MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-13
IRS object ID
201801949349100000
Schema version
2017v2.3
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)
Return2018-07-13T02:09:06-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206156014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARET M BLOOMFIELD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARGBusinessNameControlTxt
Phone3102922484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2098AddressLine1Txt
CityMANHATTAN BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90267ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM E BLOOMFIELD JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3102922484PhoneNum
Signature2018-07-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$76,297,714FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$380,080InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$380,080InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,063,792DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,063,792DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,352,685NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,602,036GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,352,685CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,796,557TotalRevAndExpnssAmt
Total Net Invst Incm$4,796,557TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,823AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,412AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,412AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$180,129OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$180,129OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$232,314TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50,306TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$160TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$447,266TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$247,847TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,572TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,166,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,166,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,613,766TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$247,847TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,184,072TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,182,791ExcessRevenueOverExpensesAmt
Net Investment Income$4,548,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,178,096SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,058,367SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,058,367SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$12,144,088USGovernmentObligationsBOYAmt
US Government Obligations EOY$13,122,173USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$13,122,173USGovtObligationsEOYFMVAmt
Corporate Stock BOY$48,251,560CorporateStockBOYAmt
Corporate Stock EOY$55,480,715CorporateStockEOYAmt
Corporate Stock EOYFMV$55,480,715CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,735,237CorporateBondsBOYAmt
Corporate Bonds EOY$6,545,762CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,545,762CorporateBondsEOYFMVAmt
Other Assets BOY$24,417OtherAssetsBOYAmt
Other Assets EOY$90,697OtherAssetsEOYAmt
Other Assets EOYFMV$90,697OtherAssetsEOYFMVAmt
Total Assets BOY$68,333,398TotalAssetsBOYAmt
Total Assets EOY$76,297,714TotalAssetsEOYAmt
Total Assets EOYFMV$76,297,714TotalAssetsEOYFMVAmt
Other Liabilities BOY$213,607OtherLiabilitiesBOYAmt
Other Liabilities EOY$349,888OtherLiabilitiesEOYAmt
Total Liabilities BOY$213,607TotalLiabilitiesBOYAmt
Total Liabilities EOY$349,888TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$68,119,791UnrestrictedBOYAmt
Unrestricted EOY$75,947,826UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$68,119,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$75,947,826TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$68,333,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$76,297,714TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$68,119,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,182,791ExcessRevenueOverExpensesAmt
Other Increases$6,645,244OtherIncreasesAmt
Subtotal$75,947,826SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$75,947,826TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-01-01AcquiredDt
Sold2017-12-31SoldDt
Gross Sales Price$19,602,036GrossSalesPriceAmt
Cost Or Other Basis$16,249,351CostOrOtherBasisAmt
Gain Or Loss$3,352,685GainOrLossAmt
Gains Minus Excess Or Losses$3,352,685GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,352,685CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,052,171AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$64,817,831NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047088DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,536,076AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$64,955,377NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039043DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,090,804AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$65,414,749NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047249DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,418,966AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$56,817,682NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024974DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,995,628AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$42,907,259NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046510DistributionYr5Rt
