FERRELL-PAULIN FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FERRELL-PAULIN FAMILY FOUNDATION INC (EIN 20-0801378)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-02
IRS object ID
201931229349100543
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-02T13:31:16-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261617223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVEL FOUR BUSINESS MANAGEMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200801378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FERRELL-PAULIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFERRBusinessNameControlTxt
Phone3109141600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD NO 4TH FLAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW LICHTENBERGPersonNm
Person TitleC.F.O.PersonTitleTxt
Phone3109141600PhoneNum
Signature2019-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTABITA PADILLAPreparerPersonNm
PTINP01469132PTIN
Phone3109141600PhoneNum
Preparation2019-04-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.196.181.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-30IPDt
IP Tm12:35:28IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF87BA678C739CB1B896162B418A54A9EDF16DEE3AtSubmissionCreationDeviceId
At Submission Filing Device Id4CD9DDDED219EF11A09856F2FCF0DADCF945F79EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,337,911FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$865,068ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$129,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,830DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,474NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$357,782GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,474CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,061,744TotalRevAndExpnssAmt
Total Net Invst Incm$186,304TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,337LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,055OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,055OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,899TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,824TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,291TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$381,095ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$381,095ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$398,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$381,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$663,358ExcessRevenueOverExpensesAmt
Net Investment Income$172,425NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,117CashBOYAmt
Cash EOY$46,587CashEOYAmt
Cash EOYFMV$46,587CashEOYFMVAmt
Corporate Stock BOY$3,496,642CorporateStockBOYAmt
Corporate Stock EOY$4,158,500CorporateStockEOYAmt
Corporate Stock EOYFMV$4,175,520CorporateStockEOYFMVAmt
Corporate Bonds BOY$756,511CorporateBondsBOYAmt
Corporate Bonds EOY$756,511CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,107,840CorporateBondsEOYFMVAmt
Other Assets BOY$12,934OtherAssetsBOYAmt
Other Assets EOY$7,964OtherAssetsEOYAmt
Other Assets EOYFMV$7,964OtherAssetsEOYFMVAmt
Total Assets BOY$4,306,204TotalAssetsBOYAmt
Total Assets EOY$4,969,562TotalAssetsEOYAmt
Total Assets EOYFMV$5,337,911TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,306,204RetainedEarningBOYAmt
Retained Earning EOY$4,969,562RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,306,204TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,969,562TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,306,204TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,969,562TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,306,204TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$663,358ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,969,562SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,969,562TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2009-10-082018-12-31$354,577$290,308$64,269$64,269
CAPITAL GAINS DISTRIBUTIONSP$3,205$3,205$3,205
FieldValueIRS element (for citing)
Capital Gain Net Income$67,474CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$425,575AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,346,875NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.097904DistributionYr1Rt
Adjusted Qlfy Distri Yr2$135,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,531,257NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038230DistributionYr2Rt
Adjusted Qlfy Distri Yr3$150,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,972,100NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050469DistributionYr3Rt
Adjusted Qlfy Distri Yr4$416,673AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,618,494NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.159127DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,079,677NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.019234DistributionYr5Rt
Total Distribution0.364964TotalDistributionRt
Average Distribution0.072993AverageDistributionRt
Net Vl Noncharitable Assets$5,149,623NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$375,886AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,724NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$377,610AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$381,095QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,724InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,724SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,724TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$71EsPenaltyAmt
Tax Due$1,795TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEVEL FOUR BUSINESS MANAGEMENT LLCIndividualWithBooksNm
Phone3109141600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN W FERRELL
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049PRESIDENT / DIRECTOR0.00$0$0$0
VIVECA PAULIN
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049SECRETARY / DIRECTOR0.00$0$0$0
MATTHEW LICHTENBERG
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049CFO / DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,181,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,991AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,228,044TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,228,044AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,421CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,149,623NetVlNoncharitableAssetsAmt
Minimum Investment Return$257,481MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$257,481MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,724TaxBasedOnInvestmentIncomeAmt
Total Tax$1,724TotalTaxAmt
Distributable Before Adj$255,757DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$255,757DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$255,757DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$381,095ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$381,095QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,724PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$379,371AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$255,757DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$286,402ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,366ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$212,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$501,849TotalExcessDistributionCyovAmt
Qualifying Distributions$381,095QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$255,757AppliedToCurrentYearAmt
Remaining Distri From Corpus$125,338RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$627,187TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$627,187ExcessDistriCyovToNextYrAmt
Excess From Year4$286,402ExcessFromYear4Amt
Excess From Year3$3,366ExcessFromYear3Amt
Excess From Year1$212,081ExcessFromYear1Amt
Excess From Current Year$125,338ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN W FERRELLContributingManagerNm
Contributing ManagerVIVECA PAULINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LACER
1277 N WILCOX AVE STE 2LOS ANGELESCA90038NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$12,500
THE LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BOULEVARDLOS ANGELESCA90036NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$100,000
CONSTITUTIONAL RIGHTS FOUNDATION
601 S KINGSLEY DRLOS ANGELESCA90005NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$16,000
FC ENGLAND
PO BOX 7656SANTA MONICACA90406NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$2,595
THE UCLA FOUNDATION
300 STEIN PLAZA STE 344LOS ANGELESCA90095NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$100,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$100,000
LAFC FOUNDATION
818 W 7TH STREET SUITE 1200LOS ANGELESCA90017NONEPUBLIC CHARITABLE ORDONATION TO THE ORGANIZATION'S GENERAL FUND TO FURTHER ITS MISSION.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$381,095TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,202ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,474ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$196,676ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196,676TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN W & VIVECA FERRELLBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Total Contributions$865,068TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,100 SHS ISHARES RUSSELL 1K VALUE ETF, 931 SHS ISHARES RUSSELL 1K GROWTH, 462 SHS SPDR S&P 500 ETFNoncashPropertyDesc
Fair Market Value$500,068FairMarketValueAmt
Received2018-12-13ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE BONDSBondNm
EOY Book Value$756,511EOYBookValueAmt
EOYFMV$1,107,840EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$4,158,500EOYBookValueAmt
EOYFMV$4,175,520EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,337LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$12,934BOYBookValueAmt
EOY Book Value$7,964EOYBookValueAmt
EOYFMV$7,964EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$11,055Amt
Net Investment Income$11,055NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN W VIVECA FERRELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,824$2,824$0
FEDERAL EXCISE TAX$1,990$0$0
FRANCHISE TAX BOARD$85$0$0

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