GARY BROAD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GARY BROAD FOUNDATION (EIN 33-0757689)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201701319349103005
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T18:21:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330757689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY BROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3109545025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVE OF THE STARS NO 3000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY S QUANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3109545025 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.93.38.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 15:42:48 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8782F85243CB5B9ABA98490FB286C3CC25101D73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8782F85243CB5B9ABA98490FB286C3CC25101D73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,789,104 | 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 | $2,032,225 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $107,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,245 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,144,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $429,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,714,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,243 | CashBOYAmt |
| Cash EOY | $44,058 | CashEOYAmt |
| Cash EOYFMV | $44,058 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,534,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,205,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,205,500 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,131,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,104,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,539,546 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,680,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,354,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,789,104 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,130,194 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,130,194 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,550,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,224,109 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,680,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,354,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,680,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,354,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,680,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,714,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,395,199 | SubtotalAmt |
| Other Decreases | $40,896 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,354,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UNITED ONLINE 5,790 SHS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2010-12-31 | AcquiredDt |
| Sold | 2016-07-07 | SoldDt |
| Gross Sales Price | $63,690 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,445 | CostOrOtherBasisAmt |
| Gain Or Loss | $45,245 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $45,245 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,245 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $336,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,950,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048401 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $325,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,544,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $248,317 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,068,101 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $201,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,085,437 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049333 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,333 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,975,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041593 | DistributionYr5Rt |
| Total Distribution | 0.238080 | TotalDistributionRt |
| Average Distribution | 0.047616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,618,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $410,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $411,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $429,373 | 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 | $1,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,475 | OverpaymentAmt |
| Applied To ES Tax | $20,475 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CINDY S QUANE | IndividualWithBooksNm |
| Phone | 3109545025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVE OF THE STARS SUITE 3000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GARY BROAD | ||||||||
| 2121 AVE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CINDY S QUANE | ||||||||
| 2121 AVE OF THE STARS SUITE 3000 | LOS ANGELES | CA | 90067 | CO-TRUSTEE | 1.00 | $4,000 | $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 | $5,172,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,577,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,749,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,749,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,618,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,525 | TotalTaxAmt |