Total Distribution0.204864TotalDistributionRt
Average Distribution0.040973AverageDistributionRt
Net Vl Noncharitable Assets$71,792,396NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,941,550AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45,487NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,987,037AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,184,072QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$45,487InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,487SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,487TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$136,064EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$136,064TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$90,577OverpaymentAmt
Applied To ES Tax$90,577AppliedToESTaxAmt
Refund$0RefundAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM E BLOOMFIELD JRIndividualWithBooksNm
Phone3102922484PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2098AddressLine1Txt
CityMANHATTAN BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90267ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM E BLOOMFIELD JR
1204 THE STRANDMANHATTAN BEACHCA90266CO-TRUSTEE1.00$0$0$0
JOANNE HUNTER
801 PACIFIC AVENUEMANHATTAN BEACHCA90266CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRILL LYNCH PIERCE FENNER & SMITHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 MERRILL LYNCH DRIVEAddressLine1Txt
CityPENNINGTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08534ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$180,129CompensationAmt
FieldValueIRS element (for citing)
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$70,560,867AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,324,814AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$72,885,681TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$72,885,681AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,093,285CashDeemedCharitableAmt
Net Vl Noncharitable Assets$71,792,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,589,620MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,589,620MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,487TaxBasedOnInvestmentIncomeAmt
Total Tax$45,487TotalTaxAmt
Distributable Before Adj$3,544,133DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,544,133DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,544,133DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,184,072ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,184,072QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$45,487PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,138,585AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,544,133DistributableAsAdjustedAmt
Undistributed Income PY$3,135,679UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,184,072QualifyingDistributionsAmt
Applied To Year1$3,135,679AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,393AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,495,740UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
50CAN INC
1625 K STREET NW SUITE 400WASHINGTONDC20006NONEPCGENERAL SUPPORT$250,000
AID STILL REQUIRED
PO BOX 7353SANTA MONICACA90406NONEPCGENERAL SUPPORT$10,000
ALLIANCE MARGARET M BLOOMFIELD TECH ACADEMY HIGH SCHOOL
601 S FIGUEROA STREET 4TH FLOORLOS ANGELESCA90017NONEPCGENERAL SUPPORT$220,000
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280NONEPCGENERAL SUPPORT$10,000
BAY AREA FRIENDSHIP CIRCLE
3921 FABIAN WAYPALO ALTOCA94303NONEPCGENERAL SUPPORT$25,000
BOYS & GIRLS CLUB OF THE LOS ANGELES HARBOR
1200 S CABRILLO AVENUESAN PEDROCA90731NONEPCGENERAL SUPPORT$40,000
CAL POLY CORPORATION
1 GRAND AVENUE BUILDING 15SAN LUIS OBISPOCA93407NONEPCGENERAL SUPPORT$25,000
CALIFORNIA CHARTER SCHOOL ASSOCIATION
250 E 1ST STREET 10TH FLOORLOS ANGELESCA90012NONEPCGENERAL SUPPORT$200,000
CALIFORNIA COMMON CAUSE FOR EDUCATION
453 S SPRING STREET SUITE 401LOS ANGELESCA90013NONEPCGENERAL SUPPORT$56,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARDLOS ANGELESCA90277NONEPCGENERAL SUPPORT$50,000
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010NONEPCGENERAL SUPPORT$25,000
CONCERN FOUNDATION
11111 WEST OLYMPIC BOULEVARD NO 214LOS ANGELESCA90064NONEPCGENERAL SUPPORT$50,000
COUNCIL FOR A STRONG AMERICA
1212 NEW YORK AVENUE NW NO 300WASHINGTONDC20005NONEPCGENERAL SUPPORT$10,000
EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION
1107 9TH STREET SUITE 680SACRAMENTOCA95814NONEPCGENERAL SUPPORT$270,000
EDWARD CHARLES FOUNDATION
269 SOUTH BEVERLY DRIVE NO 338BEVERLY HILLSCA90212NONEPCGENERAL SUPPORT$100,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES INC
