 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,653 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,408,983 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,727,232 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 14 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINMETZ BY-PASS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 466A FOOTHILL BLVD 303 | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,968,068 | 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 | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,849,146 | FairMarketValueAmt |
| Received | 2018-08-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING - BCWS | CategoryTxt |
| Amt | $14,380 | Amt |
| Net Investment Income | $7,190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PHOENIX FIXED INCOME FUND | FMV | $293,889 | $99,336 |
| PHOENIX EQUITY FUND | FMV | $116,727 | $24,746 |
| PHOENIX REAL ESTATE FUND LP | FMV | $230,894 | $66,506 |
| SCHWAB ACCOUNT #4505 | FMV | $11,422,415 | $10,929,189 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,000 | LegalFeesAmt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $274 | $0 | $0 |
| ASSOCIATION DUES | $2,800 | $0 | $0 |
| K-1 FROM PHOENIX GLOBAL REAL ESTATE FUND, LP | $524 | $524 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 FROM PHOENIX REAL ESTATE FUND, LP | Desc |
| Revenue And Expenses Per Books | $4,120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,120 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $51,587 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,830 | Amt |
| Net Investment Income | $2,415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $83 | $0 | $0 |
| STATE TAX | $35 | $0 | $0 |
| TAX EXPENSE | $54,201 | $0 | $0 |
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