THE DAVID WILLIAM UPHAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID WILLIAM UPHAM FOUNDATION (EIN 95-4652179)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349102475
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:18:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUND CONTROL BUSINESS MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PK E 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954652179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID WILLIAM UPHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3103156200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A HARABEDIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3103156200 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN FREIMAN | PreparerPersonNm |
| PTIN | P00167269 | PTIN |
| Phone | 3103156200 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $83,306,353 | 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 | $20,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $114,213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114,213 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $114,213 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,213,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,213,833 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,213,833 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,600,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,236,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,600,447 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,756 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,756 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $9,756 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,958,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,938,249 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,337,802 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $367,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,950 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $275,850 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $28,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,308 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $24,377 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $24,377 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,299 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,375 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,924 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $627,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $524,843 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $102,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,122,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $700,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $421,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,193,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,193,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,316,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $700,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,615,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,642,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,237,602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,337,802 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$30,383 | CashEOYAmt |
| Cash EOYFMV | -$30,383 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $233,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,329 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $74,198,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,295,407 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,295,407 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,432,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,306,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,306,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $74,432,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,306,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,432,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,306,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,432,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,306,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,432,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,642,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,231,678 | OtherIncreasesAmt |
| Subtotal | $83,306,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,306,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CSCH 2206 - BOOT BARN HOLDINGS IN | P | 2023-05-19 | 2024-04-22 | $256,804 | $163,150 | $93,654 | $93,654 |
| CSCH 2206 - US TREASURY NOTES | P | 2024-06-07 | 2024-09-03 | $1,757,186 | $1,744,266 | $12,920 | $12,920 |
| CSCH 2206 - BEST BUY INC | P | 2022-09-07 | 2024-08-15 | $429,987 | $359,375 | $70,612 | $70,612 |
| CSCH 2206 - CNA FINL CORP | P | 2022-09-07 | 2024-04-01 | $226,547 | $198,843 | $27,704 | $27,704 |
| CSCH 2206 - GOOGLE INC | P | 2020-03-10 | 2024-10-30 | $866,485 | $354,326 | $512,159 | $512,159 |
| CSCH 2206 - JEFFERIES GROUP INC | P | 2019-09-04 | 2024-05-17 | $686,403 | $324,745 | $361,658 | $361,658 |
| CSCH 2206 - NORDSTROM INC | P | 2020-09-21 | 2024-08-07 | $544,333 | $638,600 | -$94,267 | -$94,267 |
| JPM 0968 | P | $288,407 | $500,515 | -$212,108 | -$212,108 | ||
| JPM 0968 | P | $502,329 | $471,768 | $30,561 | $30,561 | ||
| JPM 0968 | P | $2,473,553 | $1,663,942 | $809,611 | $809,611 | ||
| RBC 5651 | P | $246,404 | $208,667 | $37,737 | $37,737 | ||
| RBC 5655 | P | $2,110,284 | $1,976,897 | $133,387 | $133,387 | ||
| RBC 5655 | P | $3,379,853 | $2,588,090 | $791,763 | $791,763 | ||
| RBC 5656 | P | $2,039,679 | $1,899,957 | $139,722 | $139,722 | ||
| RBC 5656 | P | $3,230,323 | $2,399,263 | $831,060 | $831,060 | ||
| RBC 5659 | P | $449,505 | $438,201 | $11,304 | $11,304 | ||
| RBC 5659 | P | $1,240,305 | $881,932 | $358,373 | $358,373 | ||
| RBC 5666 | P | $63,280 | $52,311 | $10,969 | $10,969 | ||
| RBC 5666 | P | $986,405 | $558,341 | $428,064 | $428,064 | ||
| WF 1846 | P | $1,319,198 | $1,402,857 | -$83,659 | -$83,659 | ||
| WF 1846 | P | $62,635 | $37,784 | $24,851 | $24,851 | ||
| WF 4283 | P | $405,854 | $376,848 | $29,006 | $29,006 | ||
| WF 4283 | P | $23,017 | $13,186 | $9,831 | $9,831 | ||
| WF 8451 | P | $1,446,935 | $1,297,268 | $149,667 | $149,667 | ||
| WF 8451 | P | $68,523 | $65,245 | $3,278 | $3,278 | ||
| ENTERPRISE PRODUCTS K-1 - SEC 1231 | P | $782 | -$782 | -$782 | |||
| ENERGY TRANSFER K-1 | P | $19 | $19 | $19 | |||
| ENERGY TRANSFER K-1 - SEC 1231 | P | $62 | -$62 | -$62 | |||
| XANTHUS K-1 | P | $19,007 | -$19,007 | -$19,007 | |||
| XANTHUS K-1 | P | $131,032 | $131,032 | $131,032 | |||
| AIMCO OP K-1 | P | $1 | $1 | $1 | |||
| AIMCO OP K-1 | P | $14 | $14 | $14 | |||
| APARTMENT INCOME REIT | P | $11 | $11 | $11 | |||
| CAPITAL GAINS DIVIDENDS | P | $1,364 | $1,364 | $1,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,600,447 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $303,593 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,176 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $91,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $127,176 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $186 | EsPenaltyAmt |
| Overpayment | $54,187 | OverpaymentAmt |
| Applied To ES Tax | $54,187 | 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 | 0 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GROUND CONTROL BUSINESS MANAGEMENT | IndividualWithBooksNm |
