MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-05
- IRS object ID
- 201932179349100353
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-05T01:52:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 206156014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET M BLOOMFIELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 3102922484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2098 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E BLOOMFIELD JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102922484 | PhoneNum |
| Signature | 2019-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.56.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-04 | IPDt |
| IP Tm | 22:05:18 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C7C900142143A477751F5DCBD8FC1CE4949D295 | 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 | $67,924,407 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $454,829 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $454,829 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,057,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,057,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,598,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,291,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,598,544 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $143,470 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,254,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,110,885 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,207 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,104 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,104 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $189,445 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,571 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $165 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,890,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,890,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,154,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,901,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,099,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,857,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,058,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,122,173 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,592,454 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,592,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,480,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,347,985 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,347,985 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,545,762 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,578,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,578,839 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $90,697 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,929 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,929 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,297,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,924,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,924,407 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $349,888 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $147,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $349,888 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $147,650 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $75,947,826 | UnrestrictedBOYAmt |
| Unrestricted EOY | $67,776,757 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,947,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,776,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,297,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,924,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,947,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,099,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,047,793 | SubtotalAmt |
| Other Decreases | $10,271,036 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,776,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $16,291,704 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,693,160 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,598,544 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,598,544 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,598,544 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,138,585 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $71,792,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,052,171 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,817,831 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,536,076 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $64,955,377 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039043 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,090,804 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $65,414,749 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,418,966 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,817,682 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024974 | DistributionYr5Rt |
| Total Distribution | 0.202072 | TotalDistributionRt |
| Average Distribution | 0.040414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,131,555 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,955,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,579 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,014,118 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,901,429 | 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 | $58,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,577 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $125,577 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $66,998 | OverpaymentAmt |
| Applied To ES Tax | $66,998 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM E BLOOMFIELD JR | IndividualWithBooksNm |
| Phone | 3102922484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2098 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E BLOOMFIELD JR | ||||||||
| PO BOX 2098 | MANHATTAN BEACH | CA | 90267 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOANNE HUNTER | ||||||||
| 801 PACIFIC AVENUE | MANHATTAN BEACH | CA | 90266 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH PIERCE FENNER & SMITH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MERRILL LYNCH DRIVE | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $189,445 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,998,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,246,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,245,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,245,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,113,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,131,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,656,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,656,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,579 | TotalTaxAmt |
| Distributable Before Adj | $3,597,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,597,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,597,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,901,429 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,901,429 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $58,579 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,842,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,597,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,495,740 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,901,429 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,495,740 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $405,689 | 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 | $3,192,310 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AID STILL REQUIRED | ||||||||
| PO BOX 7353 | SANTA MONICA | CA | 90406 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ALLIANCE MARGARET M BLOOMFIELD TECH ACADEMY HIGH SCHOOL | ||||||||
| 601 S FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL SUPPORT | $120,000 | |
| BAY AREA FRIENDSHIP CIRCLE | ||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CALIFORNIA CHARTER SCHOOL ASSOCIATION | ||||||||
| 250 E 1ST STREET 10TH FLOOR | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90277 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CONCERN FOUNDATION | ||||||||
| 11111 WEST OLYMPIC BOULEVARD NO 214 | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CRIMINAL JUSTICE LEGAL FOUNDATION | ||||||||
| 2131 L STREET | SACRAMENTO | CA | 95816 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION | ||||||||
| 1107 9TH STREET SUITE 680 | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL SUPPORT | $890,000 | |
| EDWARD CHARLES FOUNDATION | ||||||||
| 269 SOUTH BEVERLY DRIVE NO 338 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES INC | ||||||||
| 1726 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| FRIENDS OF CASA HOGAR - BAJA | ||||||||
| 2711 N SEPULVEDA BOULEVARD 534 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL SUPPORT | $24,000 | |
| FRIENDS OF ST LAWRENCE - WATTS YOUTH CENTER | ||||||||
| 10122 COMPTON AVENUE | LOS ANGELES | CA | 90002 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 270 PEACHTREE STREET SUITE 1300 | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HEALING HANDS OF JOY INC | ||||||||
| 294 CLINTON STREET 2 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $52,000 | |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH | ||||||||
| 2990 S SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| KIPP LA SCHOOLS | ||||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| LA BIOMEDICAL RESEARCH INSITUTE AT HARBOR-UCLA MEDICAL CENTER | ||||||||
| 1124 WEST CARSON STREET BUILDING | TORRANCE | CA | 90502 | NONE | PC | GENERAL SUPPORT | $10,000 | N-14 |
| LA PROMISE FUND | ||||||||
| 202 W 1ST STREET NO 160 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 275 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MANHATTAN BEACH EDUCATIONAL FOUNDATION | ||||||||
| 325 S PECK AVENUE | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL PARKINSON FOUNDATION INC | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | ||||||||
| 101 MONTGOMERY STREET NO 1300 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| PAINTED TURTLE | ||||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PARTNERSHIP SCHOLARS PROGRAM | ||||||||
| PO BOX 156 | EI SEGUNDO | CA | 90245 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PEDIATRIC BRAIN TUMOR FOUNDATION OF THE UNITED STATES INC | ||||||||
| 302 RIDGEFIELD COURT | ASHEVILLE | NC | 28806 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PEDIATRIC THERAPY NETWORK | ||||||||
| 1815 W 213TH STREET SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PEOPLE FOR COMMUNITY IMPROVEMENT | ||||||||
| 13008 S FIGUEROA STREET | LOS ANGELES | CA | 90061 | NONE | PC | GENERAL SUPPORT | $68,000 | |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | ||||||||
| 4101 TORRANCE BOULEVARD | TORRANCE | CA | 90503 | NONE | PC | GENERAL SUPPORT | $550,000 | |
| PROVIDENCE TRINITYCARE HOSPICE FOUNDATION | ||||||||
| 5315 TORRANCE BOULEVARD SUITE B-1 | TORRANCE | CA | 90503 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| REGENTS OF THE UNIVERSITY OF CA AT SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| SCHOOL ON WHEELS | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| THE RICHSTONE CENTER INC | ||||||||
| 13620 CORDARY AVENUE | HAWTHORNE | CA | 90250 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $375,000 | |
| UNITE AMERICA INSTITUTE | ||||||||
| 6000 E EVANS AVENUE 1-121 | DENVER | CO | 80222 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WE ARE BRAVE TOGETHER INC | ||||||||
| 6040 GROVEOAK PLACE | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WELLS BRING HOPE | ||||||||
| 16563 PARK LANE CIRCLE | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,890,000 | 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 | $454,829 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,057,512 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $143,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,598,544 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,254,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,254,355 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,207 | Amt |
| Net Investment Income | $11,104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,104 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,578,839 | EOYBookValueAmt |
| EOYFMV | $6,578,839 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $48,126,515 | $48,126,515 |
| MUTUAL FUNDS | $221,470 | $221,470 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,592,454 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,592,454 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $90,697 | BOYBookValueAmt |
| EOY Book Value | $31,929 | EOYBookValueAmt |
| EOYFMV | $31,929 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $10,271,036 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $165 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $165 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX BENEFIT | Desc |
| Revenue And Expenses Per Books | $143,470 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,470 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX | Desc |
| BOY Book Value | $349,888 | BOYBookValueAmt |
| EOY Book Value | $147,650 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $189,445 | Amt |
| Net Investment Income | $189,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $52,421 | $52,421 | $0 |
| FILING FEES | $150 | $0 | $160 |
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