IROH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IROH FOUNDATION (EIN 45-6627637)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102282
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T13:13:56-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954345526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W COLORADO BLVD 5TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | 456627637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RA5 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RA5F | BusinessNameControlTxt |
| Phone | 6267969123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4640 ADMIRALTY WAY NO 1200 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SEIDLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6267969123 | PhoneNum |
| Signature | 2019-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH CULLEN | PreparerPersonNm |
| PTIN | P00131656 | PTIN |
| Phone | 6262435100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.156.109.208 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-09 | IPDt |
| IP Tm | 17:47:10 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 606507F2BCC71393997837D60E4BC397D791AA70 | 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 | $16,988,201 | 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 | $6,202,841 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,762 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,473,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,607 | 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 | $2,728 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,364 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,364 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $121,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,655 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,655 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $513,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $513,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $669,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,797,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,092 | CashBOYAmt |
| Cash EOY | $232,880 | CashEOYAmt |
| Cash EOYFMV | $232,880 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,042,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $452,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $452,963 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,000,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,000,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,181,160 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,267,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,294,075 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,302,658 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,418,639 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,008,283 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,574,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,371,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,988,201 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $78,182 | GrantsPayableBOYAmt |
| Grants Payable EOY | $298,322 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $39 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $78,221 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $298,322 | 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 | $10,496,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,073,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,496,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,073,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,574,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,371,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,496,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,797,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,293,305 | SubtotalAmt |
| Other Decreases | $220,019 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,073,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANKWEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $114,762 | GrossSalesPriceAmt |
| Gain Or Loss | $114,762 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $114,762 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,762 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,740 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,304,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040581 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $454,152 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,081,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $409,194 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,528,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047981 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $293,937 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,155,424 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $280,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,675,192 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042025 | DistributionYr5Rt |
| Total Distribution | 0.241301 | TotalDistributionRt |
| Average Distribution | 0.048260 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,767,956 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $664,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,667 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $667,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $669,432 | 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 | $2,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,098 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,098 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,431 | OverpaymentAmt |
| Applied To ES Tax | $3,431 | 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 |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT SEIDLER | IndividualWithBooksNm |
| Phone | 2134880018 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4640 ADMIRALTY WAY STE 1200 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SEIDLER | ||||||||
| 4640 ADMIRALTY WAY STE 1200 | MARINA DEL REY | CA | 90292 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALECIA SEIDLER | ||||||||
| 4640 ADMIRALTY WAY STE 1200 | MARINA DEL REY | CA | 90292 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THADDIUS HUTTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4640 ADMIRALTY WAY | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $121,600 | CompensationAmt |
| 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 | $12,793,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,184,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,977,620 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,977,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,767,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $688,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $688,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,667 | TotalTaxAmt |
| Distributable Before Adj | $685,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $685,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $685,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $669,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $669,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,667 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $666,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $685,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,285 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $669,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,285 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $472,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $213,584 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT SEIDLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGES TO PROSPERITY | |||||||