| Phone | 3103156200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A HARABEDIAN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | DIRECTOR | 1.00 | $165,000 | $0 | $0 |
| WILLARD M REISZ | ||||||||
| 3224 DONA EMILIA DRIVE | STUDIO CITY | CA | 91436 | DIRECTOR | 5.00 | $165,000 | $0 | $0 |
| SUSAN E BENDER | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | SECRETARY | 5.00 | $37,800 | $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 | $78,456,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,851,540 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,442,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,442,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,206,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,235,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,961,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,961,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,803 | TotalTaxAmt |
| Distributable Before Adj | $3,888,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,888,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,888,978 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,615,444 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,615,444 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,888,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,454,562 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,615,444 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,454,562 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,882 | 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 | $3,728,096 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDRENS CANCER RESEARCH | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 670 | HAGERSTOWN | MD | 21741 | NOT APPLICABLE | EXEMPT | TO SUPPORT OVARIAN CANCER RESEARCH | $50,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NOT APPLICABLE | EXEMPT | TO SUPPORT ANTI-DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL | $65,000 |
| ASSISTANCE LEAGUE OF LA - OPERATION SCHOOL BELL | |||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR SCHOOL CHILDRENS UNIFORMS, UNDER GARMENTS AND SCHOOL SUPPLIES | $20,000 |
| BRIGG'S SOFTBALL SCHOLARSHIPS | |||||||
| 7031 HARVEST LANE | RIVERSIDE | CA | 92506 | NOT APPLICABLE | EXEMPT | TO SUPPORT SCHOLARSHIPS FOR WOMENS SPORTS | $10,000 |
| CALIFORNIA HOCKEY OFFICIALS - BRANDON BLUMBERG FOUNDATION | |||||||
| 5150 E PACIFIC COAST HIGHWAY STE200 | LONG BEACH | CA | 90804 | NOT APPLICABLE | EXEMPT | TO OFFER FINANCIAL SUPPORT FOR START COSTS FOR HOCKEY OFFICIALS AND EDUCATIONAL SCHOLARSHIPS | $10,000 |
| CAMP HESS KRAMER | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE REBUILDING OF THE WILSHIRE BOULEVARD TEMPLE CAMPS | $70,000 |
| CENTER THEATER GROUP | |||||||
| 691 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO SUPPORT THEATER COMMUNITY OUTREACH | $60,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $125,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY | |||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $100,000 |
| CSULB LAUREN CHALMERS '83 BEACH PANTRY | |||||||
| 1212 BELLFLOWER BLVD | LONG BEACH | CA | 90815 | NOT APPLICABLE | EXEMPT | TO SUPPORT FOOD INSECURE CSULB STUDENTS | $20,000 |
| DISABLED SPORTS EASTERN SIERRA | |||||||
| PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO ALLOW DISABLED PERSONS TO EXPERIENCE OUTDOOR MOUNTAIN SPORTS | $25,000 |
| EDUCATING STUDENTS TOGETHER | |||||||
| 13101 W WASHINGTON BLVD STE 452 | LOS ANGELES | CA | 90066 | NOT APPLICABLE | EXEMPT | TO PROVIDE COLLEGE ACCESS ASSISTANCE TO FOSTER AND LOW INCOME YOUTH | $25,000 |
| FISH FOR LIFE | |||||||
