SMIDT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SMIDT FOUNDATION (EIN 81-4631478)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102836
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:16:47-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO NORTH CENTRAL AVENUE STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | 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 | 814631478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMIDT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMID | BusinessNameControlTxt |
| Phone | 8188365376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26541 AGOURA ROAD No 101 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN G MUTCHNIK | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 8188365335 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI H ARCHIBALD | PreparerPersonNm |
| PTIN | P00180332 | PTIN |
| Phone | 6023223000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.196.153.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 15:14:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB5FB5E089F15B01B6B61FE21FD1F2D5A77C33FE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,619,963 | 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 | $1,445,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,445,597 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,445,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,445,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,720 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,707 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $719,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $719,905 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,600 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $66,235 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $66,235 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $248 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,394 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $964,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $977,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,037,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,396,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,001,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,373,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,556,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,445,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,665,234 | CashBOYAmt |
| Cash EOY | $826,377 | CashEOYAmt |
| Cash EOYFMV | $826,377 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,811,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,638,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,638,157 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $497 | PrepaidExpensesBOYAmt |
| Other Assets BOY | $83,673 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,429 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $93,560,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,619,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,619,963 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,987 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,556 | AccountsPayableEOYAmt |
| Grants Payable BOY | $900,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,536,600 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $927,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,543,156 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $92,633,010 | UnrestrictedBOYAmt |
| Unrestricted EOY | $53,076,807 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,633,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,076,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,560,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,619,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,633,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,556,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $53,076,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,076,807 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,193,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $97,730,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,250,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.073605 | TotalDistributionRt |
| Average Distribution | 0.036803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $85,118,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,132,630 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,453 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,147,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,373,486 | 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 | $14,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,513 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,513 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,060 | OverpaymentAmt |
| Applied To ES Tax | $4,060 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH S GUERRA SECRETARY | IndividualWithBooksNm |
