DMK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DMK FOUNDATION (EIN 61-1438237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-03
- IRS object ID
- 202512769349100101
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-03T00:12:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611438237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DMK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DMKF | BusinessNameControlTxt |
| Phone | 3104770450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2708 WILSHIRE BLVD 268 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD BUKOFSKY | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 3104770450 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2025-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,609,863 | 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 | $1,000,646 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,067 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,067 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $500,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $494,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $677,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,311,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,382,416 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,182,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,880,799 | 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 | $36,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,238 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $377 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $377 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $529 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $196,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,344,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $196,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,118,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $837,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,684,405 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,649 | CashBOYAmt |
| Cash EOY | $42,749 | CashEOYAmt |
| Cash EOYFMV | $42,749 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,145 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $871,027 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,764,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,636,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,636,889 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,819,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,519,612 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,519,612 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,296,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,296,468 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,634,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,609,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,609,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,634,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,609,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,634,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,609,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,634,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,609,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,634,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $837,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,138,816 | OtherIncreasesAmt |
| Subtotal | $23,610,061 | SubtotalAmt |
| Other Decreases | $198 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,609,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS | 2024-12-31 | $5,500,681 | $4,817,936 | $682,745 | $682,745 |
| UBS - DONATED SECURITIES | 2024-12-31 | $810,520 | $110,849 | $699,671 | $699,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,382,416 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,976 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,476 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $208 | EsPenaltyAmt |
| Overpayment | $26,855 | OverpaymentAmt |
| Applied To ES Tax | $26,855 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104770450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2708 WILSHIRE BLVD 268 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN HEILBRONNER | ||||||||
| 2708 WILSHIRE BOULEVARD 268 | SANTA MONICA | CA | 90403 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WARD BUKOFSKY | ||||||||
| 2708 WILSHIRE BOULEVARD 268 | SANTA MONICA | CA | 90403 | ASST. SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID E KELLEY | ||||||||
| 2708 WILSHIRE BOULEVARD 268 | SANTA MONICA | CA | 90403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE KELLEY | ||||||||
| 2708 WILSHIRE BOULEVARD 268 | SANTA MONICA | CA | 90403 | 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 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AVENUE OF THE STARS NORTH 7TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $177,238 | 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 | $22,070,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $324,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,394,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,394,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $335,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,059,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,102,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,102,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,413 | TotalTaxAmt |
| Distributable Before Adj | $1,079,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,079,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,079,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,118,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,118,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,079,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $22,398 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,636 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,629 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,118,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,079,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $159,605 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,398 | ExcessFromYear4Amt |
