TEDDY EBERSOLS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TEDDY EBERSOLS FAMILY FOUNDATION (EIN 26-1293640)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-16
- IRS object ID
- 201822289349100407
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-16T11:44:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473391350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10866 WILSHIRE BLVD 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261293640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEDDY EBERSOL'S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEDD | BusinessNameControlTxt |
| Phone | 3104464700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10866 WILSHIRE BLVD NO 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DICK EBERSOL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104464700 | PhoneNum |
| Signature | 2018-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL JACOBSON | PreparerPersonNm |
| PTIN | P01039830 | PTIN |
| Phone | 3104464700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,377,241 | 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 | $711,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,749 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,749 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $738,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,500 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,769 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $876 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $459,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $654 | CashBOYAmt |
| Cash EOY | $480,279 | CashEOYAmt |
| Cash EOYFMV | $480,279 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,513 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13 | AcctRcvblAmt |
| Acct Rcvbl BOY | $11 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $293,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $181,854 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $110,536 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106,657 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $323,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $333,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $404,740 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $849,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,312,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,377,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $849,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,312,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $849,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,312,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $849,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,312,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $849,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $459,855 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,651 | OtherIncreasesAmt |
| Subtotal | $1,312,290 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,312,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC WEALTH MGMT | P | $2,392 | $2,387 | $5 | $5 |
| RBC WEALTH MGMT | P | $360,487 | $364,484 | -$3,997 | -$3,997 |
| RBC MANAGED ACCOUNT | P | $6,092 | $6,397 | -$305 | -$305 |
| RBC MANAGED ACCOUNT | P | $45,892 | $46,496 | -$604 | -$604 |
| HAYS ADVISORY GROUP-RBC | P | $6,735 | $6,006 | $729 | $729 |
| HAYS ADVISORY GROUP-RBC | P | $24,347 | $18,205 | $6,142 | $6,142 |
| RBC MANAGED ACCOUNT-CAP GAINS DIST | P | $781 | $781 | $781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,751 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $570,740 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $837,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.681857 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $750,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $835,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.898537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $398,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $901,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.442444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $865,538 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $964,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.897339 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $624,418 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,560,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.400045 | DistributionYr5Rt |
| Total Distribution | 3.320222 | TotalDistributionRt |
| Average Distribution | 0.664044 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,356,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $900,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $275 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $901,105 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $274,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $358 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $358 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $192 | TaxDueAmt |
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 | Yes (1) | 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 | JCJ LLP | IndividualWithBooksNm |
| Phone | 3104464700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10866 WILSHIRE BLVD 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DICK EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN SAINT JAMES EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | SECRETARY/CFO | 0.00 | $0 | $0 | $0 |
| SUNSHINE LUCAS | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HARMONY LUCAS | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,377,241 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,377,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,377,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,356,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $550 | TotalTaxAmt |
| Distributable Before Adj | $67,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $274,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $547,539 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $818,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $354,711 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $709,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $529,408 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,959,505 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $206,721 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,166,226 | 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 | $547,539 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,618,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $818,234 | ExcessFromYear4Amt |
| Excess From Year3 | $354,711 | ExcessFromYear3Amt |
| Excess From Year2 | $709,613 | ExcessFromYear2Amt |
| Excess From Year1 | $529,408 | ExcessFromYear1Amt |
| Excess From Current Year | $206,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DICK EBERSOL | ContributingManagerNm |
| Contributing Manager | SUSAN SAINT JAMES EBERSOL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| THE ARC OF LITCHFIELD COUNTY INC | ||||||
| 314 MAIN STREET | TORRINGTON | CT | 06790 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $50,000 | |
| EDDIE'S HOUSE | ||||||
| 260 S 51ST STREET | PHILADELPHIA | PA | 19139 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| FARM & WILDERNESS ROAD | ||||||
| 263 FARM WILDERNESS ROAD | PLYMOUTH | VT | 05056 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $100,000 | |
| AFS-USA INC | ||||||
| 120 WALL STREET 4TH FLOOR | NEW YORK | NY | 10005 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| PREP FOR PREP | ||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $1,000 | |
| TELLURIDE MEDICAL CENTER FOUNDATION | ||||||
| 500 WEST PACIFIC AVENUE PO BOX 1229 | TELLURIDE | CO | 81435 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| USC ANNENBERG | ||||||
| 3502 WATT WAY - ACS 301E-MC 0281 | LOS ANGELES | CA | 900890281 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $8,000 | |
| MARTIN RICHARD FOUNDATION | ||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $50,000 | |
| ALZHEIMER'S ASSOCIATION COLORADO CHAPTER INC | ||||||
| 455 SHERMAN STREET 500 | DENVER | CO | 80203 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||
| 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| TELLURIDE FOUNDATION | ||||||
| 220 E COLORADO AVE SUITE 106 PO BOX | TELLURIDE | CO | 81435 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $35,000 | 4222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,749 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $781 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $781 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,500 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME FROM SECURITIES HELD FOR THE ACCOMPLISHMENT |
| 8 | OF THE FOUNDATION'S EXEMPT PURPOSES |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DICK EBERSOL | ||||||
| 1 | 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | $355,000 | Yes (X) |
| SUSAN SAINT JAMES EBERSOL | ||||||
| 2 | 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | $355,000 | Yes (X) |
| HOWARD & JANET KATZ | ||||||
| 3 | 693 GARWOOD ROAD | MOORESTOWN | NJ | 08057 | $1,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RBC #311-15349 | BondNm |
| EOY Book Value | $110,536 | EOYBookValueAmt |
| EOYFMV | $106,657 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC #311-15349 | StockNm |
| EOY Book Value | $39,217 | EOYBookValueAmt |
| EOYFMV | $37,039 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RBC #314-01346 | AT COST | $204,206 | $235,238 |
| RBC #314-01363 | AT COST | $129,526 | $169,502 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ACTIVITY & PRIOR YEAR ADJ. | Desc |
| Amt | $2,651 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,769 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DICK EBERSOL | |||
| 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 |
| SUSAN SAINT JAMES EBERSOL | |||
| 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $876 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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