| Phone | 8188365124 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26541 AGOURA ROAD SUITE 101 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Eric L Smidt | ||||||||
| 26541 AGOURA ROAD STE 101 | CALABASAS | CA | 91302 | Director / President | 3.00 | $0 | $0 | $0 |
| Allan G Mutchnik | ||||||||
| 26541 AGOURA ROAD STE 101 | CALABASAS | CA | 91302 | Director / Treasurer | 3.00 | $0 | $0 | $0 |
| Deborah S Guerra | ||||||||
| 26541 AGOURA ROAD STE 101 | CALABASAS | CA | 91302 | Secretary | 10.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Jobs for the Future | |||||
| 88 Broad Street 8th Floor | Boston | MA | 02110 | Consultant | $208,000 |
| The Canyon Group | |||||
| 1819 Mandeville Canyon Road | Los Angeles | CA | 900492222 | Consultant | $180,000 |
| Morningside Group | |||||
| 10 Morningside Drive | Wheat Ridge | CO | 80215 | Consultant | $68,072 |
| Drucker Institute CGU | |||||
| 150 East 10th Street | Claremont | CA | 91711 | Consultant | $60,000 |
| Association of Career & Technical Education | |||||
| PO Box 758621 | Baltimore | MD | 212758621 | Consultant | $55,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,415,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,415,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,415,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,296,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,118,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,255,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,255,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,453 | TotalTaxAmt |
| Distributable Before Adj | $4,241,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,241,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,241,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,373,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,373,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,453 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,359,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,241,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,160,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,160,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,373,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,241,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,131,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,292,427 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,292,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,160,432 | ExcessFromYear1Amt |
| Excess From Current Year | $8,131,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Eric L Smidt | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Wicomico County Public Schools | ||||||||
| 2424 North Gate Drive | Salisbury | MD | 21802 | GOV | Skilled trades education pilot program | $4,995 | ||
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | PC | General operating support | $5,000 | ||
| Jeff Cesari | ||||||||
| 610 Wistar Road | Fairless Hills | PA | 19030 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Ventura County Office of Education | ||||||||
| 465 Horizon Circle | Camarillo | CA | 93010 | GOV | Internship Management Program | $80,700 | ||
| Murray County Family Circle Inc | ||||||||
| PO Box 1648 | Chatsworth | GA | 30705 | PC | General operating support | $5,000 | ||
| Great Oaks Career Campuses | ||||||||
| 110 Great Oaks Drive | Cincinnati | OH | 45241 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $100,000 | ||
| Northern Arizona University Foundation Inc | ||||||||
| PO Box 5774 | Flagstaff | AZ | 86011 | PC | General operating support | $5,000 | ||
| Legal Aid Foundation | ||||||||
| 1900 Grant Street Suite 1112 | Denver | CO | 80203 | PC | General operating support | $18,000 | ||
| Trustees of Columbia University in the city of New York | ||||||||
| 180 Fort Washington Avenue Suite | New York | NY | 10032 | PC | General operating support for Celiac Disease Center | $25,000 | 934 | |
| Jerry Webb | ||||||||
| 5728 TN-58 | Harrison | TN | 37341 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Queens Vocational & Technical High School | ||||||||
| 37-02 47th Avenue | Long Island City | NY | 11101 | GOV | General operating support | $5,000 | ||
| California State University Foundation | ||||||||
| 401 Golden Shore | Long Beach | CA | 90802 | PC | General operating support | $5,000 | ||
| CHP 11 99 Foundation | ||||||||
| 2244 N State College Boulevard | Fullerton | CA | 92831 | PC | General operating support | $25,000 | ||
| The Mayhew Program | ||||||||
| 293 West Shore Road | Bristol | NH | 03222 | PC | General operating support | $5,000 | ||
| Central High School | ||||||||
| 5728 Hwy 58 | Harrison | TN | 37341 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Cedars-Sinai Medical Center | ||||||||
| 8700 Beverly Boulevard Suite 2416 | Los Angeles | CA | 90048 | PC | Support for Smidt Heart Institute | $8,000,000 | ||
| Beverly Hills Police Officers Benevolent Fund | ||||||||