| 1031 33RD ST 170 | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL | $206,000 |
| DOLLARS 4 TIC SCHOLARS | |||||||
| 21801 LITTLE BEAR LN | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | GENERAL | $1,650 |
| DZI FOUNDATION | |||||||
| PO BOX 632 565 SHERMAN ST 7 | RIDGWAY | CO | 81432 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| HOPE THROUGH HEALTH | |||||||
| PO BOX 605 | MEDWAY | MA | 02053 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| MARAT DAUKAYEV | |||||||
| 262 S VAN NESS AVE | LOS ANGELES | CA | 90004 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MUSO INC | |||||||
| 3254 19TH ST 2ND FL | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| PROJECT HEALTHY CHILDREN | |||||||
| 200 FRIBERG PARKWAY SUITE 4006 | WESTBOROUGH | MA | 01581 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| SUSTAINABLE HEALTH ENTERPRISES | |||||||
| 175 VARICK ST 6TH FL | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| THE BUCKLEY SCHOOL | |||||||
| 3900 STANSBURY AVE | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 |
| LIFESOCAL | |||||||
| 515 S FIGUEROA STR SUITE 1988 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,500 |
| NOORA HEALTH | |||||||
| 2443 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| ONE HEART WORLD-WIDE | |||||||
| 1818 PACHECO STREET | SAN FRANCISCO | CA | 94116 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| LABORATORIA INC | |||||||
| 61 GREENPOINT AVE SUITE 114 | BROOKLYN | NY | 11222 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $513,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE BUCKLEY SCHOOL | ||||||
| 3900 STANSBURY AVE | SHERMAN OAKS | CA | 91423 | PUBLIC CHARITY | GENERAL PURPOSE | $39,182 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 515 S FIGUEROA STR SUITE 1988 | LOS ANGELES | CA | 90071 | PUBLIC CHARITY | EDUCATION | $840 |
| DOLLARS 4 TIC SCHOLARS | ||||||
| 21801 LITTLE BEAR LN | BOCA RATON | FL | 33428 | PUBLIC CHARITY | GENERAL | $3,300 |
| LABORATORIA INC | ||||||
| 61 GREENPOINT AVE SUITE 114 | BROOKLYN | NY | 11222 | PUBLIC CHARITY | GENERAL | $60,000 |
| MUSO INC | ||||||
| 3254 19TH ST 2ND FL | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | GENERAL | $25,000 |
| NOORA HEALTH | ||||||
| 2443 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | GENERAL | $60,000 |
| ONE HEART WORLD-WIDE | ||||||
| 1818 PACHECO STREET | SAN FRANCISCO | CA | 94116 | PUBLIC CHARITY | GENERAL | $60,000 |
| PROJECT HEALTHY CHILDREN | ||||||
| 200 FRIBERG PARKWAY SUITE 4006 | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | GENERAL | $25,000 |
| SUSTAINABLE HEALTH ENTERPRISES | ||||||
| 175 VARICK ST 6TH FL | NEW YORK | NY | 10014 | PUBLIC CHARITY | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $298,322 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,607 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT SEIDLER | |||||||
| 1 | 4640 ADMIRALTY WAY | MARINA DEL REY | CA | 90292 | $6,000,060 | Yes (X) | |
| BLUE DONKEY | |||||||
| 2 | 4640 ADMIRALTY WAY | MARINA DEL REY | CA | 90292 | $202,781 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4000 SH RAWLINGS PARENT INC40 SH SERIES A NON CONV PREF RAWLINGS PARENT INC 1 SH PROGRESSIVE | NoncashPropertyDesc |
| Fair Market Value | $6,000,060 | FairMarketValueAmt |
| Received | 2018-08-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RPI COMMON STOCK | $4,000,000 | $4,000,000 |
| RPI PREFERRED STOCK | $2,000,000 | $2,000,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANCWEST-ALPHABET INC CAP STK | AT COST | $100,324 | $131,522 |
| BANCWEST-APPLE INC | AT COST | $134,027 | $200,330 |
| BANCWEST-BERKSHIRE HATHAWAY IN | AT COST | $508,562 | $612,000 |
| BANCWEST-GENERAL ELECTRIC CO | AT COST | $551,159 | $186,979 |
| BANCWEST-ISHARES CHINA LG CAP | AT COST | $100,338 | $103,171 |
| BANCWEST-ISHARE CORE MSCI EAFE | AT COST | $475,416 | $476,575 |
| BANCWEST-ISHARES INC CORE MSCI | AT COST | $326,196 | $319,818 |
| BANCWEST-ISHARES INC MSCI AUST | AT COST | $99,445 | $93,363 |
| BANCWEST-ISHARES INC MSCI CDA | AT COST | $100,341 | $87,957 |
| BANCWEST-ISHARES INC MSCI MEX | AT COST | $51,165 | $47,563 |
| BANCWEST-ISHARES INC MSCI RUSS | AT COST | $100,273 | $108,878 |
| BANCWEST-ISHARES INC MSCI TURK | AT COST | $90,183 | $88,452 |
| BANCWEST-ISHARES INC MSCI PHIL | AT COST | $100,200 | $92,611 |
| BANCWEST-ISHARES RUSSELL 2000 | AT COST | $501,828 | $519,130 |
| BANCWEST-ISHARES TR MSCI INDIA | AT COST | $49,972 | $58,678 |
| BANCWEST-ISHARES US FINANCIAL | AT COST | $50,059 | $54,451 |
| BANCWEST-POWERSHARES QQQ | AT COST | $552,559 | $693,553 |
| BANCWEST-SPDR DOW JONES INDL | AT COST | $400,942 | $456,372 |
| BANCWEST-SPDR S&P 500 ETF | AT COST | $702,753 | $801,244 |
| BANCWEST-BP PLC | AT COST | $50,103 | $54,605 |
| BANCWEST-BRISTOL MYERS SQUIBB CO | AT COST | $53,458 | $59,777 |
| BANCWEST-CHEVRON CORP | AT COST | $50,220 | $52,002 |
| BANCWEST-COCA COLA COMPANY | AT COST | $49,820 | $56,347 |
| BANCWEST-ISHARES INC MSCI JAP | AT COST | $50,235 | $46,381 |
| BANCWEST-ISHARES INC MSCI UK | AT COST | $100,382 | $88,549 |
| BANCWEST-SPDR GOLD | AT COST | $700,921 | $697,188 |
| US TREASURY | AT COST | $599,071 | $598,350 |
| BANCWEST-ALIBABA GROUP HLDG LTD | AT COST | $100,503 | $72,921 |
| BANCWEST-BNP PARIBAS MEDIUM TERM | AT COST | $100,000 | $86,360 |
| BANCWEST-GLOBAL X MSCI NIGERIA ETF | AT COST | $40,140 | $30,612 |
| BANCWEST-HAIN CELESTIAL GROUP INC | AT COST | $50,059 | $28,231 |
| BANCWEST-ISHARES INC MSCI FRONTIER 100 | AT COST | $50,202 | $43,409 |
| BANCWEST-ISHARES MSCI INDONESIA ETF | AT COST | $50,227 | $53,388 |
| BANCWEST-ISHARES TR MSCI EUROPE FINL SEC | AT COST | $50,084 | $40,256 |
| BANCWEST-SPDR INDEX SHS FDS EURO STOXX | AT COST | $100,408 | $81,512 |
| US TREASURY | AT COST | $582,554 | $579,360 |
| US TREASURY | AT COST | $492,997 | $492,180 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,728 | LegalFeesAmt |
| Net Investment Income | $1,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,364 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JATAI PROPERTY, LLC | $837,624 | $838,424 | $838,424 |
| RCP DIRECT II FEEDER, LP | $465,034 | $280,215 | $869,859 |
| PEG CAPITAL PARTNERS FUND III O | $0 | $300,000 | $300,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $220,019 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $23 | $0 | $23 |
| BOOKS AND SUBSCRIPTIONS | $4,992 | $0 | $4,992 |
| SUPPLIES | $3,496 | $0 | $3,496 |
| TELECOMMUNICATIONS | $265 | $0 | $265 |
| FILING FEES | $105 | $0 | $105 |
| INSURANCE | $196 | $0 | $196 |
| POSTAGE | $86 | $0 | $86 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US BANK - CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $39 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING SERVICES | $121,600 | $0 | $121,600 |
| MONEY MANAGER | $13 | $13 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,101 | Amt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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