| Excess From Year3 | $24,636 | ExcessFromYear3Amt |
| Excess From Year2 | $16,629 | ExcessFromYear2Amt |
| Excess From Year1 | $57,029 | ExcessFromYear1Amt |
| Excess From Current Year | $38,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID E KELLEY | ContributingManagerNm |
| Contributing Manager | MICHELLE KELLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BELMONT HILL SCHOOL INC | ||||||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PC | EDUCATIONAL SUPPORT | $25,000 | ||||||
| BODYTRAFFIC | ||||||||||||
| 3435 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90010 | PC | DANCER FUND GRANT | $50,000 | ||||||
| COLBY COLLEGE CHARITABLE TR | ||||||||||||
| 4120 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PC | EDUCATIONAL SUPPORT | $100,000 | ||||||
| DAVID LYNCH FOUNDATION | ||||||||||||
| 228 EAST 45TH STREET 15TH FLOOR | NEW YORK | NY | 10017 | PC | TO KEEP TRANSCENDENTAL MEDITATION ACCESSIBLE TO THOSE UNDER EXTREME STRESS AND TRAUMA. | $150,000 | ||||||
| EARTH JUSTICE | ||||||||||||
| 180 STEUART ST 194330 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $25,000 | ||||||
| ENTERTAINMENT COMMUNITY FUND (FKA THE ACTORS' FUND OF AMERICA) | ||||||||||||
| 5757 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90036 | PC | FOSTER STABILITY AND RESILIENCY AND PROVIDE A SAFETY NET FOR INDIVIDUALS WHO CONTRIBUTE TO OUR COUNTRY'S CULTURAL VIBRANCY. | $25,000 | ||||||
| ENVIRONMENTAL WORKING GROUP | ||||||||||||
| 1436 U STREET NW NO 100 | WASHINGTON | DC | 20009 | PC | DRIVE CONSUMER CHOICE AND CIVIC ACTION | $50,000 | ||||||
| GIFT OF LIFE MARROW REGISTRY | ||||||||||||
| 5901 BROKEN SOUND PARKWAY NW SUITE | BOCA RATON | FL | 33487 | PC | GENERAL SUPPORT | $18,000 | 600 | |||||
| GOOD SHEPHERD SHELTER CATHOLIC CHARITIES | ||||||||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | PC | SUPPORT HEALING AND EMPOWERMENT FOR MOTHERS AND CHILDREN AFFECTED BY DOMESTIC VIOLENCE | $5,000 | ||||||
| INSTITUTE ON AGING | ||||||||||||
| 3575 GEARY BOULEVARD | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $4,000 | ||||||
| LAGUNA DANCE FESTIVAL | ||||||||||||
| PO BOX 897 | LAGUNA BEACH | CA | 92652 | PC | TO BRING DANCE TO AS MANY AS 3,000+ PER YEAR | $25,000 | ||||||
| LIBERTY HILL FOUNDATION | ||||||||||||
| 915 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $50,000 | ||||||
| OCEAN DEFENDERS ALLIANCE | ||||||||||||
| 19744 BEACH BLVD BOX 446 | HUNTINGTON BEACH | CA | 92648 | PC | TO AIM FOR A DEBRIS FREE SEA | $50,000 | ||||||
| OCEANA | ||||||||||||
| 1025 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | PC | TO RESTORE AND PROTECT OCEAN ABUDANCE | $200,000 | ||||||
| PACIFIC SALMON FOUNDATION | ||||||||||||
| PC | PERCY WALKUS HATCHERY | $25,000 | 320-1385 W 8TH AVE | VANCOUVER | BRITISH COLUMBIA | CA | V6H 3V9 | |||||
| PRINCETON UNIVERSITY | ||||||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | PC | ANNUAL FUND | $25,000 | ||||||
| PRINCETON UNIVERSITY | ||||||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | PC | HOBEY BAKER '14 HEAD MEN'S HOCKEY | $30,000 | ||||||
| JABBERWOCKY THEATER COMPANCY | ||||||||||||
| 7657 MELROSE AVE | LOS ANGELES | CA | 90046 | PC | JOHN FLYNN PREMIERE FUND | $10,000 | ||||||
| THE FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | ||||||||||||
| PO BOX 220 | NEW YORK | NY | 10150 | PC | TO SUPPORT ALZHEIMER'S RESEARCH AND RAISE AWARENESS. | $23,000 | ||||||
| THE HENRY STREET SETTLEMENT | ||||||||||||
| 265 HENRY ST | NEW YORK | NY | 10002 | PC | PROVIDE HOPE AND OPPORTUNITY FOR NEW YORKERS IN NEED. | $5,000 | ||||||
| THE SURFRIDER FOUNDATION | ||||||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | PC | TO PROTECT THE WORLD'S OCEANS | $25,000 | ||||||
| TOBIE'S SMALL DOG RESCUE | ||||||||||||
| 411 N CENTRAL AVENUE STE 600 | GLENDALE | CA | 91203 | PC | GENERAL SUPPORT | $5,000 | ||||||
| WILD SALMON CENTER | ||||||||||||
| 721 NW 9TH AVENUE NO 300 | PORTLAND | OR | 972093446 | PC | TO PROMOTE THE CONSERVATION AND SUSTAINABLE USE OF WILD SALMON ECOSYSTEMS | $175,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,100,000 | 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 | $4,067 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $500,079 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $677,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,181,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,181,381 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E AND MICHELLE M KELLEY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2708 WILSHIRE BOULEVARD 268 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,646 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,432 SHARES - ISHARES RUSSEL 1000 GROWTH ETF (IWF) | NoncashPropertyDesc |
| Fair Market Value | $1,000,646 | FairMarketValueAmt |
| Received | 2024-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,500 | Amt |
| Net Investment Income | $18,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS HOLDINGS | BondNm |
| EOY Book Value | $3,519,612 | EOYBookValueAmt |
| EOYFMV | $3,519,612 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS HOLDINGS | StockNm |
| EOY Book Value | $18,636,889 | EOYBookValueAmt |
| EOYFMV | $18,636,889 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS HOLDINGS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,296,468 | BookValueAmt |
| EOYFMV | $1,296,468 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $198 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,138,816 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $177,238 | Amt |
| Net Investment Income | $177,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FEDERAL | $30,000 | $0 | $0 |
| TAXES - FOREIGN | $529 | $529 | $0 |