| 9663 Santa Monica Boulevard 786 | Beverly Hills | CA | 90210 | PC | General operating support | $25,000 | ||
| Delaware Area Career Center | ||||||||
| 4565 Columbus Pike | Delaware | OH | 43015 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $50,000 | ||
| Matthew T Barbercheck | ||||||||
| 227 Maple Street | Republic | MI | 49879 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Wapello CSD Industrial Technology Dept | ||||||||
| 405 Mechanic Street | Wapello | IA | 52653 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Foundation for Sciences and Mathematics Education (New Orleans Charter Scie | ||||||||
| 5625 Loyola Avenue | New Orleans | LA | 70115 | PC | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| The Rape Foundation | ||||||||
| 1223 Wilshire Boulevard No 410 | Santa Monica | CA | 90403 | PC | General operating support | $2,500 | ||
| National Board for Professional Teaching Standards Inc | ||||||||
| 1525 Wilson Boulevard Ste 700 | Arlington | VA | 22209 | PC | General operating support | $15,000 | ||
| Malibu Lost Hills Sheriff Foundation | ||||||||
| 5737 Kanan Road Suite 314 | Agoura Hills | CA | 91301 | PC | General operating support | $10,000 | ||
| Jefferson County Public Schools | ||||||||
| 1829 Denver West Dr Bldg 27 | Golden | CO | 80401 | GOV | General operating support | $5,000 | ||
| The Sugar Ray Leonard Foundation | ||||||||
| 21732 Ventura Blvd Suite 300 | Woodland Hills | CA | 91364 | PC | General operating support | $5,000 | ||
| United Way of Greater Los Angeles | ||||||||
| 1150 S Olive Street Suite T500 | Los Angeles | CA | 90015 | PC | Home for Good Funders Collaborative | $100,000 | ||
| Westside Children's Center Inc | ||||||||
| 5721 W Slauson Avenue 140 | Culver City | CA | 90230 | PC | General operating support | $7,500 | ||
| Melissa Hageman | ||||||||
| 2033 South Street | Calmar | IA | 52132 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Public Counsel | ||||||||
| 610 South Ardmore Avenue | Los Angeles | CA | 90005 | PC | General operating support | $100,000 | ||
| Applications and Research Lab | ||||||||
| 10920 Clarksville Pike | Ellicott City | MD | 21042 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| William E Dunham | ||||||||
| 501 Buchanan Ave | Wapello | IA | 52653 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Leos Pride Foundation | ||||||||
| 2147 Chapin Road | Chapin | SC | 29036 | PC | General operating support | $5,000 | ||
| United Way of Greater Los Angeles | ||||||||
| 1150 S Olive Street Suite T500 | Los Angeles | CA | 90015 | PC | Support for the Southern California Fire Recovery Fund | $25,000 | ||
| Trustees of the University of Pennsylvania | ||||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | PC | Scholarship Fund | $300,000 | ||
| Maxwell High School of Technology | ||||||||
| 990 McElvaney Lane | Lawrenceville | GA | 30044 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence -School award | $70,000 | ||
| Charles J Kachmar | ||||||||
| 990 McElvaney Ln NW | Lawrenceville | GA | 30044 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $30,000 | No relationship | |
| Joshua Overman | ||||||||
| 5625 Loyola Ave | New Orleans | LA | 70115 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Youth Empowerment Project | ||||||||
| 1600 Oretha Castle Haley Boulevard | New Orleans | LA | 70113 | PC | General operating support | $5,000 | ||
| Matthew J Erbach | ||||||||
| 701 W Schaumburg Rd | Streamwood | IL | 60107 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Food Forward | ||||||||
| 7412 Fulton Avenue Suite 3 | North Hollywood | CA | 91605 | PC | General operating support | $60,000 | ||
| National Center for Construction Education Research | ||||||||
| 13614 Progress Boulevard | Alachua | FL | 32615 | PC | General operating support | $5,000 | ||
| Angel Flight West Inc | ||||||||
| 3161 Donald Douglas Loop South | Santa Monica | CA | 90405 | PC | General operating support | $10,000 | ||
| National Coalition for Homeless Veterans | ||||||||
| 1730 M Street NW Suite 705 | Washington | DC | 20036 | PC | General operating support | $100,000 | ||
| Sacramento County Office of Education | ||||||||
| PO Box 269003 | Sacramento | CA | 958269003 | PC | General operating support | $5,000 | ||
| Beverly Hills Firemens Relief Fund | ||||||||
| PO Box 1720 | Beverly Hills | CA | 90213 | PC | General operating support | $6,500 | ||
| CASA of Los Angeles | ||||||||
| 201 Centre Plaza Drive Suite 1100 | Monterey Park | CA | 91754 | PC | General operating support | $6,000 | ||
| Portland Art Museum | ||||||||
| 1219 SW Park Avenue | Portland | OR | 97305 | PC | Exhibition support | $25,000 | ||
| Bucks County Technical High School | ||||||||
| 610 Wistar Road | Fairless Hills | PA | 19030 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| American National Red Cross | ||||||||
| 11355 Ohio Avenue | Los Angeles | CA | 90025 | PC | Disaster Responder Program | $250,000 | ||
| Lesford Dixon | ||||||||
