RICHARD FRANK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD FRANK FOUNDATION (EIN 95-4776084)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-29
- IRS object ID
- 201911499349100101
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-29T06:53:51-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ayco Company LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 15014 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125014 | 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 | 954776084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Frank Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE AYCO COMPANY LP | InCareOfNm |
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 5186405000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o THE AYCO CO - NTG po box 15014 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FRANK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5186405000 | PhoneNum |
| Signature | 2019-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Darlene Chesky | PreparerPersonNm |
| PTIN | P00109599 | PTIN |
| Phone | 5186405000 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.4.182.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 14244320191495000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AFE86CFD14D69789519B9E7485F3C2DF8B4016A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AFE86CFD14D69789519B9E7485F3C2DF8B4016A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,735,225 | 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 | $2,015,150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,113,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,792 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,762 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,948 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,948 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,931,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,427 | CashBOYAmt |
| Cash EOY | $13,897 | CashEOYAmt |
| Cash EOYFMV | $13,897 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,413 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,413 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $909,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $905,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,711,367 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,510 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,510 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,548 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,009,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $929,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,735,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,009,635 | UnrestrictedBOYAmt |
| Unrestricted EOY | $929,706 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,009,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $929,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,009,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $929,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,009,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,931,523 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,941,158 | SubtotalAmt |
| Other Decreases | $2,011,452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $929,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - BEL AIR #194 | P | $311,358 | $331,365 | -$20,007 | -$20,007 |
| PUBLICLY TRADED SECURITIES - BEL AIR #669 | P | $55,085 | $36,723 | $18,362 | $18,362 |
| CAPITAL GAIN DIVIDENDS | P | $7,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $161,581 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,568,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,235,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0374 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,337,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,031,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,546,339 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04638 | DistributionYr5Rt |
| Total Distribution | 0.197591 | TotalDistributionRt |
| Average Distribution | 0.039518 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,049,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,500 | 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 | $849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $849 | SubtotalAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,157 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,157 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,308 | OverpaymentAmt |
| Applied To ES Tax | $6,308 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AYCO COMPANY LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5186405000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15014 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FRANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o THE AYCO CO - NTG po box 15014 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE - AS NEEDED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT | Description1Txt |
| Description2 | UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,956,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,548 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,111,548 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,111,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,049,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $849 | TotalTaxAmt |
| Distributable Before Adj | $201,645 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $201,645 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $201,645 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $168,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $849 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,518 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,518 | AppliedToYear1Amt |
| Applied To Current Year | $23,982 | 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 |
| Undistributed Income CY | $177,663 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD FRANK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached List | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none 501(C)(3) | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | general charitable purposes | GrantOrContributionPurposeTxt |
| Amt | $168,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,851 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | n/a | LineNumberTxt |
| Relationship Statement | Not Applicable | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BEL AIR #194 | $310,686 | $287,140 |
| BEL AIR #669 | $595,200 | $5,424,227 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $5,510 | BOYBookValueAmt |
| EOY Book Value | $5,510 | EOYBookValueAmt |
| EOYFMV | $5,548 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONORS COST BASIS FOR | $0 |
| STOCK DONATED TO THE FOUNDATION | $2,011,452 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $30 | |
| INVESTMENT MANAGEMENT FEES | $12,762 | $12,762 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $186 | Amt |
| Net Investment Income | $186 | NetInvestmentIncomeAmt |
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