FITZBERG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FITZBERG FOUNDATION (EIN 26-0659950)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-29
- IRS object ID
- 201822419349101007
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-29T16:41:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 260659950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FITZBERG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GOEHNER ACCOUNTANCY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 6264496321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE NO 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL H ROTHENBERG | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6264496321 | PhoneNum |
| Signature | 2018-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2018-08-15 | PreparationDt |
| 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 | $13,419,779 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $825,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $349,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,008,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,711 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,519,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $694,464 | 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 | $17,868 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,934 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,544,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,465,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $633,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $897,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,417 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,543,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,030,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,030,362 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,440,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,419,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,419,779 | 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 | $12,440,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,419,779 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,440,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,419,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,440,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,419,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,440,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,003,488 | OtherIncreasesAmt |
| Subtotal | $13,419,779 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,419,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN ON SALE OF INVESTMENTS - ST | P | $335,000 | $315,908 | $19,092 | $19,092 |
| GAIN ON SALE OF INVESTMENTS - LT | P | $387,500 | $347,423 | $40,077 | $40,077 |
| CAPITAL GAINS DIVIDENDS | P | $285,542 | $285,542 | $285,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $540,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,312,750 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052362 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,812 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,436,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059723 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,187 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,435,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070484 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,325,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060945 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,259 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,213,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062822 | DistributionYr5Rt |
| Total Distribution | 0.306336 | TotalDistributionRt |
| Average Distribution | 0.061267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,127,113 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $804,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,331 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $810,590 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,465,000 | 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 | $6,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $1,463 | 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 | 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 | GOEHNER ACCOUNTANCY | IndividualWithBooksNm |
| Phone | 6264496321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANNE F ROTHENBERG | ||||||||
| 251 S LAKE AVENUE STE 190 | PASADENA | CA | 91101 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CATHERINE A WEI | ||||||||
| 251 S LAKE AVENUE STE 190 | PASADENA | CA | 91101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN E BAKER | ||||||||
| 251 S LAKE AVENUE STE 190 | PASADENA | CA | 91101 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL H ROTHENBERG | ||||||||
| 251 S LAKE AVENUE STE 190 | PASADENA | CA | 91101 | VICE PRESIDENT | 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 |
| 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 | $13,037,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,327,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,327,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,127,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $656,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $656,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,331 | TotalTaxAmt |
| Distributable Before Adj | $650,025 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $650,025 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $650,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,465,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,465,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,331 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,458,669 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $650,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,392 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,457 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,066 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $106,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,465,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $650,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $814,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $921,455 | 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 | $16,392 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $905,063 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,334 | ExcessFromYear4Amt |
| Excess From Year3 | $30,457 | ExcessFromYear3Amt |
| Excess From Year2 | $15,066 | ExcessFromYear2Amt |
| Excess From Year1 | $29,231 | ExcessFromYear1Amt |
| Excess From Current Year | $814,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE F ROTHENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO GOEHNER ACCOUNTANCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6264496321 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANCER SUPPORT COMMUNITY PASADENA | |||||||
| 76 E DEL MAR BLVD 215 | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| HUNTINGTON HOSPITAL | |||||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,100,000 |
| INNER-CITY ARTS | |||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| PASADENA PLAYHOUSE | |||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 91101 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| FAMILIES FORWARD | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| VALUE SCHOOLS FOUNDATION | |||||||
| 950 WEST WASHINGTON BLVD | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| WESTRIDGE SCHOOL FOR GIRLS | |||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 |
| KIDSPACE | |||||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| ROSE BOWL LEGACY FOUNDATION | |||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $125,000 |
| CATZ PASADENA ATHLETIC TRAINING PROGRAM | |||||||
| 801 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,465,000 | 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 | $349,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $344,711 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $694,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,464 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANNE ROTHENBERG | ||||||
| 1 | 345 E COLORADO BLVD UNIT 601 | PASADENA | CA | 91101 | $800,000 | Yes (X) |
| DOREEN LEE GEE | ||||||
| 2 | PO BOX 733 | VERDUGO CITY | CA | 91046 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,868 | Amt |
| Net Investment Income | $8,934 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL INCOME BUILDER | FMV | $3,283,844 | $3,283,844 |
| CAPITAL WORLD GROWTH & INCOME FUND | FMV | $3,542,041 | $3,542,041 |
| INCOME FUND OF AMERICA | FMV | $3,248,121 | $3,248,121 |
| THE BOND FUND OF AMERICA | FMV | $2,074,596 | $2,074,596 |
| SHORT-TERM BOND FUND OF AMERICA | FMV | $881,760 | $881,760 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,003,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $52,422 | Amt |
| Net Investment Income | $52,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $225 | $0 | $0 |
| FEDERAL AND STATE TAX EXPENSE | $8,639 | $0 | $0 |
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