1726 M STREET NW SUITE 700WASHINGTONDC20036NONEPCGENERAL SUPPORT$150,000
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 PAIRVIEW AVENUE NORTHSEATTLEWA98109NONEPCGENERAL SUPPORT$10,000
FRIENDS OF CASA HOGAR - BAJA
2711 N SEPULVEDA BOULEVARD 534MANHATTAN BEACHCA90266NONEPCGENERAL SUPPORT$24,000
FRIENDS OF ST LAWRENCE - WATTS YOUTH CENTER
10122 COMPTON AVENUELOS ANGELESCA90002NONEPCGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY
270 PEACHTREE STREET SUITE 1300ATLANTAGA30303NONEPCGENERAL SUPPORT$10,000
HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH
2990 S SEPULVEDA BOULEVARDLOS ANGELESCA90064NONEPCGENERAL SUPPORT$50,000
INDEPENDENT WOMEN'S FORUM
1875 I STREET NWWASHINGTONDC20006NONEPCGENERAL SUPPORT$10,000
JOHN WAYNE CANCER INSTITUTE
2200 SANTA MONICA BOULEVARDSANTA MONICACA90404NONEPCGENERAL SUPPORT$100,000
KIPP LA SCHOOLS
3601 EAST FIRST STREETLOS ANGELESCA90063NONEPCGENERAL SUPPORT$200,000
LA BIOMEDICAL RESEARCH INSITUTE AT HARBOR-UCLA MEDICAL CENTER
1124 WEST CARSON STREET BUILDINGTORRANCECA90502NONEPCGENERAL SUPPORT$10,000N-14
LA PROMISE FUND
202 W 1ST STREET NO 160LOS ANGELESCA90012NONEPCGENERAL SUPPORT$7,500
LATINO LEADERSHIP & POLICY FOUNDATION
2364 VIA APRILIADEL MARCA92014NONEPCGENERAL SUPPORT$25,000
MANHATTAN BEACH EDUCATIONAL FOUNDATION
325 S PECK AVENUEMANHATTAN BEACHCA90266NONEPCGENERAL SUPPORT$25,000
NATIONAL PARKINSON FOUNDATION INC
200 SE 1ST STREET SUITE 800MIAMIFL33131NONEPCGENERAL SUPPORT$25,000
PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
101 MONTGOMERY STREET NO 1300SAN FRANCISCOCA94104NONEPCGENERAL SUPPORT$40,000
PAINTED TURTLE
1300 4TH STREET SUITE 300SANTA MONICACA90401NONEPCGENERAL SUPPORT$25,000
PARTNERSHIP SCHOLARS PROGRAM
PO BOX 156EI SEGUNDOCA90245NONEPCGENERAL SUPPORT$5,000
PEDIATRIC BRAIN TUMOR FOUNDATION OF THE UNITED STATES INC
302 RIDGEFIELD COURTASHEVILLENC28806NONEPCGENERAL SUPPORT$5,000
PEDIATRIC THERAPY NETWORK
1815 W 213TH STREET SUITE 100TORRANCECA90501NONEPCGENERAL SUPPORT$25,000
PEOPLE FOR COMMUNITY IMPROVEMENT
13008 S FIGUEROA STREETLOS ANGELESCA90061NONEPCGENERAL SUPPORT$68,000
PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION
4101 TORRANCE BOULEVARDTORRANCECA90503NONEPCGENERAL SUPPORT$381,000
PROVIDENCE TRINITYCARE HOSPICE FOUNDATION
5315 TORRANCE BOULEVARD SUITE B-1TORRANCECA90503NONEPCGENERAL SUPPORT$25,000
RAINBOW SERVICES LTD
453 WEST 7TH STREETSAN PEDROCA90731NONEPCGENERAL SUPPORT$10,000
REGENTS OF THE UNIVERSITY OF CA AT SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093NONEPCGENERAL SUPPORT$65,000
ROUNDHOUSE AQUARIUM
PO BOX 1MANHATTAN BEACHCA90267NONEPCGENERAL SUPPORT$20,000
SCHOOL ON WHEELS
PO BOX 23371VENTURACA93002NONEPCGENERAL SUPPORT$35,000
SHARLOT HALL HISTORICAL SOCIETY OF AZ
415 WEST GURLEY STREETPRESCOTTAZ86301NONEPCGENERAL SUPPORT$25,000
TEACH FOR AMERICA INC
315 WEST 36TH STREET 8TH FLOORNEW YORKNY10018NONEPCGENERAL SUPPORT$25,000
THE RICHSTONE CENTER INC
13620 CORDARY AVENUEHAWTHORNECA90250NONEPCGENERAL SUPPORT$25,000
THE SALVATION ARMY - SAGE HOUSE
138 S BANDINI STREETSAN PEDROCA90731NONEPCGENERAL SUPPORT$10,000
UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900LOS ANGELESCA90024NONEPCGENERAL SUPPORT$275,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVENUETUCSONAZ85721NONEPCGENERAL SUPPORT$25,000
WELLS BRING HOPE
16563 PARK LANE CIRCLELOS ANGELESCA90049NONEPCGENERAL SUPPORT$15,000
WINGS PROGRAM INC
PO BOX 95615PALATINEIL60095NONEPCGENERAL SUPPORT$40,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,166,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$380,080ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,063,792ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,352,685ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,796,557ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,796,557TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$34,823Amt
Net Investment Income$17,412NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,412DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceTANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTSFormAndLineReferenceDesc
Medium ExplanationTAXPAYER 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

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$6,545,762EOYBookValueAmt
EOYFMV$6,545,762EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$54,987,369$54,987,369
MUTUAL FUNDS$493,346$493,346

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$13,122,173USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$13,122,173USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
BOY Book Value$24,417BOYBookValueAmt
EOY Book Value$90,697EOYBookValueAmt
EOYFMV$90,697EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$6,645,244Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXDesc
BOY Book Value$213,607BOYBookValueAmt
EOY Book Value$349,888EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$180,129Amt
Net Investment Income$180,129NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$181,848$0$0
FOREIGN TAXES$50,306$50,306$0
FILING FEES$160$0$160

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