| 42 CALLE AMENO | SAN CLEMENTE | CA | 92672 | NOT APPLICABLE | EXEMPT | TO SUPPORT FISHING TRIPS FOR CHILDREN WITH SPECIAL NEEDS | $20,000 |
| FONTANA SKYHAWKS FOOTBALL & CHEER | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT SKYHAWK FOOTBALL AND CHEER | $8,000 |
| FOODSHARE VENTURA - CSUCI FOOD PANTRY | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | NOT APPLICABLE | EXEMPT | TO HELP THE FOOD INSECURE STUDENTS AT CSUCI | $20,000 |
| FRENSHIP BOOSTER CLUB | |||||||
| PO BOX 81 | WOLFORTH | TX | 79382 | NOT APPLICABLE | EXEMPT | TO SUPPORT FOOTBALL PROGRAM AND TEAM FOOD BANK | $20,000 |
| FRENSHIP ISD - BENNETT ELEMENTARY | |||||||
| 101 DONALD PRESTON DRIVE | WOLFFORTH | TX | 79382 | NOT APPLICABLE | EXEMPT | TO FUND ELEMENTARY PE SUPPLIES | $20,000 |
| GARDENA CARSON YMCA | |||||||
| 1000 ARTESIA BLVD | GARDENA | CA | 90248 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY PROGRAMS | $25,000 |
| GIRLS ON THE RUN | |||||||
| PO BOX 510 | LOS GATOS | CA | 95031 | NOT APPLICABLE | EXEMPT | TO SUPPORT AFTER SCHOOL PROGRAMMING AND PROVIDE SUPPORT TO GIRLS IN NEED | $25,000 |
| HEART AND ARMOR FOUNDATION | |||||||
| 1100 GLENDON AVENUE STE 2000 | LOS ANGELES | CA | 90024 | NOT APPLICABLE | EXEMPT | TO SUPPORT VETERANS HEALTH SERVICES | $100,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90051 | NOT APPLICABLE | EXEMPT | TO SUPPORT UNDERSERVED YOUTH | $50,000 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE POOR AND NEEDY | $55,000 |
| HOAG HOSPITAL FOUNDATION MELANOMA & SKIN CANCER PROGRAM | |||||||
| 330 PLACENTIA AVE | NEWPORT BEACH | CA | 92663 | NOT APPLICABLE | EXEMPT | TO SUPPORT SKIN CANCER RESEARCH | $50,000 |
| INTERVENTION CENTER FOR EARLY CHILDHOOD | |||||||
| 17461 DERIAN AVE STE 114 | IRVINE | CA | 92614 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH DEVELOPMENTAL DELAYS | $75,000 |
| JESSIE REES FOUNDATION | |||||||
| 9 STUDEBAKER | IRVINE | CA | 92618 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR KIDS WITH CANCER | $2,500 |
| JEWISH FAMILY SERVICE OF LA | |||||||
| 330 N FAIRFAX | LOS ANGELES | CA | 90036 | NOT APPLICABLE | EXEMPT | TO SUPPPORT COMMUNITY OUTREACH | $50,000 |
| LA DREAM CENTER FOUNDATION | |||||||
| 2301 BELLEVUE AVENUE | LOS ANGELES | CA | 90026 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE VETERANS PROGRAMS | $50,000 |
| LA FAMILY HOUSING FOUNDATION | |||||||
| 7843 LANKERSHIM BLVD | HOLLYWOOD | CA | 91605 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOUSING FOR HOMELESS | $45,000 |
| LA REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NOT APPLICABLE | EXEMPT | TO PROVIDE MEALS TO PEOPLE IN NEED | $25,000 |
| LAKEWOOD HIGH SCHOOL ASB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | EXEMPT | TO SUPPORT LAKEWOOD ASB | $29,705 |
| LAKEWOOD HIGH SCHOOL ODYSSEY BOOSTER CLUB | |||||||
| 4400 BRIERCREST AVENUE | LAKEWOOD | CA | 90713 | NOT APPLICABLE | EXEMPT | TO PROVIDE ACADEMIC SUPPORT FOR STUDENTS IN THE ODYSSEY PROGRAM | $20,000 |
| LIVE LIKE JOJO FOUNDATION | |||||||
| 22 ALCOTT PLACE | LAGUNA NIGUEL | CA | 92677 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH CHRONIC HEALTH ISSUES | $10,000 |
| LOS ANGELES LGBT CENTER | |||||||
| 1118 NORTH MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO SUPPORT SERVICES TO THE LGBT COMMUNITY | $60,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO PROVIDE COMMUNITY SUPPORT | $70,000 |
| LOS ANGELES RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 NORTH BOUQUET CANYON ROAD | SAUGUS | CA | 91390 | NOT APPLICABLE | EXEMPT | TO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTS | $25,000 |
| LUPUS LA FOUNDATION | |||||||
| 16000 VENTURA BLVD STE 520 | ENCINO | CA | 91436 | NOT APPLICABLE | EXEMPT | TO SUPPORT LUPUS RESEARCH | $40,000 |
| MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | EXEMPT | TO SUPPORT PASTOR TRAINING | $475,000 |
| NEW VOICE | |||||||
| 10701 SAMPSON AVE | LYNWOOD | CA | 90262 | NOT APPLICABLE | EXEMPT | TO SUPPORT IMMIGRATION SERVICES FOR UNDER SERVED COMMUNITIES | $10,000 |
| ONE ATTA TIME | |||||||
| PO BOX 857 | QUINCY | CA | 95971 | NOT APPLICABLE | EXEMPT | TO PROVIDE FAMILIES ACCESS TO CLEAN AND SAFE DRINKING WATER | $50,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | EXEMPT | TO SUPPORT PANCREATIC CANCER RESEARCH | $50,000 |
| PHASE ONE FOUNDATION | |||||||
| 11726 SAN VICENTE BLVD STE560 | LOS ANGELES | CA | 90049 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY THEATER | $30,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO PROVIDE FOOD DELIVERY FOR THE ILL | $70,000 |
| RANCHO DOMINGUEZ PREP SCHOOL | |||||||
| 4110 SANTA FE AVENUE | LONG BEACH | CA | 90810 | NOT APPLICABLE | EXEMPT | TO PROVIDE FUNDS FOR SOFTBALL EQUIPMENT | $3,500 |
| REDONDO UNION HIGH SCHOOL ASB | |||||||
| ONE SEA HAWK WAY | REDONDO BEACH | CA | 90277 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE GIRLS BASKETBALL AND VOLLEYBALL PROGRAMS | $10,000 |
| SAN DIEGO ZOOLOGICAL SOCIETY | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NOT APPLICABLE | EXEMPT | TO SUPPORT ZOO INITIATIVES | $45,000 |
| SHARSHERETORG | |||||||
| 1086 TEANECK ROAD STE 2G | TEANECK | NJ | 07666 | NOT APPLICABLE | EXEMPT | TO FUND RESEARCH FOR OVARIAN CANCER | $20,000 |
| SIERRA LAKES ELEMENTARY SCHOOL | |||||||
| 5740 AVENAL PLACE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO FUND FIRST GRADE FIELD TRIPS AND TRANSPORTATION | $5,000 |
| SOUTH TAMARIND ELEMENTARY SCHOOL | |||||||
| 8561 TAMARIND AVENUE | FONTANA | CA | 92335 | NOT APPLICABLE | EXEMPT | TO SUPPORT FIRST GRADE STEM EDUCATION AND FIELD TRIPS | $7,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDREN WITH DEBILITATING ILLNESS | $100,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE SUMNER CODD DANCE ACCOUNT IN MEMORY OF DASHIELL MACCABEE CODD | $25,000 |
| SUMMIT HIGH SCHOOL ASB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT GIRLS VOLLEYBALL, GIRLS BASKETBALL, GIRLS SOFTBALL | $20,000 |
| TANNERY WORLD DANCE & CULTERAL CENTER | |||||||
| 1060 RIVER STREET STE110 | SANTA CRUZ | CA | 95060 | NOT APPLICABLE | EXEMPT | TO SUPPORT CULTURAL DANCE TRAINING | $25,000 |
| TEMPLE BETH EL | |||||||
| 3055 PORTER GULCH ROAD | APTOS | CA | 95003 | NOT APPLICABLE | EXEMPT | TO PROVIDE RELEVANT AND MEANINGFULL PROGRAMS TO THE CONGREGATION AND BEYOND | $40,000 |
| THE ASHER HOUSE | |||||||
| PO BOX 3548 | SALEM | OR | 97302 | NOT APPLICABLE | EXEMPT | TO SUPPORT ABANDONED ANIMALS | $10,000 |
| THE MASTER'S SEMINARY | |||||||
| 21726 PLACERITA CANYON ROAD | SANTA CLARITA | CA | 91321 | NOT APPLICABLE | EXEMPT | TO SUPPORT MINISTRY TRAINING | $475,000 |
| THE PAD PROJECT | |||||||
| 10573 W PICO BLVD STE 73 | LOS ANGELES | CA | 90064 | NOT APPLICABLE | EXEMPT | TO MAKE WOMEN'S FEMININE PRODUCTS ACCESSIBLE TO EVERYONE | $25,000 |
| THE STOREORG | |||||||
| PO BOX 128287 | NASHVILLE | TN | 37212 | NOT APPLICABLE | EXEMPT | TO HELP FEED THE FOOD INSECURE | $20,000 |
| UCLA FOUNDATION - GERIATRICS | |||||||
| 10889 WILSHIRE BLVD STE 1500 | PASADENA | CA | 90024 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY LITERACY INITIATIVES | $25,000 |
| UCLA FOUNDATION - VETERANS LEGAL CLINIC | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NOT APPLICABLE | EXEMPT | TO PROVIDE LEGAL SUPPORT FOR VETERANS | $50,000 |
| UPRIGHT ATHLETICS | |||||||
| 5962 MT LEWIS LANE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO MENTOR AT RISK YOUTH | $7,500 |
| WALLACE RHEUMATIC DISEASES FOUNDATION | |||||||
