TEBO FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TEBO FAMILY FOUNDATION (EIN 95-4834341)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201931209349100328
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T12:02:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262708896 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYDBERG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 NEWPORT WAY NW SUITE C | AddressLine1Txt |
| City | ISSAQUAH | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980273119 | 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 | 954834341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TEBO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEBO | BusinessNameControlTxt |
| Phone | 3104706010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL L TEBO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3105029502 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON B RYDBERG CPA | PreparerPersonNm |
| PTIN | P00501313 | PTIN |
| Phone | 2062578865 | PhoneNum |
| Preparation | 2019-04-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.197.71.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-30 | IPDt |
| IP Tm | 12:02:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 383EF701F1B6E90D5595A223A8A9EA9829BA641A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 383EF701F1B6E90D5595A223A8A9EA9829BA641A | 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 | $519,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,956 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,682 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,682 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $738 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,558 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $319,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $397,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $504,927 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,044 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,262 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $339,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $411,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $519,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $339,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $411,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $339,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $411,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $339,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $411,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $339,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $411,948 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $411,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | P | 2005-03-11 | 2018-02-15 | $170,091 | $75,896 | $94,195 | $94,195 |
| ISHARES TRUST RUSSELL 2000 | P | 2005-03-10 | 2018-02-15 | $16,835 | $6,946 | $9,889 | $9,889 |
| ISHARES TRUST RUSSELL 2000 | P | 2018-02-15 | $618 | $583 | $35 | $35 | |
| ISHARES TRUST RUSSELL 2000 | P | 2018-02-15 | $693 | $570 | $123 | $123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,407 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $575,905 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,715 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $505,812 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044908 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $526,460 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $512,861 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $449,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030956 | DistributionYr5Rt |
| Total Distribution | 0.172332 | TotalDistributionRt |
| Average Distribution | 0.034466 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $584,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,134 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,144 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,485 | 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 | $1,144 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,144 | SubtotalAmt |
| Tax Based On Investment Income | $1,144 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $1,153 | TaxDueAmt |
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 | NONE | WebsiteAddressTxt |
| Individual With Books | CHERYL L TEBO | IndividualWithBooksNm |
| Phone | 3105029502 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | CHERYL L TEBO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $566,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $593,074 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $593,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $584,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,144 | TotalTaxAmt |
| Distributable Before Adj | $28,065 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,065 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,485 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,144 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,978 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $1,245 | TotalForPriorYearsAmt |
| Qualifying Distributions | $41,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,978 | AppliedToYear1Amt |
| Applied To Current Year | $14,507 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $1,245 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $1,245 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $13,558 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERYL L TEBO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 DRYAD ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104592283 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, DIRECTED TO CHERYL L. TEBO, TRUSTEE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHER SCHOOL FOR GIRL'S | |||||||
| 11725 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHRTY | GENERAL BUDGET | $33,668 |
| THE PER FOUNDATION | |||||||
| 100 STEIN PLAZA DRIVEWAY | LOS ANGELES | CA | 90095 | NONE | PULIC CHRTY | GENERAL BUDGET | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,668 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,956 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,956 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TRUST MSCI EAFE INDEX FUND | $186,351 | $181,306 |
| ISHARES TRUST RUSSELL 2000 INDEX | $11,910 | $25,300 |
| STANDARD & POORS DEP RECEIPTS (NET) | $108,858 | $227,427 |
| ISHARES TRUST MSCI EMERGING MKTS | $90,011 | $70,894 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,044 | BOYBookValueAmt |
| EOY Book Value | $1,260 | EOYBookValueAmt |
| EOYFMV | $1,262 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE EXPENSE | CategoryTxt |
| Amt | $3,364 | Amt |
| Net Investment Income | $1,682 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,682 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $738 | $738 | |
| FRANCHISE TAX BOARD | $35 | $35 | |
| EXCISE TAXES (DUE & ESTIMATES) | $252 |
Comments