VERA R CAMPBELL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VERA R CAMPBELL FOUNDATION (EIN 42-1719658)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349104589
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T18:00:48-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15233 Ventura Boulevard Ninth Floor | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914032250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421719658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vera R Campbell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERA | BusinessNameControlTxt |
| Phone | 3235263526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOUTH ANDERSON STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERA R CAMPBELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE BENCIK | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 8185015200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,787,474 | 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 | $1,525,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $361,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,430,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,476 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $176,153 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $176,153 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,173,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $648,029 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,667 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,187 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,790 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $133 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $278,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $278,464 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $286,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,227,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,227,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,526,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $286,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,235,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $646,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $361,108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $505,117 | CashBOYAmt |
| Cash EOY | $888,487 | CashEOYAmt |
| Cash EOYFMV | $888,487 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,028,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,630,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,673,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,341 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $792 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $659 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $659 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,296,355 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,469,017 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,224,809 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,830,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,988,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,787,474 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $2,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $25,828,673 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,986,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,828,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,986,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,830,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,988,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,828,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $646,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,475,093 | SubtotalAmt |
| Other Decreases | $488,357 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,986,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| TOTAL CAPITAL GAIN DISTRIBUTIONS | $74,281 | $74,281 | $0 | $74,281 | ||
| Publicly traded securities | $8,405,416 | $85,532 | $0 | $85,532 | $2,629 | $8,322,513 |
| Partnerships | -$49,337 | $0 | -$49,337 | $49,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,476 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,222 | SubtotalAmt |
| Tax Based On Investment Income | $7,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,222 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VERA R CAMPBELL | IndividualWithBooksNm |
| Phone | 3235263526 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOUTH ANDERSON STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2014 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2013 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VERA R CAMPBELL | ||||||||
| 337 SOUTH ANDERSON STREET | LOS ANGELES | CA | 90033 | PRESIDENT & CEO | 5.000 | $0 | $0 | $0 |
| ERIKA BSUMEK-HANNON | ||||||||
| 337 SOUTH ANDERSON STREET | LOS ANGELES | CA | 90033 | SECRETARY & TREASURER | 5.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,793,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,088,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,224,809 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,106,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $27,106,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $406,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,699,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,334,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,334,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,222 | TotalTaxAmt |
| Distributable Before Adj | $1,327,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,327,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,327,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,235,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,235,104 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,235,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,327,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,288,899 | UndistributedIncomePYAmt |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $63,281 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,235,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,235,104 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $63,281 | PriorYearUndistributedIncmAmt |
| Taxable1 | $63,281 | Taxable1Amt |
| Taxable2 | $53,795 | Taxable2Amt |
| Undistributed Income CY | $1,327,772 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VERA R CAMPBELL PRESIDENT and CEO | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826LA (Boyle Heights) | ||||||||
| 1714 W SUNSET BLVD | LOS ANGELES | CA | 90026 | None | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| Art of Elysium | ||||||||
| 3278 Wilshire Blvd Penthouse | LOS ANGELES | CA | 90010 | None | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Asian Pacific Community Fund | ||||||||
| 1145 Wilshire Blvd 105 | LOS ANGELES | CA | 90017 | None | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| Caritas of Austin | ||||||||