| 9411 Military Dr W | San Antonio | TX | 78251 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Baby2Baby | ||||||||
| 6435 Wilshire Boulevard | Los Angeles | CA | 90048 | PC | General operating support | $5,000 | ||
| SkillsUSA Foundation Inc | ||||||||
| 14001 Skills USA Way | Leesburg | VA | 20176 | PC | Student scholarship and school chapter growth support | $100,000 | ||
| Ventura County Office of Education | ||||||||
| 465 Horizon Circle | Camarillo | CA | 93010 | GOV | Harbor Freight Scholars Program | $29,950 | ||
| Vaughn Nickerson | ||||||||
| 2500 State St | Salt Lake City | UT | 84115 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Team member award | $5,000 | No relationship | |
| Paul Wesley Crawford III | ||||||||
| 500 E 4th Ave | Sutherlin | OR | 97479 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence -Team member award | $7,500 | No relationship | |
| Coaching Corps | ||||||||
| 310 Eighth Street Suite 300 | Oakland | CA | 94607 | PC | General operating support | $100,000 | ||
| Anthony VanHorn | ||||||||
| 2500 State St | Salt Lake City | UT | 84115 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Team member award | $5,000 | No relationship | |
| Educators for Quality Alternatives (NET High School) | ||||||||
| 1614 Oretha Castle Haley Boulevard | New Orleans | LA | 70113 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Oakland Technical High School | ||||||||
| 4351 Broadway | Oakland | CA | 94611 | GOV | General operating support | $5,000 | ||
| Purdue Research Foundation | ||||||||
| 403 West Wood | West Lafayette | IN | 479072007 | PC | General operating support | $5,000 | ||
| Portland Art Museum | ||||||||
| 1219 SW Park Avenue | Portland | OR | 97305 | PC | General operating support | $25,000 | ||
| Children's Hospital Los Angeles | ||||||||
| 4650 Sunset Boulevard Mailstop 29 | Los Angeles | CA | 90027 | PC | Support for Neuro-Oncology Research Program | $10,000 | ||
| South Winneshiek High School | ||||||||
| 203 West South Street | Calmar | IA | 52132 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Adventist Development and Relief Agency International | ||||||||
| 12501 Old Columbia Pike | Silver Spring | MD | 20904 | PC | Support of international relief efforts | $25,000 | ||
| Andrew Neumann | ||||||||
| 4155 Monitor Rd | Bay City | MI | 48706 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $30,000 | No relationship | |
| Friends of the Saban Community Clinic | ||||||||
| 8405 Beverly Boulevard | Los Angeles | CA | 90048 | PC | General operating support | $15,000 | ||
| Seniors First Inc | ||||||||
| 12183 Locksley Lane Suite 205 | Auburn | CA | 95602 | PC | General operating support | $5,000 | ||
| Alliance for College-Ready Public Schools | ||||||||
| 601 South Figueroa Street 4th Floor | Los Angeles | CA | 90017 | PC | General operating support | $50,000 | ||
| Social & Environmental Entrepreneurs Inc | ||||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | PC | Support of DIY Girls through its fiscal sponsor | $10,000 | ||
| Dennis Technical Education Center | ||||||||
| 8201 W Victory Rd | Boise | ID | 83709 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $50,000 | ||
| Sutherlin High School | ||||||||
| 531 E Central Avenue | Sutherlin | OR | 97479 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Marshall Technical School | ||||||||
| 12312 US Highway 431 South | Guntersville | AL | 35976 | GOV | General operating support | $5,000 | ||
| Streamwood High School | ||||||||
| 701 W Schaumburg Road | Streamwood | IL | 60107 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Robert P Leiby | ||||||||
| 10920 Clarksville Pike | Ellicott City | MD | 21042 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Trustees of the University of Pennsylvania | ||||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | PC | Art Collection Fund | $100,000 | ||
| Los Angeles Fire Department Foundation | ||||||||
| 1875 Century Park East Suite 200 | Los Angeles | CA | 90067 | GOV | General operating support | $25,000 | ||
| Children Mending Hearts | ||||||||
| 4100 W Alameda Avenue Suite 300 | Toluca Lake | CA | 91505 | PC | General operating support | $2,500 | ||
| Republic-Michigamme Schools | ||||||||
| 227 Maple Street | Republic | MI | 49879 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Roseville City School District | ||||||||
| 1509 Sierra Gardens Drive | Roseville | CA | 95661 | GOV | General operating support | $5,000 | ||
| Shatterproof A Nonprofit Corp | ||||||||
| 101 Merritt 7 Corporate Park 1st | Norwalk | CT | 06851 | PC | General operating support | $10,000 | Floor | |
| AIA Foundation | ||||||||
| 1735 New York Avenue NW | Washington | DC | 20006 | PC | General operating support | $5,000 | ||
| InnerCity Struggle | ||||||||
| 530 S Boyle Avenue | Los Angeles | CA | 90033 | PC | New headquarters capital project | $210,000 | ||
| United Cerebral Palsy Spastic Childrens Foundation | ||||||||
| 6430 Independence Avenue | Woodland Hills | CA | 91367 | PC | General operating support | $10,000 | ||