| 8737 BEVERLY BLVD STE 210 | WEST HOLLYWOOD | CA | 90048 | NOT APPLICABLE | EXEMPT | TO SUPPORT TREATMENTS FOR AUTOIMMUNE RHEUMATIC DISEASES | $35,000 |
| WCSMFTEAM TO WIN | |||||||
| 1200 ROSECRANS AVE STE 208 | MANHATTAN BEACH | CA | 90266 | NOT APPLICABLE | EXEMPT | TO SUPPORT INNER CITY HIGH SCHOOL ATHLETES WITH FREE SPORTS MEDICINE CARE | $25,000 |
| YMCA | |||||||
| 1127 N AVALON BLVD | WILMINGTON | CA | 90744 | NOT APPLICABLE | EXEMPT | TO PROVIDE AFTERSCHOOL CARE TO ELEMENTARY SCHOOL CHILDREN | $25,000 |
| PACIFIC COLLEGIATE SCHOOL | |||||||
| 3004 MISSION STREET | SANTA CRUZ | CA | 95060 | NOT APPLICABLE | EXEMPT | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,193,705 | 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 | $114,213 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,213,833 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,600,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,938,249 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,938,249 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WILLIAM UPHAM TRUST OF 2018 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES ON TWO PARTNERSHIPS | NoncashPropertyDesc |
| Fair Market Value | $20,500 | FairMarketValueAmt |
| Received | 2024-12-30 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | PART VIII OF FORM 990-PF, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | ROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND WAS ALSO A PARTNER IN THE FIRM OF HARABEDIAN, HALL & CO. WHICH PROVIDED ACCOUNITNG AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $14,639.57 DURING THE YEAR. HE IS CURRENTLY A MANAGING DIRECTOR IN THE FIRM OF GROUND CONTROL BUSINESS MANAGEMENT, WHICH CURRENTLY PROVIDES ACCOUNTING AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $13,770.00 DURING THE YEAR. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT | FMV | $81,205,157 | $81,205,157 |
| UPHAM TRUST | FMV | $1,132,148 | $1,132,148 |
| XANTHUS | FMV | $937,602 | $937,602 |
| APARTMENT INCOME REIT | FMV | $14,461 | $14,461 |
| AIMCO OP | FMV | $6,039 | $6,039 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $200 | $0 | $0 | $200 |
| INSURANCE - BUSINESS OWNERS | -$8 | $0 | $0 | -$8 |
| INSURANCE - UMBRELLA | $2,475 | $0 | $0 | $2,475 |
| INSURANCE - WORKERS' COMP | $1,486 | $0 | $0 | $1,486 |
| PAYROLL SERVICES EXPENSE | $1,807 | $452 | $0 | $1,355 |
| INVESTMENT FEES | $524,391 | $524,391 | $0 | $0 |
| OFFICE EXPENSE | $115 | $0 | $0 | $115 |
| XANTHUS K-1 (BUSINESS EXPENSE) | $54,987 | $0 | $0 | $54,987 |
| ENTERPRISE PARTNERS K-1 | $19 | $0 | $0 | $19 |
| ENTERPRISE PARTNERS K-1 (BUSINESS LOSS) | $29,986 | $0 | $0 | $29,986 |
| ENERGY TRANSFER K-1 (BUSINESS LOSS) | $10,000 | $0 | $0 | $10,000 |
| ENERGY TRANSFER K-1 | $46 | $0 | $0 | $46 |
| INSURANCE - COMMERCIAL PACKAGE | $1,996 | $0 | $0 | $1,996 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UPHAM TRUST | $8,911 | $8,911 | $8,911 |
| AIMCO OP | -$43 | -$43 | -$43 |
| AIMCO OP | $4 | $4 | $4 |
| APARTMENT INCOME REIT | $6 | $6 | $6 |
| APARTMENT INCOME REIT | $165 | $165 | $165 |
| ENERGY TRANSFER | -$405 | -$405 | -$405 |
| XANTHUS - SEC 988 | $1,118 | $1,118 | $1,118 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) ON INVESTMENTS | $7,226,508 |
| BOOK ADJUSTMENTS | $5,170 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS MANAGEMENT | CategoryTxt |
| Amt | $28,410 | Amt |
| Net Investment Income | $7,102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,308 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $60 | $0 | $0 | $60 |
| PAYROLL TAXES | $3,053 | $0 | $0 | $3,053 |
| FEDERAL TAXES | $52,375 | $52,375 | $0 | $0 |
| FOREIGN TAXES | $18,811 | $0 | $0 | $18,811 |
Comments