| 611 Neches Street | Austin | TX | 78701 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CAST | ||||||||
| 40 Harvard Mills Square Suite 3 | Wakefield | MA | 01880 | None | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| Catholic Charities | ||||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CCDO (Cambodian Child's Dream Organization) | ||||||||
| 240 EAST 85TH ST 2A | NEW YORK | NY | 10028 | None | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| City of Hope | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| City Year Inc | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | None | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| College Track | ||||||||
| 112 Linden Street | Oakland | CA | 94607 | None | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Community Partners For Libros Schmibros | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Corazon de Vida | ||||||||
| 14252 CULVER DR STE A-800 | IRVINE | CA | 92604 | None | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Epilepsy Foundation of Greater Los Angeles | ||||||||
| 5777 W Century Blvd | Los Angeles | CA | 90045 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FIDM (Fashion Institute of Design & Merchandising) | ||||||||
| 919 S Grand Ave | Los Angeles | CA | 90015 | None | NC | GENERAL OPERATING SUPPORT | $1,000 | |
| From Lot to Spot | ||||||||
| 2003 E 1st St | Los Angeles | CA | 90033 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Girl Scouts of San Gorgonio | ||||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 900131505 | None | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| Help a Life Foundation | ||||||||
| 3884 CLAYTON AVE | LOS ANGELES | CA | 90027 | None | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| Homeboy Industries | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ICA-LA | ||||||||
| 1717 E 7th St | LOS ANGELES | CA | 90021 | None | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| Inner-City Arts | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | None | PC | GENERAL OPERATING SUPPORT | $265,000 | |
| Institute for Field Research | ||||||||
| 2999 Overland Ave 103 | Los Angeles | CA | 90064 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| J Paul Getty Foundation | ||||||||
| 1200 GETTY CENTER DR SUITE 400 | LOS ANGELES | CA | 90049 | None | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Jeffrey Foundation | ||||||||
| 5470 Washington Blvd | LOS ANGELES | CA | 90016 | None | PC | GENERAL OPERATING SUPPORT | $250 | |
| Junior Blind of America | ||||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Juvenile Diabetes Research Foundation | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | None | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LA Mission | ||||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 900600127 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LA-Mas | ||||||||
| 3051 North Coolidge Avenue | LOS ANGELES | CA | 90039 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Legacy LA | ||||||||
| 1350 N San Pablo | LOS ANGELES | CA | 90033 | None | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Los Angeles County Museum of Art (LACMA) | ||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Matthew Silverman Memorial Foundation | ||||||||
| 324 S BEVERLY DR STE 411 | BEVERLY HILLS | CA | 90212 | None | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MOCA (The Museum of Contemporary Art) | ||||||||
| 50 S Grand Ave | LOS ANGELES | CA | 90012 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Palazzo Strozzi Foundation | ||||||||
| C/O EMC INC 10 EAST 53RD STREET 30T | NEW YORK | NY | 10022 | None | PC | GENERAL OPERATING SUPPORT | $25,000 | H FLOOR |
| Posse Foundation | ||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | None | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Proyecto Pastoral | ||||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | None | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| Saban Community Clinic | ||||||||
| 8405 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| School for Advanced Research | ||||||||
| 660 GARCIA STREET | SANTA FE | NM | 87505 | None | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Self Help Graphics | ||||||||
| 1300 E 1st St | LOS ANGELES | CA | 90033 | None | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Shelter Partnership | ||||||||
| 520 SO GRAND AVE SUITE 695 | LOS ANGELES | CA | 90071 | None | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| University of Southern California | ||||||||
| University Park Campus 3551 Trousda | Los Angeles | CA | 900890911 | None | PC | GENERAL OPERATING SUPPORT | $1,000 | le Parkway Ste 160 |
| Virginia Mason Foundation | ||||||||
| 1100 9th Ave | Seattle | WA | 98101 | None | PC | GENERAL OPERATING SUPPORT | $500 | |
| Western National Parks Association | ||||||||
| 12880 N VISTOSO VILLAGE DR | ORO VALLEY | AZ | 85755 | None | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Young Storytellers Foundation | ||||||||
| 923 E 3RD ST STE 307 | LOS ANGELES | CA | 90013 | None | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,227,250 | 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 | $361,400 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $648,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $648,029 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | VERA R CAMPBELL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SOUTH ANDERSON STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,525,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $3,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,667 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation | PropertyDesc |
| Current Year Expense | $133 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $19,630,573 | EOYBookValueAmt |
| EOYFMV | $18,673,519 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATIONAL COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,341 | AccumulatedDepreciationAmt |
| Book Value | $659 | BookValueAmt |
| EOYFMV | $659 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Investments - Bel Air | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,469,017 | BookValueAmt |
| EOYFMV | $8,224,809 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Current Year Transfer Adjustment | Desc |
| Amt | $488,357 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment fees | $278,369 | $278,369 |
| Bank charges | $95 | $95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO INCOME-PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $176,153 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $176,153 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO CONTRIBUTOR | Desc |
| BOY Book Value | $2,000 | BOYBookValueAmt |
| EOY Book Value | $2,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $4,187 | Amt |
| Disbursements Charitable Prps | $4,187 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAXES | $785 | |
| FOREIGN TAXES PAID | $4,790 | $4,790 |