| InnerCity Struggle | ||||||||
| 530 S Boyle Avenue | Los Angeles | CA | 90033 | PC | General operating support | $2,500 | ||
| Discovery Science Center of Los Angeles | ||||||||
| 11800 Foothill Blvd | Los Angeles | CA | 91342 | PC | General operating support | $5,000 | ||
| Nathaniel Adam Bourne | ||||||||
| 6601 Franklin Ave | New Orleans | LA | 70122 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Individual award | $15,000 | No relationship | |
| Portland Art Museum | ||||||||
| 1219 SW Park Avenue | Portland | OR | 97305 | PC | Capital Expansion and Renovation | $100,000 | ||
| Josh Gary | ||||||||
| 500 E 4th Ave | Sutherlin | OR | 97479 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Team member award | $7,500 | No relationship | |
| Paso Robles High School | ||||||||
| 801 Niblick Road | Paso Robles | CA | 93446 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $50,000 | ||
| United States Veterans Initiative | ||||||||
| 800 West 6th Street Suite 1505 | Los Angeles | CA | 90017 | PC | General operating support | $100,000 | ||
| University of Southern California | ||||||||
| 9033 Wilshire Boulevard Suite 300 | Beverly Hills | CA | 90211 | PC | Support for Lawrence J. Ellison Institute for Transformative Medicine of USC | $25,000 | ||
| Construction Careers Academy | ||||||||
| 9411 Military Drive West | San Antonio | TX | 78251 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 | ||
| Workforce Education Coalition | ||||||||
| 607 Windswept Place | Simi Valley | CA | 93065 | PC | General operating support | $5,000 | ||
| Robert Cook | ||||||||
| 2500 State St | Salt Lake City | UT | 84115 | I | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - Team member award | $5,000 | No relationship | |
| Los Angeles Police Foundation | ||||||||
| 633 W 5th Street Suite 960 | Los Angeles | CA | 90071 | PC | General operating support | $50,000 | ||
| Fund for Public Schools Inc (New York Harbor School) | ||||||||
| 10 South Street | Manhattan | NY | 10004 | GOV | 2017 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $70,000 | ||
| International Medical Corps | ||||||||
| 9701 Wilshire Boulevard Suite 1000 | Beverly Hills | CA | 90212 | PC | General operating support | $5,000 | ||
| Children's Hospital Los Angeles | ||||||||
| 4650 Sunset Boulevard Mailstop 29 | Los Angeles | CA | 90027 | PC | Research support for Children's Orthopedic Center | $75,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,396,145 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cedars-Sinai Medical Center | ||||||
| 8700 Beverly Boulevard Suite 2416 | Los Angeles | CA | 90048 | PC | Support for Smidt Heart Institute | $27,000,000 |
| Enumclaw High School | ||||||
| 226 Semanski Street S | Enumclaw | WA | 98022 | GOV | Skilled trades education pilot program | $6,600 |
| Trustees of the University of Pennsylvania | ||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | PC | Scholarship Fund | $1,200,000 |
| Trustees of the University of Pennsylvania | ||||||
| 2929 Walnut Street Suite 300 | Philadelphia | PA | 19104 | PC | Art Collection Fund | $400,000 |
| Granite Technical Institute | ||||||
| 2500 State St | Salt Lake City | UT | 84115 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $35,000 |
| Bay-Areanc ISD Career Center | ||||||
| 4155 Monitor Rd | Bay City | MI | 48706 | GOV | 2018 Harbor Freight Tools for Schools Prize for Teaching Excellence - School award | $70,000 |
| YMCA Southeast Ventura County | ||||||
| 100 ETO Blvd 295 | Thousand Oaks | CA | 91360 | PC | General operating | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,736,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,445,597 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,445,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,445,597 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $30,450 | $0 | $0 | $42,450 |
| Audit Expense | $50 | $0 | $0 | $3,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Regulatory Compliance Services | CategoryTxt |
| Legal Fees | $34,720 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,707 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $83,673 | $152,706 | $152,706 |
| OTHER RECEIVABLE | $2,723 | $2,723 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Service Fees | $248 | $248 | $0 | $0 |
| Licenses and Fees | $1,404 | $0 | $0 | $1,404 |
| Computer/Internet Services | $89,217 | $0 | $0 | $89,217 |
| Supplies | $1,947 | $0 | $0 | $1,947 |
| Postage and Mailing | $3,116 | $0 | $0 | $3,116 |
| CA/DE Secretary of State | $625 | $0 | $0 | $625 |
| CA Franchise Tax Board | $10 | $0 | $0 | $10 |
| Atty General's Registry of Charitable Trusts | $75 | $0 | $0 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Photography/Video services | $16,736 | $0 | $0 | $16,736 |
| Other Contract Services | $703,169 | $0 | $0 | $703,169 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax | $14,453 | $0 | $0 | $0 |
| CA Franchise Tax Board | $1,600 | $0 | $0 | $1,600 |
Comments