| Distributable Before Adj | $429,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $429,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $429,404 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $429,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $429,373 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $427,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $429,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $19,309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $429,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $429,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $19,278 | ExcessFromYear2Amt |
| Excess From Year1 | $32,674 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY BROAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL SAMARITANS SPCA | |||||||
| 72-307 RAMON RD | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC | SUPPORT FOR ANIMAL WELFARE. | $25,000 |
| BOYS & GIRLS CLUB OF COACHELLA | |||||||
| 42-600 COOK ST 120 | PALM DESERT | CA | 92211 | NONE | PUBLIC | SUPPORT FOR CHILDREN'S ACTIVITIES AND PROGRAMS. | $25,000 |
| CALIFORNIA EQUINE RETIREMENT FDN INC | |||||||
| 34033 KOODEN RD | WINCHESTER | CA | 92596 | NONE | PUBLIC | SUPPORT FOR RETIRED THOROUGHBREDS. | $25,000 |
| EDWIN J GREGSON FOUNDATION | |||||||
| 285 W HUNTINGTON DR | ARCADIA | CA | 91066 | NONE | PUBLIC | SUPPORT FOR COLLEGE SCHOLARSHIPS. | $20,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC | SUPPORT FOR HOSPITAL & MEDICAL SERVICES. | $25,000 |
| HAZELDEN BETTY FORD CENTER FOUNDATION | |||||||
| 41990 COOK ST STE C-301 | PALM DESERT | CA | 92211 | NONE | PUBLIC | SUPPORT FOR ADDICTION TREATMENT PROGRAMS. | $15,000 |
| JEWISH FAMILY SERVICE | |||||||
| 801 E TAHQUITZ CANYON WAY | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | SUPPORT FOR SOCIAL SERVICES, COUNSELING AND ASST. | $20,000 |
| KIDS & HORSES | |||||||
| 2869 ESAW ST | MINDEN | NV | 89423 | NONE | PUBLIC | SUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN. | $20,000 |
| LIVING DESERT RESERVE | |||||||
| 47-900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC | SUPPORT FOR DESERT PRESERVATION & CONSERVATION. | $10,000 |
| MUTTVILLE | |||||||
| 255 ALABAMA ST | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC | SUPPORT FOR SENIOR DOG RESCUE | $20,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| 101 MUSEUM DR | PALM SPRINGS | CA | 92263 | NONE | PUBLIC | SUPPORT FOR THE ARTS. | $15,000 |
| PEGASUS RIDING ACADEMY FOR THE HANDICAPPED | |||||||
| 35-450B PEGASUS CT | PALM DESERT | CA | 92211 | NONE | PUBLIC | SUPPORT FOR RESCUE & CARE OF THERAPEUTIC HORSES. | $20,000 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PUBLIC | SUPPORT FOR ANIMAL WELFARE. | $25,000 |
| RACE FOR EDUCATION | |||||||
| 4063 IRON WORKS PKWY STE 2 | LEXINGTON | KY | 40511 | NONE | PUBLIC | SUPPORT FOR COLLEGE SCHOLARSHIPS. | $20,000 |
| SAVING AMERICA'S MUSTANGS | |||||||
| 2683 VIA DE LA VALLE G313 | DEL MAR | CA | 92014 | NONE | PUBLIC | SUPPORT FOR SAVING WILD MUSTANG HORSES. | $20,000 |
| ST VINCENT MEALS ON WHEELS | |||||||
| 2222 OCEAN VIEW AVE STE 114 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | SUPPORT FOR MEALS FOR THE INFIRM OR ELDERLY. | $20,000 |
| UNIVERSITY OF HAWAI'I FOUNDATION | |||||||
| 2444 DOLE ST | HONOLULU | HI | 96822 | NONE | PUBLIC | SUPPORT FOR PUBLIC UNIVERSITY. | $25,000 |
| WESTSIDE CHILDREN'S CENTER | |||||||
| 12120 WAGNER ST | CULVER CITY | CA | 90230 | NONE | PUBLIC | SUPPORT FOR CHILDREN'S MENTAL HEALTH SERVICES. | $20,000 |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC | SUPPORT FOR HIGH SCHOOL. | $30,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 TWENTY-FOURTH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | SUPPORT FOR CONSERVATION ON EARTH. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,000 | 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 | $107,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,936 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARY BROAD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVE OF THE STARS SUITE 3000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,032,225 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 18,500 SHS GLD GOLD | NoncashPropertyDesc |
| Fair Market Value | $2,032,225 | FairMarketValueAmt |
| Received | 2016-12-29 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIG 4,109 SHS | $93,297 | $268,359 |
| CONOCOPHILLIPS 3,459 SHS | $138,127 | $173,434 |
| BP 4,221 SHS | $220,125 | $157,781 |
| CAMPBELL SOUP 4,295 SHS | $134,090 | $259,719 |
| EXXON MOBIL 3,149 SHS | $224,272 | $284,229 |
| GENERAL DYNAMICS 2,591 SHS | $153,335 | $447,362 |
| PROCTOR & GAMBLE 3,696 SHS | $198,032 | $310,760 |
| KB HOME 16,900 SHS | $229,164 | $267,189 |
| UNITED ONLINE 5,790 SHS | $0 | $0 |
| ANADARKO PETROLEUM 8,687 SHS | $706,861 | $605,745 |
| CONOCOPHILLIPS 4,747 SHS | $284,962 | $238,015 |
| AIG WARRANTS 2,193 SHS | $36,250 | $51,448 |
| FEDEX 3,400 SHS | $309,604 | $633,080 |
| PHILLIPS 66 4,103 SHS | $125,736 | $354,540 |
| FTD COMPANIES 8,106 SHS | $213,775 | $193,247 |
| MERCK 7,000 SHS | $334,670 | $412,090 |
| SYSCO 9,300 SHS | $334,614 | $514,941 |
| UNITED TECHNOLOGIES 3,100 SHS | $335,606 | $339,822 |
| SPDR GLD 18,500 SHS | $2,032,225 | $2,027,785 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $40,896 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $0 | $0 | $0 |
| OFFICE EXPENSES | $128 | $0 | $128 |
| BROKER FEES | $85 | $0 | $85 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
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